Group 1 - The company achieved new orders of 585 million yuan in Q1 2025, representing a year-on-year growth of 89.38%, driven by the increasing demand for domestic substitution of laser applications across various industries and strong growth in consumer-grade applications [3] - Revenue for Q1 2025 reached 343 million yuan, up 34.07% year-on-year, while net profit attributable to shareholders was 36 million yuan, reflecting a 37.11% increase year-on-year [3] Group 2 - The company has rapidly increased its revenue from optical module testing, with a robust order reserve, particularly in XR-related testing equipment, and has secured multiple exclusive supply projects [4] - The company is experiencing rapid growth in orders and revenue related to mobile camera testing equipment, benefiting from clients' swift deployment of production lines in China [4] Group 3 - In the new energy sector, the company successfully delivered large quantities of 500W MOPA pulsed laser products, which have improved processing efficiency compared to previous 350W products [5] - The company has developed a real-time monitoring system for laser welding processes, which has received orders from leading industry clients and has been successfully delivered [5] - In the photovoltaic perovskite sector, the company's laser die-cutting equipment is being used in clients' production lines, with ongoing orders being fulfilled [5] Group 4 - The passive components industry is showing signs of recovery, and the company plans to continue investing in R&D in this area, expanding into multiple product categories [7] - The company's laser trimming machine has gained market recognition, and the second-generation model is expected to enhance trimming efficiency and precision [7] - The company is also improving its capacitor testing and sorting machine, which has been delivered for trial use in Q1 2025 [7]

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected investment return exceeding the market benchmark by more than 15% over the next 6-12 months [3][5][13]. Core Insights - The company has experienced a significant increase in new orders, with Q1 2025 new orders reaching 585 million yuan, a year-on-year growth of 89.38%. This growth is driven by the increasing domestic demand for laser technology across various industries [1]. - Revenue for Q1 2025 was reported at 343 million yuan, reflecting a year-on-year increase of 34.07%, while net profit attributable to the parent company was 36 million yuan, up 37.11% year-on-year [1]. - The company is actively expanding its product offerings in the optical module testing sector, with a strong order reserve and rapid revenue growth from mobile camera testing equipment [1][2]. - In the renewable energy sector, the company successfully delivered large quantities of 500W MOPA pulsed laser products, enhancing processing efficiency compared to previous models [2]. - The passive components industry is showing signs of recovery, and the company is launching new products to meet the growing demand [2]. Financial Forecasts - The company’s projected revenue for 2025 is 1.762 billion yuan, with a growth rate of 21.22%. The net profit attributable to the parent company is expected to reach 177 million yuan, reflecting a growth rate of 33.43% [4][9]. - The earnings per share (EPS) is forecasted to be 1.86 yuan in 2025, with a price-to-earnings (P/E) ratio of 36 [4][12]. - The company’s return on equity (ROE) is projected to increase to 8.15% by 2025, indicating improved profitability [11].

证券代码：688025 证券简称：杰普特 公告编号：2025-024 本次利润分配方案经深圳市杰普特光电股份有限公司（以下简称"公司"）2025 年 5 月 20 日的2024年年度股东会审议通过。 二、 分配方案 深圳市杰普特光电股份有限公司 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。 重要内容提示： ? 是否涉及差异化分红送转：是 ? 每股分配比例 每股现金红利0.42元（含税） ? 相关日期 股权登记日 除权（息）日 现金红利发放日 一、 通过分配方案的股东会届次和日期 (一)发放年度：2024年年度 (二)分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东 （公司回购专用证券账户除外）。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易所 上市公司自律监管指引第 7 号——回购股份》等相关法律、行政法规、部门规章 及其他规范性文件和《公司章程》的有关规定，公司回购专用证券账户中的股份 不享有股 ...

证券代码：688025 证券简称：杰普特 公告编号：2025-024 深圳市杰普特光电股份有限公司 2024年年度权益分派实施公告 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。 重要内容提示： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/6/24 | 2025/6/25 | 2025/6/25 | 一、 通过分配方案的股东会届次和日期 本次利润分配方案经深圳市杰普特光电股份有限公司（以下简称"公司"）2025 年 5 月 20 日的2024年年度股东会审议通过。 二、 分配方案 (一)发放年度：2024年年度 上市公司自律监管指引第 7 号——回购股份》等相关法律、行政法规、部门规章 及其他规范性文件和《公司章程》的有关规定，公司回购专用证券账户中的股份 不享有股东会表决权、利润分配、公积金转增股本、认购新股等权利。 (二)分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记 ...

北京金诚同达（深圳）律师事务所 关于 深圳市杰普特光电股份有限公司 金深法意字[2025]第 244 号 深圳市福田区鹏程一路广电金融中心 42 层 518000 电话：0755-2223 5518 传真：0755-2223 5528 金诚同达律师事务所 法律意见书 北京金诚同达（深圳）律师事务所 关于深圳市杰普特光电股份有限公司 2024 年度差异化分红事项的 2024 年度差异化分红事项的 法 律 意 见 书 法律意见书 金深法意字[2025]第 244 号 致：深圳市杰普特光电股份有限公司 北京金诚同达（深圳）律师事务所（以下简称"本所"）接受深圳市杰普特 光电股份有限公司（以下简称"公司"）委托，并根据《中华人民共和国公司法》 （以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券 法》"）、《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引 第 7 号——回购股份》（以下简称"《7 号指引》"）等法律、法规、规范性文 件以及《深圳市杰普特光电股份有限公司章程》（以下简称"《公司章程》"） 的有关规定，对公司 2024 年年度利润分配所涉及的差异化分红（以下简称"本 次差异化 ...

Core Insights - Solid-state lasers are a significant type of laser that utilize solid materials as the working medium, characterized by small size, convenience, and high output power, widely used in industrial, medical, and scientific research fields [1][16] - The Chinese solid-state laser market is projected to reach approximately 23.28 billion yuan by 2024, driven by strong demand in industrial manufacturing, healthcare, and scientific research [1][16] - The development of solid-state lasers is supported by national policies aimed at promoting high-tech industries, with various initiatives enhancing the industry's growth [1][16] Industry Overview - Solid-state lasers are defined as lasers that use solid laser materials as the working medium, with characteristics such as compact size and high output power, typically exceeding 100 watts in continuous power [4] - The industry has evolved from early low-power applications to high-energy output capabilities, with a focus on intelligent and integrated development [9] Market Dynamics - The Chinese laser market is expected to grow from 70.2 billion yuan in 2019 to 145.5 billion yuan in 2024, with a compound annual growth rate of 15.69% [15] - Solid-state lasers are part of a competitive landscape, with leading companies like Raycus Laser and JPT driving innovation and market leadership [19] Application Areas - Solid-state lasers are extensively used in industrial applications such as cutting, welding, and marking, as well as in medical procedures and scientific research [11][15] - Emerging applications in renewable energy, medical treatments, and defense sectors are expected to further expand the market [25] Industry Trends - The industry is witnessing a shift towards localized production of key materials and components, reducing reliance on imports and enhancing competitiveness [26] - There is a growing emphasis on green manufacturing and sustainability, with solid-state lasers being favored for their efficiency and lower environmental impact [28] - Technological advancements are driving the development of high-power and high-precision solid-state lasers, with increased R&D investments to overcome key technical challenges [29]

Core Viewpoint - The announcement reveals a share reduction plan by major shareholders of Jieput, indicating a potential shift in ownership dynamics without affecting the company's governance structure or operational continuity [1][4]. Share Reduction Details - Xiamen Tongju plans to reduce its holdings by up to 1,270,000 shares, representing no more than 1.34% of the total share capital [1]. - Chairman Huang Zhijia intends to reduce his holdings by up to 1,580,000 shares, accounting for no more than 1.66% of the total share capital [1]. - Vice Chairman Liu Jian plans to reduce his holdings by up to 760,000 shares, which is no more than 0.80% of the total share capital [1]. - The total shares to be reduced by these shareholders amount to 3,610,000 shares, representing no more than 3.8% of the total share capital [2]. Implementation Timeline - The reduction plan will be executed within three months starting from 15 trading days after the announcement [2]. - The reduction will occur through centralized bidding and block trading, with specific limits on the total number of shares that can be sold within a 90-day period [2]. Current Shareholding Structure - As of the announcement date, Xiamen Tongju holds 13,747,042 shares, or 14.46% of the total share capital [2]. - Huang Zhijia holds 19,853,220 shares, representing 20.89% of the total share capital [2]. - Liu Jian holds 3,074,260 shares, accounting for 3.23% of the total share capital [2]. Related Parties - There are related parties involved in the shareholding structure, with Huang Zhijia being the executive partner of Xiamen Tongju and having familial ties to Huang Huai, who holds 2,520,648 shares, or 2.65% of the total share capital [3]. - The combined shareholding of these related parties amounts to 36,120,910 shares, representing 38.00% of the total share capital [3]. 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 [4]. - The total funds raised during the IPO amounted to 1.013 billion yuan, with a net amount of 915 million yuan after deducting issuance costs [4]. - The raised funds are allocated for various expansion projects and working capital [4].

证券代码：688025 证券简称：杰普特 公告编号：2025-023 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、董事减持股份计划公告 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： 大股东及董事持有股份的基本情况 截至本公告披露日，深圳市杰普特光电股份有限公司（以下简称"公司"） 本次拟减持的股东持股情况如下： 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、实际控制人、董事长黄治家先生持有公司股份 19,853,220 股， 占公司总股本的比例为 20.89%，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。 公司副董事长、核心技术人员刘健先生持有公司股份 3,074,260 股，占公司 总股本的比例为 3.23%，其中 ...

杰普特公告，持股5%以上股东厦门市同聚同源咨询管理合伙企业拟减持不超过127万股，占公司总股本 的1.34%；控股股东、实际控制人黄治家拟减持不超过158万股，占公司总股本的1.66%；副董事长刘健 拟减持不超过76万股，占公司总股本的0.80%。减持方式为集中竞价交易或大宗交易，减持期间为2025 年6月25日至2025年9月24日。 ...

证券代码：688025 证券简称：杰普特 公告编号：2025-021 深圳市杰普特光电股份有限公司 关于作废部分已授予尚未归属的限制性股票的公告 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。 深圳市杰普特光电股份有限公司（以下简称"公司"）于 2025 年 5 月 28 日召开了第四届董事会第一次会议，审议通过了《关于作废部分已授予尚未归属 的限制性股票的议案》。现将有关事项说明如下： （五）2022 年 2 月 14 日，公司召开第二届董事会第四十次会议、第二届监 事会第二十八次会议，审议通过了《关于调整 2021 年限制性股票激励计划预留 部分授予价格的议案》《关于向激励对象授予预留限制性股票的议案》。公司独 立董事对相关事项发表了同意的独立意见，监事会对授予日的激励对象名单进行 核实并发表了核查意见。2022 年 2 月 15 日，公司于上海证券交易所网站 2 一、公司 2021 年限制性股票激励计划已履行的决策程序和信息披露情况 （一）2021 年 1 月 28 日，公司召开第二届董事会第二十五次会议，审议通 过 ...