证券代码：688127 证券简称：蓝特光学 公告编号：2025-040 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、本次股权激励计划批准及实施情况 （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 322.00 万股，占目前公司 股本总额 40,332.84 万股的 0.7984%。 （3）授予价格（调整后）：9.03 元/股，即满足授予条件和归属条件后，激励对 象可以每股 9.03 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。 浙江蓝特光学股份有限公司 关于 2024 年限制性股票激励计划 第一个归属期归属条件成就的公告 （4）激励人数（调整后）：共计 162 人，为公司董事、高级管理人员、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 | 40% ...

北京国枫律师事务所 关于浙江蓝特光学股份有限公司 2024 年限制性股票激励计划部分限制性股票 作废失效、第一个归属期归属条件成就的 法律意见书 国枫律证字[2024]AN117-4 号 GRANDWAY 北京国枫律师事务所 Grandway Law Offices 北京市东城区建国门内大街 26 号新闻大厦 7、8 层 邮编： 100005 电话（Tel）: 010-88004488/66090088 传真（Fax）: 010-66090016 释 义 本法律意见书中,除非文义另有所指,下列词语或简称具有如下含义: | 蓝特光学/公司 | 블 | 浙江蓝特光学股份有限公司 | | --- | --- | --- | | 本激励计划/本次激 | 提 | 浙江蓝特光学股份有限公司实施 2024年限制性股 | | 励计划 | | 票激励计划的行为 | | 《激励计划(草案)》 | 분 | 《浙江蓝特光学股份有限公司2024年限制性股票 | | | | 激励计划(草案)》 | | 《公司法》 | 指 | 《中华人民共和国公司法》 | | 《证券法》 | 指 | 《中华人民共和国证券法》 | | 《管理办法》 | 指 ...

北京国枫律师事务所 关于浙江蓝特光学股份有限公司 2023 年限制性股票激励计划部分限制性股票 作废失效、第二个归属期归属条件成就的 北京市东城区建国门内大街 26 号新闻大厦 7、8 层 邮编： 100005 电话（Tel）: 010-88004488/66090088 传真（Fax）: 010-66090016 释 义 本法律意见书中,除非文义另有所指,下列词语或简称具有如下含义: | 蓝特光学/公司 | 指 | 浙江蓝特光学股份有限公司 | | --- | --- | --- | | 蓝海光学 | 指 | 浙江蓝海光学科技有限公司 | | 本激励计划/本次激 | 指 | 浙江蓝特光学股份有限公司实施 2023年限制性股 | | 励计划 | | 票激励计划的行为 | | 《激励计划(草案)》 | 指 | 《浙江蓝特光学股份有限公司 2023年限制性股票 | | | | 激励计划(草案)》 | | 《公司法》 | 指 | 《中华人民共和国公司法》 | | 《证券法》 | 指 | 《中华人民共和国证券法》 | | 《管理办法》 | 블 | 《上市公司股权激励管理办法》 | | 《公司章程》 | 指 | 《浙江 ...

Core Viewpoint - Lante Optics experienced a 5.11% increase in stock price, reaching 33.50 CNY per share, with a total market capitalization of 13.512 billion CNY as of October 27 [1] Company Overview - Zhejiang Lante Optics Co., Ltd. was established on September 4, 2003, and went public on September 21, 2020. The company specializes in the research, production, and sales of optical components [1] - The revenue composition of Lante Optics includes optical prisms (59.54%), glass aspheric lenses (26.41%), glass wafers (8.20%), and other products (5.85%) [1] Shareholder Information - Noan Fund's Noan Pioneer Mixed A (320003) entered the top ten circulating shareholders of Lante Optics in the third quarter, holding 3.5792 million shares, which is 0.89% of the circulating shares. The estimated floating profit for today is approximately 5.8341 million CNY [2] - Noan Pioneer Mixed A was established on December 19, 2005, with a latest scale of 3.84 billion CNY. Year-to-date returns are 35.17%, ranking 2345 out of 8226 in its category; the one-year return is 40.07%, ranking 1640 out of 8099; and since inception, the return is 1142.92% [2] Fund Manager Information - The fund manager of Noan Pioneer Mixed A is Yang Gu, who has a cumulative tenure of 19 years and 253 days. The total asset size of the fund is 5.133 billion CNY, with the best fund return during his tenure being 1079.02% and the worst being 7.57% [3]

Group 1: Financial Events and Policies - The 2025 Financial Street Forum Annual Meeting is taking place from October 27 to 30 in Beijing, with key speeches from the Governor of the People's Bank of China, the head of the Financial Regulatory Administration, and the Chairman of the China Securities Regulatory Commission [2][3] - The People's Bank of China will conduct a 900 billion yuan Medium-term Lending Facility (MLF) operation on October 27, with a one-year term [3][5] - The State Council's report on financial work emphasizes the need for a moderately loose monetary policy to support the real economy and create a favorable financial environment [3] Group 2: Company Earnings Reports - WuXi AppTec reported a net profit of 12.076 billion yuan for the first three quarters, a year-on-year increase of 84.84% [4] - Cambridge Technology's net profit for the first three quarters increased by 70.88% year-on-year [5] - Weicai Technology achieved a net profit of 202 million yuan for the first three quarters, marking a 226.41% year-on-year growth [5] - Guosheng Financial Holdings reported a net profit of 242 million yuan for the first three quarters, up 191.21% year-on-year [6] - Shen Shen Fang A's net profit surged by 2791.57% year-on-year for the first three quarters, reaching 14.5 million yuan [6] - Several companies, including Morning Light Biotechnology and Wen Tai Technology, reported significant year-on-year profit increases of 385.3% and 265.09%, respectively [6][12] Group 3: Company Losses and Declines - Jing Sheng Machinery reported a net profit decline of 69.56% for the first three quarters [9] - China Shenhua's net profit decreased by 10% year-on-year, amounting to 39.052 billion yuan [8] - Health Yuan and Ping An Bank experienced net profit declines of 1.83% and 3.5%, respectively, for the first three quarters [8]

Investment Rating - The investment rating for the company is "Buy" [5] Core Insights - The company reported a revenue of 1.051 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 33.65%, and a net profit attributable to shareholders of 250 million yuan, up 54.68% year-on-year [1] - In Q3 2025, the company achieved a revenue of 474 million yuan, a year-on-year increase of 16.15% and a quarter-on-quarter increase of 47.57% [2] - The gross margin for the first three quarters of 2025 was 40.92%, an increase of 2.57 percentage points year-on-year, with Q3 gross margin at 46.93%, up 2.32 percentage points year-on-year [3] Summary by Sections Performance Overview - The company’s Q1-Q3 2025 revenue was 1.051 billion yuan, with a net profit of 250 million yuan, and a non-recurring net profit of 243 million yuan, reflecting strong growth rates of 33.65% and 54.68% respectively [1] Quarterly Performance - In Q3 2025, the company’s revenue reached 474 million yuan, marking a 16.15% increase year-on-year and a significant 47.57% increase quarter-on-quarter [2] Gross Margin and Cost Control - The gross margin for Q1-Q3 2025 was 40.92%, with Q3 gross margin at 46.93%, indicating effective cost control and operational efficiency [3] Product Growth Drivers - The optical prism segment is identified as a core growth driver, with the company being a key supplier of micro prisms for Apple's new telephoto camera systems, expected to see increased demand as technology matures [4] - The glass aspheric lens segment is experiencing strong demand across various applications, with the company expanding its production capacity to meet this demand [5] - The glass wafer segment is positioned to benefit from the growing AR glasses market, with the company recognized for its advanced production capabilities [9] Financial Forecast - The company’s revenue is projected to reach 1.455 billion yuan in 2025, with a year-on-year growth of 40.7%, and net profit expected to be 337 million yuan, reflecting a 52.6% increase [10]

Core Insights - The company reported a third-quarter revenue of 474 million yuan, representing a year-on-year increase of 16.15% [1] - The net profit attributable to shareholders for the third quarter was 147 million yuan, showing a year-on-year growth of 30.37% [1] - For the first three quarters, the company achieved a revenue of 1.051 billion yuan, up 33.65% year-on-year, and a net profit of 250 million yuan, which is a 54.68% increase year-on-year [1] Revenue and Profit Growth - The company's diverse product portfolio and long-term customer relationships have allowed it to actively explore demand in downstream sectors such as consumer electronics, automotive intelligent driving, and optical communications [1] - The main product lines, including optical prism products and glass aspheric lenses, have seen significant demand growth in optical communications, VLOG cameras, and mobile photography [1] - Increased demand for glass wafers in the AR sector has also contributed to the company's revenue growth, subsequently driving profit increases [1]

Financial Performance - The company's revenue for Q3 2025 reached ¥474,007,207.84, representing a year-on-year increase of 16.15%[4] - Total profit for the quarter was ¥168,678,898.44, up 31.64% compared to the same period last year[4] - Net profit attributable to shareholders was ¥146,567,779.33, reflecting a growth of 30.37% year-on-year[4] - The basic earnings per share for the quarter was ¥0.36, an increase of 28.57% compared to the same period last year[5] - The net profit for the year-to-date period was ¥249,931,626.46, up 54.68% compared to the same period last year[4] - Total operating revenue for the first three quarters of 2025 reached ¥1,050,900,781.41, a 33.6% increase from ¥786,306,603.44 in the same period of 2024[19] - Operating profit for the first three quarters of 2025 was ¥283,950,302.21, up 56.6% from ¥181,306,947.73 in the previous year[20] - Net profit for the first three quarters of 2025 amounted to ¥252,004,126.26, representing a 55.4% increase compared to ¥162,251,389.24 in 2024[20] - Basic and diluted earnings per share for the first three quarters of 2025 were both ¥0.62, compared to ¥0.40 in the same period of 2024[21] Assets and Liabilities - Total assets increased by 17.59% year-on-year, reaching ¥2,713,993,738.78[5] - As of September 30, 2025, the total current assets amounted to RMB 897,249,455.08, an increase from RMB 692,900,694.18 as of December 31, 2024, reflecting a growth of approximately 29.5%[15] - The total non-current assets reached RMB 1,816,744,283.70, compared to RMB 1,615,188,923.96, marking a growth of around 12.5%[16] - Total liabilities as of the reporting date were ¥684,872,028.75, up from ¥483,356,727.05 in the previous year[17] - The total liabilities increased, with accounts payable rising to RMB 290,740,265.69 from RMB 203,007,959.53, reflecting an increase of about 43.2%[16] Cash Flow - Cash flow from operating activities for the first three quarters of 2025 was ¥389,338,228.09, an increase from ¥328,466,138.08 in 2024[22] - Net cash flow from investment activities was -402,777,209.90 for the current period, compared to -85,127,173.95 in the previous period[23] - Total cash inflow from financing activities was 112,469,854.58, significantly higher than 41,080,000.00 in the previous period[23] - Net cash flow from financing activities improved to 19,494,007.78, compared to -278,846,297.25 in the previous period[23] - The net increase in cash and cash equivalents was 8,483,112.66, contrasting with a decrease of -31,763,631.69 in the previous period[23] - The ending balance of cash and cash equivalents was 169,094,498.42, slightly down from 170,902,393.60 in the previous period[23] Research and Development - Research and development expenses totaled ¥31,735,620.40, accounting for 6.70% of revenue, a decrease of 1.19 percentage points from the previous year[5] - Research and development expenses for the first three quarters of 2025 were ¥87,967,987.22, compared to ¥78,174,366.59 in the same period of 2024, indicating a focus on innovation[19] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 11,141[12] - Total equity attributable to shareholders reached ¥2,023,693,842.81, an increase from ¥1,821,377,523.67 in 2024[17] - The company has not reported any changes in the top 10 shareholders or any significant events affecting the operational status during the reporting period[14] Inventory and Fixed Assets - The company reported a notable increase in inventory, which rose to RMB 253,544,385.24 from RMB 227,120,901.24, representing an increase of approximately 11.7%[15] - Fixed assets increased to RMB 1,356,654,572.98 from RMB 1,259,852,260.03, showing an increase of about 7.7%[16] - Cash outflow for the acquisition of fixed assets and other long-term assets was 376,507,356.00, compared to 378,679,284.56 in the previous period[23] Other Financial Metrics - The weighted average return on equity rose to 7.44%, an increase of 0.8 percentage points[5] - Other income for the first three quarters of 2025 was ¥16,108,679.41, up from ¥9,830,466.20 in the previous year, reflecting improved financial performance[19] - The impact of exchange rate changes on cash and cash equivalents was an increase of 2,428,086.69, compared to 3,743,701.43 in the previous period[23] Accounting Standards - The company will not apply new accounting standards starting from 2025[24]

Core Insights - The company reported a third-quarter revenue of 474 million yuan, representing a year-on-year increase of 16.15% [1] - The net profit for the third quarter was 147 million yuan, showing a year-on-year growth of 30.37% [1] - For the first three quarters, the total revenue reached 1.051 billion yuan, reflecting a year-on-year increase of 33.65% [1] - The net profit for the first three quarters amounted to 250 million yuan, which is a year-on-year increase of 54.68% [1]

Core Insights - The optical and optoelectronic sector experienced a rise of 1.05% on October 24, with Chenfeng Technology leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Chenfeng Technology (603685) closed at 21.12, up 10.00% with a trading volume of 86,700 shares and a turnover of 175 million yuan [1] - Dongtian Micro (301183) closed at 101.10, up 8.42% with a trading volume of 113,300 shares [1] - Tianshan Electronics (301379) closed at 31.67, up 6.70% with a trading volume of 199,600 shares [1] - Other notable performers include Sudavige (300331) up 5.48% and Huichuangda (300909) up 5.46% [1] Capital Flow - The optical and optoelectronic sector saw a net outflow of 466 million yuan from institutional investors and 155 million yuan from retail investors, while retail investors had a net inflow of 621 million yuan [2] - The capital flow data indicates a mixed sentiment among different investor types within the sector [2] Individual Stock Capital Flow - Crystal Optoelectronics (002273) experienced a net outflow of 74.89 million yuan from institutional investors [3] - Wave Length Optoelectronics (301421) had a net inflow of 44.73 million yuan from institutional investors [3] - Sudavige (300331) saw a net inflow of 41.19 million yuan from institutional investors [3]