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 ...

浙江蓝特光学股份有限公司董事会薪酬与考核委员会 关于2023年限制性股票激励计划第二个归属期归属名单的 核查意见 浙江蓝特光学股份有限公司（以下简称"公司"）董事会薪酬与考核委员会 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和 国证券法》（以下简称"《证券法》"）、《上市公司股权激励管理办法》（以 下简称"《管理办法》"）、《上海证券交易所科创板股票上市规则》（以下简 称"《上市规则》"）、《科创板上市公司自律监管指南第 4 号——股权激励信 息披露》等相关法律、法规及规范性文件和《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，对公司 2023 年限制性股票激励计 划（以下简称"本次激励计划"）第二个归属期归属名单进行审核，发表核查意 见如下： 薪酬与考核委员会 2025 年 10 月 27 日 薪酬与考核委员会同意公司为本次符合条件的 126 名激励对象办理归属，对 应限制性股票的归属数量为 128.13 万股。上述事项符合相关法律法规、规章及 规范性文件所规定的条件，不存在损害公司及股东利益的情形。 浙江蓝特光学股份有限公司 除 7 名激励对象因离职不符 ...

证券代码：688127 证券简称：蓝特光学 公告编号：2025-038 浙江蓝特光学股份有限公司 关于作废部分已授予尚未归属的限制性股票的公告 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 10 月 27 日召开第 五届董事会第二十二次会议，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》。鉴于公司有部分员工因个人原因离职已不 再具备激励对象资格，根据《2023 年限制性股票激励计划》《2024 年限制性股票激 励计划》（以下简称"《激励计划》"或"有关激励计划"）的相关规定与 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，董事会决议作废上述员 工已获授但尚未归属的 12 万股限制性股票。现将相关事项公告如下： 一、2023年限制性股票激励计划批准及实施情况 1、2023 年 9 月 26 日，公司第五届董事会第五次会议审议通过了《关于公司 <2023 年限制性股票激励计划（草案）>及其摘要的议案》《 ...

一、本次股权激励计划批准及实施情况 证券代码：688127 证券简称：蓝特光学 公告编号：2025-039 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 第二个归属期归属条件成就的公告 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。 重要内容提示： （一）本次股权激励计划方案及履行的程序 1、本次限制性股票激励计划主要内容 （1）股权激励方式：第二类限制性股票。 （2）授予数量（调整后）：授予的限制性股票总量为 431.10 万股，占目前公司 股本总额 40,332.84 万股的 1.0689%。 （3）授予价格（调整后）：8.16 元/股，即满足授予条件和归属条件后，激励对 象可以每股 8.16 元的价格购买公司向激励对象定向发行的公司A股普通股股票。 （4）激励人数（调整后）：共计 126 人，为公司董事、高级管理人员、核心技 术人员、核心员工。 | 归属安排 | 归属期间 | 归属比例 | | --- | --- | --- | | 第一个归属期 | 自限制性股票授予日起12个月后的首个交易日起至限 ...

浙江蓝特光学股份有限公司 浙江蓝特光学股份有限公司董事会薪酬与考核委员会 关于2024年限制性股票激励计划第一个归属期归属名单的 核查意见 浙江蓝特光学股份有限公司（以下简称"公司"）董事会薪酬与考核委员会 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和 国证券法》（以下简称"《证券法》"）、《上市公司股权激励管理办法》（以 下简称"《管理办法》"）、《上海证券交易所科创板股票上市规则》（以下简 称"《上市规则》"）、《科创板上市公司自律监管指南第 4 号——股权激励信 息披露》等相关法律、法规及规范性文件和《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，对公司 2024 年限制性股票激励计 划（以下简称"本次激励计划"）第一个归属期归属名单进行审核，发表核查意 见如下： 除 5 名激励对象因离职不符合归属条件，公司 2024 年限制性股票激励计划 第一个归属期剩余 162 名激励对象符合《公司法》《证券法》等法律法规、规则 及规范性文件以及《公司章程》规定的任职资格，符合《上市公司股权激励管理 办法》等法律法规、规章及规范性文件规定的激励对象条件，符合本次激 ...