| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002456 | 欧菲光 | 4.34 Z | 20.95% | -1.39 Z | -6.71% | -2.95 Z | -14.24% | | 600666 | 奧瑞德 | 1.73 Z | 22.42% | -8147.19万 | -10.55% | -9176.82万 | -11.88% | | 301183 | 东田微 | 7264.57万 | 5.59% | -6023.12万 | -4.63% | -1241.45万 | -0.95% | | 000536 华映科技 | | 4670.80万 | 12.59% | -2438.43万 | -6.57% | -2232.37万 | -6.02% | | 300909 汇创达 | | 3266.87万 | 8.26% | 950.81万 | 2.40% | -4217.68万 | -10.66% | | 300 ...

10月30日，欧菲光（证券代码：002456）发布2025年前三季度财务数据。报告显示，公司前三季度实现营 收158.16亿元，同比增长9.29%；净亏损6805万元，扣非后净亏损1.36亿元。尽管主营规模保持增长，但整 体盈利尚未回正，利润端仍承受压力。 在业务层面，欧菲光正通过聚焦与整合提升主业韧性。今年以来，公司推进收购控股子公司欧菲微电子 （南昌）有限公司部分股权，以提升资源整合及关键环节的掌控力，进一步强化光学业务链条，提升供应 链协同与交付能力。业内普遍认为，这表明公司意图在光学产业升级周期中重组内部资源，巩固核心竞争 力。 从行业环境看，智能手机光学进入成熟期，市场由"拼规模"转向"拼结构""拼性能"。大底传感器、多摄系 统、潜望式镜头、计算摄影等技术演进正推高供应链技术门槛，光学模组企业向能力驱动型转型。行业集 中度亦加速提升，头部企业在产品性能与交付能力上的竞争更为显著。为适应趋势，欧菲光保持研发投 入，并通过子公司整合进一步优化产能与工艺，有望在周期性调整中重新建立优势。 整体来看，三季度盈利回正、营收增速回升，反映公司在成本结构优化、订单结构改善等方面取得进展， 但不改全年盈利承压的现实 ...

证券代码：002456 证券简称：欧菲光 编号：20251030 投资者关系活 动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 其他 活动参与人员 浙商证券、招商证券、国盛证券、华龙证券、银河证券、华泰证券、 国泰海通证券、中金公司、东方证券、中泰证券、长江证券、西部 证券、财通证券、国海证券、长城证券、信达证券、华金证券、西 南证券、华福证券、花旗银行、富瑞金融、瑞银证券、太平基金、 Bakewell Alpha Fund、北京和信金创投资、耕霁(上海)投资、广西赢 舟管理咨询、深圳市长青藤资产管理、深圳市尚诚资产、上海明河 投资、第一上海创业投资、上海理臻投资、天津市薪富阳投资、博 裕资本、知远投资、深圳嘉信天时等 时间 2025 年 10 月 30 日 地点 深圳市南山区蛇口商海路 91 号太子湾商务广场 T6 栋 9 层等 形式 电话会议 上市公司接待 人员姓名 董事会秘书兼副总经理 周亮先生、董事长特别助理 高宏博先生、 证券事务代表 程晓华女士、IR 副总监 阮征女士 交流内容及具 体问答记录 一、 公司基本情况介绍 公司拥有智能手机、智能汽车 ...

公告同时披露，公司筹划的发行股份购买资产并募集配套资金事项取得关键进展： 2025年4月，公司调整交易方案，终止收购江西晶浩光学有限公司少数股权，继续推进收购欧菲微电子（南昌）有限公司28.2461%股权及募集配套资金； 2025年9月，公司召开董事会及股东大会，审议通过交易正式方案，募集配套资金总额不超过8亿元；2025年10月9日，公司收到深圳证券交易所《受理通 知》，本次交易申请文件已获受理，后续将按程序推进审批，收购完成后将进一步整合核心业务，提升控制权与盈利能力。 | | 本报告期 | 本报告期比上年同期增减 | 年初至报告期末 | 年初至报告期末比 上年同期增减 | | --- | --- | --- | --- | --- | | 营业收入(元) | 5.979.087,239.83 | 21.15% | 15.815.880.911.62 | 9.29% | | 归属于上市公司股东的 净利润(元) | 40,823,512,42 | 411.91% | -68.048.636.88 | -244.42% | | 归属于上市公司股东的 扣除非经常性损益的净 | 14.093.774.32 | - ...

智通财经APP讯，欧菲光(002456.SZ)发布2025年三季度报告，前三季度，公司实现营业收入158.16亿 元，同比增长9.29%。归属于上市公司股东净亏损6804.86万元。归属于上市公司股东的扣除非经常性损 益净亏损1.36亿元。 ...

Group 1: Guizhou Moutai - Guizhou Moutai reported a net profit of 646.27 billion yuan for the first three quarters of 2025, an increase of 6.25% year-on-year [1][2] - The company's revenue for the first three quarters reached 1,284.54 billion yuan, reflecting a growth of 6.36% compared to the previous year [1][2] Group 2: Midea Group - Midea Group achieved a net profit of 378.83 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 19.51% [3][4] - The company's revenue for the same period was 3,630.57 billion yuan, up 13.82% year-on-year [3][4] Group 3: Mindray Medical - Mindray Medical reported a net profit of 75.7 billion yuan for the first three quarters of 2025, a decline of 28.83% year-on-year [5][6] - The company's revenue for the first three quarters was 258.34 billion yuan, down 12.38% compared to the previous year [5][6] Group 4: SanHuan Group - SanHuan Group's net profit for the first three quarters of 2025 was 19.59 billion yuan, reflecting a growth of 22.16% year-on-year [7][8] - The company's revenue for the same period reached 65.08 billion yuan, an increase of 20.96% year-on-year [7][8] Group 5: Longyuan Power - Longyuan Power reported a net profit of 43.93 billion yuan for the first three quarters of 2025, a decrease of 21.02% year-on-year [9][10] - The company's revenue for the same period was 222.21 billion yuan, down 17.29% compared to the previous year [9][10] Group 6: China Nuclear Power - China Nuclear Power's net profit for the first three quarters of 2025 was 80.02 billion yuan, a decline of 10.42% year-on-year [12][13] - The company's revenue for the same period reached 616.35 billion yuan, an increase of 8.16% year-on-year [12][13] Group 7: Fenjie Media - Fenjie Media reported a net profit of 42.40 billion yuan for the first three quarters of 2025, an increase of 6.87% year-on-year [14][15] - The company's revenue for the same period was 96.07 billion yuan, reflecting a growth of 3.73% year-on-year [14][15] Group 8: Tianfu Communication - Tianfu Communication achieved a net profit of 14.65 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 50.07% [17][18] - The company's revenue for the same period was 39.18 billion yuan, up 63.63% year-on-year [17][18] Group 9: Lingyi Technology - Lingyi Technology reported a net profit of 19.41 billion yuan for the first three quarters of 2025, reflecting a growth of 37.66% year-on-year [19][20] - The company's revenue for the same period reached 375.90 billion yuan, an increase of 19.25% year-on-year [19][20] Group 10: Rongsheng Petrochemical - Rongsheng Petrochemical's net profit for the first three quarters of 2025 was 8.88 billion yuan, a growth of 1.34% year-on-year [21] - The company's revenue for the same period was 2,278.15 billion yuan, down 7.09% compared to the previous year [21] Group 11: ShenNan Circuit - ShenNan Circuit reported a net profit of 23.26 billion yuan for the first three quarters of 2025, an increase of 56.30% year-on-year [22] - The company's revenue for the same period was 167.54 billion yuan, reflecting a growth of 28.39% year-on-year [22] Group 12: Jiangbolong - Jiangbolong achieved a net profit of 7.13 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 27.95% [23] - The company's revenue for the same period reached 167.34 billion yuan, up 26.12% year-on-year [23] Group 13: New Yisheng - New Yisheng reported a net profit of 63.27 billion yuan for the first three quarters of 2025, reflecting a growth of 284.37% year-on-year [24] - The company's revenue for the same period was 165.05 billion yuan, an increase of 221.70% year-on-year [24] Group 14: China Merchants Bank - China Merchants Bank achieved a net profit of 1,137.72 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 0.52% [25] - The company's revenue for the same period was 2,514.2 billion yuan, down 0.51% compared to the previous year [25] Group 15: Zhongwei Company - Zhongwei Company reported a net profit of 12.11 billion yuan for the first three quarters of 2025, a growth of approximately 32.66% year-on-year [26] - The company's revenue for the same period reached 80.63 billion yuan, an increase of approximately 46.40% year-on-year [26] Group 16: Microchip Biotech - Microchip Biotech's non-public offering was approved, aiming to raise up to 9.5 billion yuan for innovative drug research and development [27] Group 17: Longyuan Power's Fundraising - Longyuan Power plans to raise up to 50 billion yuan through a private placement to invest in renewable energy projects [28] Group 18: North University Pharmaceutical - North University Pharmaceutical's chairman was detained for investigation, but the company's operations remain normal [29] Group 19: Deyang Shares - Deyang Shares reported a net profit of 23.47 billion yuan for the first three quarters of 2025, a growth of 4.79% year-on-year [30] Group 20: Xiechuang Data - Xiechuang Data achieved a net profit of 6.98 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 25.30% [31] Group 21: Zhifei Biological - Zhifei Biological reported a net loss of 12.06 billion yuan for the first three quarters of 2025, primarily due to lower sales and increased provisions [32] Group 22: Softcom Power - Softcom Power achieved a net profit of 9.89 billion yuan for the first three quarters of 2025, reflecting a growth of 30.21% year-on-year [33] Group 23: Magmi Technology - Magmi Technology reported a net profit of 2.13 billion yuan for the first three quarters of 2025, a decline of 48.29% year-on-year [34] Group 24: Huali Group - Huali Group's net profit for the first three quarters of 2025 was 24.35 billion yuan, a decrease of 14.34% year-on-year [35]

| | | 10月29日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | H股 | 领益智造 | 筹划发行E股股票并在香港联合交易所上市 | | 签约项目 | 金帝股份 | 拟投资2.88亿元建设高端精密轴承保持器数字化转型升级项目 | | 合同中标 | 腾达建设 | 前三季度中标工程金额合计12.31亿元 | | 股权转让 | 华立股份 | 拟收购中科汇联51%股份 加速公司数字化转型 | | 回购 | 禾迈股份 | 拟斥资1亿元至2亿元回购股份 | | 业绩 | 中微公司 | 前三季度净利润12.11亿元,同比增长32.66% | | 增减持 | 绿田机械 | 邵雨田拟减持不超3%股份 | | 其他 | 龙源电力 | 拟定增募资不超过50亿元 用于风电项目 | | | 寒恩斯 | 拟发行可转债募资不超5.65亿元 다 16 11 1 | 【H股】 领益智造(002600.SZ)：筹划发行H股股票并在香港联合交易所上市 鼎泰高科(301377.SZ)：筹划发行H股股票并在香港联合交易所主板上市 禾迈股份(688032.SH)：拟斥资1亿元至2亿元回购股份 三 ...

Core Insights - O-film Technology Co., Ltd. reported a significant increase in net profit for Q3 2025, reaching 40.82 million yuan, a year-on-year growth of 411.91% [1] - The company has shown a narrowing loss trend in the first three quarters, attributed to technological upgrades, refined management, and standardized operations [1] - Cash flow from operating activities for the first three quarters was 203 million yuan, reflecting a 22.88% year-on-year increase, indicating improved operational efficiency and cash flow resilience [1] Revenue Performance - O-film achieved a total revenue of 15.819 billion yuan in the first three quarters, marking a year-on-year increase of 9.29%, with Q3 revenue alone reaching 5.979 billion yuan, up 21.15% year-on-year [1] - The financial structure of the company is continuously optimizing, with total assets of 21.911 billion yuan and liabilities of 17.059 billion yuan, resulting in a debt-to-asset ratio of 77.86%, down 1.32 percentage points from the beginning of the year [1] Cost Management - Management expenses for the first three quarters were 407 million yuan, a decrease of 23.93% year-on-year, while financial expenses were 246 million yuan, down 8.21% year-on-year, indicating effective cost control [1] R&D Investment - O-film placed a strong emphasis on research and development, with R&D expenses amounting to 801 million yuan in the first three quarters [2] - The company plans to increase R&D investment to enhance innovation capabilities and align with industry trends and customer needs [2] Future Outlook - O-film expressed confidence in future development, focusing on core strengths, innovation-driven strategies, and resource optimization to improve operational efficiency and profitability [2]

Major Events - Shanghai Zhiyuan Hengyue Technology completed the tender offer for Shangwei New Materials, acquiring 58.6232% of the shares, with trading resuming on October 30, 2025 [4] - Peking University Pharmaceutical's chairman and president Xu Xiren has been detained for criminal investigation, but the company's control and operations remain normal [5] - China Unicom's chairman Chen Zhongyue resigned due to work adjustments, effective October 29, 2025 [6][7] - CITIC Financial Assets increased its stake in Hangyang Co., Ltd. to 5% through a block trade, reflecting confidence in the company's future [8] - Haoshi Electromechanical's subsidiary plans to invest 232 million yuan in a high-end equipment intelligent manufacturing project [9] - Zhejiang Xiantong's second shareholder Li Qifu plans to invest 130 million yuan in Qiteng Robotics to enhance production capacity [10] - Qianjiang Biochemical's subsidiary has completed a project for bio-pesticide production, with an annual capacity of 3,261 tons [11] - Dongni Electronics will face risk warnings and a one-day suspension due to an administrative penalty [12] - Jindao Technology signed a strategic cooperation agreement with Hangcha Group to develop robotic joint modules [14] Performance Overview - Kweichow Moutai reported Q3 net profit of 19.224 billion yuan, a 0.48% increase year-on-year, with total revenue of 39.064 billion yuan [15] - Huibai New Materials achieved a Q3 net profit of 27.1307 million yuan, a 3066.26% increase year-on-year, with revenue growth of 49.59% [16] - Zangzi Island reported a Q3 net loss of 42.5226 million yuan, with revenue down 19.92% [17] - OFILM reported a Q3 net profit of 40.8235 million yuan, a 411.91% increase year-on-year, with revenue growth of 21.15% [18] - China Rare Earth's Q3 net profit was 30.4752 million yuan, down 26.43% year-on-year, with revenue declining 22.4% [19] - Tianqi Lithium reported a Q3 net profit of 95.4855 million yuan, turning a profit after previous losses [20] - New Yisheng's Q3 net profit was 2.385 billion yuan, a 205.38% increase year-on-year, driven by AI-related sales growth [21] - Industrial Fulian's Q3 net profit increased by 49% year-on-year [22] - CICC's Q3 net profit grew by 130% year-on-year [23] - Tianpu Co., Ltd. reported a Q3 net profit increase of 33% [24] - BlueFocus reported a Q3 net profit of 99.2389 million yuan, a 265.47% increase year-on-year [25] - Ningshui Group's Q3 net profit was 21.7388 million yuan, a 347.57% increase year-on-year [26] - Shoukai Co. reported a Q3 net loss of 3.105 billion yuan [27] - Xiamen Xiangyu's Q3 net profit was 601 million yuan, a 443.17% increase year-on-year [29] - Huaneng Intelligent reported a Q3 net loss of 53.8408 million yuan, a significant decline [30] - Zhongjin Gold's Q3 net profit increased by 39.18% year-on-year [31] - Shandong Gold's Q3 net profit increased by 92% year-on-year [32] - Yahua Group's Q3 net profit was 198 million yuan, a 278.06% increase year-on-year [33] - Western Gold's Q3 net profit increased by 168% year-on-year [34] - Laobai Gan Liquor reported a 28% decline in net profit for the first three quarters [35] - Kaiying Network's Q3 net profit was 633 million yuan, a 34.51% increase year-on-year [36] - Tongchen Beijian reported a Q3 net profit of 171 million yuan, turning a profit from previous losses [37] - Nanshan Holdings' Q3 net profit increased by 203.51% year-on-year [38] - China Merchants Bank's Q3 net profit was 38.842 billion yuan, a 1.04% increase year-on-year [39] - Huahong Technology's Q3 net profit increased by 7111% year-on-year [40] - Fangda Special Steel's Q3 net profit increased by 1368.1% year-on-year [41] Shareholding Changes - WuXi AppTec's controlling shareholder plans to reduce its stake by up to 2% [43] - Hecai Technology's major shareholder Bosch China plans to reduce its stake by up to 3% [44] Major Contracts - China Electric Power Construction signed a contract worth 6.568 billion yuan for a hospital project in Peru [45] - Lanshi Heavy Industry signed a significant contract in the nuclear energy sector worth 581 million yuan [46] - Guoke Military Industry's subsidiary signed a major sales contract worth 466 million yuan [48]

2025年1至6月份，欧菲光的营业收入构成为：光学和光电子元器件制造占比100.0%。 截至发稿，欧菲光市值为400亿元。 每经头条（nbdtoutiao）——A股突破4000点！十年沉寂终迎爆发，科技主线重塑市场，"慢牛"新格局开 启！ （记者 王晓波） 每经AI快讯，欧菲光（SZ 002456，收盘价：11.92元）10月29日晚间发布公告称，公司第六届第十二次 董事会临时会议于2025年10月28日在公司会议室以现场与通讯相结合的方式召开。会议审议了《关于召 开2025年第六次临时股东会的议案》等文件。 ...