金橙子今年以来股价涨88.71%，近5个交易日涨3.34%，近20日跌7.87%，近60日涨61.38%。 今年以来金橙子已经11次登上龙虎榜，最近一次登上龙虎榜为8月14日，当日龙虎榜净买入-8215.51万 元；买入总计4675.90万元 ，占总成交额比11.60%；卖出总计1.29亿元 ，占总成交额比31.98%。 9月16日，金橙子盘中上涨2.06%，截至10:02，报36.15元/股，成交2190.92万元，换手率1.82%，总市值 37.11亿元。 资金流向方面，主力资金净流出44.74万元，大单买入301.27万元，占比13.75%，卖出346.01万元，占比 15.79%。 截至9月10日，金橙子股东户数6878.00，较上期减少1.28%；人均流通股4894股，较上期增加1.29%。 2025年1月-6月，金橙子实现营业收入1.33亿元，同比增长21.56%；归母净利润2770.16万元，同比增长 64.58%。 分红方面，金橙子A股上市后累计派现3730.85万元。 机构持仓方面，截止2025年6月30日，金橙子十大流通股东中，广发科技创新混合A（008638）位居第 一大流通股东，持股2 ...

证券代码：688291 证券简称：金橙子 北京金橙子科技股份有限公司 2025 年第二次临时股东会会议资料 北京金橙子科技股份有限公司 北京金橙子科技股份有限公司 2025 年第二次临时股东会会议资料 2025 年 9 月 北京金橙子科技股份有限公司 2025 年第二次临时股东会会议资料 北京金橙子科技股份有限公司 2025 年第二次临时股东会会议资料目录 | 2025 | 年第二次临时股东会参会须知 2 | | --- | --- | | 2025 | 年第二次临时股东会会议议程 4 | | 2025 | 年第二次临时股东会会议议案 6 | | | 议案一：关于 2025 年半年度利润分配方案的议案 6 | 1 2025 年第二次临时股东会参会须知 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证会议的顺 利进行，根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司股东会 规则》以及《北京金橙子科技股份有限公司章程》等相关规定，北京金橙子科技股份有 限公司（以下简称"公司"）特制定 2025 年第二次临时股东会参会须知。 一、为保证股东会的严肃性和正常秩序，切实维护与会股东（或股东 ...

国投证券股份有限公司 关于北京金橙子科技股份有限公司 2025 年半年度持续督导跟踪报告 国投证券股份有限公司（以下简称"国投证券"或"保荐机构"）作为北京 金橙子科技股份有限公司（以下简称"金橙子"或"公司"）首次公开发行股票 并在科创板上市及持续督导的保荐机构，根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》《上海证券交易所上市公司自律监管指 引第 11 号——持续督导》等相关规定，就金橙子 2025 年半年度（以下简称"本 持续督导期"）持续督导跟踪情况报告如下： | 序号 | 工作内容 | 实施情况 | | --- | --- | --- | | 1 | 建立健全并有效执行持续督导工作制度，并 | 保荐机构已建立健全并有效执行了 | | | 针对具体的持续督导工作制定相应的工作 | 持续督导制度，并制定了相应的工作 | | | 计划。 | 计划。 | | 2 | 根据中国证监会相关规定，在持续督导工作 | | | | 开始前，与上市公司或相关当事人签署持续 | 保荐机构已与金橙子签订《保荐协 | | | 督导协议，明确双方在持续督导期间的权利 | 议》，该协议明确了双方在持续 ...

Investment Rating - The report maintains a "Buy" rating for the company [10]. Core Viewpoints - The company is a leader in the domestic laser galvanometer control system market, with a diverse range of applications including marking, cutting, and welding, and has established strong partnerships with over a thousand downstream customers [2][18]. - The company's performance significantly improved in the first half of 2025, with revenue and net profit reaching 133 million yuan and 28 million yuan, respectively, representing year-on-year growth of 21.56% and 64.58% [6][41]. - The company is expanding its product offerings by acquiring Samit to enter the fast-response mirror market and is also focusing on 3D printing to enhance long-term growth potential [6][8]. Summary by Sections Company Overview - The company has over 20 years of experience in the laser processing control system field and maintains a market share leadership in the laser galvanometer control system segment, with approximately 70% of its revenue coming from this core business [6][18]. - The company has a comprehensive product system that includes laser processing control systems, system integration hardware, and precision laser processing equipment, which are essential for various industrial applications [21][22]. Market Dynamics - The demand for laser equipment is growing rapidly due to the transformation and upgrading of the manufacturing industry, with laser processing technology becoming a key choice for industrial applications due to its high precision and low energy consumption [7][49]. - The company is well-positioned to benefit from the increasing demand for high-precision and flexible processing solutions, particularly in the 3C application sector and emerging fields such as new energy materials and semiconductor manufacturing [7][54]. Financial Performance - The company's revenue has shown a compound annual growth rate (CAGR) of 42.81% from 2018 to 2021, with revenue increasing from 70 million yuan to 203 million yuan [41]. - In the first half of 2025, the company achieved a gross profit margin of 59.3% and a net profit margin of 20.7%, indicating a recovery in profitability [43][41]. Strategic Initiatives - The company is actively expanding its business both horizontally and vertically, enhancing its competitive edge in high-end optical control through strategic acquisitions and product development [8][37]. - The company has implemented a stock incentive plan to motivate key personnel and support sustainable growth [39].

Core Points - The announcement details a change in the name and other business information of a significant shareholder of Beijing Jinchengzi Technology Co., Ltd. [1] - The shareholder, previously known as Suzhou Keruizi Technology Development Center (Limited Partnership), has changed its name to Nanjing Keruizi Venture Capital Partnership (Limited Partnership) [1] - The change in business registration does not affect the shareholder's stake in the company and will not impact the company's operations or control structure [1] Summary by Sections - **Shareholder Information** - The significant shareholder's new name is Nanjing Keruizi Venture Capital Partnership (Limited Partnership) [1] - The unified social credit code for the new entity is 91110106MA003E9RXG [1] - The registered capital of the partnership is 30 million RMB [1] - **Business Operations** - The partnership was established on January 26, 2016 [1] - The business scope includes venture capital investment limited to unlisted companies [1] - The change in registration does not require any approval for the business activities [1]

公司名称：南京可瑞资创业投资合伙企业（有限合伙） 统一社会信用代码：91110106MA003E9RXG 公司类型：有限合伙企业 成立日期：2016 年 1 月 26 日 证券代码：688291 证券简称：金橙子 公告编号：2025-045 北京金橙子科技股份有限公司 关于控股股东的一致行动人、持股 5%以上股东变更名 称及其他工商信息的公告 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。 北京金橙子科技股份有限公司（以下简称"公司"）近日收到公司控股股东 的一致行动人、持股 5%以上股东苏州可瑞资科技发展中心（有限合伙）的通知， 其于近日完成名称及其他工商信息变更手续，并领取了新的营业执照，其名称由 "苏州可瑞资科技发展中心（有限合伙）"变更为"南京可瑞资创业投资合伙企 业（有限合伙）"，变更后的工商登记信息如下： 住所：江苏省南京市溧水区和凤镇凤西路 148 号 310 室 经营范围：一般项目：创业投资（限投资未上市企业）（除依法须经批准的 项目外，凭营业执照依法自主开展经营活动） 上述工商登记信息变更不涉及该股东持有 ...

Group 1 - The company plans to acquire 55.00% equity of Changchun Samit Optoelectronics Technology Co., Ltd. through a combination of issuing shares and cash payment, along with raising supporting funds [2] - The valuation and transaction price of the target assets have not yet been determined, and the transaction is not expected to constitute a major asset restructuring as defined by relevant regulations [2] - The company's stock was suspended from trading on July 31, 2025, for a period not exceeding 10 trading days to ensure fair information disclosure and protect investor interests [3] Group 2 - On August 12, 2025, the company held a board meeting and approved the proposal for the acquisition and fundraising plan, with the stock resuming trading on August 13, 2025 [4] - The company is actively advancing the related work for the transaction, including audits and evaluations, and will fulfill subsequent review procedures and disclosure obligations as per legal regulations [4]

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、本次交易的基本情况 北京金橙子科技股份有限公司（以下简称"公司"）拟通过发行股份及支付 现金的方式购买长春萨米特光电科技有限公司（以下简称"萨米特"）的 55.00% 股权并募集配套资金（以下简称"本次交易"）。本次交易完成后，公司将直接 持有萨米特 55.00%股权。 本次交易标的资产的估值及交易价格尚未确定，本次交易预计不构成《上市 公司重大资产重组管理办法》规定的重大资产重组，不构成关联交易，不构成重 组上市。 二、本次交易的进展情况 证券代码：688291 证券简称：金橙子 公告编号：2025-044 北京金橙子科技股份有限公司 关于发行股份及支付现金购买资产并募集配套资金 事项的进展公告 本次交易尚需提交公司董事会再次审议及公司股东会审议批准，并需经有权 监管机构批准、核准或同意注册后方可正式实施，能否通过上述审批、核准或注 册尚存在不确定性。公司于 2025 年 8 月 13 日披露的《北京金橙子科技股份有限 公司发行股份及支付现金购买资产并募集配套资金预案》 ...

交银先进制造混合A（519704）基金经理为刘鹏。 截至发稿，刘鹏累计任职时间7年106天，现任基金资产总规模91.25亿元，任职期间最佳基金回报 197.31%， 任职期间最差基金回报-5.54%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，北京金橙子科技股份有限公司位于北京市顺义区民泰路13号院22号楼，成立日期2004年1月 14日，上市日期2022年10月26日，公司主营业务涉及激光加工设备运动控制系统的研发与销售，为不同 激光加工场景提供综合解决方案和技术服务。主营业务收入构成为：激光加工控制系统69.95%，激光 系统集成硬件20.27%，激光精密加工设备8.95%，其他(补充)0.83%。 从金橙子十大流通股东角度 数据显示，交银施罗德基金旗下1只基金位居金橙子十大流通股东。交银先进制造混合A（519704）二 季度新进十大流通股东，持有股数47.33万股，占流通股的比例为1.41%。根据测算，今日浮亏损失约 89.45万元。 9月9日，金橙 ...

Core Insights - The company Jin Chengzi experienced a stock price increase of 3.54% on September 5, with a trading volume of 97.29 million yuan [1] - As of September 5, the total margin balance for Jin Chengzi was 101 million yuan, representing 8.10% of its market capitalization, indicating a high level of margin activity [1] - For the first half of 2025, Jin Chengzi reported a revenue of 133 million yuan, a year-on-year increase of 21.56%, and a net profit of 27.70 million yuan, up 64.58% year-on-year [2] Financing and Margin Activity - On September 5, Jin Chengzi had a margin buy amount of 12.48 million yuan and a margin repayment of 19.25 million yuan, resulting in a net margin buy of -6.77 million yuan [1] - The margin balance of 101 million yuan is above the 90th percentile of the past year, indicating a high level of borrowing [1] - There were no short sales or repayments on September 5, with the short balance also at zero, reflecting a lack of short selling interest [1] Shareholder and Institutional Holdings - As of August 29, the number of shareholders for Jin Chengzi was 6,967, a slight increase of 0.20%, while the average number of circulating shares per person decreased by 0.20% to 4,832 shares [2] - Since its A-share listing, Jin Chengzi has distributed a total of 37.31 million yuan in dividends [3] - As of June 30, 2025, major institutional shareholders included Guangfa Technology Innovation Mixed A, which is a new shareholder holding 2.23 million shares, and other new shareholders like Jiying Min'an Return Open A and Jiaoyin Advanced Manufacturing Mixed A [3]