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 ...

Market Overview - On September 2, the Jiangsu state-owned enterprise reform sector fell by 0.85% compared to the previous trading day, with Lianhuan Pharmaceutical leading the decline [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the Jiangsu state-owned enterprise reform sector included: - Huami Environmental Energy (600475) with a closing price of 23.86, up 10.00% [1] - Zhongsheng High-Tech (002778) with a closing price of 20.94, up 5.23% [1] - Nanjing Port (002040) with a closing price of 10.03, up 3.62% [1] - Major decliners included: - Lianhuan Pharmaceutical (600513) with a closing price of 21.96, down 6.63% [2] - Tongxingbao (301339) with a closing price of 16.73, down 4.35% [2] - Nanjing Chemical Fiber (600889) with a closing price of 15.16, down 4.29% [2] Capital Flow - The Jiangsu state-owned enterprise reform sector experienced a net outflow of 720 million yuan from institutional investors, while retail investors saw a net inflow of 409 million yuan [2][3] - The capital flow for specific stocks showed: - Huami Environmental Energy (600475) had a net inflow of 1.421 billion yuan from institutional investors [3] - Jiangsu Jinzhu (002091) had a net inflow of 12.13 million yuan from institutional investors [3] - Nanjing Travel (600250) had a net inflow of 10.72 million yuan from institutional investors [3]

Core Viewpoint - Longteng Optoelectronics is facing challenges due to a slow global economic recovery, leading to a significant decline in revenue and ongoing losses, although the company is implementing cost-cutting measures to mitigate these issues [1] Financial Performance - For the first half of 2025, Longteng Optoelectronics reported a revenue of 1.289 billion yuan, a year-on-year decrease of 27.91% [1] - The net profit attributable to shareholders was a loss of 121 million yuan, which represents a narrowing of 0.74% compared to the previous year [1] Market Conditions - The company indicated that the prices of small and medium-sized display products remain low due to unstable terminal demand, influenced by the slow recovery of the global economy [1] Operational Developments - Longteng Optoelectronics has commenced trial production at its Vietnam production base, with plans to accelerate mass production in the second half of the year [1] Capital Flow - On August 27, 2025, the net inflow of main funds into Longteng Optoelectronics was 4.2472 million yuan, with a total net inflow of 4.1604 million yuan over the past five days [2]

Group 1: Longteng Optoelectronics - Longteng Optoelectronics reported a revenue of 1.289 billion yuan, a decrease of 27.91% year-on-year [2][4] - The net profit attributable to shareholders was -152 million yuan, an improvement of 74 million yuan compared to the same period last year [2][4] - The company is focusing on new development opportunities in AI, ESG, and low-altitude economy, while enhancing its product structure through innovation [5] Group 2: Qingyue Technology - Qingyue Technology achieved a total revenue of 329 million yuan, a year-on-year increase of 9.49% [6] - The net profit attributable to the parent company was -30.76 million yuan, a reduction in loss by 8.12 million yuan compared to the previous year [6][7] - The company is actively expanding new applications for its PMOLED products in various fields, including drones and smart homes [7][8] Group 3: Nanjing Panda - Nanjing Panda reported a revenue of 1.043 billion yuan, a decrease of 16.61% year-on-year [9][10] - The net profit attributable to shareholders was -45.58 million yuan [9][10] - The company is undergoing a transition in its industrial internet and smart manufacturing businesses, with a focus on upgrading its green service-oriented electronic manufacturing [11] Group 4: Vision Source - Vision Source achieved a revenue of 10.565 billion yuan, a year-on-year increase of 4.39% [12][13] - The net profit attributable to shareholders was 397.68 million yuan, a decrease of 19.66% compared to the previous year [12][13] - The company is expanding its LED product offerings and has seen a 52.26% year-on-year growth in LED business revenue [13]

Group 1 - Youyou Food achieved a net profit of 108 million yuan in the first half of 2025, a year-on-year increase of 42.47%, with a revenue of 771 million yuan, up 45.59% [1] - Keda achieved a net profit of 255 million yuan, a year-on-year increase of 16.49%, with a revenue of 2.163 billion yuan, up 14.35% [1] - North Navigation turned a profit with a net profit of 116 million yuan, achieving a revenue of 1.703 billion yuan, a year-on-year increase of 481.19% [1][2] Group 2 - China Satellite Communication reported a net profit of 181 million yuan, a year-on-year decrease of 55.59%, with a revenue of 1.221 billion yuan, up 6.33% [3] - Huqin Technology achieved a net profit of 1.889 billion yuan, a year-on-year increase of 46.3%, with a revenue of 83.939 billion yuan, up 113.06% [4] - Huasen Lithium reported a net loss of 72.739 million yuan, with a revenue of 350 million yuan, up 72.02% [4] Group 3 - Putailai achieved a net profit of 1.055 billion yuan, a year-on-year increase of 23.03%, with a revenue of 7.088 billion yuan, up 11.95% [5] - Suochen Technology reported a net loss of 45.698 million yuan, with a revenue of 57.351 million yuan, up 10.82% [5] - Canqin Technology achieved a net profit of 51.912 million yuan, a year-on-year increase of 51.94%, with a revenue of 287 million yuan, up 52.76% [6] Group 4 - Hengtong achieved a net profit of 99.3648 million yuan, a year-on-year increase of 38.86%, with a revenue of 669 million yuan, down 44.66% [6] - Sanan Optoelectronics reported a net profit of 176 million yuan, a year-on-year decrease of 4.24%, with a revenue of 8.987 billion yuan, up 17.03% [7] - New Dairy achieved a net profit of 397 million yuan, a year-on-year increase of 33.76%, with a revenue of 5.526 billion yuan, up 3.01% [8] Group 5 - Yiling Pharmaceutical achieved a net profit of 669 million yuan, a year-on-year increase of 26.03%, with a revenue of 4.040 billion yuan, down 12.26% [10] - Baosteel achieved a net profit of 4.879 billion yuan, a year-on-year increase of 7.36%, with a revenue of 151.372 billion yuan, down 7.28% [12] - Feikai Materials achieved a net profit of 217 million yuan, a year-on-year increase of 80.45%, with a revenue of 1.462 billion yuan, up 3.8% [13] Group 6 - Lier Chemical achieved a net profit of 271 million yuan, a year-on-year increase of 191.21%, with a revenue of 4.507 billion yuan, up 35.36% [15] - Shaanxi Coal achieved a net profit of 7.638 billion yuan, a year-on-year decrease of 31.18%, with a revenue of 779.83 billion yuan, down 14.19% [16] - Dongfang Materials reported a net profit of 654,400 yuan, a year-on-year decrease of 88.48%, with a revenue of 174 million yuan, down 5.06% [18] Group 7 - Blue Sky Bio achieved a net profit of 26.7163 million yuan, a year-on-year decrease of 8.98%, with a revenue of 652 million yuan, up 7.05% [19] - Shanghai Jiubai achieved a net profit of 23.7897 million yuan, a year-on-year increase of 0.24%, with a revenue of 45.0535 million yuan, down 1.09% [20] - Two Sides Needle reported a net loss of 5.0842 million yuan, with a revenue of 522 million yuan, up 1.02% [21] Group 8 - Shanghai Yashi achieved a net profit of 20.3263 million yuan, a year-on-year increase of 42.56%, with a revenue of 2.044 billion yuan, up 56.75% [23] - Bayi Steel reported a net loss of 697 million yuan, with a revenue of 8.733 billion yuan, down 6.73% [25] - Hongrun Construction plans to repurchase shares worth between 150 million and 300 million yuan [27] Group 9 - Kaile achieved a net profit of 10.9193 million yuan, a year-on-year increase of 280.42%, with a revenue of 137 million yuan, down 17.89% [28] - Jingda achieved a net profit of 306 million yuan, a year-on-year increase of 6.03%, with a revenue of 11.856 billion yuan, up 14.28% [29] - Blue Light Marker reported a net profit of 96.4427 million yuan, a year-on-year decrease of 47.33%, with a revenue of 32.36 billion yuan, up 4.87% [30] Group 10 - KOTAI Power achieved a net profit of 23.994 million yuan, a year-on-year increase of 35.52%, with a revenue of 711 million yuan, up 49.51% [33] - Bo Rui Data reported a net loss of 26.1918 million yuan, with a revenue of 70.1997 million yuan, up 5.19% [34] - Jiuzhoutong achieved a net profit of 1.446 billion yuan, a year-on-year increase of 19.7%, with a revenue of 81.106 billion yuan, up 5.10% [37] Group 11 - Aier Eye Hospital achieved a net profit of 2.051 billion yuan, a year-on-year increase of 0.05%, with a revenue of 11.507 billion yuan, up 9.12% [39] - Nandu Property achieved a net profit of 130 million yuan, a year-on-year increase of 532.87%, with a revenue of 914 million yuan, up 2.75% [41] - Weiyuan reported a net loss of 168 million yuan, with a revenue of 4.601 billion yuan, up 1.82% [42] Group 12 - Zhongke Chuangda achieved a net profit of 158 million yuan, a year-on-year increase of 51.84%, with a revenue of 3.299 billion yuan, up 37.44% [43] - Zhongjuxin reported a net profit of 8.1377 million yuan, a year-on-year decrease of 64.57%, with a revenue of 567 million yuan, up 20.40% [44] - Inspur Information achieved a net profit of 799 million yuan, a year-on-year increase of 34.87%, with a revenue of 80.192 billion yuan, up 90.05% [45] Group 13 - Shenghong Technology achieved a net profit of 2.143 billion yuan, a year-on-year increase of 366.89%, with a revenue of 9.031 billion yuan, up 86.00% [46] - Cambrian achieved a net profit of 1.038 billion yuan, turning a profit, with a revenue of 2.881 billion yuan, up 4347.82% [48] - Longteng Optoelectronics reported a net loss of 121 million yuan, with a revenue of 1.289 billion yuan, down 27.91% [49]

Core Viewpoint - Longteng Optoelectronics (688055) reported a significant decline in revenue and a net loss for the first half of 2025, indicating potential challenges in its operational performance [1] Financial Performance - The company achieved an operating revenue of 1.289 billion yuan in the first half of 2025, representing a year-on-year decrease of 27.91% [1] - The net profit attributable to the parent company was -121 million yuan, indicating a loss [1] - The basic earnings per share were -0.036 yuan, reflecting the company's financial difficulties [1]

Company Performance - Longteng Optoelectronics reported a revenue of approximately 1.289 billion yuan for the first half of 2025, a year-on-year decrease of 27.91% [1] - The net profit attributable to shareholders was a loss of approximately 121 million yuan, with a basic earnings per share loss of 0.036 yuan [1] - In comparison, the revenue for the same period in 2024 was approximately 1.789 billion yuan, with a net profit loss of about 122 million yuan and a basic earnings per share loss of 0.037 yuan [1] Market Capitalization - As of the report, Longteng Optoelectronics had a market capitalization of 14.8 billion yuan [1]

Core Viewpoint - Longteng Optoelectronics (688055.SH) reported a decline in revenue and a net loss for the first half of 2025, indicating ongoing challenges in the market [1] Financial Performance - The company achieved total operating revenue of 1.289 billion yuan in the first half of 2025, representing a year-on-year decrease of 27.91% [1] - The net profit attributable to shareholders of the parent company was -121 million yuan, which is a reduction in loss by 909,000 yuan compared to the same period last year [1] - Basic earnings per share were -0.036 yuan [1]

Core Viewpoint - The report highlights the financial performance and operational strategies of Kunshan Longteng Optoelectronics Co., Ltd. for the first half of 2025, emphasizing the challenges faced in the display panel industry and the company's efforts to innovate and expand its market presence [1][2]. Financial Performance - The company's revenue for the first half of 2025 was approximately 1.29 billion RMB, a decrease of 27.91% compared to the same period last year [6]. - The total profit for the period was a loss of approximately 152 million RMB, showing a slight improvement from a loss of 156 million RMB in the previous year [6]. - The net profit attributable to shareholders was approximately -121 million RMB, compared to -122 million RMB in the same period last year [6]. - The net cash flow from operating activities increased by 73.72% to approximately 181 million RMB, attributed to reduced cash payments for goods and services [7]. Industry Overview - The display panel industry is characterized by rapid technological advancements and a shift towards diverse display technologies, including TFT-LCD, AMOLED, and Mini LED, driven by consumer demand for high-quality displays [8][9]. - The industry is capital and technology-intensive, with significant barriers to entry due to the complex production processes involved [9]. Business Operations - The company specializes in the research, development, and manufacturing of TFT-LCD panels, focusing on small to medium-sized applications in laptops, automotive displays, and industrial control [10]. - The company has established a strong market position in the dynamic privacy display sector and is actively exploring new display technologies such as full-color electronic paper and 3D displays [10][11]. Strategic Initiatives - The company is enhancing its global market presence by establishing overseas production bases and optimizing its supply chain to improve operational resilience [11]. - It is also focusing on innovation in display technologies, with significant investments in R&D, amounting to approximately 9.89 million RMB, which represents 7.67% of its revenue [12]. Competitive Advantages - The company has developed several proprietary technologies, including dynamic privacy displays and integrated touch solutions, which provide a competitive edge in the market [14][19]. - It maintains a robust patent portfolio with 3,313 authorized patents, reflecting its commitment to innovation and technology leadership [14]. ESG Commitment - The company is dedicated to sustainable development, implementing an ESG management system and focusing on reducing carbon emissions through the development of low-carbon products [13][17].