（文章来源：证券日报） 证券日报网讯 1月26日，埃科光电发布公告称，公司预计2025年年度实现营业收入40000.00万元至 50000.00万元，与上年同期相比将增加15173.97万元到25173.97万元，同比增加61.12%到101.40%。 ...

Group 1 - The company, Aiko Photonics (688610.SH), expects to achieve a net profit attributable to shareholders of the parent company ranging from 57 million to 70 million yuan for the year 2025 [1] - This represents an increase of 41.2769 million to 54.2769 million yuan compared to the same period last year, indicating a year-on-year growth of 262.52% to 345.20% [1]

人民财讯1月26日电，埃科光电(688610)1月26日公告，预计公司2025年度实现营业收入4亿元至5亿元。 与上年同期相比，同比增加61.12%到101.4%。预计公司2025年度实现归属于母公司所有者的净利润为 5700万元到7000万元，同比增长262.52%到345.2%。AI投入爆发式增长带动PCB需求提升、锂电等行业 开启新一轮产能扩张，依托良好的市场与客户基础，公司在电子制造、新能源、新型显示等各板块业务 收入均实现显著增长。此外，受益于公司前期在半导体、生物医药等新兴行业的深入布局，相关业务逐 步放量，对公司业绩产生积极影响。 ...

Group 1 - The company, Aiko Optoelectronics, forecasts a net profit attributable to shareholders of the parent company for 2025 to be between 57 million to 70 million yuan, representing an increase of 41.2769 million to 54.2769 million yuan compared to the same period last year [1] - This projected profit increase corresponds to a year-on-year growth of 262.52% to 345.2% [1]

Core Viewpoint - The company, Eko Optoelectronics, anticipates a significant increase in net profit for 2025, projecting a growth of 262.52% to 345.20% year-on-year, driven by various strategic initiatives and favorable market conditions [1]. Group 1: Financial Performance - The expected net profit attributable to shareholders for 2025 is between 57 million and 70 million yuan, while the net profit excluding non-recurring gains and losses is projected to be between 55 million and 68 million yuan [1]. - The company is set to achieve a new performance breakthrough due to its focus on core business and proactive market strategies [1]. Group 2: Market Conditions - Overall industry sentiment is improving, with steady recovery in market demand, particularly driven by explosive growth in AI investments, which has boosted PCB demand and initiated a new round of capacity expansion in the lithium battery sector [1]. - The company has seen significant revenue growth across various sectors, including electronic manufacturing, new energy, and new display technologies, benefiting from a solid market and customer base [1]. Group 3: Innovation and Product Development - The company continues to innovate based on existing technologies, rapidly expanding and upgrading its product lines [1]. - It is advancing towards becoming a high-end industrial sensor provider, actively entering the optical intelligent sensor field, and has launched multiple series of intelligent optical unit products, receiving positive feedback from leading customers [1]. Group 4: Internal Management and Efficiency - The company is enhancing internal management, focusing on operational efficiency and cost control, which is crucial for long-term sustainable development [1].

Core Viewpoint - The company, Aiko Photonics (688610.SH), anticipates significant revenue and profit growth for the year 2025, driven by increased market demand and strategic innovations in its product offerings [1] Financial Projections - The company expects to achieve an annual revenue of between 400 million to 500 million yuan in 2025, representing a year-on-year increase of 61.12% to 101.40% [1] - The projected net profit attributable to the parent company is estimated to be between 57 million to 70 million yuan, reflecting a year-on-year increase of 262.52% to 345.20% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 55 million to 68 million yuan [1] Industry Trends - Overall industry prosperity is improving, with steady recovery in market demand [1] - The explosive growth in AI investments is driving an increase in PCB demand, while industries such as lithium batteries are entering a new phase of capacity expansion [1] Business Performance - The company has achieved significant revenue growth across various sectors, including electronic manufacturing, new energy, and new display technologies, supported by a solid market and customer base [1] - The company's prior investments in emerging sectors like semiconductors and biomedicine are beginning to yield positive results, contributing to overall performance [1] Innovation and Product Development - The company is focused on continuous innovation based on existing technologies, facilitating rapid expansion and iteration of its product lines [1] - The company is advancing towards becoming a high-end industrial sensor supplier, actively entering the optical intelligent sensor field [1] - New product series, including intelligent optical units and systems like intelligent focusing systems and line-spectral confocal sensors, have received positive feedback from leading customers, with some products already in mass application [1]

Financial Projections - The company expects 2025 annual revenue to be between 400 million and 500 million yuan, an increase of 15.17 million to 25.17 million yuan compared to the previous year, representing a year-on-year growth of 61.12% to 101.40%[4] - The projected net profit attributable to shareholders for 2025 is between 57 million and 70 million yuan, an increase of 41.28 million to 54.28 million yuan year-on-year, reflecting a growth of 262.52% to 345.20%[4] - The expected net profit attributable to shareholders after deducting non-recurring gains and losses is estimated to be between 55 million and 68 million yuan, an increase of 58.68 million to 71.68 million yuan compared to the previous year[4] - In 2024, the company achieved a revenue of 248.26 million yuan and a net profit of 15.72 million yuan, with a basic earnings per share of 0.23 yuan[6][8] - The performance forecast is based on preliminary calculations and has not yet been audited by certified public accountants[10] - Investors are advised to consider the risks associated with the preliminary nature of the forecast data, which will be finalized in the audited annual report[11] Market and Product Development - The company attributes its performance improvement to increased market demand driven by the growth in AI investments and expansion in industries such as PCB and lithium batteries[9] - The company is focusing on continuous innovation based on existing technologies, expanding its product line, and moving towards becoming a high-end industrial sensor provider[9] - New product launches, including intelligent optical units and systems, have received positive feedback from major clients, with some products already in mass application[9] - The company is enhancing internal management and operational efficiency to strengthen its resilience and ensure long-term sustainable development[9]

Group 1 - The general equipment sector increased by 0.4% on January 22, with Rui Xin Technology leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Rui Xin Technology's stock price rose by 19.98% to 21.62, with a trading volume of 282,800 shares and a transaction value of 576 million yuan [1] Group 2 - The general equipment sector saw a net inflow of 787 million yuan from institutional investors, while retail investors experienced a net outflow of 645 million yuan [2] - The top gainers in the general equipment sector included Youji Co., Ltd. with an 11.76% increase and Tengda Technology with a 10.01% increase [1] - The stock of Lio Co., Ltd. fell by 10.04% to 8.42, with a trading volume of 343,700 shares and a transaction value of 289 million yuan [2] Group 3 - Snowman Group had a net inflow of 665 million yuan from institutional investors, while retail investors had a net outflow of 489 million yuan [3] - The stock of Giant Lifting Tools saw a net inflow of 310 million yuan from institutional investors, with a net outflow of 169 million yuan from retail investors [3] - Tengda Technology experienced a net inflow of 164 million yuan from institutional investors, while retail investors had a net outflow of 74 million yuan [3]

Core Viewpoint - The verification cycle for products is influenced by multiple factors, and while theoretically it could take six months to a year if products meet customer requirements and are compatible with existing systems, actual verification often takes longer due to customization needs [1] Group 1 - The verification cycle may extend beyond theoretical estimates due to ongoing product iterations required to meet customer demands [1] - Companies lacking industry experience face greater challenges, as they must not only meet technical standards but also establish communication and trust with clients, further prolonging the verification process [1]

Core Viewpoint - The company is actively validating and introducing its autofocus system and line-spectral confocal system, with the autofocus system expected to achieve rapid market introduction first [1] Group 1: Product Development - The autofocus system is progressing relatively quickly and is anticipated to meet market demand sooner than other products [1] - The company is also addressing more complex technical requirements to enhance product performance and technological competitiveness [1] Group 2: Product Differentiation - The three product types, while all belonging to industrial vision sensors, exhibit significant differences in value due to variations in technical complexity, functional integration, and application scenarios [1] - The autofocus system integrates high-speed focusing and precision focusing modules, addressing the challenge of balancing high resolution and large depth of field, resulting in a higher value compared to standard industrial cameras [1] - The line-spectral confocal system, based on spectral analysis principles, achieves high-precision three-dimensional and color measurement, with the highest overall technical difficulty and customization requirements, leading to the highest value among the products [1]