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光峰科技(688007) - 关于2022年限制性股票激励计划预留授予第二个归属期归属结果暨股份上市的公告
2025-09-10 09:02
归属结果暨股份上市的公告 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、准确性和完整性依法承担法律责任。 重要内容提示: 证券代码:688007 证券简称:光峰科技 公告编号:2025-046 深圳光峰科技股份有限公司 关于 2022 年限制性股票激励计划预留授予第二个归属期 本次股票上市类型为股权激励股份;股票认购方式为网下,上市股数为 33,290股。 本次股票上市流通总数为33,290股 本次股票上市流通日期为2025 年 9 月 16 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司(以下简称"中国结算上海分公司")相关业务规则的规定,公 司已于近日收到中国结算上海分公司出具的《证券变更登记证明》,公司已完成 2022 年限制性股票激励计划预留授予第二个归属期的股份登记工作。现将有关情 况公告如下: 一、公司 2022 年限制性股票激励计划已履行的程序 1、2022 年 4 月 29 日,公司分别召开第二届董事会第十二次会议、第二届监 事会第十一次会议,审议通过《关于公司<2022 年限制性股票激励计划( ...
进入10米测距时代!光峰科技发布首款消费级水下蓝光激光雷达
Xin Lang Zheng Quan· 2025-09-10 07:52
Core Viewpoint - The launch of underwater LiDAR products by Guangfeng Technology marks a significant advancement in the underwater robotics market, introducing the first consumer-grade underwater blue laser LiDAR that enhances effective measurement capabilities to 10 meters, thus entering the "10-meter underwater measurement era" [1][4][17] Product Launch - Guangfeng Technology officially announced two underwater LiDAR products, the Yuanmou D10 and Yuanmou T1, targeting both consumer and professional underwater robot markets [1][10] - The Yuanmou D10 is designed for consumer use, featuring a compact size comparable to a business card holder, and complies with CLASS 1 laser safety standards [7][9] - The Yuanmou T1 is aimed at the professional market, utilizing triangulation measurement technology for applications in marine surveying, underwater archaeology, structural inspection, and seabed resource exploration [10][12] Technological Innovation - The underwater LiDAR employs high-power blue laser technology, which significantly reduces absorption in water compared to common infrared lasers, enhancing signal penetration and interference resistance [4][12] - Guangfeng Technology has developed environmental light filtering technology and pulse laser algorithms to maintain stable measurement performance in turbid water conditions, addressing challenges faced by traditional camera solutions [12][17] Market Opportunity - The global pool cleaning robot market is experiencing rapid growth, with the number of pools expected to increase from 28.88 million in 2021 to 36.92 million by 2026, representing a compound annual growth rate of approximately 5% [13] - The penetration rate of pool cleaning robots is rising, with an anticipated demand exceeding 10 million units by 2026, highlighting significant market opportunities [13][16] - Current market challenges include low sensor configuration rates and limited intelligence levels in pool cleaning robots, indicating a need for advanced solutions [16][17] Strategic Partnerships - Guangfeng Technology has signed a bilateral cooperation agreement with Huan Chuang Technology to promote the intelligent upgrade of pool cleaning robots and accelerate the commercialization of innovative technologies [3]
光峰科技股价涨5.03%,万家基金旗下1只基金重仓,持有2.93万股浮盈赚取3.05万元
Xin Lang Cai Jing· 2025-09-10 06:40
数据显示,万家基金旗下1只基金重仓光峰科技。万家科技量化选股混合发起式A(020975)二季度持 有股数2.93万股,占基金净值比例为1.96%,位居第九大重仓股。根据测算,今日浮盈赚取约3.05万 元。 万家科技量化选股混合发起式A(020975)成立日期2024年9月24日,最新规模1930.44万。今年以来收 益26.16%,同类排名2709/8177;成立以来收益30.76%。 9月10日,光峰科技涨5.03%,截至发稿,报21.70元/股,成交2.68亿元,换手率2.74%,总市值99.67亿 元。 资料显示,深圳光峰科技股份有限公司位于广东省深圳市南山区西丽街道西丽社区仙洞路8号光峰科技 总部大厦4层-7层、2905-2907、31层-32层,成立日期2006年10月24日,上市日期2019年7月22日,公司 主营业务涉及激光显示核心器件与整机产品的研发、生产、销售与租赁业务。主营业务收入构成为:核 心器件及整机业务92.60%,其他产品及业务7.40%。 从基金十大重仓股角度 截至发稿,尹航累计任职时间5年53天,现任基金资产总规模4.68亿元,任职期间最佳基金回报 52.94%, 任职期间最差 ...
光峰科技(688007):业务转型关键期,经营阶段性承压
Changjiang Securities· 2025-09-04 08:43
Investment Rating - The investment rating for the company is "Buy" and it is maintained [8] Core Views - The company is undergoing a critical business transformation period, facing temporary operational pressure. In the first half of 2025, the company achieved revenue of 961 million yuan, a year-on-year decline of 11.09%, and a net profit attributable to shareholders of -131 million yuan, with a non-recurring net profit of -46 million yuan. In the second quarter of 2025 alone, revenue was 500 million yuan, down 21.41% year-on-year, with a net profit of -110 million yuan and a non-recurring net profit of -22 million yuan [2][5] Summary by Sections Business Performance - In the first half of 2025, the company's revenue decreased by 11.09% year-on-year, while the second quarter saw a more significant decline of 21.41%. The company is focusing on solidifying its high-margin cinema and specialized display businesses while adjusting its market strategy for the automotive sector to avoid ineffective competition [12] Revenue Breakdown - The cinema business showed stable growth, generating 288 million yuan in revenue, a year-on-year increase of 7.48%. The company has installed 41 LED screens, leading the market in new screen installations [12] R&D and Innovation - The company is increasing its investment in R&D, with a gross margin of 26.91% in the first half of 2025, down 3.39 percentage points year-on-year. The company has filed 41 new patents in AR and AI fields, totaling 266 patents, and 60 new patents in automotive optical technology, totaling 291 patents [12] Future Outlook - The laser display industry is expected to maintain a good growth trend, and the smart cockpit market has promising prospects. The company is expected to continue reducing losses in its consumer business and has secured high-quality contracts with several automotive manufacturers, indicating a potential for rapid expansion [12]
光峰科技H1转亏近3年净利连降 2019年上市募资11.9亿
Zhong Guo Jing Ji Wang· 2025-09-04 06:31
Core Viewpoint - The financial performance of Guangfeng Technology (688007.SH) in the first half of 2025 shows a significant decline in revenue and net profit compared to the same period last year, indicating potential challenges for the company moving forward [1][3]. Financial Performance Summary - In the first half of 2025, the company achieved operating revenue of 961.49 million yuan, a decrease of 11.09% year-on-year [1][3]. - The net profit attributable to shareholders was -130.94 million yuan, compared to a profit of 10.91 million yuan in the same period last year, marking a decline of 1,300.25% [1][3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was -46.18 million yuan, down 442.61% from 13.48 million yuan in the previous year [1][3]. - The net cash flow from operating activities was 94.22 million yuan, a significant improvement from -79.15 million yuan in the same period last year [1][3]. Historical Financial Data - In 2024, the company reported operating revenue of 2.42 billion yuan, an increase of 9.27% year-on-year, but the net profit attributable to shareholders fell by 72.91% to 27.95 million yuan [4]. - The net profit after deducting non-recurring gains and losses in 2024 was 32.13 million yuan, down 22.88% from the previous year [4]. - The net cash flow from operating activities in 2024 was 87.22 million yuan, a decrease of 76.04% compared to 364.08 million yuan in 2023 [4]. IPO and Fundraising Information - Guangfeng Technology was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 22, 2019, with an initial public offering of 68 million shares at a price of 17.50 yuan per share [7]. - The total amount raised from the IPO was 119 million yuan, with a net amount of 106.25 million yuan after expenses [7]. - The funds raised were intended for the development and industrialization of next-generation laser display products, the establishment of a research and development center, and upgrading information systems [7].
光博会预告:光峰科技将发布水下激光雷达,开启水下机器人新时代
Xin Lang Zheng Quan· 2025-09-04 03:49
Core Viewpoint - The rapid development of the robotics business is driving new growth opportunities for lidar technology, particularly in underwater scenarios, with significant innovations expected from Guangfeng Technology's upcoming underwater lidar product launch at the 26th China International Optoelectronic Exposition [1][4]. Industry Summary - The application of lidar in the robotics sector has seen explosive growth, with major manufacturers reporting substantial increases in product sales. For instance, SUTENG's latest financial report indicates that its robot product sales reached 34,400 units in Q2 2025, a year-on-year increase of 631.9% and a quarter-on-quarter increase of 189.1%. Similarly, Hesai Technology reported a delivery volume of 48,500 units in the robotics field, marking a year-on-year growth of 743.6% and projecting over 200,000 lidar shipments in 2025 [1][3]. Market Potential - The primary orders for lidar in the robotics field currently stem from lawn mowing robots, benefiting from the adaptation of automotive lidar technology. However, there is a notable growth in pool cleaning robots, with the global number of pools expected to rise from 28.88 million in 2021 to 36.92 million by 2026, reflecting a compound annual growth rate of approximately 5%. The demand for pool cleaning robots is projected to reach around 10.34 million units by 2026, with a penetration rate of 28% [3]. Technical Challenges - The underwater application of lidar faces several technical challenges, including significant attenuation of infrared lasers in water, with 905nm infrared light losing over 60% of its energy after traveling just 1 meter in clear water. Additionally, the effective measurement range is limited to under 5 meters due to the absorption and scattering of light in water, compounded by environmental light interference and water turbidity issues that complicate signal processing [3]. Company Innovation - Guangfeng Technology's upcoming underwater lidar product is highly anticipated to address these underwater perception challenges, providing more accurate and reliable sensing solutions for underwater robots like pool cleaning devices. This innovation is expected to unlock a billion-level incremental market space [4].
湾区企业家观看九三阅兵:秉持实业报国,推动科技创新
Nan Fang Du Shi Bao· 2025-09-03 08:46
Group 1 - The 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War was commemorated with a grand military parade in Beijing, attended by technology entrepreneurs from the Guangdong-Hong Kong-Macao Greater Bay Area [1] - Entrepreneurs expressed their commitment to transforming patriotic enthusiasm into strong motivation for technological innovation and industrial development, aligning their business growth with the nation's destiny [1][8] - Li Yi, founder and CEO of Guangfeng Technology, emphasized the honor of attending the event and the importance of national strength and unity, reflecting on the hard-won peace of today [1][3] Group 2 - Guangfeng Technology has been focusing on core technology breakthroughs and increasing investment in emerging fields such as AR glasses and underwater robots, aiming to drive the industrial application of cutting-edge technologies [3] - The company has made significant advancements in semiconductor laser technology using GaN and GaAs materials, meeting the demands for compact size, high resolution, and color fidelity in new display technologies [3] - SenseTime, led by CEO Xu Li, is committed to promoting the integration of technological and industrial innovation, leveraging national support for AI and other frontier fields to benefit the public [4] Group 3 - Skyworth Group, a well-known home appliance and information technology enterprise, aims to align its development with national progress, emphasizing the importance of technological innovation in contributing to "Made in China" [4] - Xinlicheng Holdings, which has grown from a small enterprise to one of China's top 500 companies, focuses on digital education solutions and aims to contribute to the construction of a strong education nation [7] - BYD showcased its electric sanitation vehicles during the parade, highlighting its commitment to clean and intelligent green technology in support of carbon neutrality goals [7][8]
独家|光峰科技将推出水下激光雷达产品
Xin Lang Cai Jing· 2025-09-03 02:18
Core Viewpoint - Guangfeng Technology is set to launch its underwater LiDAR product at the 26th China International Optoelectronic Exposition (CIOE) from September 10 to 12, marking its first radar product release [1] Company Developments - The underwater LiDAR product will primarily be applied in the underwater robotics sector [1] - The company will also unveil its latest micro AR optical machine, which is highly compatible with the newly launched PVG waveguide product from Gudong Intelligent [1] - The combination of these two products is expected to achieve significant breakthroughs in enhancing the overall performance and cost control of AR glasses [1]
光峰科技将推出水下激光雷达产品
Xin Lang Cai Jing· 2025-09-03 02:08
Core Insights - The company Guangfeng Technology will launch its underwater LiDAR products at the 26th China International Optoelectronic Exposition (CIOE) from September 10 to 12, marking its first radar product release [1] - The company will also unveil its latest micro AR optical engine, which is highly compatible with the newly launched PVG waveguide products from Gudong Intelligent, potentially leading to significant breakthroughs in the overall performance and cost control of AR glasses [1] Company Developments - Guangfeng Technology is entering the underwater robotics market with its new LiDAR product, indicating a strategic expansion into emerging technology sectors [1] - The collaboration with Gudong Intelligent on the micro AR optical engine suggests a focus on enhancing AR technology, which could position the company favorably in the growing AR market [1] Industry Trends - The introduction of underwater LiDAR technology aligns with increasing demand for advanced robotics in underwater exploration and applications [1] - The partnership with Gudong Intelligent highlights a trend towards integrating complementary technologies to improve product performance in the AR industry [1]
消费电子板块9月1日涨1.53%,致尚科技领涨,主力资金净流出25.19亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-01 08:39
Market Overview - On September 1, the consumer electronics sector rose by 1.53%, with Zhishang Technology leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers in Consumer Electronics - Zhishang Technology (301486) closed at 104.13, up 14.90% with a trading volume of 180,700 shares [1] - Jingyan Technology (300709) closed at 57.71, up 9.20% with a trading volume of 259,500 shares [1] - Boshuo Technology (300951) closed at 43.15, up 8.69% with a trading volume of 137,300 shares [1] - Yunzhu Technology (688260) closed at 34.82, up 6.84% with a trading volume of 152,500 shares [1] - Jingxing Technology (300256) closed at 4.99, up 5.72% with a trading volume of 1,931,400 shares [1] Top Losers in Consumer Electronics - Mengsheng Electronics (838701) closed at 22.53, down 5.73% with a trading volume of 55,900 shares [2] - Yidong Electronics (301123) closed at 46.10, down 3.84% with a trading volume of 175,500 shares [2] - Suzhou Tianmai (301626) closed at 146.00, down 3.38% with a trading volume of 19,600 shares [2] Capital Flow Analysis - On the same day, the consumer electronics sector experienced a net outflow of 2.519 billion yuan from institutional investors, while retail investors saw a net inflow of 2.572 billion yuan [2][3] - The top stocks with significant net inflows from retail investors included Lansi Technology (300433) and Xiechuang Data (300857) [3] Individual Stock Capital Flow - Lansi Technology (300433) had a net inflow of 2.92 billion yuan from institutional investors, while retail investors had a net outflow of 1.48 billion yuan [3] - Xiechuang Data (300857) saw a net inflow of 1.45 billion yuan from institutional investors, with retail investors experiencing a net outflow of 636.39 million yuan [3] - Victory Precision (002426) had a net inflow of 1.40 billion yuan from institutional investors, while retail investors faced a net outflow of 1.31 billion yuan [3]