《科创板日报》31日讯，海目星公告，全资子公司江苏星能懋业光伏科技有限公司拟以增资扩股的方式 实施股权激励，增资方拟合计出资1127.70万元，其中增加注册资本1120.8411万元，剩余部分计入资本 公积。 公司放弃本次对星能懋业增资的优先认购权。 增资完成后，星能懋业的注册资本将由2010万元增加至3130.8411万元，公司持有星能懋业的股权比例 由100%下降至64.20%，星能懋业仍在公司财务报表合并范围内。 本次交易构成关联交易，不构成重大资产重组。 ...

海目星激光科技集团股份有限公司 投资者调研和媒体采访接待备查文档 第 1 页 / 共 5 页 投资者关系活动记录表 股票名称：海目星 股票代码：688559 编号：【调】202412-01 | --- | --- | --- | --- | --- | --- | |--------------------------|----------------------------------------------------------------------------------------------------|--------------------------------------------|------------------------------------------------------|-------|---------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：688559 证券简称：海目星 公告编号：2024-084 海目星激光科技集团股份有限公司 关于举办投资者开放日活动的公告 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。 海目星激光科技集团股份有限公司（以下简称"公司"）为构建多层次投资人交流渠道， 让广大投资者了解公司的业务布局、战略规划以及核心竞争力，同时解答投资者关心的问题， 倾听投资者的意见和建议，从而增进投资者对公司的认知和投资的信心，促进公司与投资者 之间建立更为紧密、良好的互动关系，实现公司与投资者的共赢发展。公司拟于 2024 年 12 月 18 日（星期三）举办投资者开放日活动，现将有关事项公告如下： 一、活动召开的时间、地点 活动时间：2024 年 12 月 18 日（星期三）15:00-17:00 活动地点：深圳市龙华区科姆龙科技园 B 栋 邀请对象：公司股东及对公司感兴趣的投资者 活动方式：现场交流 二、公司主要参会高管 公司董事、首席技术官周宇超先生； 公司董事、首席资本运营官、董事会秘书罗筱溪女士； 公司首席财务官曾长进先生。 （如有 ...

股票名称：海目星 股票代码：688559 编号：【调】202411-02 海目星激光科技集团股份有限公司 投资者调研和媒体采访接待备查文档 投资者关系活动记录表 | --- | --- | --- | |-----------------------|----------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

①固态电池"卖铲者"+光伏铜浆等技术受益，这家激光设备技术领军受益宁德时代等新一轮全球扩产及 技术迭代周期，海外新签订单占比过半； ②《军队装备保障条例》施行在即，公司隐身材料产能有望 进一步提升，另有可应用于战斗机发动机的陶瓷复合材料拓展空间。 《风口研报》今日导读 1、海目星（688559）：①公司在激光设备领域长期耕耘，动力电池激光设备有较强竞争力，受益下游 头部电池厂新一轮扩产周期，前瞻的海外布局开始取得收获，2024年新签订单海外占比过半；②固态 电池领域，公司已进行了长期的研发工作，已实现准固态电池量产线的签约2GWh设备采购协议，电解 液含量低于5%，能量密度超过450瓦时/公斤；③作为光伏激光设备核心供应商，未来随着xBC、 TOPCon+、以及无银浆料烧结技术的进步与推广，公司储备业务有望有所斩获；④招商证券游家训预 计公司2024-2025年归母净利润1.44、3.7亿元；⑤风险提示：海外锂电不及预期、光伏新技术不及预 期。 2、华秦科技（688281）：①公司隐身材料主要应用于重大国防武器装备如飞机、主战坦克、舰船、导 弹等的隐身、重要地面军事目标的伪装和各类装备部件的表面防护，产能随募 ...

电力设备与新能源 证券研究报告 |公司深度研究报告 2024/11/3 海目星深度报告—— 凡是过往皆为序章，目有繁星披光而行 太平洋证券研究院 首席 刘强 执业资格证书登记编号：S1190522080001 分析师 梁必果 执业资格证书登记编号：S1190524010001 研究助理 谭甘露 一般证券业务登记编号：S1190122100017 研究助理 钟欣材 一般证券业务登记编号：S1190122090007 P2 报告摘要 1、十余载沉淀汇聚不竭成长动力，踏浪前行奔涌成其波澜壮阔。海目星激光科技集团股份有限公司成 立于2008年，始终坚持以激光技术应用的前沿需求为导向，主要集中于工业激光和医疗激光两大领域 的激光技术创新研发。公司先后开发了应用于消费电子、动力及储能电池、光伏电池以及医疗激光等 领域的激光创新技术和相关设备。 2、锂电：中国外市场有较大成长空间，公司提前布局固态电池设备技术。近年来，欧美、亚洲（除中 国外）等经济发达地区新能源汽车渗透率相比我国有明显差距，未来这些地区的新能源汽车销量有较 大的成长空间。固态电池具有高能量密度、长循环寿命、更高的安全性等优点，在高端车型、低空飞 行器的领域 ...

股票名称：海目星 股票代码：688559 编号：【调】202411-01 海目星激光科技集团股份有限公司 投资者调研和媒体采访接待备查文档 投资者关系活动记录表 | --- | --- | --- | |--------------------------|--------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Revenue and Profit - Revenue for the third quarter was RMB 1,232,607,027.24, a year-on-year increase of 1.45%[2] - Net profit attributable to shareholders of the listed company for the third quarter was RMB 15,289,970.44, a year-on-year decrease of 88.01%[2] - Total operating revenue for the first three quarters of 2024 reached 3,627,399,218.97 RMB, an increase from 3,361,332,414.77 RMB in the same period of 2023[15] - Net profit attributable to parent company shareholders reached 167.42 million RMB, compared to 312.26 million RMB in the previous year[16] - The decrease in net profit was mainly due to a decline in gross margin for power battery laser and automation equipment, increased investment in overseas business expansion, and delayed sales collections[6] R&D and Expenses - R&D investment for the third quarter was RMB 103,017,667.92, a year-on-year decrease of 4.82%[3] - R&D expenses increased to 350.16 million RMB, up from 348.80 million RMB[16] - Total operating costs for the first three quarters of 2024 were 3,491,282,341.34 RMB, up from 3,037,152,313.88 RMB in the same period of 2023[15] Assets and Liabilities - Total assets as of the end of the third quarter were RMB 11,768,493,434.60, an increase of 8.12% compared to the end of the previous year[3] - Total assets increased to 11,768,493,434.60 RMB in 2024 from 10,884,656,995.20 RMB in 2023[12] - Total liabilities decreased to 8,218,304,489.51 RMB in 2024 from 8,541,959,892.40 RMB in 2023[13] - Shareholders' equity increased to 3,550,188,945.09 RMB in 2024 from 2,342,697,102.80 RMB in 2023[14] - Equity attributable to shareholders of the listed company as of the end of the third quarter was RMB 3,559,891,583.61, an increase of 51.81% compared to the end of the previous year[3] - The increase in equity attributable to shareholders was primarily due to the receipt of funds from a private placement of RMB ordinary shares in the third quarter[6] Earnings and Returns - Basic earnings per share for the third quarter were RMB 0.07, a year-on-year decrease of 88.89%[3] - Weighted average return on equity for the third quarter was 0.54%, a decrease of 5.25 percentage points year-on-year[3] - Basic earnings per share (EPS) stood at 0.81 RMB, down from 1.55 RMB[17] Shareholders and Equity - Nanjing Shengshi Haikang Venture Capital Partnership holds 39,095,550 shares, representing 15.85% of total shares[8] - Yancheng Haihe Huiyi No.1 Venture Capital Partnership holds 14,291,250 shares, representing 5.80% of total shares[8] - Yancheng Haihe Huiyi No.2 Venture Capital Partnership holds 12,234,000 shares, representing 4.96% of total shares[8] - Pingxiang Guoyuan Phase II M&A Development Enterprise holds 5,884,660 shares, representing 2.39% of total shares[8] - Zhan Shanyu holds 5,784,431 shares, representing 2.35% of total shares[8] - Guangdong Hengkuo Investment Management holds 3,923,107 shares, representing 1.59% of total shares[8] - Kibo (Hubei) Private Equity Fund Management holds 3,923,107 shares, representing 1.59% of total shares[8] - Wu Weizhong holds 3,551,846 shares, representing 1.44% of total shares[8] - Cai Xibin holds 3,006,100 shares, representing 1.22% of total shares[8] - Zhao Shengyu holds 2,600,450 shares, representing 1.05% of total shares[8] Cash Flow - Cash received from sales of goods and services was 2.59 billion RMB, a decrease from 3.65 billion RMB[17] - Cash flow from operating activities was negative 850.81 million RMB, compared to negative 779.50 million RMB in the previous year[18] - Investment activities generated a cash inflow of 245.77 million RMB, down from 934.47 million RMB[18] - Cash outflow for investment activities was 1.21 billion RMB, compared to 1.35 billion RMB[18] - Cash received from tax refunds increased to 86.92 million RMB, up from 82.57 million RMB[18] - Cash received from other operating activities rose to 161.00 million RMB, compared to 101.57 million RMB[18] - Cash paid for goods and services decreased to 2.25 billion RMB, down from 3.07 billion RMB[18] - Net cash flow from investing activities was -963.16 million, a decrease of 134.1% compared to the previous period[19] - Net cash flow from financing activities was 1,948.18 million, an increase of 277.2% compared to the previous period[19] - Cash inflow from financing activities totaled 3,920.81 million, a 103.7% increase from the previous period[19] - Cash outflow from financing activities was 1,972.63 million, a 40% increase compared to the previous period[19] - Net increase in cash and cash equivalents was 133.07 million, compared to a net decrease of 672.50 million in the previous period[19] - Ending cash and cash equivalents balance was 726.48 million, a 57.5% increase from the previous period[19] Government Subsidies - Government subsidies received during the third quarter amounted to RMB 9,844,762.12[4] Accounts Receivable and Inventory - Accounts receivable increased to 1,949,089,636.67 RMB in 2024 from 1,524,520,079.58 RMB in 2023[12] - Inventory decreased to 4,212,532,742.97 RMB in 2024 from 4,852,168,233.84 RMB in 2023[12] Fixed Assets and Borrowings - Fixed assets increased to 1,471,203,693.11 RMB in 2024 from 1,296,936,331.03 RMB in 2023[12] - Short-term borrowings increased to 2,823,013,264.37 RMB in 2024 from 2,000,558,944.45 RMB in 2023[13] - Contract liabilities decreased to 2,288,277,731.16 RMB in 2024 from 2,843,351,777.99 RMB in 2023[13] Accounting Standards - The company did not apply new accounting standards or interpretations for the first time in 2024[20]

海目星激光科技集团股份有限公司 投资者调研和媒体采访接待备查文档 投资者关系活动记录表 股票名称：海目星 股票代码：688559 编号：【调】202409-02 | --- | --- | --- | |--------------------------|-------------------------------------------------------------|------------------------------------------------------------------------| | | | | | | ☑ 特定对象调研 | □ 分析师会议 | | | □ 媒体采访 | □业绩说明会 | | 投资者关系 活动类别 | □ 新闻发布会 | □路演活动 | | | □现场参观 □其他（电话及线上网络交流） | | | 参与单位名 称及人员姓 名 | 9 月 12 日 线下调研 得基金等。 （以上排名不分先后） | 格林基金、华安合鑫、汇安基金、华夏未来、巨牛投资、申万宏源证券、西部利 | | | | | | | | | | 时间 | 2024 年 9 月 12 日 | ...

海目星激光科技集团股份有限公司 投资者调研和媒体采访接待备查文档 投资者关系活动记录表 股票名称：海目星 股票代码：688559 编号：【调】202409-01 | --- | --- | --- | |-----------------------|-------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | □ 特定对象调研 | □分析师会议 | | | □ 媒体采访 | ☑ 业绩说明会 | | 投资 ...