证券代码：688195 证券简称：腾景科技 公告编号：2025-035 腾景科技股份有限公司 关于发行股份及支付现金购买资产并募集配套资金 暨关联交易的进展公告 本公司董事会及全体董事保证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、本次交易的基本情况 2025年4月12日，公司发布了《腾景科技股份有限公司关于发行股份及支付 现金购买资产并募集配套资金暨关联交易的进展公告》（公告编号：2025-030）， 披露了本次交易事项的进展情况。 腾景科技股份有限公司（以下简称"公司"）拟通过发行股份及支付现金的 方式购买深圳市迅特通信技术股份有限公司100%的股份，同时募集配套资金（以 下简称"本次交易"）。本次交易预计构成《上市公司重大资产重组管理办法》 规定的重大资产重组，并预计可能构成关联交易,不构成重组上市。本次交易不 会导致公司实际控制人发生变更。 二、本次交易的进展情况 根据上海证券交易所相关规定，经公司向上海证券交易所申请，公司股票（股 票简称：腾景科技，证券代码：688195）自2025年2月27日（星期四）开市起停 牌，并于2025年 ...

Group 1 - The A-share computing power sector showed strength at the beginning of trading, with optical modules and PCB sectors leading the gains [1] - Tianfu Communication surged over 10%, indicating strong market interest and performance [1] - Other companies such as Zhongji Xuchuang, Dekeli, Tengjing Technology, Guangxun Technology, and Hudian Co. also experienced upward movement in their stock prices [1]

A股CPO概念股盘初拉升，生益科技逼近涨停，腾景科技、新易盛、博创科技涨超5%，仕佳光子、中际 旭创纷纷上扬。 ...

Investment Rating - The report assigns an "Accumulate" rating for the company, with a target price of 52.49 CNY based on a projected PE of 70 times for 2025 [5][6]. Core Insights - The company is positioned as a leader in precision optical components, benefiting from the growth in AI computing power and emerging application fields such as biomedicine and AR [1][2]. - The company has established six core technology platforms to enhance its competitive edge and is focusing on technological innovation, multi-application strategies, and smart manufacturing [3][4]. - The overall business performance is expected to improve, with projected revenue of 445 million CNY in 2024, representing a year-on-year growth of 30.96%, and a net profit of 69.37 million CNY, up 66.53% [1][29]. Summary by Sections 1. Company Overview - The company specializes in the R&D, production, and sales of various precision optical components and fiber optic devices, focusing on the optical optoelectronic industry [1][16]. - It has received multiple recognitions as a high-tech enterprise and has established a strong technical innovation framework [16][21]. 2. Industry Growth Drivers - The demand for optical communication equipment is driven by the commercialization of 5G and the expansion of AI applications, with the optical communication market in China expected to reach 147.3 billion CNY by 2024 [2][4]. - The biomedicine sector is experiencing continuous expansion, with increasing demand for wearable health monitoring devices, which is driving innovation in upstream optical components [2][4]. 3. Technological Innovation - The company has developed six core technology platforms, enabling vertical integration and cost-effective mass production of optical components [3][4]. - It has established partnerships with major global manufacturers in the optical module and fiber laser sectors, enhancing its market presence [4][21]. 4. Financial Performance and Forecast - The company anticipates a total revenue of 4.45 billion CNY in 2024, with significant contributions from precision optical components and fiber optic devices [29][30]. - The projected net profit for 2024 is 69.37 million CNY, reflecting a strong recovery from previous years [5][29]. 5. Investment Recommendations - The report suggests that the company is well-positioned to capitalize on the growing demand for high-speed optical communication components driven by AI and other emerging technologies [1][5]. - The company’s focus on technological innovation and expanding into new application areas is expected to enhance its revenue growth and profitability [1][4][29].

Investment Rating - The report assigns an "Accumulate" rating for the company with a target price of 52.49 CNY, based on a projected PE of 70 for 2025 [5][6]. Core Insights - The company is positioned as a leader in precision optical components, benefiting from the growth in AI computing power and emerging application fields such as biomedicine and AR [1][2]. - The company has shown steady revenue growth, with a projected total revenue of 445 million CNY in 2024, representing a year-on-year increase of 30.96%, and a net profit of 69.37 million CNY, up 66.53% year-on-year [1][29]. - The company focuses on three strategic areas: technological innovation, multi-application field expansion, and smart manufacturing [1][54]. Summary by Sections Company Overview - The company specializes in the R&D, production, and sales of various precision optical components and fiber optic devices, having established itself in the optical optoelectronics industry [1][16]. - The company has received multiple accolades, including being recognized as a national high-tech enterprise and a "little giant" enterprise in specialized and innovative sectors [16][21]. Industry Growth Drivers - The demand for optical communication equipment is driven by the commercialization of 5G and the expansion of AI applications, with the optical communication market in China expected to reach 147.3 billion CNY by 2024 [2][27]. - The biomedicine sector is experiencing continuous expansion, with a significant increase in demand for wearable physiological monitoring devices [2][27]. Technological Innovation - The company has developed six core technology platforms, enabling vertical integration and cost-effective mass production of optical components [3][54]. - The company has established partnerships with major global players in the optical module and fiber laser markets, enhancing its competitive position [4][21]. Financial Performance - The company’s revenue from precision optical components is projected to reach 355 million CNY in 2024, accounting for 79.78% of total revenue [29][30]. - The company’s net profit is expected to grow significantly, with projections of 97 million CNY in 2025 and 132 million CNY in 2026 [5][11]. Investment Recommendations - The report forecasts a strong growth trajectory for the company, with net profits expected to reach 1.69 billion CNY by 2027, corresponding to a PE ratio of 30 [5][11]. - The company is well-positioned to capitalize on the increasing demand for high-speed optical communication components driven by AI computing needs [1][2].

本公司董事会及全体董事保证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。 四次会议，审议通过了《关于公司发行股份及支付现金购买资产并募集配套资金 暨关联交易方案的议案》《关于〈腾景科技股份有限公司发行股份及支付现金购 买资产并募集配套资金暨关联交易预案〉及其摘要的议案》等与本次交易相关的 暨关联交易的进展公告 证券代码：688195 证券简称：腾景科技 公告编号：2025-034 一、本次交易的基本情况 腾景科技股份有限公司（以下简称"公司"）拟通过发行股份及支付现金的 方式购买深圳市迅特通信技术股份有限公司100%的股份，同时募集配套资金（以 下简称"本次交易"）。本次交易预计构成《上市公司重大资产重组管理办法》 规定的重大资产重组，并预计可能构成关联交易,不构成重组上市。本次交易不 会导致公司实际控制人发生变更。 腾景科技股份有限公司 二、本次交易的进展情况 关于发行股份及支付现金购买资产并募集配套资金 根据上海证券交易所相关规定，经公司向上海证券交易所申请，公司股票（股 票简称：腾景科技，证券代码：688195）自2025年2月27日（星期四） ...

证券代码：688195 证券简称：腾景科技 公告编号：2025-034 腾景科技股份有限公司 一、本次交易的基本情况 腾景科技股份有限公司（以下简称"公司"）拟通过发行股份及支付现金的 方式购买深圳市迅特通信技术股份有限公司100%的股份，同时募集配套资金（以 下简称"本次交易"）。本次交易预计构成《上市公司重大资产重组管理办法》 规定的重大资产重组，并预计可能构成关联交易,不构成重组上市。本次交易不 会导致公司实际控制人发生变更。 二、本次交易的进展情况 根据上海证券交易所相关规定，经公司向上海证券交易所申请，公司股票（股 票简称：腾景科技，证券代码：688195）自2025年2月27日（星期四）开市起停 牌，并于2025年3月6日（星期四）上午开市起继续停牌，具体内容详见公司分别 于2025年2月27日、2025年3月6日在上海证券交易所网站（www.sse.com.cn）披 露的《关于筹划重大资产重组停牌公告》（公告编号：2025-008）、《关于筹划 重大资产重组继续停牌的公告》（公告编号：2025-010）。 2025年3月12日，公司召开第二届董事会第二十次会议、第二届监事会第十 四次会议，审议通 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688195 证券简称：腾景科技 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 单位：元 币种：人民币 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 说明：报告期内受益于AI算力需求驱动高速光通信元器件市场增长态势，公司持续加强光通信领域业 务开拓和产品交付，推动光通信领域收入增长；半导体设备等新兴应用领域高端光学模组业务继续保持 增长；业务及产品结构优化，毛利率同比提升。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 (二) 非经常性损益项目和金额 第一季度财务报表是否经审计 √适用 □不适用 □是 √否 单位:元 币种:人民币 一、 主要财务数据 (一) 主要会计数据和财务指标 二、 股东信息 (一) 普通股股东总数和表决权恢复的优先股股东数量及前十名股东持股情况表 单位：股 盐城 ...

[Key Financial Data Summary](index=1&type=section&id=Item%20I.%20Key%20Financial%20Data) In Q1 2025, the company achieved operating revenue of **113 million RMB**, a **20.60% year-over-year increase**, and net profit attributable to shareholders of **13.03 million RMB**, up **15.81% year-over-year**, driven by AI computing demand and increased sales collections Q1 2025 Key Accounting Data and Financial Indicators | Item | Current Period (RMB) | Prior Year Period (RMB) | YoY Change (%) | | :--- | :--- | :--- | :--- | | Operating Revenue | 113,229,735.98 | 93,886,682.13 | 20.60 | | Net Profit Attributable to Shareholders | 13,033,979.39 | 11,254,674.78 | 15.81 | | Net Profit Attributable to Shareholders Excluding Non-Recurring Gains/Losses | 11,820,800.95 | 9,633,472.31 | 22.71 | | Net Cash Flow from Operating Activities | 29,141,515.96 | -2,121,110.32 | N/A | | Basic Earnings Per Share (RMB/share) | 0.10 | 0.09 | 11.11 | | Weighted Average Return on Net Assets (%) | 1.40 | 1.24 | Increased by 0.16 percentage points | | Total R&D Investment (RMB) | 12,846,630.37 | 10,300,545.94 | 24.72 | | R&D Investment as Percentage of Operating Revenue (%) | 11.35 | 10.97 | Increased by 0.38 percentage points | - Performance growth during the reporting period was primarily driven by the increasing market demand for high-speed optical communication components due to AI computing needs, with the company actively expanding business and product delivery in this area, alongside continued growth in high-end optical module business in emerging fields like semiconductor equipment[6](index=6&type=chunk) - Net cash flow from operating activities significantly improved year-over-year, primarily due to increased sales collections during the reporting period[9](index=9&type=chunk) Q1 2025 Non-Recurring Gains and Losses | Non-Recurring Gain/Loss Item | Current Period Amount (RMB) | | :--- | :--- | | Gains/Losses from Disposal of Non-Current Assets | -191,685.94 | | Government Grants Included in Current Period Profit/Loss | 1,058,754.79 | | Fair Value Changes and Disposal Gains/Losses of Financial Assets/Liabilities | 902,481.81 | | Other Non-Operating Income and Expenses | 72,633.17 | | **Total** | **1,213,178.44** | [Shareholder Information](index=3&type=section&id=Item%20II.%20Shareholder%20Information) As of the end of Q1 2025, the company had **11,223 common shareholders**, with controlling shareholder Yu Hongrui holding a combined **27.53%** stake directly and indirectly, indicating a relatively concentrated ownership structure among the top ten shareholders who collectively hold approximately **48.18%** of shares - As of the end of the reporting period, the company had a total of **11,223 common shareholders**[11](index=11&type=chunk) Top 10 Shareholders' Holdings | Shareholder Name | Number of Shares Held | Shareholding Percentage (%) | | :--- | :--- | :--- | | Yu Hongrui | 23,660,000 | 18.29 | | Wang Qiping | 11,900,000 | 9.20 | | Yancheng Guangyuan Investment Partnership (Limited Partnership) | 9,750,000 | 7.54 | | Jin Tianbing | 4,900,000 | 3.79 | | Liu Wei | 3,950,000 | 3.05 | | Fujian Huaxing Venture Capital Co., Ltd. | 2,540,349 | 1.96 | | Fujian Longyao Investment Co., Ltd. | 2,460,236 | 1.90 | | Yancheng Qili Investment Partnership (Limited Partnership) | 2,200,000 | 1.70 | | Lin Jie | 1,800,351 | 1.39 | | Zhang Qing | 1,759,856 | 1.36 | - Yu Hongrui is the company's controlling shareholder, directly holding **18.29%** and indirectly controlling **9.24%** through Yancheng Guangyuan Investment Partnership and Yancheng Qili Investment Partnership, totaling **27.53%** of the company's shares[12](index=12&type=chunk) - A portion of shares held by Yancheng Guangyuan Investment Partnership and Yancheng Qili Investment Partnership were temporarily frozen at the end of March 2025 due to an inquiry transfer, which has now been completed[13](index=13&type=chunk) [Quarterly Financial Statements Analysis](index=5&type=section&id=Item%20IV.%20Quarterly%20Financial%20Statements) The financial statements for this quarter are unaudited, showing total assets of **1.30 billion RMB** and total liabilities of **323 million RMB** as of period-end, indicating a stable asset-liability structure, with the income statement reflecting growth in both revenue and net profit, and the cash flow statement showing significant improvement in operating cash flow despite net outflows from investing and financing activities [Consolidated Balance Sheet](index=5&type=section&id=Consolidated%20Balance%20Sheet) As of March 31, 2025, total assets were **1.30 billion RMB**, a slight **0.07% increase** from year-end, with construction in progress significantly rising from **10.79 million RMB** to **32.54 million RMB**, while total liabilities decreased **1.95%** to **323 million RMB** primarily due to reduced short-term borrowings, and owner's equity grew **0.75%** to **977 million RMB** Major Balance Sheet Item Changes | Item | March 31, 2025 (RMB) | December 31, 2024 (RMB) | Change (%) | | :--- | :--- | :--- | :--- | | Total Assets | 1,300,057,205.04 | 1,299,206,049.14 | 0.07 | | Total Liabilities | 322,736,881.49 | 329,170,211.96 | -1.95 | | Total Equity Attributable to Parent Company Owners | 927,815,486.03 | 921,357,359.27 | 0.70 | - Among non-current assets, construction in progress significantly increased from approximately **10.79 million RMB** to **32.54 million RMB**, indicating ongoing project investment and construction, while short-term borrowings among current liabilities decreased from approximately **85.44 million RMB** to **59.14 million RMB**[16](index=16&type=chunk) [Consolidated Income Statement](index=8&type=section&id=Consolidated%20Income%20Statement) In Q1 2025, the company achieved total operating revenue of **113 million RMB**, a **20.60% year-over-year increase**, with operating costs growing **16.20%**, lower than revenue growth, while R&D expenses continued to rise **24.72%** to **12.85 million RMB**, resulting in a net profit attributable to parent company shareholders of **13.03 million RMB**, up **15.81%** year-over-year Major Income Statement Items | Item | Q1 2025 (RMB) | Q1 2024 (RMB) | YoY Change (%) | | :--- | :--- | :--- | :--- | | Total Operating Revenue | 113,229,735.98 | 93,886,682.13 | 20.60 | | Total Operating Costs | 101,583,628.78 | 85,531,632.20 | 18.77 | | R&D Expenses | 12,846,630.37 | 10,300,545.94 | 24.72 | | Operating Profit | 15,214,844.30 | 10,867,530.90 | 40.00 | | Net Profit Attributable to Parent Company Shareholders | 13,033,979.39 | 11,254,674.78 | 15.81 | [Consolidated Cash Flow Statement](index=10&type=section&id=Consolidated%20Cash%20Flow%20Statement) In Q1 2025, net cash flow from operating activities significantly improved to **29.14 million RMB** from **-2.12 million RMB** in the prior year, primarily due to cash received from sales increasing from **74.16 million RMB** to **122 million RMB**, while investing activities resulted in a net outflow of **51.01 million RMB** and financing activities a net outflow of **30.32 million RMB**, mainly for asset acquisition, investments, and debt repayment Major Cash Flow Statement Items | Item | Q1 2025 (RMB) | Q1 2024 (RMB) | | :--- | :--- | :--- | | Net Cash Flow from Operating Activities | 29,141,515.96 | -2,121,110.32 | | Net Cash Flow from Investing Activities | -51,010,635.66 | -75,331,319.42 | | Net Cash Flow from Financing Activities | -30,321,590.31 | 66,903,926.59 | | Net Increase in Cash and Cash Equivalents | -51,831,987.39 | -10,206,342.87 | - The improvement in operating cash flow was primarily driven by a **64.9% year-over-year increase** in cash received from sales of goods and services[25](index=25&type=chunk) - Cash flow from financing activities shifted from positive to negative, mainly due to **50 million RMB** paid for debt repayment in the current period, with no such expenditure in the prior year, alongside a year-over-year decrease in cash received from borrowings[26](index=26&type=chunk)

证券代码：688195 证券简称：腾景科技 公告编号：2025-033 腾景科技股份有限公司 关于参加 2025 年福建辖区上市公司投资者网上集体接待日 活动暨召开 2024 年度和 2025 年第一季度业绩说明会的公告 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。 重要提示： ●会议时间：2025 年 5 月 14 日(星期三)下午 14:00-17:00 ●会议方式：网络互动方式 ●会议平台：投资者可登录"全景路演"网站（http://rs.p5w.net），或 关注微信公众号"全景财经"，或下载全景路演 APP,参与互动交流。 ●投资者可于 2025 年 5 月 13 日（星期二）17：00 前将相关问题通过电子 邮件的方式发送至 ir@optowide.com。 腾景科技股份有限公司（以下简称"公司"）已于 2025 年 3 月 22 日、4 月 30 日在上海证券交易所网站披露了公司 2024 年年度报告及摘要、2025 年第一季 度报告。为进一步加强与投资者的互动交流，便于广大投资者更全面深入地了解 公司经营 ...