证券代码：688127 证券简称：蓝特光学 公告编号：2024-028 浙江蓝特光学股份有限公司 关于召开 2024 年第二次临时股东大会的通知 本公司董事会及全体董事保证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： 一、 召开会议的基本情况 （一） 股东大会类型和届次 2024 年第二次临时股东大会 召开日期时间：2024 年 10 月 14 日 14 点 00 分 召开地点：嘉兴市秀洲区洪合镇洪福路 1108 号 公司行政楼一楼会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自 2024 年 10 月 14 日 至 2024 年 10 月 14 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 股东大会召开日期：2024年10月14日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 （二） 股东大会召集人：董事会 （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 （四） 现场会议召 ...

浙江蓝特光学股份有限公司 投资者关系活动记录表 股票简称：蓝特光学 股票代码：688127 编号：20240912 | --- | --- | --- | --- | |-------------------|-------------------------|----------------------------------------------------|--------------------------------------------------------------| | | | | | | | R 特定对象调研 | £ 分析师会议 | | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | | 类别 | □ 新闻发布会 | □ 路演活动 | | | | £ 现场参观 | R 其他： 机构现场调研 | | | 参与单位名称 | | 金、和谐汇一、南土资产、五地投资 | 西南证券、国泰基金、兴全基金、民生证券、国投瑞银基金、熵盈基 | | 时间 | 2024 年 9 月 11 | 日~2024 年 9 月 12 日 | | | 地点 | 公司行政楼会议室 | | | | 公司 ...

Investment Rating - The investment rating for the company is "Buy" with a previous rating of "Buy" as well [1][2] - The market price is reported at RMB 17.00 [1] Core Views - The company has shown significant growth in revenue and net profit for the first half of 2024, with revenue reaching RMB 378 million, a year-on-year increase of 88.20%, and net profit of RMB 49 million, up 122.23% year-on-year [2] - Despite the growth, profitability is under short-term pressure due to increased R&D investments [2] - The outlook for the optical prism and glass wafer businesses is positive, supporting the "Buy" rating [2] Summary by Sections Financial Performance - In H1 2024, the company reported a revenue of RMB 378 million, a growth of 88.20% year-on-year, and a net profit of RMB 49 million, which is an increase of 122.23% year-on-year [2] - The gross margin was 31.60%, down 0.88 percentage points year-on-year, while the net profit margin improved to 13.08%, up 1.99 percentage points [2] - For Q2 2024, revenue was RMB 211 million, a year-on-year increase of 82.81%, and net profit was RMB 20 million, up 14.68% year-on-year [2] Business Segments - The optical prism business saw revenue of RMB 203 million, a significant increase of 313.32% year-on-year, but the gross margin decreased to 23.24%, down 19.9 percentage points from the previous year [2] - The glass aspheric lens segment generated RMB 123 million in revenue, up 16.01% year-on-year, with a gross margin of 48.87%, an increase of 2.3 percentage points [2] - The glass wafer business reported revenue of RMB 31 million, a growth of 47.50% year-on-year, with a gross margin of 12.28%, down 4.03 percentage points [2] R&D and Future Outlook - R&D expenses increased to RMB 45.99 million, a growth of 68.31% year-on-year, with a focus on micro-prism and wafer polishing technologies [2] - The company plans to continue investing in R&D, with 20 ongoing projects, including significant investments in high-precision wafer polishing and micro-prism technology [2] Valuation - The earnings per share (EPS) forecast for 2024, 2025, and 2026 is RMB 0.75, RMB 0.94, and RMB 1.12, respectively, with corresponding price-to-earnings ratios of 22.6x, 18.1x, and 15.2x [2][4]

Investment Rating - The report maintains a "Recommended" rating for the company [5] Core Views - The company's H1 2024 performance met expectations, with significant revenue and profit growth driven by market opportunities in consumer electronics and automotive intelligent driving sectors [3][2] - The company has successfully launched its micro-prism products, which are expected to meet growing market demand, and has completed the expansion of its micro-prism production base [3][2] - The combination of AR wafers and glass-plastic hybrid lenses positions the company well for future innovations, as the demand for high-resolution camera modules increases [3] Financial Performance Summary - For H1 2024, the company achieved revenue of 378 million yuan, a year-on-year increase of 88.20%, and a net profit of 49 million yuan, up 122.23% year-on-year [2][3] - The gross margin for H1 2024 was 31.6%, a slight decrease of 0.88 percentage points year-on-year, while the net profit margin increased by 1.99 percentage points to 13.08% [3] - The company forecasts net profits of 270 million yuan, 380 million yuan, and 480 million yuan for 2024, 2025, and 2026 respectively, with corresponding PE ratios of 27, 19, and 15 [4][6] Production and Market Position - The company has initiated a new round of production ramp-up for its micro-prism products, which are expected to align with downstream demand [3] - The report highlights the competitive advantage of the company's glass aspheric lenses and AR wafers, anticipating benefits from the accelerated development of the industry [3] Future Outlook - The company is expected to benefit from the growing demand for AR products and the increasing penetration of advanced camera technologies in smartphones [3] - The report suggests that the company's long-term development is promising due to its established technology in optical components [3]

蓝特光学（688127.SH） 优于大市 上半年净利润同比增长 122%，光学棱镜收入大幅增长 上半年公司收入增长 88%，主要产品收入均呈现增长。公司发布 2024 年半年 度报告，1H24 营业收入 3.78 亿元(YoY 88.20%)，其中 2Q24 营业收入 2.11 亿元(YoY 82.81%，QoQ 26.20%)。收入增长主要原因为上半年公司把握消费 电子、汽车智能驾驶等领域的发展机遇，主要产品光学棱镜、玻璃非球面透 镜、玻璃晶圆收入均呈现增长。 上半年归母净利润增长 122%，毛利率略降 0.88pct。公司 1H24 归母净利润 0.49 亿元(YoY 122.23%)，扣非归母净利润 0.47 亿元(YoY 306.26%)；其中 2Q24 归母净利润 0.20 亿元(YoY 14.68%，QoQ -32.17%)，扣非归母净利润 0.21 亿元(YoY 58.66%，QoQ -22.14%)。在毛利率水平保持稳定的前提下， 受业务规模成长带动，公司利润水平实现显著增长。1H24 毛利率 31.60%(YoY -0.88pct)，其中 2Q24 毛利率 29.14%(YoY -4.85p ...

Investment Rating - Buy-A rating with a 6-month target price of 22.31 RMB, representing a 23.5% upside from the current price of 18.06 RMB [1] Core Views - The company achieved rapid revenue growth of 88.2% YoY to 378 million RMB in H1 2024, with net profit surging 122.23% YoY to 49 million RMB [2] - The micro-prism project entered mass production in 2023, driving 191.33% YoY growth in optical prism revenue [5] - The company is a leading player in precision optical components manufacturing, with strong technical capabilities in cold processing, hot pressing, and ultra-thin glass wafer processing [3] - It serves major clients including AMS Group, Corning, Magna, and Sunny Optical, with products used in Apple and Huawei devices [3] Business Segments Optical Prisms - Revenue expected to grow from 800 million RMB in 2024 to 1.4 billion RMB in 2026, with gross margin maintained at 45-48% [11] - Applications include periscope cameras, microscopes, and smartphone facial recognition [4] Glass Aspheric Lenses - Revenue projected to increase from 289 million RMB in 2024 to 416 million RMB in 2026, with 50% gross margin [11] - Used in automotive cameras, security surveillance, drone lenses, and smartphones [4] Glass Wafers - Revenue forecast to grow from 50 million RMB in 2024 to 90 million RMB in 2026 [11] - Applications include wafer-level lens packaging, AR/VR, and automotive logo projection [4] Financial Projections - Revenue expected to grow from 1.202 billion RMB in 2024 to 1.963 billion RMB in 2026 [10] - Net profit projected to increase from 299 million RMB in 2024 to 471 million RMB in 2026 [10] - EPS forecast to rise from 0.74 RMB in 2024 to 1.17 RMB in 2026 [10] - ROE expected to improve from 16.5% in 2024 to 20.8% in 2026 [10] Valuation - 2024E PE of 24.3x based on 30x PE multiple for 2024 net profit of 299 million RMB [11] - Comparable to industry peers with average TTM PE of 19.76x [12]

证券代码：688127 证券简称：蓝特光学 公告编号：2024-021 浙江蓝特光学股份有限公司 关于召开 2024 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、准确性和完整性承担法律责任。 重要内容提示： 投资者可于 2024 年 8 月 27 日(星期二)至 9 月 2 日(星期一)16:00 前登录上证 路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 IR@lante.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。 浙江蓝特光学股份有限公司（以下简称"公司"）预约于 2024 年 8 月 30 日 发布公司 2024 年半年度报告，为便于广大投资者更全面深入地了解公司 2024 年半年度经营成果、财务状况，公司计划于 2024 年 9 月 3 日下午 16:00-17:00 举 行 2024 年半年度业绩说明会，就投资者关心的问题进行交流。 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 2024 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 ...

证券代码：688127 证券简称：蓝特光学 公告编号：2024-020 浙江蓝特光学股份有限公司 公司于近日收到公司董事、副总经理姚良先生及副总经理章利炳先生出具的 《减持计划告知函》，现将有关减持计划情况公告如下： 1 关于董事、高级管理人员集中竞价减持股份计划公 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： 大股东及董监高持股的基本情况 截至本公告披露日，浙江蓝特光学股份有限公司（以下简称"公司"）董事、 副总经理姚良先生持有公司股份 852,000 股，占公司总股本的 0.2122%；副总经 理章利炳先生持有公司股份 670,000 股，占公司总股本的 0.1668%。上述股份来 源均为公司首次公开发行前股份，且均已解除限售并上市流通。 集中竞价减持计划的主要内容 董事、副总经理姚良先生拟自本公告发布之日起的 15 个交易日后至未来 3 个月内，通过集中竞价方式减持其直接持有的公司首次公开发行前的股份，减持 数量不超过 210,000 股，占公司总股本比例 0.0523%。姚良先生持 ...

Business Overview - The company specializes in semiconductor optics, utilizing advanced semiconductor processes to design and manufacture optical components with micro/nano-scale features [1] - The company has developed a diversified product matrix, including optical prisms, glass aspheric lenses, glass wafers, and other products such as glass flat sheets and lens products from subsidiary Lanhai [2] Financial Performance - In 2023, the company achieved revenue of 754 million yuan, representing a year-on-year growth of 98.35% [2] - The company's inventory has increased due to strategic stockpiling to meet downstream market demand, with inventory levels maintained at reasonable levels [2] Expansion and Development - The company's workforce has grown from 600+ employees at IPO in 2020 to over 2,800 employees currently, with significant growth in production and sales scale [2] - The company is nearing completion of its micro-prism industrial base expansion project and has initiated a precision optical components industrial base project [2] - The new industrial base project will include modern R&D workshops, production workshops, and cleanroom testing areas, with initial focus on construction investment followed by equipment investment based on market development [3] Technology and Innovation - The company emphasizes technological innovation, continuously updating core technologies based on market research, technological advancements, and customer needs [2] - The company maintains a portfolio of pre-research projects to capture strategic opportunities in industry development [2] Investor Relations - The company regularly publishes Investor Relations Activity Records on the SSE E-interaction platform [3]

天健会计师事务所（特殊普通合伙）对公司首次公开发行股票的资金到位 情况进行了审验，并于2020年9月16日出具了天健验[2020]377号《验资报告》。 公司依照规定对上述募集资金进行专户存储管理，并与保荐机构、募集资金专 户监管银行签订了募集资金专户存储监管协议。 证券代码：688127 证券简称：蓝特光学 公告编号：2024-019 浙江蓝特光学股份有限公司 关于募集资金投资项目结项的公告 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。 浙江蓝特光学股份有限公司（以下简称"公司"）首次公开发行股票募集 资金变更投入项目"微棱镜产业基地扩产项目"已于近日达到预定可使用状态， 公司决定将其予以结项，现将相关情况公告如下： 一、募集资金基本情况 经中国证券监督管理委员会于 2020 年 8 月 25 日出具的《关于同意浙江蓝 特光学股份有限公司首次公开发行股票注册的批复》（证监许可[2020]1929 号） 同意，公司首次向社会公开发行人民币普通股（A 股）4,090 万股，每股发行价 格 15.41 元，新股发行募集资金总 ...