9月16日，杰普特大宗交易成交65万股，成交额9286.55万元，占当日总成交额的21.97%，成交价142.87 元，较市场收盘价155.48元折价8.11%。 | 交易日期 | 证券間除 | 证券代号 | | | 痰交价(元) 成交金额(万元) 成交量(*) 英入营业部 | | 是用繁重部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-16 | 杰曾特 | 688025 | 142.87 | 7143.5 | 50 | 机构专用 | 中国中金财富证券 | 香 | | | | | | | | | 有限公司北京科学 | | | | | | | | | | 院南路证券営业部 | | | 2025-09-16 | 츠萝特 | 688025 | 142.87 | 1142.96 | 8 | 机构专用 | 中国中金财富运券 有限公司北京科学 | 香 | | | | | 100 - 10 - 10 - 1 | | | | | | | | | | | | | | 院南路证券营业部 | | | 2025-09-16 | ...

Core Insights - The company has made significant progress in both the laser and optical communication sectors, with expectations for mass shipments of laser products in the consumer 3D printing market by the end of the year [1] - In the new energy sector, the company anticipates receiving orders that exceed the levels seen in the first half of the year, driven by major lithium battery clients [1] - The company's MPO products have received certification from the Senko system, while MMC products have been certified by the USCON system, indicating readiness to meet strong customer demand [1] Laser Sector - The company has successfully integrated laser products for consumer DIY devices with leading brands in the 3D printing industry, aiming for bulk shipments within the year [1] - Current engagements with numerous double-digit clients are expected to lead to gradual product rollouts [1] Optical Communication Sector - The company is accelerating production to meet high demand for MPO and MMC products, leveraging its strong technical foundation in module testing to enhance automation efficiency [1] - The recent acquisition of Matrix Optoelectronics has enabled the company to achieve bulk shipments of FAU products to major domestic optical module manufacturers [1] - The introduction of higher-speed optical modules, such as 1.6T, is projected to significantly increase the value of related products, with potential device usage reaching 3-5 times that of traditional optical modules [1] Future Outlook - The company's capabilities in precision optical testing and automation are expected to help overcome existing production capacity bottlenecks in the optical communication industry [1] - These advancements are positioned to support the rapid development of high-speed optical interconnects in the AI era, creating substantial market opportunities [1]

Company Overview - Shenzhen Jieput Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on April 18, 2006. The company went public on October 31, 2019. Its main business involves the research, development, production, and sales of lasers and intelligent equipment primarily used for precision testing and micro-processing of integrated circuits and semiconductor optoelectronic devices [1]. Business Composition - The revenue composition of Jieput is as follows: lasers account for 53.32%, laser/optical intelligent equipment for 38.19%, other main businesses for 6.61%, optical fiber devices for 1.81%, and other supplementary sources for 0.07% [1]. Stock Performance - On September 15, Jieput's stock fell by 5.12%, closing at 152.00 CNY per share, with a trading volume of 187 million CNY and a turnover rate of 1.27%. The total market capitalization is 14.448 billion CNY [1]. Fund Holdings - According to data from the top ten holdings of funds, one fund under Ping An Asset Management holds shares in Jieput. The Ping An Advantage Industry Mixed A Fund (006100) held 127,200 shares in the second quarter, representing 3.22% of the fund's net value, ranking as the tenth largest holding. The estimated floating loss today is approximately 1.0427 million CNY [2]. Fund Performance - The Ping An Advantage Industry Mixed A Fund (006100) was established on August 22, 2018, with a latest scale of 89.3918 million CNY. Year-to-date, it has achieved a return of 54%, ranking 670 out of 8,246 in its category. Over the past year, it has returned 92.19%, ranking 672 out of 8,054, and since inception, it has returned 214.21% [2]. Fund Management - The fund manager of Ping An Advantage Industry Mixed A is Huang Wei, who has been in the position for 9 years and 31 days. The total asset size of the fund is 2.833 billion CNY, with the best return during his tenure being 265.8% and the worst being -9.04% [3].

Summary of Key Points Core Viewpoint - On September 12, a total of 91 stocks were traded on the block trading platform, with a cumulative trading volume of 472 million shares and a total transaction amount of 6.889 billion yuan, indicating active trading in the market [1]. Group 1: Major Transactions - The highest transaction amount was for Shanghai Pudong Development Bank, with 2 transactions totaling 4.531 billion yuan [1]. - Following closely was Guangqi Technology, which had 3 transactions amounting to 224 million yuan [1]. Group 2: Stock Performance - Shanghai Pudong Development Bank experienced a price drop of 3.68%, closing at 13.60 yuan, with a transaction price of 13.81 yuan, reflecting a premium of 1.54% [1]. - Guangqi Technology saw a slight decline of 0.89%, closing at 46.82 yuan, with a transaction price of 45.65 yuan, indicating a discount of 2.50% [1]. - Hengli Petrochemical and Huichuan Technology also reported declines of 1.91% and 1.26%, respectively, with closing prices of 16.96 yuan and 79.68 yuan [1]. Group 3: Notable Gainers - Shengguang Technology and Sanxia Tourism reported gains of 0.47% and 10.03%, closing at 339.58 yuan and 7.02 yuan, respectively [1]. - Other notable gainers included Huatu Shanding and Cambrian Technology, with increases of 3.38% and 7.28%, closing at 71.90 yuan and 1488.00 yuan [1].

杰普特9月12日大宗交易平台出现一笔成交，成交量30.00万股，成交金额4373.40万元，大宗交易成交价 为145.78元，相对今日收盘价折价9.00%。该笔交易的买方营业部为机构专用，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。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为1.60亿元。 证券时报·数据宝统计显示，杰普特今日收盘价为160.20元，下跌4.72%，日换手率为1.71%，成交额为 2.65亿元，全天主力资金净流出926.60万元，近5日该股累计上涨14.02%，近5日资金合计净流入1797.01 万元。 两融数据显示，该股最新融资余额为1.88亿元，近5日增加811.57万元，增幅为4.52%。（数据宝） 9月12日杰普特大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | 业部 | | | 30.00 | 4373.40 | 145.78 | -9.00 | 机构专 ...

Core Insights - On September 12, a block trade of 300,000 shares of Jieput was executed, amounting to 43.734 million yuan, which accounted for 14.15% of the total trading volume for that day [1] - The transaction price was 145.78 yuan, representing a 9% discount compared to the market closing price of 160.2 yuan [1] Summary by Categories Trading Activity - A total of 300,000 shares were traded in a block transaction [2] - The total transaction value reached 43.734 million yuan [2] - The block trade constituted 14.15% of the total trading volume on that day [1] Pricing Information - The execution price of the shares was 145.78 yuan [2] - This price reflects a 9% discount from the market closing price of 160.2 yuan [1]

Group 1 - The core viewpoint of the news is that Jieput's stock has experienced a significant increase, with a 5.48% rise on September 11, reaching a price of 167.97 yuan per share, and a cumulative increase of 24.02% over four consecutive days [1] - Jieput's main business involves the research, development, production, and sales of lasers and intelligent equipment for precision testing and micro-processing related to integrated circuits and semiconductor optoelectronic devices, with revenue composition being 53.32% from lasers, 38.19% from optical intelligent equipment, and 1.81% from fiber optic devices [1] - The total market capitalization of Jieput is reported at 15.965 billion yuan, with a trading volume of 206 million yuan and a turnover rate of 1.34% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Shenwan Lingxin holds a significant position in Jieput, with 189,800 shares, accounting for 4.66% of the fund's net value, making it the eighth largest heavy stock [2] - The Shenwan Lingxin Intelligent Driving Stock A fund has achieved a year-to-date return of 51.82% and a one-year return of 83.32%, ranking 206 out of 4222 and 632 out of 3798 respectively in its category [2] - The fund manager, Fu Juan, has a tenure of 13 years and 144 days, with the fund's total asset scale at 3.711 billion yuan, while the co-manager, Bu Zhonglin, has a tenure of 331 days with a total asset scale of 291 million yuan [3]

Group 1 - Matrix Co., Ltd. announced that its wholly-owned subsidiary, Anke Technology, introduced a strategic investor, Shenzhen Jifu New Industry Venture Capital Fund, which invested 5 million yuan for a 10% stake [1] - Heng Rui Medicine received approval from the National Medical Products Administration for its Eicosapentaenoic Acid Ethyl Ester Soft Capsule, aimed at reducing triglyceride levels in patients with severe hypertriglyceridemia [1] - Mo Gao Co., Ltd. announced the resignation of its Vice President Jin Baoshan due to job transfer [1] Group 2 - Yao Wang Technology decided to terminate two fundraising projects and will permanently supplement the remaining funds into working capital [2] - Minhe Livestock reported sales of 25.53 million chicklings in August, generating revenue of 86.41 million yuan, with year-on-year growth of 27.60% [2] - Sichuan Jinding announced the resignation of its Director and General Manager Xiong Jifeng due to personal reasons [3] Group 3 - Taiji Group received approval for clinical trials of its Semaglutide Injection, aimed at blood sugar control in type 2 diabetes patients [5] - Jieput announced plans to increase capital in its affiliate, Suidong Intelligent Technology, with an investment of 5 million yuan for a 5% stake [7] - GeLing Deep Vision's controlling shareholders committed not to reduce their shareholdings for six months starting from September 17, 2025 [8] Group 4 - Huafeng Superfiber reported the resignation of its Vice President Liu Cong due to personal reasons [9] - Xiaoming Co., Ltd. reported sales revenue of 79.90 million yuan from chicken products in August, with year-on-year growth of 11.73% [11] - Lion Head Co., Ltd. announced that its application for issuing shares and cash to acquire assets has been accepted by the Shanghai Stock Exchange [12] Group 5 - Jinlong Automobile reported a bus sales volume of 4,074 units in August, a year-on-year increase of 23.6% [43] - Metro Design signed a contract for the Ho Chi Minh City urban rail transit project in Vietnam, with a total amount of 1.754 trillion VND [45] - North New Road and Bridge announced winning a mining construction project worth 504 million yuan [28]

格隆汇9月9日丨杰普特(688025.SH)公布，为持续推进公司"激光+"战略的深化实施，打造经营业务第二 增长曲线，聚焦激光赋能先进制造，助力公司长远、健康、可持续发展，公司拟与其他投资人共同对随 动智能进行增资，投资人合计投资金额1,200.00万元。其中，公司拟通过自有资金500万元向随动智能增 资，认购其新增注册资本约5.68万元，本次增资完成后公司将持有随动智能5%的股权。 公司本次增资随动智能是在维持现有业务稳步增长的同时，通过外部资源整合开辟新的业务增长曲线。 标的公司依托新加坡南洋理工大学教授与博士团队，拥有覆盖机械与宇航工程学院、电子与电气工程学 院等多个学院的交叉学科能力，本次投资合作有利于公司与随动智能展开后续的深度技术合作及共同研 发，是公司布局自动化装置关键技术、构建产业生态的重要一步。 截至本公告披露日，标的公司尚未形成在手订单且暂无意向性订单。标的公司研发的智能行走辅助自动 化装置与动态减重康复自动化装置已完成工程样机验证，尚在二类医疗器械注册与临床试验阶段。标的 公司产品尚需经过医疗器械认证、市场营销、客户开拓、量产供货等产业化落地环节。若产业化进程不 及预期或受到阻碍，不仅可 ...

1、截至本公告披露日，标的公司尚未形成在手订单且暂无意向性订单。标 的公司研发的智能行走辅助自动化装置与动态减重康复自动化装置已完成工程 样机验证，尚在二类医疗器械注册与临床试验阶段。标的公司产品尚需经过医疗 器械认证、市场营销、客户开拓、量产供货等产业化落地环节。若产业化进程不 及预期或受到阻碍，不仅可能导致收入实现滞后及回款周期拉长，还可能会因产 业化进度滞后影响市场布局规划，进而加剧经营性现金流的周转压力，甚至可能 错失市场窗口期，对标的公司整体产业化战略的推进产生不利影响。 2、截至本公告披露日，标的公司在职员工人数 8 人，结合其注册时间较短、 注册资金较少、尚未拥有核心技术发明专利等情况具备显著的初创企业特征，其 后续经营存在较大不确定性。 3、公司于 2025 年 6 月 4 日在上海证券交易所网站（www.sse.com.cn）披露 证券代码：688025 证券简称：杰普特 公告编号：2025-039 深圳市杰普特光电股份有限公司 关于对外投资暨关联交易的公告 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。 ...