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杰普特(688025) - 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
2025-09-01 12:02
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 ...
杰普特(688025.SH):同聚同源大宗交易减持95万股公司股份
Ge Long Hui A P P· 2025-09-01 11:55
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%。 ...
杰普特8月29日大宗交易成交1.17亿元
Zheng Quan Shi Bao Wang· 2025-08-29 13:04
Core Insights - A block trade of 950,000 shares of Jieput was executed on August 29, with a transaction value of 117 million yuan, at a price of 122.81 yuan, representing a discount of 7.70% compared to the closing price of the day [2] Trading Activity - The closing price of Jieput on the same day was 133.05 yuan, reflecting a decline of 2.50% [2] - The daily turnover rate was 2.47%, with a total transaction amount of 315 million yuan [2] - There was a net outflow of main funds amounting to 25.25 million yuan throughout the day, and over the past five days, the stock has increased by 4.11% with a total net outflow of 66.83 million yuan [2] Margin Financing - The latest margin financing balance for Jieput is 191 million yuan, which has decreased by 20.13 million yuan over the past five days, representing a decline of 9.52% [2]
杰普特今日大宗交易折价成交95万股,成交额1.17亿元
Xin Lang Cai Jing· 2025-08-29 10:05
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』 | ...
杰普特(688025):Q2业绩快速增长,多领域不断突破
Bank of China Securities· 2025-08-29 06:50
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].
杰普特2025年中报简析:营收净利润同比双双增长,应收账款上升
Zheng Quan Zhi Xing· 2025-08-27 22:38
Core Insights - The company, Jieput, reported a significant increase in revenue and net profit for the first half of 2025, with total revenue reaching 0.881 billion yuan, up 48.34% year-on-year, and net profit attributable to shareholders at 95.2061 million yuan, up 73.84% [1] - The second quarter alone saw a revenue of 0.538 billion yuan, reflecting a 59.15% increase year-on-year, and a net profit of 59.1599 million yuan, which is a remarkable 107.76% increase [1] - The company's gross margin was 39.44%, a decrease of 2.45% year-on-year, while the net profit margin improved by 22.95% to 10.56% [1] Financial Performance - The company's operating income increased by 48.34%, attributed to rising global demand for laser products, particularly in the fields of new energy battery precision processing and consumer-grade lasers [12] - Operating costs rose by 50.8%, primarily due to the increase in revenue [12] - The total of selling, administrative, and financial expenses was 129 million yuan, accounting for 14.59% of revenue, which is an 8.22% decrease year-on-year [1] Cash Flow and Assets - Operating cash flow per share reached 2.3 yuan, a staggering increase of 1321.92% year-on-year, driven by increased cash receipts from sales [1][12] - The company experienced a 38.61% increase in cash and cash equivalents due to higher customer payments [2] - Trade receivables rose by 35.47%, indicating a potential concern regarding collection efficiency [1] Investment and Financing - Long-term borrowings increased by 139.66%, primarily due to new loans for the construction of the Shenzhen headquarters [11] - The company reported a 41.62% increase in contract liabilities, reflecting higher customer prepayments [8] - The company’s investment activities generated a negative cash flow change of 2943.73%, attributed to increased investment in financial products [12] Market Position and Future Outlook - The company's return on invested capital (ROIC) was 5.62%, indicating average capital returns, with a historical median ROIC of 5.43% since its listing [13] - Analysts expect the company's performance in 2025 to reach 201 million yuan, with an average earnings per share of 2.11 yuan [14] - The largest fund holding in Jieput is the GF Technology Innovation Mixed Fund, which has shown significant growth over the past year [15]
杰普特(688025):25Q2归母净利润yoy100%+,工业及消费级需求共振
Shenwan Hongyuan Securities· 2025-08-27 06:38
Investment Rating - The report maintains a "Buy" rating for the company, indicating expected strong performance relative to the market [2][8]. Core Insights - The company achieved a revenue of 881 million yuan in H1 2025, representing a year-on-year growth of 48.34%, and a net profit of 95 million yuan, up 73.84% year-on-year [5][8]. - In Q2 2025, the company reported a revenue of 538 million yuan, a year-on-year increase of 59.15% and a quarter-on-quarter increase of 56.84%, with a net profit of 59 million yuan, reflecting a year-on-year growth of 107.76% and a quarter-on-quarter growth of 64.12% [5][8]. - The company is experiencing robust growth in both industrial and consumer demand, particularly in laser equipment and devices, with significant contributions from new energy applications and consumer-grade laser products [8]. Financial Data and Profit Forecast - The company’s total revenue is projected to reach 2,083 million yuan in 2025, with a year-on-year growth rate of 43.3% [7]. - The net profit forecast for 2025 is 245 million yuan, reflecting an 84.9% year-on-year increase [7]. - The earnings per share (EPS) is expected to be 2.58 yuan in 2025, with a gross margin of 41.4% [7]. - The report anticipates continued strong performance with net profits projected at 393 million yuan in 2026 and 572 million yuan in 2027, corresponding to PE ratios of 33 and 23, respectively [8]. Revenue Breakdown - The growth in revenue is driven by a 41.41% increase in laser products and a 55.32% increase in intelligent equipment, particularly in mobile camera module testing equipment [8]. - The company is also expanding its presence in the optical connection and communication sectors, responding to the growing demand from data centers and cloud computing [8].
8月27日早餐 | “人工智能+”行动方案正式发布





Xuan Gu Bao· 2025-08-27 00:09
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]
杰普特: 2025年限制性股票激励计划首次授予激励对象名单(截至授予日)
Zheng Quan Zhi Xing· 2025-08-26 16:35
Core Viewpoint - Shenzhen Jieput Light Technology Co., Ltd. has announced the initial grant of its 2025 restricted stock incentive plan, detailing the distribution of restricted stocks among various incentive recipients [1][2]. Summary by Sections Initial Grant Distribution - The total number of restricted stocks granted in the initial phase is 380,000 shares, which accounts for 80.00% of the total incentive plan [2]. - The allocation of restricted stocks among key personnel includes: - Cheng Xueping (Singapore, Director, General Manager): 23,000 shares (4.84%) - Liu Ming (China, Director, Deputy General Manager): 30,000 shares (6.32%) - Zhu Jiangjie (China, Employee Director): 10,000 shares (2.11%) - Liu Meng (China, R&D Director): 20,000 shares (4.21%) - Yang Langxian (China, Financial Director): 10,000 shares (2.11%) - Tang Ming (China, Core Technical Staff): 8,000 shares (1.68%) - Wu Jidong (China, Core Technical Staff): 5,000 shares (1.05%) - Other incentivized personnel (86 individuals): 274,000 shares (57.68%) [2]. Reserved Grant Portion - An additional 95,000 shares are reserved for future grants, representing 20.00% of the total incentive plan [2]. - The overall total of the incentive plan, including both initial and reserved grants, amounts to 475,000 shares, which is 100.00% of the plan [2]. Compliance and Disclosure - The company will disclose relevant information about the incentive recipients in a timely and accurate manner after receiving clear opinions from the Compensation and Assessment Committee and legal counsel [3].
杰普特: 关于向2025年限制性股票激励计划激励对象首次授予限制性股票的公告
Zheng Quan Zhi Xing· 2025-08-26 16:35
Core Viewpoint - Shenzhen Jieput Optoelectronics Co., Ltd. has announced the first grant of restricted stock under its 2025 Restricted Stock Incentive Plan, with a total of 380,000 shares to be granted at a price of 36 yuan per share on August 26, 2025, to 93 eligible participants [1][11]. Summary by Sections Restricted Stock Grant Details - The grant date for the restricted stock is set for August 26, 2025 [1]. - A total of 380,000 shares will be granted, representing 0.40% of the company's total share capital of 95,049,423 shares [1][8]. - The stock incentive plan is classified as a second type of restricted stock [1]. Approval Process and Compliance - The plan has undergone necessary approval procedures, including reviews by the Board of Directors and the Compensation and Assessment Committee [2][3]. - The list of eligible participants was publicly disclosed, and no objections were raised during the public notice period [2][10]. - The plan has received approval from the shareholders' meeting, allowing the Board to determine the grant date and execute necessary actions [2][11]. Grant Conditions - The grant conditions include the absence of negative audit opinions on financial reports and compliance with relevant laws and regulations [4][5]. - The eligible participants must not have been deemed inappropriate candidates by regulatory authorities within the last 12 months [4][5]. Vesting Schedule - The vesting of the granted shares will occur in three phases: 20% after 12 months, 30% after 24 months, and 50% after 36 months from the grant date [8]. - The vesting schedule is designed to align the interests of the participants with the company's long-term performance [8]. Financial Impact and Accounting Treatment - The fair value of the restricted stock will be calculated using the Black-Scholes model, and the associated costs will be amortized over the vesting period [11][12]. - The estimated total expense for the stock incentive plan will impact the company's net profit during the vesting period [12][13]. Legal Compliance - The legal opinion confirms that the grant has received necessary approvals and complies with relevant regulations [13].