Core Viewpoint - The announcement from Jieput (688025.SH) regarding the equity change of its controlling shareholder and concerted parties indicates a reduction in their shareholding, which has implications for the company's ownership structure and potential market perception [1][2]. Shareholding Changes - Jieput's controlling shareholder Huang Zhijia and his concerted party, Xiamen Tongju Tongyuan Consulting Management Partnership (Limited Partnership), reduced their holdings by a total of 1.13 million shares from September 12 to September 16, 2025, representing 1.19% of the company's total share capital [1][2]. - Huang Zhijia sold 810,000 shares, while Tongju Tongyuan sold 320,000 shares during this period [1]. - The average price during the reduction period was 156.45 yuan per share, resulting in a total cash-out of approximately 177 million yuan [1]. Ownership Structure - Following the equity change, the combined shareholding of Huang Zhijia, Huang Huai, and Tongju Tongyuan decreased from 37.00% to 35.81% [1]. - The equity change does not lead to a change in the controlling shareholder or actual controller, nor does it significantly impact the company's governance structure or ongoing operational capabilities [2]. Company Background - Jieput was listed on the Shanghai Stock Exchange on October 31, 2019, with an initial offering price of 43.86 yuan per share and a total issuance of 23.09 million shares, raising approximately 1.013 billion yuan [4]. - The net proceeds from the IPO, after deducting issuance costs, amounted to 915 million yuan, which were allocated to various expansion and research projects [4].

Group 1 - The core viewpoint of the news is the performance and financial metrics of Jieput, a company specializing in laser technology and intelligent equipment for precision testing and micro-processing in the semiconductor sector [1] - Jieput's stock price increased by 5% to 166.88 CNY per share, with a trading volume of 1.28 billion CNY and a turnover rate of 0.85%, resulting in a total market capitalization of 15.862 billion CNY [1] - The company's main business revenue composition includes: lasers at 53.32%, laser/optical intelligent equipment at 38.19%, other main businesses at 6.61%, fiber optic devices at 1.81%, and other supplementary sources at 0.07% [1] Group 2 - From the perspective of fund holdings, Penghua Fund has a significant position in Jieput, with its Penghua New Energy Selected Mixed A Fund holding 270,800 shares, accounting for 2.3% of the fund's net value, making it the seventh-largest holding [2] - The Penghua New Energy Selected Mixed A Fund has a total scale of 449 million CNY and has achieved a year-to-date return of 37.65%, ranking 1987 out of 8172 in its category [2] - The fund manager, Zhang Hongjun, has been in position for nearly four years, with the fund's best return during his tenure being 22.39% and the worst being 1.48% [3]

Core Viewpoint - The announcement details a significant equity change involving the controlling shareholder and their concerted parties, indicating a reduction in their shareholding in the company from 37.00% to 35.81% due to a total share reduction of 1.19% [1][2]. Group 1: Shareholder Information - The controlling shareholder, Huang Zhijia, and concerted party, Xiamen Tongju Tongyuan Consulting Management Partnership (Limited Partnership), have confirmed the accuracy and completeness of the information provided [1]. - The equity change occurred between September 12 and September 16, 2025, with a total of 1.13 million shares sold, comprising 810,000 shares from Huang Zhijia and 320,000 shares from Tongju Tongyuan [1][2]. Group 2: Equity Change Details - Following the equity change, the combined shareholding of Huang Zhijia and his concerted parties decreased to 35.81%, marking a significant change that touches the 1% threshold [2]. - All shares involved in this equity change retain voting rights, with no restrictions on transfer or delegation of voting rights [2]. Group 3: Additional Notes - The equity change was a voluntary reduction by the shareholders and did not trigger a mandatory takeover bid, nor does it involve any funding arrangements [4]. - This change will not affect the company's controlling shareholder or actual controller, nor will it have a significant impact on the company's governance structure or ongoing operational capacity [4].

本次权益变动后，控股股东、实际控制人黄治家及其一致行动人黄淮、同聚同源合计持有公司股份的比 例由37.00%减少至35.81%，权益变动触及1%的整数倍。 格隆汇9月17日丨杰普特(688025.SH)公布，公司收到控股股东黄治家先生及其一致行动人厦门市同聚同 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9月12 日至2025年9月16日，黄治家先生与同聚同源通过大宗交易及集中竞价交易方式累计减持所持有的公司 股份113.00万股，其中黄治家先生、同聚同源分别减持81.00万股、32.00万股，累计减持数量占公司当 前总股本的比例为1.19%。 ...

证券代码：688025 证券简称：杰普特 公告编号：2025-040 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。 （二）信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | |  | 控股股东/实控人 | | | 黄治家 | □ | 控股股东/实控人的一致行动人 | 不适用 | | | □ | 其他直接持股股东 | | 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 37.00% 权益变动后合计比例 35.81% 本次变动是否违反已作出的承诺、意向、计划 是□ 否 是否触发强制要约收购义务 是□ 否 | 一致行动人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | | □ | 控股股东/实控人 | | | 黄淮 |  | ...

Group 1 - The company has received bulk orders for its laser products used in laser engraving machines and is currently delivering to customers [2] - The company's laser products have been integrated into leading consumer-grade 3D printing brands, with expectations for mass shipments within the year [2] - The company is deepening collaboration with industry clients to customize and iteratively develop various types of lasers [2] Group 2 - The company has secured exclusive orders for its next-generation VCSEL module detection equipment, which is expected to expand its market share as client product releases progress [2] - Ongoing collaboration in optical detection for VR/AR applications has led to the delivery of multiple prototypes to clients [2] - The company is strategically focusing on key sectors such as silicon photonic wafer detection equipment and specialized drilling systems, which have recently shown business progress [2] Group 3 - In the new energy sector, the company is optimizing processes and technologies for clients in the power battery field, including laser applications for battery casing and solid-state batteries [3] - The company anticipates strong expansion demands from leading clients in the power battery industry in the first half of 2025, with ongoing domestic substitution of laser products [3] - Recent orders from leading lithium battery clients are expected to exceed the levels seen in the first half of the year [3]

杰普特9月16日大宗交易平台共发生4笔成交，合计成交量65.00万股，成交金额9286.55万元。成交价格 均为142.87元，相对今日收盘价折价8.11%。从参与大宗交易营业部来看，机构专用席位共出现在4笔成 交的买方或卖方营业部中，合计成交金额为9286.55万元，净买入9286.55万元。 （文章来源：证券时报网） 据天眼查APP显示，深圳市杰普特光电股份有限公司成立于2006年04月18日。注册资本9504.9423万人 民币。（数据宝） 9月16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 | | | 50.00 | 7143.50 | 142.87 | -8.11 | 机构专 | 中国中金财富证券有限公司北京科 | | | | | | 用 | 学院南路证券营业部 | | 8.00 | 1142.96 | 142.87 | -8.11 | 机构专 | 中国中金财富证券有限公司北京科 | | | ...

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].