Core Insights - The ultrafast laser market in China is experiencing rapid growth, with the market size increasing from 2.26 billion yuan in 2018 to 4.02 billion yuan in 2023, representing a compound annual growth rate (CAGR) of 12.21% [1][14] - The market is projected to exceed 4.55 billion yuan in 2024, with a year-on-year growth of 13.18% [1][14] - The demand for ultrafast lasers is driven by the need for high-efficiency and precision processing across various industries, supported by national policies favoring high-end manufacturing [1][14] Industry Overview - Ultrafast lasers, including picosecond and femtosecond lasers, are characterized by extremely short pulse durations, high peak power, and precise energy focusing [1][3] - The technology is based on mode-locking techniques, which ensure short pulse widths, making ultrafast lasers suitable for advanced manufacturing applications [3][5] Industry Development History - The development of ultrafast lasers in China has progressed through four stages, starting from the first ruby laser developed in 1960 to the significant advancements in picosecond and femtosecond laser technologies in the 2000s [5] - The industry saw a substantial increase in shipments, with 2,300 units sold in 2020, nearly doubling from previous years [5] Industry Chain - The ultrafast laser industry chain includes upstream components such as optical and electronic components, with a trend towards domestic production of core parts [7][26] - The downstream applications are diverse, covering sectors like medical aesthetics, aerospace, precision machinery, energy, and consumer electronics [7] Market Trends - The ultrafast laser technology is evolving towards higher power, narrower pulse widths, and shorter wavelengths, enhancing processing speed and quality [23] - The demand for ultrafast lasers is expanding in precision manufacturing, consumer electronics, and renewable energy sectors, with increasing penetration rates [24] Key Companies - Notable companies in the ultrafast laser market include Inno Laser, Han's Laser, Delong Laser, and Raycus Laser, which are positioned in the second tier of the global market [17][19][21] - Inno Laser is recognized for its advanced capabilities in various laser technologies and is projected to achieve a revenue of 301 million yuan in 2024, reflecting a growth of 27% [19] - Han's Laser, a leading provider of intelligent manufacturing equipment, is expected to generate 14.771 billion yuan in revenue in 2024, with a growth of 4.83% [21]

证券代码：688170 证券简称：德龙激光 公告编号：2025-021 苏州德龙激光股份有限公司 关于自愿披露获得第二十五届中国专利优秀奖的 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。 专利名称：非对称分束激光加工透明材料的装置及其方法 专利号：ZL202110423923.8 专利权人：苏州德龙激光股份有限公司 发明人：赵裕兴、郭良 189 项，此外，公司拥有软件著作权 180 项。同时，公司还先后获得"国家火炬 计划重点高新技术企业"、"国家专精特新小巨人企业"、"江苏省高新技术企业" 等荣誉。 未来，德龙激光将继续秉持创新驱动发展的理念，发挥示范作用，积极探索 新技术、新应用，持续提升企业核心竞争力，全面实现知识产权强企的发展目标。 近日，国家知识产权局发布《国家知识产权局关于第二十五届中国专利奖授 奖的决定》（国知发运字〔2025〕20 号），苏州德龙激光股份有限公司（以下简 称"公司"或"德龙激光"） 的发明专利"非对称分束激光加工透明材料的装置及 其方法"荣获"第二十五届中国专利优秀奖"，进一步彰显了 ...

Core Insights - Solid-state lasers are a significant type of laser that utilize solid materials as the working medium, characterized by small size, convenience, and high output power, widely used in industrial, medical, and scientific research fields [1][16] - The Chinese solid-state laser market is projected to reach approximately 23.28 billion yuan by 2024, driven by strong demand in industrial manufacturing, healthcare, and scientific research [1][16] - The development of solid-state lasers is supported by national policies aimed at promoting high-tech industries, with various initiatives enhancing the industry's growth [1][16] Industry Overview - Solid-state lasers are defined as lasers that use solid laser materials as the working medium, with characteristics such as compact size and high output power, typically exceeding 100 watts in continuous power [4] - The industry has evolved from early low-power applications to high-energy output capabilities, with a focus on intelligent and integrated development [9] Market Dynamics - The Chinese laser market is expected to grow from 70.2 billion yuan in 2019 to 145.5 billion yuan in 2024, with a compound annual growth rate of 15.69% [15] - Solid-state lasers are part of a competitive landscape, with leading companies like Raycus Laser and JPT driving innovation and market leadership [19] Application Areas - Solid-state lasers are extensively used in industrial applications such as cutting, welding, and marking, as well as in medical procedures and scientific research [11][15] - Emerging applications in renewable energy, medical treatments, and defense sectors are expected to further expand the market [25] Industry Trends - The industry is witnessing a shift towards localized production of key materials and components, reducing reliance on imports and enhancing competitiveness [26] - There is a growing emphasis on green manufacturing and sustainability, with solid-state lasers being favored for their efficiency and lower environmental impact [28] - Technological advancements are driving the development of high-power and high-precision solid-state lasers, with increased R&D investments to overcome key technical challenges [29]

苏州德龙激光股份有限公司 2025年度"提质增效重回报"行动方案 股票 代码 688170 聚焦细微 |focus on micro 苏州德龙激光股份有限公司（以下简称"德龙激光"或"公司"）秉持着积极进取、务实笃行的态度，认真落实国务院《关于进一步提 高上市公司质量的意见》要求，积极响应上海证券交易所《关于开展沪市公司"提质增效重回报"专项行动的倡议》，为稳步推动公司 迈上高质量发展新台阶，切实提升公司的投资价值，深入贯彻"以投资者为本"的发展理念，促进公司健康可持续发展，特制定《2025 年度"提质增效重回报"行动方案》。 | 01 | 06 | | --- | --- | | 02 | 07 | | 03 | 08 | | 04 | 09 | | 05 | 10 | 聚焦细微 |focus on micro 积极开展市场推广，强化品牌建设 01 公司 ，聚焦半导体、电子及新能源行业的激光 应用，为各种超薄、超硬、脆性、柔性、透明材料及各种复合材料提供激光 加工解决方案。公司注重市场推广，通过参加行业展会、专业会议，了解行 业发展趋势，提升公司品牌力，挖掘新客户。 2024年 公司参展了激光、半导体、集成 ...

Core Viewpoint - The major shareholders of Delong Laser (688170.SH) plan to reduce their holdings due to personal funding needs, with a total reduction of up to 3,100,800 shares, representing no more than 3% of the company's total share capital [1][2] Shareholder Reduction Plans - Beijing Woyan Investment Center and its concerted actors intend to reduce up to 3,100,800 shares, not exceeding 3% of the total share capital, through a combination of centralized bidding and block trading [1][2] - Shareholder Chen Jiang and his concerted actors plan to reduce up to 1,343,700 shares, not exceeding 1.30% of the total share capital, also through centralized bidding and block trading [1][2] Shareholding Structure - As of the announcement date, Beijing Woyan holds 10,026,837 shares (9.70% of total), while Jiangyin Woyan holds 1,583,163 shares (1.53%), Wuxi Yuyuan holds 410,000 shares (0.40%), and Suzhou Wojie holds 480,000 shares (0.46%), collectively holding 12,500,000 shares (12.09% of total) [2] - Tianlong Heavy Industry holds 1,180,000 shares (1.14%), and Chen Jiang holds 5,290,100 shares (5.12%), with a combined holding of 6,470,100 shares (6.26% of total) [2] Market Conditions and Uncertainties - The reduction period will occur within three months after the announcement, starting 15 trading days later, with uncertainties regarding the quantity, timing, and pricing of the share reductions [3] Company Financials - Delong Laser was listed on the Sci-Tech Innovation Board on April 29, 2022, with an initial offering price of 30.18 yuan per share, and has been in a state of decline since then [3] - The company raised a total of 780 million yuan, with a net amount of 714 million yuan, exceeding the original plan by 264 million yuan, intended for various expansion and development projects [3][4] - In 2024, the company reported revenue of 715 million yuan, a year-on-year increase of 22.93%, but a net loss of 34.5 million yuan compared to a profit of 39.05 million yuan in the previous year [5][6]

Mergers and Acquisitions - Chenfeng Technology's wholly-owned subsidiary plans to acquire 94.2752% of Liaoning Shengfan New Energy Engineering Co., Ltd. for 32.8454 million yuan [1] - New Power Financial intends to acquire minority stakes in two subsidiaries for a total of 1.27596 million yuan, increasing its ownership in Derun Financing Leasing and Deshan Microfinance [2] - Yitian Co. plans to acquire 40% of its subsidiary Yitian Semiconductor for 1 yuan, along with assuming 3.6 million yuan of unpaid capital [3] Share Buybacks - Yueling Co. plans to repurchase shares worth between 15 million and 30 million yuan for equity incentives, with a maximum buyback price of 16 yuan per share [4] - China Merchants Energy's share buyback program has concluded, with 69.2679 million shares repurchased, representing 0.85% of the total share capital, at a total cost of 443 million yuan [5] - Fenda Technology has received a loan commitment of up to 90 million yuan from China Bank for the purpose of repurchasing company shares [6] Shareholder Reductions - Wangzi New Materials' controlling shareholder sold 0.29% of the company's shares on May 21, 2025 [7] - Sichuan Gold announced that Beijing Jinyang plans to reduce its holdings by up to 10.5 million shares (2.50% of total shares), while Zijin Southern plans to reduce by up to 12.6 million shares (3.00% of total shares) [8] - Delong Laser reported that Beijing Woyan and its concerted actors plan to reduce their holdings by up to 3.1008 million shares (3% of total shares) [9] Management Issues - Huashi Technology announced that the detention period for its actual controller, director, and general manager Ye Jianbiao has been extended by three months due to an ongoing investigation [10]

证券代码：688170 证券简称：德龙激光 公告编号：2025-020 苏州德龙激光股份有限公司 关于持股 5%以上股东及其一致行动人 减持股份计划公告 （以下简称"北京沃衍"）持有公司 股份 10,026,837 股，占公司总股本的 9.70%；江阴沃衍投资中心（有限合伙）（以 下简称"江阴沃衍"）持有公司股份 1,583,163 股，占公司总股本的 1.53%；无锡 悦衍投资中心（有限合伙）（以下简称"无锡悦衍"）持有公司股份 410,000 股， 占公司总股本的 0.40%；上述股份为公司首次公开发行前取得的股份，已于 2023 年 5 月 4 日起上市流通。苏州沃洁股权投资合伙企业（有限合伙）（以下简称"苏 州沃洁"）持有公司股份 480,000 股，占公司总股本的 0.46%，上述股份为公司发 行上市前取得的股份，已于 2023 年 11 月 20 日起上市流通。北京沃衍、江阴沃 衍、无锡悦衍和苏州沃洁为一致行动关系（以下简称"北京沃衍及其一致行动人"）， 合计持有公司 12,500,000 股，占公司股份总额的 12.09%。 截至本公告披露之日，江阴天龙重工机械有限公司（以下简称"天龙重工"） ...

证券代码：688170 证券简称：德龙激光 公告编号：2025-020 苏州德龙激光股份有限公司 关于持股 5%以上股东及其一致行动人 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： 股东持股基本情况 截至本公告披露之日，苏州德龙激光股份有限公司（以下简称"公司"、"德 龙激光"）股东北京沃衍投资中心（有限合伙）（以下简称"北京沃衍"）持有公司 股份 10,026,837 股，占公司总股本的 9.70%；江阴沃衍投资中心（有限合伙）（以 下简称"江阴沃衍"）持有公司股份 1,583,163 股，占公司总股本的 1.53%；无锡 悦衍投资中心（有限合伙）（以下简称"无锡悦衍"）持有公司股份 410,000 股， 占公司总股本的 0.40%；上述股份为公司首次公开发行前取得的股份，已于 2023 年 5 月 4 日起上市流通。苏州沃洁股权投资合伙企业（有限合伙）（以下简称"苏 州沃洁"）持有公司股份 480,000 股，占公司总股本的 0.46%，上述股份为公司发 行上市前取得的股 ...

德龙激光公告，因自身资金需求，股东北京沃衍及其一致行动人拟通过集中竞价和大宗交易相结合的方 式减持不超过310.08万股公司股份，拟减持比例不超过公司当前总股本的3%。其中拟采取集中竞价交 易方式减持的，在任意连续90日内，减持股份的总数不得超过公司股份总数的1%；拟采取大宗交易方 式减持的，在任意连续90日内，减持股份的总数不得超过公司股份总数的2%。 ...

中信建投证券股份有限公司 关于苏州德龙激光股份有限公司 2024 年持续督导跟踪报告 | 保荐机构名称：中信建投证券股份有限公 | 被保荐公司名称：苏州德龙激光股份有限公 | | --- | --- | | 司 | 司 | | 保荐代表人姓名：周云帆 | 联系方式：021-68801539 | | | 联系地址：上海市浦东新区浦东南路 号 528 | | | 上海证券大厦北塔 室 2203 | | 保荐代表人姓名：仇浩瀚 | 联系方式：021-68801539 | | | 联系地址：上海市浦东新区浦东南路 528 号 | | | 上海证券大厦北塔 2203 室 | 经中国证券监督管理委员会（简称"中国证监会"）"证监许可〔2022〕460 号文"批准，苏州德龙激光股份有限公司（简称"公司"或"德龙激光"）已于 2022 年 4 月 29 日在上海证券交易所科创板挂牌上市。本次公司发行新股的发行价为 30.18 元/股，募集资金总额为 77,985.12 万元，扣除发行费用 6,603.15 万元后， 实际募集资金净额为 71,381.97 万元。中信建投证券股份有限公司（简称"中信 建投证券"）担任本次公开发 ...