昆山龙腾光电股份有限公司（以下简称"公司"）于近日收到政府补助款项 人民币 2,295.00 万元。 证券代码：688055 证券简称：龙腾光电 公告编号：2025-021 昆山龙腾光电股份有限公司 关于获得政府补助的公告 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。 一、获取补助的基本情况 二、补助的类型及其对上市公司的影响 根据《企业会计准则第 16 号一政府补助》等有关规定，公司将对上述政府 补助进行会计处理，具体会计处理以审计机构年度审计确认后的结果为准。敬请 广大投资者注意投资风险。 特此公告。 昆山龙腾光电股份有限公司 董 事 会 2025 年 11 月 3 日 ...

Group 1 - Longteng Optoelectronics (SH 688055) announced on November 2 that it received government subsidies amounting to RMB 22.95 million [1] - For the year 2024, the revenue composition of Longteng Optoelectronics is as follows: 94.67% from thin-film transistor liquid crystal display manufacturing and 5.33% from other businesses [1] - As of the report date, Longteng Optoelectronics has a market capitalization of RMB 13.1 billion [1]

Core Viewpoint - Longteng Optoelectronics, a well-known manufacturer of TFT-LCD panels in China, faces challenges in profitability despite having a relatively low debt ratio compared to industry peers [1][3]. Group 1: Company Overview - Longteng Optoelectronics was established on July 12, 2005, and went public on August 17, 2020, on the Shanghai Stock Exchange, with its registered and operational base in Jiangsu Province [1]. - The company specializes in the research, production, and sales of thin-film transistor liquid crystal displays (TFT-LCD), with applications in laptops, mobile phones, automotive, and industrial control display systems [1]. Group 2: Financial Performance - For Q3 2025, Longteng Optoelectronics reported revenue of 1.903 billion yuan, ranking 18th among 38 companies in the industry, while the industry leader, BOE Technology Group, achieved revenue of 154.548 billion yuan [2]. - The company's net profit for the same period was -180 million yuan, placing it 34th in the industry, with the top performer, BOE, reporting a net profit of 4.405 billion yuan [2]. Group 3: Financial Ratios - As of Q3 2025, Longteng Optoelectronics had a debt-to-asset ratio of 37.88%, which is lower than the industry average of 45.77% and an improvement from 39.07% in the previous year [3]. - The company's gross profit margin for Q3 2025 was 6.18%, down from 7.10% year-on-year and below the industry average of 14.89%, indicating a need for improvement in profitability [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 4.53% to 19,900, while the average number of circulating A-shares held per shareholder increased by 4.74% to 167,900 [5]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the third-largest, holding 4.0532 million shares, an increase of 644,900 shares from the previous period [5].

Group 1: Longteng Optoelectronics - In Q3 2025, Longteng Optoelectronics reported revenue of 614 million yuan, a year-on-year decrease of 27.72% [2][3] - The net profit attributable to shareholders was -58.69 million yuan, with a cumulative net profit of -225.96 million yuan for the first three quarters [2][3] - The company announced that some electronic paper products have achieved mass production and delivery, with a production base in Vietnam entering trial production [2][3] Group 2: Samsung Display - Samsung Display reported Q3 revenue of 8.1 trillion won (approximately 403.1 billion yuan), with an operating profit of 1.2 trillion won (approximately 59.7 billion yuan) [5][6] - The growth in revenue was driven by strong demand for flagship smartphones and increased shipments in the gaming monitor market [5][6] - The company expects continued demand for new smartphones and plans to launch new QD-OLED products to expand its large-size display sales [6] Group 3: LG Display - LG Display achieved Q3 revenue of 6.96 trillion won (approximately 346.53 billion yuan), with a year-on-year growth of 2% and a quarter-on-quarter growth of 25% [7][9] - The company reported an operating profit of 431 billion won, marking a return to profitability [7][9] - Despite a slight decline in cumulative revenue due to the exit from the LCD TV business, LG Display's operating profit increased significantly, showcasing progress in transitioning to an OLED-centric business model [7][9]

Group 1 - The core point of the article is that Longteng Optoelectronics (688055.SH) reported a significant decline in revenue and an increase in net loss for the first three quarters of 2025 [1] Group 2 - The total operating revenue for the first three quarters reached 1.903 billion yuan, representing a year-on-year decrease of 27.85% [1] - The net profit attributable to shareholders of the parent company was -180 million yuan, which is an increase in loss of 11.7356 million yuan compared to the same period last year [1] - The basic earnings per share were -0.054 yuan [1]

昆山龙腾光电股份有限公司2025 年第三季度报告 证券代码：688055 证券简称：龙腾光电 昆山龙腾光电股份有限公司 2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 比上年同 | 年初至报告期末 | 末比上年同期 | | | | 期增减变 | | 增减变动幅度 | | | | 动幅度(%) | | (%) | | 营业收入 | 614,025,838.59 | -27.72 | 1,903, ...

Core Viewpoint - Longteng Optoelectronics reported a significant decline in revenue and net profit for the third quarter and the first three quarters of the year, indicating potential challenges in the company's financial performance [1] Financial Performance - The company's revenue for the third quarter was 614 million yuan, a year-on-year decrease of 27.72% [1] - The net profit for the third quarter was a loss of 58.6941 million yuan [1] - For the first three quarters, the total revenue was 1.903 billion yuan, reflecting a year-on-year decline of 27.85% [1] - The net profit for the first three quarters was a loss of 180 million yuan [1]

Core Viewpoint - Longteng Optoelectronics experienced a decline of 1.55% in stock price on October 14, with a trading volume of 31.24 million yuan, indicating potential market volatility and investor sentiment concerns [1] Financing Summary - On October 14, Longteng Optoelectronics had a financing buy-in amount of 1.68 million yuan and a financing repayment of 2.44 million yuan, resulting in a net financing buy of -0.76 million yuan [1] - As of October 14, the total balance of margin trading for Longteng Optoelectronics was 64.81 million yuan, with the financing balance of 64.76 million yuan accounting for 0.51% of the circulating market value, which is above the 60th percentile level over the past year [1] - The company had no shares sold short on October 14, with a short selling balance of 0.05 million yuan, indicating a high level of short selling activity compared to the past year [1] Business Performance - As of June 30, Longteng Optoelectronics reported a total of 20,800 shareholders, a slight increase of 0.01% from the previous period, with an average of 160,287 circulating shares per shareholder, a decrease of 0.01% [2] - For the first half of 2025, the company achieved an operating income of 1.29 billion yuan, a year-on-year decrease of 27.91%, while the net profit attributable to shareholders was -121 million yuan, showing a year-on-year increase of 0.74% [2] Dividend and Shareholding Information - Longteng Optoelectronics has distributed a total of 159 million yuan in dividends since its A-share listing, with 33.33 million yuan distributed over the past three years [3] - As of June 30, 2025, the third-largest circulating shareholder was Hong Kong Central Clearing Limited, holding 3.41 million shares, a decrease of 774,500 shares from the previous period [3] - The seventh-largest circulating shareholder, Bosera SSE STAR 50 ETF Fund, held 2.60 million shares, down by 132,600 shares, while the eighth-largest shareholder, STAR 100 ETF Fund, increased its holdings by 75,200 shares to 2.24 million shares [3]

Core Viewpoint - The company, Kunshan Longteng Optoelectronics Co., Ltd., is set to hold a half-year performance briefing on October 22, 2025, to discuss its operational results and financial status for the first half of 2025, following the release of its semi-annual report on August 27, 2025 [2][3]. Group 1: Meeting Details - The investor briefing will take place on October 22, 2025, from 16:00 to 17:00 [5][6]. - The meeting will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [5][6]. - Participants will include the company's Vice General Manager, Secretary of the Board, Chief Financial Officer, and other senior management [4]. Group 2: Investor Participation - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date [4][5]. - A pre-question submission period is available from October 15 to October 21, 2025, allowing investors to submit questions via the Roadshow Center or the company's investor relations email [2][4]. - The company will address commonly asked questions during the briefing [3][4].

证券代码：688055 证券简称：龙腾光电 公告编号：2025-020 昆山龙腾光电股份有限公司 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 1 会议召开时间：2025 年 10 月 22 日（星期三） 下午 16:00-17:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow. sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 15 日（星期三）至 10 月 21 日（星期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司投资 者关系邮箱 Ltdmb@ivo.com.cn 进行提问。公司将在说明会上对投资者 普遍关注的问题进行回答。 二、 说明会召开的时间、地点 关于召开 2025 年半年度业绩说明会的公告 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。 重 ...