Core Viewpoint - The company, Lante Optics (688127.SH), announced that its director, Wang Fangli, plans to reduce his shareholding in the company through both centralized bidding and block trading methods within the next three months, following a 15 trading day period from the announcement date [1] Summary by Relevant Categories Shareholding Reduction - Wang Fangli intends to reduce his holdings by no more than 8.066 million shares, which represents 2.0000% of the company's total share capital [1] - The reduction will include up to 4.033 million shares through centralized bidding, accounting for no more than 1.0000% of the total share capital [1] - Additionally, up to 8.066 million shares may be reduced through block trading, also representing no more than 2.0000% of the total share capital [1] Share Release - The shares held by Wang Fangli prior to the company's initial public offering were released from restrictions and became tradable on September 21, 2023 [1]

Core Viewpoint - Lante Optics (688127.SH) announced that its director Wang Fang plans to reduce his holdings by no more than 8.0666 million shares, representing 2.00% of the company's total share capital, due to personal financial arrangements [1] Summary by Category - **Share Reduction Details** - The planned share reduction will occur between December 2, 2025, and March 1, 2026 [1] - The reduction methods include centralized bidding and block trading [1]

证券代码：688127 证券简称：蓝特光学 公告编号：2025-041 浙江蓝特光学股份有限公司 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： 大股东及董监高持有的基本情况 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 王芳立先生持有公司股份 49,561,021 股，占公司总股本的 12.2880%。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。 减持计划的主要内容 董事王芳立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， 集中竞价及大宗交易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 8,066,568 股，占公司总股本比例 2.0000%。其中，通过集中竞价方式 减持股份不超过 4,033,284 股，占公司总股本的比例不超过 1.0000%；通过大宗 交易方式减持股份不超过 8,066,568 股，占公司总股本的的比例不超过 2.0000%。 王芳立先生持有的公司首次公开发行前的股份已 ...

南财智讯11月10日电，蓝特光学公告，公司董事王芳立持有公司股份4956.1021万股，占公司总股本的 12.2880%。王芳立拟自公告发布之日起15个交易日后至未来3个月内，通过集中竞价及大宗交易方式减 持其直接持有的公司首次公开发行前股份，减持数量不超过806.6568万股，占公司总股本比例不超过 2.0000%。其中，集中竞价方式减持不超过403.3284万股，占比不超过1.0000%；大宗交易方式减持不超 过806.6568万股，占比不超过2.0000%。本次减持原因为自身资金安排，减持价格将不低于公司首次公 开发行股票的发行价，并遵守相关法律法规及承诺。减持计划实施存在不确定性，不会对公司治理结构 及持续经营产生重大影响。 ...

蓝特光学公告称，截至公告披露日，董事王芳立持有公司股份49,561,021股，占总股本12.2880%。其拟 自公告发布之日起15个交易日后的3个月内，即2025年12月2日至2026年3月1日，通过集中竞价及大宗交 易方式减持不超8,066,568股，占总股本2%。其中，集中竞价减持不超4,033,284股，占比不超1%；大宗 交易减持不超8,066,568股，占比不超2%。减持原因为自身资金安排。 ...

Core Viewpoint - The company achieved a 33.7% year-on-year increase in revenue and a 54.7% increase in net profit attributable to shareholders in the first three quarters of 2025 [3][4]. Financial Performance - In the first three quarters, the company reported revenue of 1.051 billion yuan (approximately 10.51 billion) with a year-on-year growth of 33.65%, driven by diversified product offerings and strong customer relationships in sectors like consumer electronics, automotive intelligent driving, and optical communications [4]. - The net profit attributable to shareholders reached 250 million yuan (approximately 2.50 billion), reflecting a year-on-year increase of 54.68%, while the net profit excluding non-recurring items was 243 million yuan (approximately 2.43 billion), up 55.79% year-on-year [4]. - For Q3 2025, the company reported revenue of 474 million yuan (approximately 4.74 billion), a year-on-year increase of 16.15% and a quarter-on-quarter increase of 47.57% [5]. - The net profit attributable to shareholders for Q3 was 147 million yuan (approximately 1.47 billion), showing a year-on-year growth of 30.37% and a quarter-on-quarter growth of 153.53% [5]. Product Development and Market Demand - The optical prism product line has expanded, with increasing demand for micro-prism products used in smartphone periscope camera modules, contributing to revenue growth [6]. - The demand for glass aspheric lenses has significantly increased, particularly in optical communications, VLOG cameras, and smartphone photography, with the company achieving strong production capabilities in aspheric molded glass technology [7]. - The demand for glass wafers in the AR field is on the rise, with the company collaborating with leading semiconductor and optical material suppliers to develop AR applications [8].

Core Points - Lante Optics has seen a stock price increase of 3.83% on November 5, reaching 34.69 CNY per share, with a trading volume of 422 million CNY and a turnover rate of 3.07%, resulting in a total market capitalization of 13.991 billion CNY [1] - The stock has risen for four consecutive days, accumulating a total increase of 8.71% during this period [1] Company Overview - Zhejiang Lante Optics Co., Ltd. is located in Huzhou, Zhejiang Province, established on September 4, 2003, and listed on September 21, 2020 [1] - The company's main business involves the research, production, and sales of optical components, with revenue composition as follows: optical prisms 59.54%, glass aspheric lenses 26.41%, glass wafers 8.20%, and others 5.85% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Huaxia Fund has a significant position in Lante Optics [2] - Huaxia Qianlong Selected Stocks (005826) held 183,800 shares in the third quarter, accounting for 5.36% of the fund's net value, ranking as the ninth largest holding [2] - The fund has generated an estimated floating profit of approximately 235,300 CNY today and 511,100 CNY during the four-day increase [2] Fund Performance - Huaxia Qianlong Selected Stocks (005826) was established on September 27, 2018, with a current scale of 111 million CNY [2] - Year-to-date return is 36.16%, ranking 1221 out of 4216 in its category; the one-year return is 43.26%, ranking 778 out of 3901; and since inception, the return is 128.02% [2] - The fund manager, Xu Heng, has been in position for 364 days, with total assets under management of 1.346 billion CNY, achieving a best return of 36.62% and a worst return of 1.64% during his tenure [2]

Investment Rating - The investment rating for the company is "Outperform the Market" [5] Core Views - The company reported a 33.7% year-on-year increase in revenue and a 54.7% increase in net profit for the first three quarters, driven by diversified product offerings and strong demand in consumer electronics, automotive smart driving, and optical communication sectors [1][3] - The demand for glass aspheric lenses and optical prisms is significantly increasing, with the company successfully tracking customer needs and maintaining stable production growth [2][3] - The company is expected to see continued revenue growth, with projected revenues of 1.49 billion, 1.90 billion, and 2.42 billion yuan for 2025, 2026, and 2027 respectively, alongside net profits of 356 million, 470 million, and 575 million yuan for the same years [3][4] Summary by Sections Financial Performance - For the first three quarters, the company achieved revenue of 1.051 billion yuan, a 33.65% increase year-on-year, and a net profit of 250 million yuan, reflecting a 54.68% increase [1] - In Q3 2025, the company reported revenue of 474 million yuan, a 16.15% year-on-year increase, and a net profit of 147 million yuan, a 30.37% increase [1] Product Demand and Market Trends - The micro-prism products for smartphone periscope camera modules are experiencing increased terminal demand, contributing to revenue growth [2] - The company has developed a competitive non-spherical molding glass process, achieving strong performance in precision, yield, and production scale [2] - There is a growing demand for glass wafers in the AR field, with the company collaborating with leading semiconductor and optical material suppliers [2] Future Projections - Revenue projections for 2025, 2026, and 2027 are 1.49 billion, 1.90 billion, and 2.42 billion yuan respectively, with corresponding net profits of 356 million, 470 million, and 575 million yuan [3][4] - The current price-to-earnings ratios are projected to be 36.3, 27.5, and 22.5 for the years 2025, 2026, and 2027 respectively [3][4]

Group 1 - The core point of the article is that Blente Optical (SH 688127) held its 22nd meeting of the fifth board of directors on October 27, 2025, where it reviewed the proposal to cancel unvested restricted stock from previous incentive plans [1] - For the year 2024, Blente Optical's revenue composition is as follows: optical optoelectronics accounts for 99.51%, while other businesses account for 0.49% [1] - As of the report date, Blente Optical has a market capitalization of 13.2 billion yuan [1]

本议案已经公司董事会薪酬与考核委员会审议通过。 证券代码：688127 证券简称：蓝特光学 公告编号：2025-037 浙江蓝特光学股份有限公司 第五届董事会第二十二次会议决议公告 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、董事会会议召开情况 浙江蓝特光学股份有限公司（以下简称"公司"）第五届董事会第二十二 次会议通知于 2025 年 10 月 20 日以书面形式发出，并于 2025 年 10 月 27 日在公 司会议室采用现场及通讯方式召开。本次会议应出席会议董事 9 名，实际出席会 议董事 9 名。会议由董事长徐云明先生主持，会议的召集和召开符合法律、行政 法规、部门规章和《浙江蓝特光学股份有限公司章程》（以下简称"《公司章程》"） 的有关规定，合法有效。 二、董事会会议审议情况 （一）审议通过了《关于作废历年限制性股票激励计划部分已授予尚未归属 的限制性股票的议案》； 浙江蓝特光学股份有限公司董事会 2025 年 10 月 28 日 本议案具体内容详见公司同日披露于上海证券交易所网站（www.sse.com ...