Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook on its future growth potential [3]. Core Insights - The company is recognized as a leader in the optical components industry, with significant growth expected in molded glass products. Revenue forecasts for 2025 and 2026 have been adjusted to 1.388 billion and 1.831 billion RMB, respectively, with a new revenue forecast for 2027 set at 2.361 billion RMB. The net profit forecasts for the same years have also been updated to 356.65 million, 509.19 million, and 691.54 million RMB, respectively [3]. - The report highlights the company's strong position in the market, driven by the increasing demand for optical applications in consumer electronics, particularly in mobile photography. The company is actively developing new projects to meet customer needs and enhance its product offerings [9]. - The growth of the glass aspheric lens business is attributed to strong demand from automotive, optical communication, and handheld imaging device sectors. The company is expanding its production capacity to meet this growing demand [9]. - Strategic partnerships in the glass wafer business are deepening with major clients, particularly in AR and semiconductor applications, which are expected to drive future growth [9]. Financial Projections - The company’s total revenue is projected to grow from 754.46 million RMB in 2023 to 2.3606 billion RMB by 2027, reflecting a compound annual growth rate (CAGR) of approximately 28.95% [3][10]. - The net profit is expected to increase from 179.91 million RMB in 2023 to 691.54 million RMB in 2027, with a notable growth rate of 35.81% in the final year of the forecast [3][10]. - The earnings per share (EPS) is forecasted to rise from 0.44 RMB in 2023 to 1.70 RMB in 2027, indicating a strong improvement in profitability [3][10].

Market Overview - As of 10:31 AM today, the Shanghai Composite Index is at 3876.57 points, above the six-month moving average, with an increase of 1.04% [1] - The total trading volume of A-shares today is 853.41 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 382 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Tonghe Technology (300491) with a deviation rate of 9.12% and a price increase of 10.01% [1] - Xunxing Co., Ltd. (002098) with a deviation rate of 9.03% and a price increase of 10.04% [1] - Laimu Co., Ltd. (603633) with a deviation rate of 7.04% and a price increase of 7.90% [1] Additional Stocks with Smaller Deviation Rates - Stocks that have just crossed the six-month moving average with smaller deviation rates include: - Longyuan Technology (not specified) and Newcapec (not specified) with minor deviations [1] - Other stocks with notable performance include: - Hongbai New Materials (605366) with a deviation rate of 6.77% and a price increase of 7.26% [1] - Kecuan Technology (603052) with a deviation rate of 5.50% and a price increase of 10.00% [1]

Core Viewpoint - Zhejiang Lante Optical Co., Ltd. announced the resolutions from the 23rd meeting of the 5th Board of Directors, which included the approval of changes to registered capital and amendments to the Articles of Association, as well as the proposal to hold the third extraordinary general meeting of shareholders in 2025 [1][3][4]. Group 1: Board Meeting Details - The board meeting was convened on November 24, 2025, with all 9 directors present, and was chaired by Chairman Xu Yunming [2]. - The meeting was conducted in accordance with the Company Law and the Articles of Association, ensuring the legality and validity of the resolutions [2]. Group 2: Resolutions Passed - The board approved the proposal to change the registered capital and amend the Articles of Association, with a unanimous vote of 9 in favor [3]. - The board also approved the proposal to convene the third extraordinary general meeting of shareholders in 2025, which also received unanimous support [4]. Group 3: Follow-up Actions - The company will proceed with the registration changes and amendments to the Articles of Association as per the board's resolutions and will organize the extraordinary general meeting of shareholders as required [5].

浙江蓝特光学股份有限公司 章程 二〇二五年十一月 | | | | 第一章 | 总则 | 2 | | --- | --- | --- | | 第二章 | 经营宗旨和范围 3 | | | 第三章 | 股份 | 3 | | 第一节 | 股份发行 | 3 | | 第二节 | 股份增减和回购 5 | | | 第三节 | 股份转让 | 6 | | 第四章 | 股东和股东会 | 7 | | 第一节 | 股东的一般规定 7 | | | 第二节 | 控股股东和实际控制人 9 | | | 第三节 | 股东会的一般规定 10 | | | 第四节 | 股东会的召集 13 | | | 第五节 | 股东会的提案与通知 15 | | | 第六节 | 股东会的召开 16 | | | 第七节 | 股东会的表决和决议 19 | | | 第五章 | 董事和董事会 24 | | | 第一节 | 董事的一般规定 24 | | | 第二节 | 董事会 | 28 | | 第三节 | 独立董事 | 33 | | 第四节 | 董事会专门委员会 35 | | | 第六章 | 高级管理人员 38 | | | 第七章 | 财务会计制度、利润分配和审计 40 | | ...

证券代码：688127 证券简称：蓝特光学 公告编号：2025-045 （二）2023 年限制性股票激励计划第二个归属期、2024 年限制性股票激励 计划第一个归属期归属结果 根据浙江蓝特光学股份有限公司 2023 年第一次临时股东大会、2024 年第二 次临时股东大会的授权，2025 年 10 月 27 日，公司召开第五届董事会薪酬与考 浙江蓝特光学股份有限公司 关于变更注册资本及修订《公司章程》并办理工商变 更登记的公告 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"）于 2025 年 11 月 24 日召开 第五届董事会第二十三次会议，审议通过了《关于变更注册资本及修订<公司章 程>并办理工商变更登记的议案》。现将相关事项公告如下： 一、注册资本变更情况 （一）2023 年限制性股票激励计划第一个归属期剩余限制性股票归属结果 根据浙江蓝特光学股份有限公司 2023 年第一次临时股东大会的授权，2024 年 10 月 31 日，公司召开第五届董事会第十五次会议及第五届监事会第 ...

证券代码：688127 证券简称：蓝特光学 公告编号：2025-044 浙江蓝特光学股份有限公司 第五届董事会第二十三次会议决议公告 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.c n）的《关于变更注册资本及修订<公司章程>并办理工商变更登记的公告》。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 （二）审议通过《关于提请召开 2025 年第三次临时股东会的议案》； 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.c n）的《关于召开 2025 年第三次临时股东会的通知》。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 特此公告。 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"）第五届董事会第二十三 次会议通知于 2025 年 11 月 19 日以书面形式发出，并于 2025 年 11 月 24 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 ...

Core Insights - In 2025, advancements in hardware lightweight design and basic AI functionalities will enhance the user experience and drive product innovation in smart glasses [1] - The Chinese smart glasses market is expected to reach a critical turning point in 2026, with significant changes in product forms, interaction methods, and service models [1] - Global smart glasses shipments are projected to exceed 23.687 million units in 2026, with China's shipments surpassing 4.915 million units, marking the beginning of a new phase of scaled growth [1] Industry Analysis - Jianghai Securities anticipates rapid promotion and popularization of smart glasses as a key carrier for AI, recommending attention to companies in the supply chain such as Xiaomi Group-W, Hengxuan Technology, Allwinner Technology, GoerTek, and Crystal Optoelectronics [1] - Founder Securities suggests that with major industry players accelerating their strategies and supply chain efficiency improvements, AI+AR glasses are likely to develop quickly, recommending focus on ODM and acoustic segment representatives like GoerTek, as well as other companies in the ODM and optical segments [1]

Core Viewpoint - The announcement from Lante Optics regarding the second vesting period of the 2023 restricted stock incentive plan and the first vesting period of the 2024 plan indicates a significant step in the company's employee incentive strategy, with a total of 2,569,300 shares set to be listed for trading on November 24, 2025 [1] Group 1 - The stock type being listed is equity incentive shares [1] - The subscription method for the shares is offline [1] - The total number of shares available for trading is 2,569,300 [1]

证券代码：688127 证券简称：蓝特光学 公告编号：2025-043 浙江蓝特光学股份有限公司 关于 2023 年限制性股票激励计划第二个归属期、2024 年限制性股票激励计划第一个归属期归属结果 暨股票上市公告 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： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 2,569,300股。 本次股票上市流通总数为2,569,300股。 本次股票上市流通日期为2025 年 11 月 24 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司相关业务规定，浙江蓝特光学股份有限公司（以下简称"公司"） 于近日收到中国证券登记结算有限责任公司上海分公司出具的《证券变更登记证 明》，公司完成了 2023 年限制性股票激励计划第二个归属期、2024 年限制性股票 激励计划第一个归属期限制性股票的股份登记工作。现将有关情况公告如下： 一、 本次限制性股票归属的决策程序及相关信息披露 （一）2023 年限制性股票激励计划 1、 ...

Core Viewpoint - The stock of Lante Optical has experienced fluctuations, with a recent decline of 2.01% and a total market capitalization of 12.56 billion yuan, despite a year-to-date increase of 15.76% [1] Company Overview - Lante Optical, established on September 4, 2003, and listed on September 21, 2020, is located in Jiaxing, Zhejiang Province. The company specializes in the research, production, and sales of optical components [1] - The main revenue sources for Lante Optical include optical prisms (59.54%), glass aspheric lenses (26.41%), glass wafers (8.20%), and other products (5.85%) [1] Financial Performance - For the period from January to September 2025, Lante Optical achieved a revenue of 1.051 billion yuan, representing a year-on-year growth of 33.65%. The net profit attributable to shareholders was 250 million yuan, reflecting a year-on-year increase of 54.68% [2] - Since its A-share listing, Lante Optical has distributed a total of 342 million yuan in dividends, with 221 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Lante Optical reached 11,100, an increase of 19.12% from the previous period. The average number of circulating shares per shareholder decreased by 16.05% to 36,189 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fifth largest with 4.3395 million shares, while Noan Pioneer Mixed A and China Europe Quality Enterprises Mixed A are new entrants in the top ten [3]