Core Viewpoint - The company, Tengjing Technology Co., Ltd., is holding a half-year performance briefing on September 25, 2025, to discuss its operational results and financial status for the first half of 2025, allowing investors to engage in interactive communication [1][2]. Group 1: Meeting Details - The meeting is scheduled for September 25, 2025, from 09:00 to 10:00 AM [1][2]. - It will take place at the Shanghai Stock Exchange Roadshow Center, accessible online [1][2]. - The format of the meeting will be an online interactive session [1][2]. Group 2: Participation Information - Investors can submit questions from September 1, 2025, to September 24, 2025, before 16:00, through the Roadshow Center website or via the company's email [2][3]. - The company will address commonly asked questions during the briefing [2][3]. - Contact information for inquiries includes the Securities Department, with a phone number and email provided [3]. Group 3: Attendees - The meeting will feature key personnel including the Chairman and General Manager, Mr. Yu Hongrui, the Vice General Manager and Financial Officer, Ms. Liu Yi, and the Independent Director, Ms. Luo Miaocheng [2].

Core Viewpoint - The company has implemented a "Quality Improvement and Efficiency Enhancement" action plan for 2025, focusing on innovation and core business development to enhance competitiveness and shareholder returns [1]. Group 1: Business Development and Innovation - The company achieved an 11.68% year-on-year growth in profitability during the first half of 2025, emphasizing innovation to upgrade its core business [1]. - The company is actively expanding its presence in the high-end optical communication component market, driven by the growing demand for AI computing and high-speed optical interconnects [2]. - The company has made significant advancements in various fields, including semiconductor equipment, biomedical, and consumer optics, with notable breakthroughs in AR smart glasses and optical modules [2][3]. Group 2: Technology and Production - The company has enhanced its core technology platforms, focusing on precision optical technologies and addressing key technical challenges in product performance [3]. - The company has achieved batch production of advanced optical components for semiconductor equipment and high-speed optical communication [4]. - Automation and process optimization have led to increased production efficiency and reduced costs, ensuring stable production quality [4]. Group 3: Management and Governance - The company has improved operational efficiency and reduced financial risks, with a higher accounts receivable turnover rate compared to the previous year [6]. - The company has established a dedicated mechanism for independent directors to enhance governance and protect minority shareholders' interests [7]. - The company has conducted various training sessions to improve the skills and compliance knowledge of its board members and management [7]. Group 4: Investor Relations and Returns - The company has actively engaged with investors through various channels, including performance briefings and institutional research meetings, to enhance transparency and trust [9]. - The company distributed a total cash dividend of 12.90 million yuan (including tax) for the 2024 interim period, representing 31.58% of the net profit attributable to shareholders [10]. - The company has initiated a share buyback program, repurchasing 296,541 shares, which is 0.2293% of the total share capital, to align the interests of shareholders and employees [10].

Core Points - The article outlines the employee stock ownership plan (ESOP) of Tengjing Technology Co., Ltd, emphasizing compliance with relevant laws and regulations [2][3][10] - The plan is designed to enhance employee motivation and align their interests with the company's long-term goals [10][12] Summary by Sections General Principles - The ESOP adheres to principles of legality, voluntary participation, and risk-bearing by participants [2][3] - The plan prohibits insider trading and market manipulation [2] Plan Development - The board and its compensation committee are responsible for drafting the ESOP, which must be approved by the shareholders [3][4] - Legal opinions must be obtained to ensure compliance before the plan is presented to shareholders [3][4] Funding and Stock Sources - The total funding for the ESOP is capped at 23.726 million yuan, with each share priced at 1 yuan [5][6] - The stock will be sourced from shares repurchased by the company, with specific details on the repurchase process provided [6][7] Stock Purchase Price - The purchase price for the stock is set at 34.96 yuan per share, based on various trading averages [9][10] - The pricing strategy aims to attract and retain talent while ensuring fairness to existing shareholders [10] Duration and Lock-up Period - The ESOP has a defined duration and lock-up period, with conditions for early termination [11][12] - Performance assessments will determine the unlocking of shares after the lock-up period [12][13] Management Structure - The ESOP will be managed by a committee elected by the participants, ensuring transparency and accountability [14][16] - The committee is responsible for overseeing the plan's execution and representing participants' interests [16] Rights and Obligations of Participants - Participants have specific rights and obligations, including restrictions on transferring their shares without committee approval [18][22] - The plan ensures that participants' interests are protected and aligned with the company's performance [18][20] Asset Composition and Distribution - The ESOP's assets include company stocks, cash deposits, and other investments, which are separate from the company's assets [19][20] - Distribution of assets will occur after the lock-up period, based on participants' holdings [20][24] Changes and Termination - Any changes to the ESOP require a two-thirds majority approval from participants [21] - The plan can be terminated under specific conditions, including the completion of stock transfers to participants [21][24]

智通财经APP讯，腾景科技(688195.SH)披露2025年半年度报告，报告期公司实现营收2.63亿元，同比增 长24.29%;归母净利润3659万元，同比增长11.47%;扣非净利润3462万元，同比增长11.68%;基本每股收 益0.28元。 ...

Core Insights - Tengjing Technology reported a revenue of 263 million yuan for the first half of 2025, representing a year-on-year growth of 24.29% [1] - The net profit attributable to shareholders was 36.59 million yuan, an increase of 11.47% year-on-year [1] - The basic earnings per share stood at 0.28 yuan [2] Financial Performance - The gross profit margin for the first half of 2025 was 37.50%, up by 0.60 percentage points year-on-year [2] - The net profit margin was 14.45%, down by 0.66 percentage points compared to the same period last year [2] - In Q2 2025, the gross profit margin was 39.70%, a decrease of 1.03 percentage points year-on-year but an increase of 5.12 percentage points quarter-on-quarter [2] - The net profit margin for Q2 2025 was 16.11%, down by 2.29 percentage points year-on-year but up by 3.86 percentage points from the previous quarter [2] Expense Analysis - Total operating expenses for the first half of 2025 were 58.96 million yuan, an increase of 14.79 million yuan year-on-year [2] - The expense ratio was 22.43%, up by 1.55 percentage points compared to the same period last year [2] - Sales expenses increased by 18.21%, management expenses rose by 24.23%, R&D expenses grew by 30.71%, and financial expenses surged by 449.66% [2] Shareholder Information - As of the end of the first half of 2025, the total number of shareholders was 10,700, a decrease of 514 from the previous quarter, representing a decline of 4.58% [2] - The average market value per shareholder increased from 453,500 yuan at the end of the first quarter to 543,500 yuan, a growth of 19.85% [2] Company Overview - Tengjing Technology is located in Fuzhou, Fujian Province, and was established on October 12, 2013, with its listing date on March 26, 2021 [3] - The company specializes in the research, production, and sales of various precision optical components and fiber optic devices [3] - The revenue composition includes precision optical components (79.78%), fiber optic devices (17.09%), optical testing instruments (2.94%), and others (0.19%) [3] - The company belongs to the electronic-optical industry, specifically optical components, and is associated with concepts such as optical technology, Huawei, fiber optics, autonomous driving, and specialized innovation [3]

Core Viewpoint - Tengjing Technology reported a strong performance in the first half of 2025, driven by the demand for AI computing power and growth in the optical communication components market, with total revenue reaching 263 million yuan, a year-on-year increase of 24.29% [3][4] Financial Performance - The company achieved a net profit attributable to shareholders of 36.59 million yuan, up 11.47% year-on-year [3] - The net profit excluding non-recurring gains and losses was 34.62 million yuan, reflecting an increase of 11.68% compared to the previous year [3] Business Growth Drivers - The growth in revenue was primarily due to the expansion in the optical communication sector and high growth in high-end optical modules for emerging applications like semiconductor equipment [3][4] - The company increased its R&D investment by 30.71% year-on-year, totaling 29.11 million yuan, which accounted for 11.07% of total revenue [4] Strategic Initiatives - The company is focusing on technological research and development in optical and optoelectronic industries, enhancing its core technology capabilities and product offerings [4][5] - Efforts include expanding production capacity for crystal materials in the optical communication field and advancing AR smart glasses technology [5] Market Engagement - The company actively participated in several international industry exhibitions to enhance brand visibility and customer engagement, including events in the US and Germany [4][5] Capacity Expansion - The company is progressing with the construction of a production base in Thailand to improve overseas order fulfillment capabilities in optical communication and biomedical sectors [5][6]

腾景科技股份有限公司 2025 年员工持股计划（草案）摘要 证券简称：腾景科技 证券代码：688195 腾景科技股份有限公司 2025 年员工持股计划（草案）摘要 1 腾景科技股份有限公司 2025 年员工持股计划（草案）摘要 声明 本公司及全体董事、监事保证本员工持股计划及其摘要不存在任何虚假记 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。 2 腾景科技股份有限公司 2025 年员工持股计划（草案）摘要 风险提示 一、腾景科技股份有限公司（以下简称"腾景科技""公司"或"本公司"） 2025 年员工持股计划（草案）（以下简称"本员工持股计划草案"）须经公司 股东大会批准后方可实施，本员工持股计划草案能否获得公司股东大会批准，存 在不确定性。 二〇二五年八月 二、有关公司 2025 年员工持股计划（以下简称"本员工持股计划"）的 具体的资金来源、出资金额、预计规模和具体实施方案等属初步结果，能否 完成实施，存在不确定性。 三、若员工认购资金较低，本员工持股计划存在无法成立的风险；若员 工认购份额不足，本员工持股计划存在低于预计规模的风险。 四、股票价格受公司经营业绩、宏观 ...

治理责任 产品责任 环境责任 伙伴责任 结篇 1 | 公司治理强化 | | --- | | 信息沟通披露 | | 风控管理完善 | | 廉洁文化建设 | | 创新驱动 | 2 | | --- | --- | | 产品质量与客户服务 | 3 | | 数字化与信息安全 | 3 | | 可持续供应链 | 3 | | 壹理 | 45 | 员工雇佣权 | | --- | --- | --- | | 气候变化 | 50 | 员工成长关 | | 或排 | 54 | 健康安全保 | | 能源利用 | 59 | 行业合作交 | | 关键绩效 | 80 | | --- | --- | | 指标索引 | 82 | | 读者意见反馈表 | 88 | | ୧୧ ୧୨ | | --- | | 73 | | 78 | | 79 | 治理责任 产品责任 环境责任 伙伴责任 结篇 3 关于本报告 董事长致辞 责任管理 走进腾景科技 2 关于本报告 报告简介 本报告是腾景科技股份有限公司发布的第 4 份可持续发展类报告，旨在通过客观、规范、透明和全面的信息披露，真实地反 映公司在环境、社会和公司治理等责任领域所做出的努力、实践和绩效。 报告时间 ...

根据《上市公司募集资金监管规则》和《上海证券交易所科创板上市公司自律 监管指引第1号——规范运作》有关规定，现将腾景科技股份有限公司（以下简称"公 司"或"本公司"）2025年半年度募集资金存放与使用情况说明如下： 一、募集资金基本情况 证券代码：688195 证券简称：腾景科技 公告编号：2025-045 腾景科技股份有限公司 2025 年半年度募集资金存放与使用情况的专项报告 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）实际募集资金金额、资金到位时间 经中国证券监督管理委员会《关于同意腾景科技股份有限公司首次公开发行股 票注册的批复》（证监许可〔2021〕551号）同意注册，并经上海证券交易所同意， 本公司向社会公众公开发行了普通股（A股）股票3,235.00万股，发行价为每股人民 币13.60元。本公司首次公开发行募集资金总额为43,996.00万元，扣除发行费用 4,763.92万元后，募集资金净额为39,232.08万元（含超募金额5,267.49万元）。 上述募集资金净额已经致同会计师事务所（特殊普通 ...

证券代码：688195 证券简称：腾景科技 公告编号：2025-046 腾景科技股份有限公司 关于召开 2025 年半年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： ●会议召开时间：2025 年 9 月 25 日(星期四)上午 09:00-10:00 ● 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） ●会议召开方式：上证路演中心网络互动 ●投资者可于 2025 年 9 月 1 日(星期一)至 9 月 24 日(星期三)16:00 前登录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 ir@optowide.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 腾景科技股份有限公司（以下简称"公司"）于 2025 年 8 月 30 日在上海证 券交易所网站（www.sse.com.cn）发布公司 202 ...