理合伙企业 其他：被动稀释 年 8 月 29 日 （有限合伙） | | | | | | 集中竞价 ? | | 2023 | 年 | 07 | 月 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 黄淮 | 311.48 | 3.28% | 252.06 | 2.65% | 大宗交易 | □ | 28 | 日至 | | 2025 | | | | | | | | 其他：被动稀释 | | 年 | 8 | 月 | 29 | 日 | 证券代码：688025 证券简称：杰普特 公告编号：2025-038 深圳市杰普特光电股份有限公司 关于控股股东及其一致行动人 权益变动触及 1%刻度的提示性公告 控股股东、实际控制人黄治家及其一致行动人黄淮、厦门市同聚同源咨询管理合 伙企业(有限合伙)保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 权益变动方向 比例增加□ 比例减少? 权益变动前合计比例 38.65 ...

证券代码：688025 证券简称：杰普特 公告编号：2025-038 深圳市杰普特光电股份有限公司 关于控股股东及其一致行动人 权益变动触及 1%刻度的提示性公告 控股股东、实际控制人黄治家及其一致行动人黄淮、厦门市同聚同源咨询管理合 伙企业(有限合伙)保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ 比例减少 | | --- | --- | | 权益变动前合计比例 | 38.65% | | 权益变动后合计比例 | 37.00% | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ | | 是否触发强制要约收购义务 | 是□ | | | 否 否 | 一、 信息披露义务人及其一致行动人的基本信息 二、 权益变动触及 1%刻度的基本情况 2025 年 9 月 1 日，深圳市杰普特股份有限公司（以下简称"公司"）收到 股东厦门市同聚同源咨询管理合伙企业（有限合伙）（以下简称"同聚同源"）出 具的《权益变动告知函》，获悉于 2025 年 8 月 29 日，同聚 ...

格隆汇9月1日丨杰普特(688025.SH)公布，2025年9月1日，公司收到股东厦门市同聚同源咨询管理合伙 企业（有限合伙）（以下简称"同聚同源"）出具的《权益变动告知函》，获悉于2025年8月29日，同聚 同源通过大宗交易方式减持公司股份95万股，占公司当前总股本的比例为1%。 ...

两融数据显示，该股最新融资余额为1.91亿元，近5日减少2012.61万元，降幅为9.52%。（数据宝） 8月29日杰普特大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | 格 | 折溢价（%） | | | | 股） | | （元） | | | | | 95.00 | 11666.95 | 122.81 | -7.70 | 中信证券股份有限公司 | 中国中金财富证券有限公司 | | | | | | 杭州文居街证券营业部 | 北京科学院南路证券营业部 | （文章来源：证券时报网） 杰普特8月29日大宗交易平台出现一笔成交，成交量95.00万股，成交金额1.17亿元，大宗交易成交价为 122.81元，相对今日收盘价折价7.70%。该笔交易的买方营业部为中信证券股份有限公司杭州文居街证 券营业部，卖方营业部为中国中金财富证券有限公司北京科学院南路证券营业部。 证券时报·数据宝统计显示，杰普特今日收盘价为133.05元，下跌2.50%，日换手率为2.47%，成交 ...

8月29日，杰普特大宗交易成交95万股，成交额1.17亿元，占当日总成交额的27.06%，成交价122.81元，较市场收盘价133.05元折价7.7%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-08-29 | 杰普特 | 688025 | 中信证券股份有限 122.81 તેર | 11666.95 | | 中国中金财富证券 | | | | | | | 公司杭州文居街证 | 有限公司北京科学 | | | | | | | 兰古川北 | 『中三世界』『代出』 | ...

Investment Rating - The report maintains a "Buy" rating for the company, with a market price of RMB 136.46 and a sector rating of "Outperform" [1][4]. Core Insights - The company has demonstrated rapid growth in Q2 2025, achieving revenue of RMB 5.38 billion, a year-on-year increase of 59.15%, and a net profit of RMB 0.59 billion, up 107.76% year-on-year. The company is a leading domestic MOPA laser manufacturer and is expanding its applications in consumer electronics, which is expected to unlock further growth potential [4][9]. - The revenue for the first half of 2025 reached RMB 8.81 billion, representing a 48.34% increase year-on-year, with a net profit of RMB 0.95 billion, up 73.84% year-on-year. The growth is attributed to strong sales in precision processing for new energy battery applications and consumer-grade laser products [9][10]. Financial Summary - The company’s revenue projections for 2025-2027 are RMB 18.11 billion, RMB 23.13 billion, and RMB 27.57 billion, respectively. The expected net profits for the same period are RMB 1.99 billion, RMB 2.59 billion, and RMB 3.26 billion, with corresponding EPS of RMB 2.10, RMB 2.73, and RMB 3.43 [6][8]. - The current price-to-earnings (PE) ratios are projected at 65.0 for 2025, 50.1 for 2026, and 39.8 for 2027, indicating a favorable valuation trend as the company grows [6][8]. Performance Metrics - The company’s gross margin for the first half of 2025 was 39.44%, with a net margin of 10.56%, reflecting effective cost control and strong profitability [9][10]. - The overall expense ratio decreased to 24.54%, down 3.92 percentage points year-on-year, showcasing the company's strong expense management capabilities [9][10]. Market Position and Strategy - The company is positioned as a leader in the MOPA laser sector and is focused on providing integrated solutions that include laser systems and core modules. It is actively expanding into new application areas, including laser engraving and optical communication products, to meet the growing demand in data centers and cloud computing [9][10].

据证券之星公开数据整理，近期杰普特（688025）发布2025年中报。截至本报告期末，公司营业总收入 8.81亿元，同比上升48.34%，归母净利润9520.61万元，同比上升73.84%。按单季度数据看，第二季度 营业总收入5.38亿元，同比上升59.15%，第二季度归母净利润5915.99万元，同比上升107.76%。本报告 期杰普特应收账款上升，应收账款同比增幅达35.47%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率39.44%，同比减2.45%，净利率10.56%，同比增 22.95%，销售费用、管理费用、财务费用总计1.29亿元，三费占营收比14.59%，同比减8.22%，每股净 资产22.05元，同比增7.52%，每股经营性现金流2.3元，同比增1321.92%，每股收益1.0元，同比增 72.41% 财务报表中对有大幅变动的财务项目的原因说明如下： 货币资金变动幅度为38.61%,原因:收到客户回款增加。 交易性金融资产变动幅度为1073.36%,原因:本期债务工具投资增加。 应收款项融资变动幅度为-32.13%,原因:银行承兑票据到期承兑。 预付款项变动幅度为61.89%,原因:公司 ...

市公司 机械设备 2025 年 08 月 27 日 (688025) -25Q2 归母净利润 yoy100%+，工业及消费级需求 并振 报告原因:有业绩公布需要点评 STL (维持) | 市场约据: | 2025年08月26日 | | --- | --- | | 收盘价（元） | 136.00 | | 一年内最高/最低（元） | 144.36/30.00 | | 市净率 | 6.2 | | 股息率%（分红/股价） | 0.31 | | 流通 A 股市值 (百万元) | 12,927 | | 上证指数/深证成指 | 3,868.38/12,473.17 | | 注:"股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025年06月30日 | | --- | --- | | 每股净资产 (元) | 22.05 | | 资产负债率% | 29.70 | | 总股本/流通Ａ股(百万) | විදි | | 流通 B 股/H 股 (百万) | -/- | 年内股价与大儒对 联系人 何佳霖 (8621)23297818× heil@swsresearch.com 事件: 25H1 公司实现营业收入 8.81 ...

Group 1: AI Medical - Ping An Good Doctor's stock surged by 6.99% on August 26, with its price doubling in the past month. The company reported an AI product system "7+N+1" with an accuracy rate of approximately 98% for AI-assisted consultations and nearly 80% for complex disease treatment plans [4] - The average service cost for family doctors decreased by about 52% due to AI assistance, and operational efficiency improved by around 50% [4] Group 2: Artificial Intelligence Policy - The State Council released an opinion on August 26 to implement the "Artificial Intelligence+" initiative, aiming for over 70% application penetration of new intelligent terminals and agents by 2027, and over 90% by 2030 [5] - The initiative includes building national AI application pilot bases and promoting the transformation of software and information service companies [5] Group 3: 5.5G Development - The Ministry of Industry and Information Technology is expected to issue the second batch of millimeter-wave private network frequency licenses, with more companies anticipated to receive licenses by the end of the year [6] - This issuance indicates the maturity of the domestic millimeter-wave 5G industry chain and is expected to initiate a wave of innovation in the sector [7] Group 4: Gaming Industry - The National Press and Publication Administration approved 173 games in August 2025, setting a new record for the year, including 166 domestic and 7 imported games [9] - The gaming market is projected to maintain long-term optimistic growth, with the 3A game market expected to reach 13.3 billion yuan in 2025 and 16.9 billion yuan in 2026, with a CAGR of 35% anticipated from 2027 to 2028 [9] Group 5: Company Earnings - Cambrian reported a net profit of 1.038 billion yuan in the first half of 2025, compared to a loss of 530 million yuan in the same period last year [12] - North Rare Earth's net profit surged by 1951.52% year-on-year to 931 million yuan in the first half of 2025 [12] - Light Media's net profit increased by 371.55% year-on-year to 2.229 billion yuan in the first half of 2025 [12]

司股本总额的 20%。 深圳市杰普特光电股份有限公司 2025 年限制性股票激励计划首次授予的限制 性股票在各激励对象间的分配情况如下表所示： 占本激励计 深圳市杰普特光电股份有限公司 注：1、上述任何一名激励对象通过全部在有效期内的股权激励计划获授的本公司股票均未超过公司总 股本 （截至授予日） 的 1%。公司全部有效期内的激励计划所涉及的标的股票总数累计不超过股权激励计划提交股东会审议 时公 | | | | 占授予限制 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 获授的限制性 | | | 划公告日公 | | | 姓名 | 国籍 | 职务 | | 性股票总数 | | | | | | 股票数量(股) | | | 司股本总额 | | | | | | 的比例 | | | | | | | | | 的比例 | | | | 一、首次授予部分 | | | | | | | | CHENG | | | | | | | | XUEPING | 新加坡 | 董事、总经理 | 23,000 | 4.84% | 0.02% | | | （成学平） | | | | ...