公司公告汇总 深圳市联赢激光股份有限公司及其子公司自2025年1月1日至2025年12月31日，累计获得政府补助 7,445.36万元，其中与收益相关的补助为5,245.96万元，与资产相关的补助为2,199.40万元。上述补助已 按规定进行会计处理，与收益相关的计入当期损益，与资产相关的确认为递延收益并按资产使用年限分 期摊销。以上数据未经审计，最终以会计师事务所审计结果为准。 本周关注点 公司公告汇总：联赢激光及其子公司累计获得政府补助7,445.36万元。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2026年1月16日收盘，联赢激光（688518）报收于30.14元，较上周的27.53元上涨9.48%。本周，联 赢激光1月15日盘中最高价报32.05元，股价触及近一年最高点。1月12日盘中最低价报27.1元。联赢激光 当前最新总市值102.88亿元，在自动化设备板块市值排名32/78，在两市A股市值排名2006/5183。 ...

Core Viewpoint - The stock of Lianying Laser has shown significant growth in 2023, with a year-to-date increase of 25.44%, and notable gains over various trading periods, indicating strong market interest and performance [2]. Group 1: Stock Performance - As of January 16, Lianying Laser's stock price decreased by 2.15% to 30.47 CNY per share, with a trading volume of 93.51 million CNY and a turnover rate of 0.89%, resulting in a total market capitalization of 10.4 billion CNY [1]. - The stock has increased by 10.68% over the last five trading days, 36.45% over the last 20 days, and 24.01% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Lianying Laser achieved a revenue of 2.248 billion CNY, reflecting a year-on-year growth of 2.16%, while the net profit attributable to shareholders was 108 million CNY, marking a 14.08% increase [2]. - The company has distributed a total of 214 million CNY in dividends since its A-share listing, with 143 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Lianying Laser was 15,100, a decrease of 6.68% from the previous period, with an average of 22,559 circulating shares per shareholder, an increase of 7.16% [2]. - Among the top ten circulating shareholders, Jin Ying Technology Innovation Stock A holds 5.4702 million shares, a decrease of 93,400 shares from the previous period, while Hua An Ju You Selected Mixed Fund is a new shareholder with 4.7433 million shares [3].

Group 1 - The stock price of Lianying Laser (688518) closed at 31.14 yuan on January 15, 2026, with an increase of 5.88% and a turnover rate of 7.52% [1] - The trading volume was 256,600 shares, with a total transaction amount of 789 million yuan [1] - The net inflow of main funds was 5.93 million yuan, indicating a positive short-term attitude from main investors [2] Group 2 - Lianying Laser and its subsidiaries received a total of 74.45 million yuan in government subsidies for the year 2025, with 52.46 million yuan related to income and 21.99 million yuan related to assets [1] - The income-related subsidies accounted for a significant portion of the total subsidies received [2] - The subsidies have been accounted for according to regulations, with income-related subsidies included in current profits and asset-related subsidies recognized as deferred income [1]

Investment Rating - The report recommends a positive investment outlook for the machinery equipment industry, particularly focusing on companies with high export potential and strong growth prospects in overseas markets [3][10]. Core Insights - The report identifies three major opportunities for machinery equipment exports: the Belt and Road Initiative driving demand in resource-rich countries, strong demand recovery in Europe and the US, and the shift from capacity export to technology export in high-end manufacturing [3][4][5]. - Key companies recommended for investment include SANY Heavy Industry, Zoomlion, LiuGong, and Hengli Hydraulic in the engineering machinery sector, and Jerry Holdings and Neway in the oil service sector [3][4][5][67]. Summary by Sections Belt and Road Initiative - Investment in oil, gas, and mineral resources in resource-rich countries is accelerating, driving demand for domestic equipment and expanding global market share [3]. - The engineering machinery sector is expected to benefit from rising prices of non-ferrous metals and increased capital expenditure by mining companies, leading to higher demand for high-margin excavators [3][10]. European and American Demand - The report highlights a recovery in overseas production capacity and macroeconomic recovery, focusing on high-quality targets with significant exposure to European and American markets [4]. - Key recommendations include leading Chinese hand tool exporter Juxing Technology and companies in the industrial forklift sector such as Hangcha Group and Anhui Heli [4]. High-End Manufacturing Export - The shift from capacity export to technology export is emphasized, with Chinese equipment manufacturers leveraging their advantages to enhance export ceilings [5]. - Companies involved in the production of optical module equipment, lithium battery equipment, and photovoltaic equipment are highlighted as key players, with specific recommendations for firms like Meiwai and Aotewi [5]. Engineering Machinery Export - The report anticipates a new upward cycle for overseas engineering machinery demand starting in 2025, driven by recovery in global demand and increased capital expenditure in mining and infrastructure [10][11]. - Key companies with established overseas operations and competitive advantages in mining and large infrastructure projects are expected to benefit significantly [10][11]. Oil Service Market - The Middle East is identified as a core market for oil service companies, with high certainty for growth due to stable capital expenditure and strong demand [67][69]. - Recommended companies include Jerry Holdings, which has a comprehensive international certification system and strong project execution capabilities, and Neway, which has a significant presence in the aftermarket service sector [67][69].

Group 1: Market Performance - The automation equipment sector increased by 0.96% on January 15, with Robotech leading the gains [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Group 2: Individual Stock Performance - Robotech (300757) closed at 290.16, up 6.72%, with a trading volume of 101,800 shares and a transaction value of 2.899 billion [1] - Lianying Laser (688518) closed at 31.14, up 5.88%, with a trading volume of 256,600 shares and a transaction value of 789 million [1] - ST Yifei (688646) closed at 37.35, up 4.92%, with a trading volume of 15,600 shares and a transaction value of 57.017 million [1] - Dazhu Laser (002008) closed at 44.72, up 4.15%, with a trading volume of 369,000 shares and a transaction value of 1.620 billion [1] - Other notable stocks include Haili Ao (688589) at 62.10, up 4.07%, and Delong Laser (688170) at 36.66, up 3.85% [1] Group 3: Capital Flow Analysis - The automation equipment sector experienced a net outflow of 462 million from institutional investors, while retail investors saw a net inflow of 557 million [2] - The capital flow for individual stocks shows that Huichuan Technology (300124) had a net inflow of 378 million from institutional investors [3] - Robotech (300757) had a net inflow of 191 million from institutional investors, but a net outflow of 92.015 million from retail investors [3]

Group 1 - The company Shenzhen Lianying Laser Co., Ltd. and its subsidiaries received a total of government subsidies amounting to RMB 74.4536 million from January 1, 2025, to December 31, 2025 [2] - Among the total subsidies, RMB 52.4596 million is related to income and RMB 21.9940 million is related to assets, both figures are unaudited [2] - The company will recognize the income-related subsidies in the current profit and loss, while the asset-related subsidies will be recorded as deferred income and recognized in profit and loss over the useful life of the corresponding assets [2]

Group 1 - The stock price of Lianying Laser (688518) closed at 29.41 yuan on January 14, 2026, with an increase of 7.06% and a turnover rate of 6.61% [1] - The trading volume was 225,500 shares, with a total transaction amount of 645 million yuan [1] - The net inflow of main funds was 53.88 million yuan, indicating strong interest from institutional investors [2] Group 2 - Lianying Laser and its subsidiaries received a total of 74.45 million yuan in government subsidies for the year 2025, with 52.46 million yuan related to income and 21.99 million yuan related to assets [1][2] - The income-related subsidies will be recognized in the current profit and loss, while asset-related subsidies will be treated as deferred income and amortized over the asset's useful life [1]

Core Viewpoint - The company, Lianying Laser, announced that it and its six subsidiaries received a total of government subsidies amounting to 74.4536 million yuan for the year 2025, with specific allocations impacting financial results [2] Group 1: Government Subsidies - The total government subsidies received by the company and its subsidiaries from January 1 to December 31, 2025, amounted to 74.4536 million yuan [2] - Of the total subsidies, 52.4596 million yuan is related to income and will be recognized in the current profit and loss statement [2] - The remaining 21.9940 million yuan is related to assets and will be recognized as deferred income, with the specific impact pending audit confirmation [2]

Group 1 - The company, Lianying Laser, announced that it and its subsidiaries will receive a total of RMB 74.4536 million in government subsidies from January 1, 2025, to December 31, 2025 [1] - Among the subsidies, RMB 52.4596 million is related to income, while RMB 21.994 million is related to assets, both figures are unaudited [1] Group 2 - The article mentions a significant valuation drop of a company involved in a merger, with its value decreasing by 50% over eight months [1] - The primary customer of this company is noted to be a firm that has not yet been established, indicating unusual circumstances surrounding the business [1]

证券代码：688518 证券简称：联赢激光 公告编号：2026-002 深圳市联赢激光股份有限公司 关于获得政府补助的公告 二、补助的类型及对上市公司的影响 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。 公司按照《企业会计准则第 16 号——政府补助》等相关规定，将收到的与 收益相关的政府补助 5,245.96 万元（未经审计），计入当期损益；将收到的与资 产相关的政府补助 2,199.40 万元（未经审计），确认为递延收益，自对应资产达 到预定可使用状态时起，按照资产的预计可使用年限，将递延收益按照合理、系 统的方法分期计入当期损益。 一、获得补助的基本情况 以上数据未经审计，具体会计处理以及对公司 2025 年度损益的影响以会计 师事务所审计确认后的结果为准，敬请广大投资者注意投资风险。 深圳市联赢激光股份有限公司（以下简称 "公司"）及其子公司深圳市联赢 软件有限公司、江苏联赢激光有限公司、惠州市联赢科技有限公司、四川联赢智 光科技有限公司、江苏联赢半导体技术有限公司、江苏创赢光能科技有限公司自 2025 年 1 ...