2025年8月21日，奥普特(688686.SH)发布2025年中报。 公司营业总收入为6.83亿元。归母净利润为1.46亿元。经营活动现金净流入为1.14亿元。 公司最新资产负债率为16.30%，较上季度资产负债率增加6.76个百分点，较去年同期资产负债率增加 7.66个百分点。 公司最新毛利率为65.47%，较去年同期毛利率减少0.53个百分点。最新ROE为4.85%。 公司摊薄每股收益为1.20元。 公司最新总资产周转率为0.20次。最新存货周转率为1.19次，较去年同期存货周转率减少0.17次，同比 较去年同期下降12.74%。 公司股东户数为6005户，前十大股东持股数量为9520.08万股，占总股本比例为77.88%，前十大股东持 股情况如下： | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | I | 卢治临 | 29.85% | | 2 | 卢盛林 | 29.20% | | 3 | 许学亮 | 7.31% | | 4 | 宁波千智创业投资合伙企业(有限合伙) | 5.81% | | રે | 中国工商银行股份有限公司-富国天惠精选成长混合型证券投资基金(LOF ...

Group 1 - The core viewpoint of the articles highlights the strong performance and growth potential of the AI computing industry, particularly in the context of the recent rise of the Sci-Tech Innovation Board AI ETF and its constituent stocks [1][2] - The Sci-Tech Innovation Board AI ETF (588930) has seen a continuous increase, with a 2.31% rise, indicating strong investor interest and confidence in AI-related stocks [1] - Open Source Securities emphasizes the high prosperity and performance certainty of the AI computing chain, identifying light modules and PCBs as crucial components driving growth in AI infrastructure [1] Group 2 - Guosheng Securities notes that the investment in the computing power industry is entering a heated phase, with significant capital expenditure from major CSP manufacturers directed towards AI computing [2] - CITIC Securities points out that the second half of the year typically marks a concentrated technology release period for the domestic technology industry, with increasing certainty in areas such as AI computing and consumer electronics [2] - The articles collectively recommend focusing on the computing power industry chain, particularly leading companies in the light module sector and related infrastructure [2]

Group 1 - The core viewpoint of the news is that Optoelectronics (688686.SH) has reported an increase in institutional investor holdings, indicating growing confidence in the company [1] - As of August 20, 2025, a total of 14 institutional investors disclosed holdings in Optoelectronics A-shares, with a combined holding of 15.1185 million shares, representing 12.37% of the total share capital [1] - The top ten institutional investors collectively hold 12.27% of the shares, with an increase of 1.43 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four funds increased their holdings compared to the previous period, with a total increase of 0.62% [2] - Two public funds reduced their holdings, accounting for a decrease of 0.15% [2] - Four new public funds were disclosed this period, while one fund, the Huaxia CSI Robot ETF Initiated Link A, was not disclosed in the previous quarter [2]

证券日报网讯 8月20日晚间，奥普特发布公告称，公司于2025年8月20日分别召开第三届董事会第二十 七次会议、第三届监事会第二十一次会议，审议通过了《关于使用部分闲置募集资金暂时补充流动资金 的议案》。公司拟使用不超过人民币20，000.00万元（含本数）闲置募集资金暂时补充流动资金，使用 期限自本次董事会、监事会审议通过之日起不超过12个月。到期前，公司会及时、足额将该部分资金归 还至相应募集资金专用账户，在使用期限内，公司可根据募投项目进度提前归还募集资金。 （文章来源：证券日报） ...

证券日报网讯8月20日晚间，奥普特发布公告称，公司于2025年8月20日在广东省东莞市长安镇长安兴发 南路66号之一召开职工代表大会。经与会职工代表认真讨论，选举许学亮先生为公司第四届董事会职工 代表董事。 ...

（编辑 楚丽君） 证券日报网讯 8月20日晚间，奥普特发布公告称，截至本公告披露日，公司已将暂时补充流动资金的闲 置募集资金2，000.00万元全部归还至募集资金专用账户，并已通知公司保荐机构及保荐代表人。 ...

证券日报网讯 8月20日晚间，奥普特发布公告称，公司第三届董事会第二十七次会议审议通过了《关于 2025年半年度报告及其摘要的议案》等多项议案。 （文章来源：证券日报） ...

证券日报网讯 8月20日晚间，奥普特发布公告称，公司第三届监事会第二十一次会议审议通过了《关于 2025年半年度报告及其摘要的议案》等多项议案。 （文章来源：证券日报） ...

报告期内，3C行业借势工业AI发展，收入同比增长23.82%，增长态势较为明显;锂电行业稳定复苏，同 时积极扩展海外市场，收入同比增长49.35%。 奥普特(688686.SH)发布2025年半年度报告，该公司营业收入为6.83亿元，同比增长30.68%。归属于上 市公司股东的净利润为1.46亿元，同比增长28.80%。归属于上市公司股东的扣除非经常性损益的净利润 为1.32亿元，同比增长36.26%。基本每股收益为1.1968元。 ...

Core Viewpoint - Optoelectronics (SH 688686) reported a significant increase in revenue and net profit for the first half of 2025, indicating strong financial performance and growth potential in the industry [2] Financial Performance - The company's operating revenue for the first half of 2025 was approximately 683 million yuan, representing a year-on-year increase of 30.68% [2] - The net profit attributable to shareholders was around 146 million yuan, showing a year-on-year growth of 28.8% [2] - Basic earnings per share reached 1.1968 yuan, which is an increase of 29.06% compared to the previous year [2]