证券代码：688025 证券简称：杰普特 公告编号：2025-042 深圳市杰普特光电股份有限公司 关于聘任副总经理的公告 特此公告。 深圳市杰普特光电股份有限公司 董事会 2025 年 10 月 17 日 1 附件： 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。 深圳市杰普特光电股份有限公司（以下简称"公司"）于 2025 年 10 月 16 日 召开了第四届董事会第六次会议，审议通过了《关于聘任公司副总经理的议案》。 现将具体情况公告如下： 为进一步完善公司治理结构，提高公司管理水平及工作效率，结合公司发展 战略规划和经营管理的需要，根据《中华人民共和国公司法》（以下简称"《公司 法》"）《上海证券交易所科创板股票上市规则》等法律法规和规范性文件及《深 圳市杰普特光电股份有限公司章程》（以下简称"《公司章程》"）的相关规定，经 总经理提名，公司董事会提名委员会审核通过，公司董事会同意聘任 HUANG JIXIN（黄继欣）先生担任公司副总经理，任期自本次董事会审议通过之日起至 公司第四届董事会任期届满之日止。 经核查， ...

Core Viewpoint - The CPO concept stocks in the A-share market experienced a collective decline, with several companies reporting significant drops in their stock prices as of the midday close on October 14 [1]. Group 1: Stock Performance - Xinyiseng (新易盛) saw a decline of 7.93%, with a total market capitalization of 319 billion and a year-to-date increase of 290.32% [2]. - Tongfu Microelectronics (通富微电) dropped by 7.45%, holding a market cap of 66 billion and a year-to-date increase of 47.36% [2]. - Zhongji Xuchuang (中际旭创) fell by 6.61%, with a market value of 391.2 billion and a year-to-date increase of 186.48% [2]. - Huilv Ecology (汇绿生态) decreased by 5.89%, with a market cap of 11.5 billion and a year-to-date increase of 93.43% [2]. - Jiepute (杰普特) experienced a decline of 5.34%, with a market capitalization of 12.8 billion and a year-to-date increase of 185.16% [2]. - Other notable declines include Dekeli (德科立) at -4.91%, Liantech (联特科技) at -4.91%, and Zhongtian Technology (中天科技) at -4.18% [2]. Group 2: Market Trends - The overall trend indicates a bearish sentiment in the CPO sector, with multiple stocks experiencing declines of over 4% [1]. - Despite the current downturn, some stocks have shown strong year-to-date performance, indicating potential resilience in the sector [2].

Core Viewpoint - The stock of Jieput, a company specializing in laser technology and equipment, has experienced significant fluctuations, with a year-to-date increase of 198.34% but a recent decline of 7.96% over the past five trading days [1]. Company Overview - Jieput is located in Longhua District, Shenzhen, Guangdong Province, and was established on April 18, 2006, with its IPO on October 31, 2019. The company focuses on the research, development, production, and sales of lasers and intelligent equipment for precision testing and micro-processing related to integrated circuits and semiconductor optoelectronics [1]. - The main revenue composition of Jieput includes: lasers (53.32%), laser/optical intelligent equipment (38.19%), other main businesses (6.61%), optical fiber devices (1.81%), and others (0.07%) [1]. Financial Performance - For the first half of 2025, Jieput achieved operating revenue of 881 million yuan, representing a year-on-year growth of 48.34%. The net profit attributable to shareholders was 95.21 million yuan, reflecting a year-on-year increase of 73.84% [2]. - Since its A-share listing, Jieput has distributed a total of 157 million yuan in dividends, with 96.44 million yuan paid out in the last three years [3]. Shareholder Information - As of June 30, 2025, Jieput had 6,608 shareholders, a decrease of 8.29% from the previous period. The average number of circulating shares per person increased by 9.03% to 14,383 shares [2]. - Notable institutional holdings include Guangfa Technology Innovation Mixed Fund (008638) as the fourth largest shareholder with 3.14 million shares, and Guangfa Value Core Mixed Fund (010377) as the tenth largest shareholder with 859,500 shares, both being new entrants in the top ten shareholders [3].

Group 1 - As of September 28, 154 public fund institutions participated in A-share market research activities, covering 28 industries and involving 605 listed companies with a total of 4,275 research instances [1] - From September 1 to 28, 70 listed companies saw stock price increases exceeding 20%, with 19 companies experiencing gains over 40%. The mechanical equipment sector stood out, with World achieving a remarkable increase of 113.77%, attracting attention from 30 public fund institutions [3] - During the same period, 44 listed companies were researched by public fund institutions at least 20 times, with Crystal Machine Electric leading with 81 instances of research [3] Group 2 - The research activities of public fund institutions were primarily concentrated in 18 industries, with the mechanical equipment sector being the most focused, involving 90 listed companies. Key companies included Huichuan Technology, Zoomlion, and Jepter [4] - The electronics sector ranked second, with 83 listed companies and a total of 702 research instances, highlighting companies like Shenzhen South Circuit, Jingchen Co., and Juguang Technology as focal points [4] - Other industries with high research activity included electric power equipment, pharmaceuticals, and basic chemicals [4]

Group 1 - The major shareholders of Shenzhen Jieput Electric Co., Ltd. include Xiamen Tongju Tongyuan Consulting Management Partnership, which holds 13,747,042 shares, accounting for 14.46% of the total share capital [2] - The actual controller and chairman, Huang Zhijia, holds 19,853,220 shares, representing 20.89% of the total share capital [2] - Vice chairman and core technical personnel, Liu Jian, holds 3,074,260 shares, which is 3.23% of the total share capital [2] Group 2 - As of September 24, 2025, Xiamen Tongju reduced its holdings by 1,270,000 shares, which is 1.34% of the total share capital [3] - Huang Zhijia reduced his holdings by a total of 1,577,756 shares, accounting for 1.66% of the total share capital [3] - Liu Jian reduced his holdings by 484,062 shares, representing 0.51% of the total share capital [3] Group 3 - The reduction plan has been fully implemented, and the actual reductions met the previously disclosed plan [4] - The reduction was completed within the specified time frame, and there was no early termination of the reduction plan [4]

证券日报网讯 9月25日晚间，杰普特发布公告称，公司于近日分别收到上述股东发来的《关于股份减持 计划结果的告知函》，截至2025年9月24日，公司持股5%以上股东厦门市同聚同源咨询管理合伙企业 （有限合伙）通过大宗交易方式减持公司股份1，270，000股，占公司总股本的1.34%；公司控股股 东、实际控制人、董事长黄治家先生通过大宗交易和集中竞价交易方式合计减持公司股份1，577，756 股，占公司总股本的1.66%；公司副董事长、核心技术人员刘健先生通过集中竞价交易方式减持公司股 份484，062股，占公司总股本的0.51%。本次减持计划均已实施完毕。 （文章来源：证券日报） ...

证券代码：688025 证券简称：杰普特 公告编号：2025-041 深圳市杰普特光电股份有限公司 实际控制人及其一致行动人、董事减持股份结果公告 本公司董事会、全体董事及相关股东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： 2 一、减持主体减持前基本情况 股东名称 厦门市同聚同源咨询管理合伙企业（有限合伙） 股东身份 控股股东、实控人及一致行动人 √是 □否 直接持股 5%以上股东 √是 □否 董事、监事和高级管理人员 □是 √否 其他：/ 持股数量 13,747,042股 持股比例 14.46% 当前持股股份来源 IPO 前取得：13,747,042股 大股东及董监高持股的基本情况 本次减持计划实施前，深圳市杰普特光电股份有限公司（以下简称"公司"） 持股 5%以上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"厦 门同聚"）持有公司股份 13,747,042 股，占公司总股本的比例为 14.46%，为公司 首次公开发行前取得的股份，该部分股份已于 2023 年 5 月 4 日起上市流通。 公司控股股东、实际控 ...

Group 1: Market Performance - The automation equipment sector rose by 1.72% on September 24, with Boke Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Group 2: Individual Stock Performance - Boke Co., Ltd. (688160) closed at 109.10, up 14.07% with a trading volume of 48,200 shares [1] - Shitian Technology (6888899) closed at 45.82, up 13.73% with a trading volume of 299,400 shares [1] - Jingye Intelligent (688290) closed at 74.48, up 12.85% with a trading volume of 49,400 shares [1] - Other notable performers include Zhongkong Technology (688777) up 7.73% and Weichuang Electric (688698) up 7.40% [1] Group 3: Capital Flow - The automation equipment sector saw a net inflow of 531 million yuan from institutional investors, while retail investors experienced a net outflow of 3.6 million yuan [5] - Major stocks like Huichuan Technology (300124) had a net inflow of 149.6 million yuan from institutional investors [5] - Weichuang Electric (688698) recorded a net inflow of 118 million yuan from institutional investors [5] Group 4: ETF Performance - The Food and Beverage ETF (product code: 515170) decreased by 3.49% over the last five days, with a net outflow of 18.68 million yuan [7] - The Gaming ETF (product code: 159869) saw a slight decline of 0.56% but had a net inflow of 37.89 million yuan [7] - The Semiconductor ETF (product code: 588170) increased by 13.14% over the last five days, with a net inflow of 12.97 million yuan [7]

Core Insights - The ultraviolet laser industry is experiencing rapid growth due to its precision and energy control characteristics, particularly in high-tech fields such as semiconductors, consumer electronics, and biomedical applications [1][9] - The market size of China's ultraviolet laser industry is projected to grow from 1.9 billion yuan in 2018 to 5.308 billion yuan in 2024, with a compound annual growth rate (CAGR) of 18.68% [1][9] - The demand for ultraviolet lasers is expected to expand further with the development of emerging technologies like 5G, artificial intelligence, and the Internet of Things [1][9] Industry Overview - Ultraviolet lasers are defined as lasers with output wavelengths ranging from 10 to 400 nm, suitable for research, industrial applications, and OEM system integration [3] - The ultraviolet laser industry is supported by various national policies aimed at promoting key technologies and encouraging the development of laser medical devices [5] Industry Chain - The ultraviolet laser industry chain consists of upstream raw materials (optical materials, optical components, mechanical parts, etc.), midstream production and manufacturing, and downstream applications in fields such as medical devices, semiconductor testing, and communications [6][7] Market Size and Growth - The Chinese optical chip market is also expanding, with its size projected to grow from 8.23 billion yuan in 2019 to 15.86 billion yuan in 2024, reflecting a CAGR of 14.02% [8] - The medical device market in China is expected to reach approximately 1.13 trillion yuan in 2024, growing by 9.09% year-on-year [8] Competitive Landscape - The global ultraviolet laser market is growing rapidly, with significant demand in Asia, particularly in Japan and South Korea, while Europe maintains stable demand and North America continues to see strong growth driven by technological innovation [10] - Key domestic companies in the ultraviolet laser sector include Inno Laser, Han's Laser, Raycus Laser, and Huagong Tech, which are increasing their R&D investments to enhance product performance and market share [10] Development Trends - The industry is focusing on high power, high repetition frequency, and high precision as key development trends [12][13][14] - High power ultraviolet lasers are increasingly demanded for precision manufacturing and aerospace applications, while high repetition frequency lasers are enhancing processing efficiency in semiconductor and OLED applications [12][13] - High precision remains a core pursuit, with advancements aimed at achieving sub-micron processing accuracy and low line width in applications such as PCB drilling and medical device micro-processing [14]

- The report discusses a "Momentum Sentiment Indicator" model, which is used for market timing based on the proportion of stocks with positive returns in the CSI 300 Index over a specific period. The model calculates the proportion of stocks with positive returns over N days and applies smoothing with two moving averages (N1 and N2). When the short-term moving average exceeds the long-term moving average, it signals a bullish market sentiment[26][27][29] - The "Moving Average Sentiment Indicator" is another model that evaluates the CSI 300 Index's sentiment by comparing the closing price with eight moving averages (parameters: 8, 13, 21, 34, 55, 89, 144, 233). If the closing price exceeds more than five of these moving averages, the model signals a bullish sentiment[33][34] - The report evaluates the "Cross-Sectional Volatility" factor, which measures the dispersion of stock returns within an index. A higher cross-sectional volatility indicates a favorable alpha environment. Recent data shows a decline in cross-sectional volatility for the CSI 300, CSI 500, and CSI 1000 indices, suggesting a short-term deterioration in the alpha environment[39][41] - The "Time-Series Volatility" factor is also analyzed, which measures the historical volatility of index returns. The report notes a recent decline in time-series volatility for the CSI 300, CSI 500, and CSI 1000 indices, indicating a less favorable alpha environment in the short term[40][44] - The "Fund Concentration Divergence" indicator is introduced to monitor the degree of fund clustering. It calculates the standard deviation of cross-sectional returns within a fund portfolio. A lower standard deviation indicates higher clustering, while a higher standard deviation suggests fund divergence. The report notes a slight decrease in divergence in the most recent week[80][83] - The "Momentum Sentiment Indicator" model's backtest results show that the fast line is currently above the slow line, indicating a bullish sentiment for the CSI 300 Index[27][29] - The "Moving Average Sentiment Indicator" model's backtest results indicate that the CSI 300 Index is currently in a positive sentiment zone, as the closing price exceeds more than five of the eight moving averages[34][36] - The "Cross-Sectional Volatility" factor's recent values are as follows: CSI 300 (1.98%), CSI 500 (2.12%), and CSI 1000 (2.37%) for the past quarter, with respective percentile rankings of 69.77%, 69.84%, and 65.34% over the past two years[41] - The "Time-Series Volatility" factor's recent values are as follows: CSI 300 (0.62%), CSI 500 (0.44%), and CSI 1000 (0.24%) for the past quarter, with respective percentile rankings of 58.18%, 74.60%, and 57.37% over the past two years[44] - The "Fund Concentration Divergence" indicator shows a slight decrease in divergence, with fund and stock excess returns improving week-over-week[80][83]