证券代码：688195 证券简称：腾景科技 公告编号：2025-037 腾景科技股份有限公司 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 议 案 ， 具 体 内 容 详 见 公 司 于 2025 年 3 月 13 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com ...

关于向特定对象发行A股股票方案到期情况说明的公告 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。 证券代码：688195 证券简称：腾景科技 公告编号：2025-036 腾景科技股份有限公司 腾景科技股份有限公司（以下简称"公司"）于2024年6月14日召开2023年 年度股东大会，会议审议通过了《关于公司2024年度向特定对象发行A股股票方 案的议案》等拟向特定对象发行A股股票的相关议案，本次向特定对象发行A股股 票的相关决议自该次股东大会审议通过之日起十二个月内有效。截至本公告披露 日，本次向特定对象发行股票决议有效期满自动失效，该事项不会对公司的正常 经营活动造成重大影响。 特此公告。 腾景科技股份有限公司董事会 2025年6月14日 ...

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 ...

Core Viewpoint - The company, Tengjing Technology, emphasizes the authenticity and completeness of its financial disclosures and is preparing for an investor communication event to discuss its recent performance and financial results [1][7]. Financial Data Summary - The company reported a growth in revenue driven by the demand for AI computing power and the expansion of its optical communication business, with an increase in gross margin compared to the previous year [2]. - The financial statements for the first quarter of 2025 are unaudited, and the company has not reported any net profit from mergers under common control [6]. Shareholder Information - Certain shares held by major shareholders, Yancheng Guangyuan Investment Partnership and Yancheng Qili Investment Partnership, were temporarily frozen due to a transfer process, which has since been completed [4]. Investor Communication - The company will participate in an online investor reception event on May 14, 2025, to discuss its 2024 annual report and 2025 first-quarter results, allowing investors to engage with management [8][10]. - Investors can submit questions via email before the event, and the company will address common concerns within the limits of information disclosure [12].