2023年，光峰科技实现营业收入22.13亿元，同比下降12.90%；实现归属于上市公司股东的净利润1.03亿元，同比下降13.61%；实现归属于上 市公司股东的扣除非经常性损益的净利润4166.45万元，同比下降37.18%；经营活动产生的现金流量净额为3.64亿元，同比增长105.29%。 | | | | | 単位: 元 巾种:人民币 | | --- | --- | --- | --- | --- | | 主要会计数据 | 2023年 | 2022年 | 本期比上年 同期增减(%) | 2021年 | | 营业收入 | | 2,213,356,977.95 2,541,144,635.15 | -12.90 | 2,498,228,401.78 | | 归属于上市公司股东的净利润 | 103,186,743.57 | 119,440,773.77 | -13.61 | 233,364,344.09 | | 归属于上市公司股东的扣除非 经常性损益的净利润 | 41,664,497.37 | 66,321,454.45 | -37.18 | 125.396.283.97 | | 经营活动产生的现金流量净额 | ...

Investment Rating - The investment rating for the company is "Accumulate" [6] Core Views - The company achieved a total revenue of 2.419 billion yuan in 2024, representing a year-on-year increase of 9.27%, while the net profit attributable to the parent company was 28 million yuan, down 72.91% year-on-year [1] - The company's vehicle-mounted optical business has entered a phase of intensive mass production, generating revenue of 638 million yuan in 2024, with a year-on-year growth of 64.03% in Q1 2025 [2][3] - The company is actively expanding into emerging applications in the laser industry, showcasing innovative products at major exhibitions [2] Financial Performance - In 2024, the company's gross margin was 28.31%, a decrease of 6.85 percentage points year-on-year, while the net margin was -0.24% [2] - The company plans to distribute a cash dividend of 0.25 yuan per share to all shareholders, with a payout ratio of 40.86% [1] - The projected net profits for 2025, 2026, and 2027 are 797.6 million yuan, 1.21 billion yuan, and 1.66 billion yuan, respectively, with corresponding P/E ratios of 81.2x, 53.5x, and 39x [3] Business Segments - The cinema business generated nearly 570 million yuan in revenue in 2024, while the professional display business achieved 392 million yuan, with overseas markets contributing approximately 140 million yuan, a year-on-year increase of 60.47% [2] - The company has secured 13 vehicle-mounted designations, covering products such as automotive projection systems and laser projection lights [2] - The company has entered into a strategic partnership with Valeo to launch a new generation of automotive lighting solutions [2] Cost Structure - The company's sales, management, R&D, and financial expense ratios for 2024 were 7.71%, 6.75%, 10.24%, and -0.42%, respectively [3] - The company has increased its R&D investment by nearly 9 million yuan year-on-year [3]

公司报告 | 年报点评报告 光峰科技（688007） 证券研究报告 车载业务快速增长，积极拓展激光新兴应用领域 事件：公司 2024 年全年实现营业收入 24.19 亿元，同比+9.27%，归母净利润 0.28 亿元，同比-72.91%； 其中 2024Q4 实现营业收入 6.99 亿元，同比+24.21%，归母净利润-0.15 亿元（23Q4 为-0.25 亿元）。 公司 2025 年 Q1 全年实现营业收入 4.61 亿元，同比+3.67%，归母净利润-0.21 亿元（24Q1 为 0.45 亿元）。公司拟向全体股东每 10 股派发现金红利 0.25 元（含税），分红比例 40.86%。 车载业务快速增长，拓展激光新兴应用领域 分业务看，24A 公司影院业务实现营业收入近 5.7 亿元，整体发展稳健。专业显示业务实现营业收 入 3.92 亿元；其中，海外市场实现营业收入近 1.4 亿元，同比增长 60.47%。24A 车载光学业务进入 密集量产交付阶段，实现营业收入 6.38 亿元。自进入车载业务以来，公司持续推动车载产品的技 术升级、创新突破及差异化发展，丰富产品矩阵以满足车企需求。截至 24 年底，公 ...

证券代码：688007 证券简称：光峰科技 公告编号：2025-026 深圳光峰科技股份有限公司 关于 2025 年度股份回购实施结果暨股份变动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 2025 | 年度回购方案首次披露日 | 2025/4/10 | | --- | --- | --- | | 2025 | 年度回购方案实施期限 | 董事会审议通过后 6 个月 | | 2025 | 年度方案预计回购金额 | 1,000万元~2,000万元 | | 2025 | 年度方案回购价格上限 | 18.50元/股 | | 2025 | 年度方案回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | □用于转换公司可转债 | | | | □为维护公司价值及股东权益 | | 2025 | 年度方案实际回购股数 | 141.40万股 | | 2025 | 年度方案实际回购股数占总股本比例 | 0.3079% | | 2025 | 年度方案实际回购金额 | 1,999.14万元 | | 20 ...

2025 年 04 月 30 日 公司点评 买入/维持 光峰科技(688007) 目标价: 昨收盘:14.58 光峰科技：2025Q1 收入稳健增长，车载业务进入量产交付阶段 ◼ 走势比较 (40%) (28%) (16%) (4%) 8% 20% 24/4/30 24/7/11 24/9/21 24/12/2 25/2/12 25/4/25 ◼ 股票数据 | 总股本/流通(亿股) | 4.59/4.59 | | --- | --- | | 总市值/流通(亿元) | 66.96/66.96 | | 12 个月内最高/最低价 | 20.2/11.81 | | (元) | | 相关研究报告 <<光峰科技：2024Q1 利润迎来拐点增 速靓丽，车载业务收入实现从 0 到 1 突 破>>--2024-04-30 证券分析师：孟昕 E-MAIL：mengxin@tpyzq.com 分析师登记编号：S1190524020001 证券分析师：赵梦菲 E-MAIL：zhaomf@tpyzq.com 分析师登记编号：S1190525040001 研究助理：金桐羽 电话：021-58502206 E-MAIL：jinty@tpy ...

Investment Rating - The report maintains a "Buy" rating for the company [1][7] Core Views - The company achieved a total revenue of 2.419 billion yuan in 2024, representing a year-on-year growth of 9.27%, while the net profit attributable to shareholders was 28 million yuan, down 72.91% year-on-year [4][9] - In Q1 2025, the company reported total revenue of 461 million yuan, a year-on-year increase of 3.67%, but a net loss of 21 million yuan [4][5] - The automotive optical business has entered mass production, contributing to revenue growth [1][5] Financial Performance Summary - For Q4 2024, the company recorded revenue of 699 million yuan, up 24.21% year-on-year, with a reduced net loss of 15 million yuan compared to a loss of 25 million yuan in Q4 2023 [5][6] - The core components and complete machine business generated revenue of 2.240 billion yuan in 2024, reflecting an 11.48% year-on-year increase, primarily driven by the automotive optical business [5][6] - The gross profit margin for Q4 2024 and Q1 2025 was 22.15% and 25.21% respectively, both under pressure compared to previous periods [6][9] Business Segment Performance - The automotive optical business revenue reached 638 million yuan in 2024, while the cinema and professional display businesses generated nearly 570 million yuan and 392 million yuan respectively [5][6] - The overseas revenue for the professional display business was approximately 140 million yuan, showing a significant increase of 60.47% [5][6] Regional Performance - In 2024, domestic and overseas revenues were 2.141 billion yuan and 277 million yuan respectively, with domestic revenue growing by 14.93% and overseas revenue declining by 20.81% [5][6] Future Outlook - The company is expected to benefit from the recovery of the film industry and the growth of the intelligent cockpit market, with projected net profits of 120 million yuan, 180 million yuan, and 215 million yuan for 2025, 2026, and 2027 respectively [7][9] - The estimated earnings per share (EPS) for the same years are projected to be 0.26 yuan, 0.39 yuan, and 0.47 yuan, with corresponding price-to-earnings (PE) ratios of 55.91, 37.11, and 31.09 [7][9]

Core Viewpoint - The company reported a revenue increase of 9.27% for the fiscal year 2024, driven by the commencement of mass production and delivery of its first designated vehicle model, the AITO M9, contributing to the growth of its automotive optical business [2][3]. Financial Performance - The total revenue for 2024 was 2.419 billion yuan, up from 2.213 billion yuan in 2023 [3]. - Net profit attributable to shareholders decreased by 72.91% to 27.95 million yuan compared to 103.19 million yuan in the previous year [3][4]. - The net profit after deducting non-recurring gains and losses was 32.13 million yuan, down 22.88% from 41.66 million yuan in 2023 [3][4]. - The net cash flow from operating activities was 87.22 million yuan, a decline of 76.04% year-on-year [4]. Business Strategy and Developments - The company has adjusted its C-end business strategy, leading to a decrease in revenue and gross margin from this segment, while the automotive business is gaining a larger share of revenue [4]. - The company has secured 13 automotive designations, including a significant contract for smart cockpit systems with a leading international automaker, indicating a shift towards global market expansion [4]. Research and Development - R&D expenditure accounted for 10.24% of total revenue, a decrease from 12.69% in the previous year [3]. - The company is focusing on technological upgrades and product diversification in its automotive segment to meet the needs of car manufacturers [4]. Q1 2025 Performance - For Q1 2025, the company reported a revenue of 461.38 million yuan, a 3.67% increase year-on-year [5]. - The net loss attributable to shareholders was 21.36 million yuan, a shift from profit to loss compared to the same period last year [5].

10只科创板股大宗交易平台4月29日发生交易，合计成交2.09亿元。 证券时报·数据宝统计显示，4月29日共有10只科创板股发生大宗交易，合计成交21笔，累计成交量 611.49万股，成交额合计2.09亿元。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 统计显示，成交金额最多的是派能科技，大宗交易成交量为305.63万股，成交金额1.22亿元；其次是国 博电子、悦安新材，大宗交易金额分别为3311.27万元、1405.30万元。（数据宝） （文章来源：证券时报网） 科创板股4月29日大宗交易概况 | 代码 | 简称 | 成交笔 | 大宗交易数量 | 平均成交价格 | 相对收盘价折溢价 | 大宗交易金额 | | --- | --- | --- | --- | --- | --- | --- | | | | 数 | （万股） | （元） | （%） | （万元） | | 688063 | 派能科 技 | 1 | 305.63 | 40.00 | -1.60 | 12225.20 | | 688375 | 国博电 子 | 7 | 71.75 | 46.15 | -6.90 | 3311.27 | ...

深圳光峰科技股份有限公司 公 司 章 程 二零二五年四月 | 第一章 | 总则 | 1 | | --- | --- | --- | | 第二章 | 经营宗旨和经营范围 | 2 | | 第三章 | 股份 | 2 | | 第四章 | 股东和股东大会 | 6 | | 第五章 | 董事会 | 23 | | 第六章 | 总经理及其他高级管理人员 | 33 | | 第七章 | 监事会 | 35 | | 第八章 | 财务会计制度、利润分配和审计 | 37 | | 第九章 | 通知和公告 | 42 | | 第十章 | 合并、分立、增资、减资、解散和清算 42 | | | 第十一章 | 利益相关者、环境保护与社会责任 45 | | | 第十二章 | 争端解决机制 | 45 | | 第十三章 | 修改章程 | 46 | | 第十四章 | 附则 | 46 | 第一章 总则 第一条 为维护深圳光峰科技股份有限公司（以下简称"公司"）、股东和债权人的 合法权益，规范公司的组织和行为，根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司章程 指引》、《上海证券交易所科创 ...