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奥拓电子(002587) - 2025 Q4 - 年度业绩预告
2026-01-21 09:25
深圳市奥拓电子股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间:2025年1月1日至2025年12月31日。 2、业绩预告情况:预计净利润为正值且属于扭亏为盈情形 (1)以区间数进行业绩预告的 单位:万元 证券代码:002587 证券简称:奥拓电子 公告编号:2026-002 | 项 | 目 | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | | 900.00 | ~ | 1,350.00 | -3,853.01 | | | | 比上年同期增长 | 123.36% | ~ | 135.04% | | | 扣除非经常性损 益后的净利润 | | | 1,000.00 | ~ | 1,450.00 | -3,840.36 | | | | 比上年同期增长 | 126.04% | ~ | 137.76% | | | 基本每股收益 (元/股) | | | 0.0139 | ~ | 0 ...
全域通信自由来了!iPhone 18 Pro卫星通信升级至Gbps级,AI赋能+市值背书,产业链迎增长良机
Xin Lang Cai Jing· 2026-01-20 13:39
Group 1 - Company X is a core supplier in Apple's supply chain, focusing on RF components and electromagnetic shielding products, deeply integrated with Apple's antenna and wireless charging module needs [1] - The company is actively expanding into automotive electronics, developing in-vehicle wireless charging and communication modules to smooth out fluctuations in the consumer electronics cycle [1] - As Apple increases its demand for intelligent and integrated terminal devices, the company's technological accumulation in the RF field is expected to translate into order advantages [1] Group 2 - Company Y indirectly enters Apple's supply chain through subsidiaries, primarily providing display modules and power management components for smart TVs [2] - The company is accelerating its "home appliance + IoT" strategy, creating multi-scenario smart terminal collaborative solutions around the Apple ecosystem [2] - The trend of integration between consumer electronics and home appliances provides new business extension opportunities for the company [2] Group 3 - Company Z focuses on the development and manufacturing of automated testing equipment, covering performance testing for core components like Apple chips and camera modules [3] - The company's equipment has achieved industry-leading precision and stability, enabling rapid response to Apple's new product testing needs [3] - The company is actively expanding into the semiconductor testing equipment field to break through the limitations of the single consumer electronics market [3] Group 4 - Company A specializes in precision screen printing equipment, providing production equipment for circuit board printing and component packaging for Apple [4] - The company's equipment meets Apple's stringent manufacturing requirements in terms of precision, efficiency, and stability [4] - As the Apple supply chain upgrades to high-end manufacturing, the company is expected to benefit from equipment renewal demands [4] Group 5 - Company B provides high-performance copper foil materials for Apple's circuit boards and battery current collectors, leveraging a complete copper processing industry chain [5] - The company is increasing R&D investment in ultra-thin copper foil to meet Apple's material upgrade needs amid the trend of lightweight consumer electronics [5] - The growing demand for copper foil in the electric vehicle sector also brings new revenue growth for the company [5] Group 6 - Company C is a long-standing supplier in Apple's supply chain, focusing on diodes and other semiconductor discrete devices widely used in Apple's power management and signal transmission modules [6] - The company is expanding its automotive-grade device business to enhance its risk resistance amid industry cycle fluctuations [6] - Investment in the R&D of third-generation semiconductor devices is expected to open up long-term growth opportunities for the company [6] Group 7 - Company D specializes in functional structural components for consumer electronics, providing battery protection boards and heat dissipation modules for Apple [7] - The company's products meet Apple's design requirements for lightweight and integrated solutions through precision stamping and injection molding technology [7] - The company is positioning itself in the wearable devices and smart home sectors to seize growth opportunities in niche markets [7] Group 8 - Company E provides high-performance aluminum alloy materials for Apple's terminal devices, achieving industry-leading strength and lightweight standards [9] - The company continuously optimizes product competitiveness through technological iterations to meet Apple's increasing material performance requirements [9] - The demand for aluminum alloy materials in the electric vehicle sector also presents new growth opportunities for the company [9] Group 9 - Company F focuses on magnesium alloy materials, providing lightweight structural solutions for Apple [10] - The company leverages its R&D and large-scale production capabilities in magnesium alloys to gain more market share in Apple's supply chain [10] - The company is also accelerating its layout in the electric vehicle sector for magnesium alloy applications, creating a second growth curve [10] Group 10 - Company G, as a core authorized distributor for Apple, utilizes a nationwide offline channel network for the distribution and retail of Apple products [11] - The company is promoting a new retail model that integrates online and offline channels to enhance user experience and operational efficiency [11] - Its deep cooperative relationship with Apple serves as a core barrier in the competitive landscape [11] Group 11 - Company H provides chip packaging and testing services for Apple, covering core components like RF chips and storage chips [12] - The company maintains a significant position in Apple's supply chain due to its advanced packaging technology and large-scale manufacturing capabilities [12] - The company is accelerating its layout in automotive-grade chip packaging to adapt to industry structural changes [12] Group 12 - Company I participates in Apple's supply chain through air logistics services, ensuring efficient and safe delivery of core components globally [13] - The company has a robust air freight network and customized logistics solutions to support Apple's supply chain resilience [13] - The company is also expanding its cross-border e-commerce logistics business to enhance business diversification [13] Group 13 - Company J provides brand marketing services for Apple, focusing on offline event planning and content dissemination [14] - The company leverages its marketing experience and creativity to effectively communicate Apple's brand value [14] - The trend of content and scenario-based marketing in consumer electronics allows the company to create immersive marketing experiences for Apple [14] Group 14 - Company K offers communication network optimization services for Apple, ensuring stable network operations for Apple stores and data centers [15] - The company can quickly respond to Apple's network needs, supporting user experience upgrades [15] - The company is enhancing its service capabilities through technological upgrades in the context of 5G and IoT technology proliferation [15] Group 15 - Company L provides acoustic components for Apple, primarily used in audio output modules for devices like iPhones and headphones [16] - The company continuously optimizes its acoustic solutions through R&D investments to enhance product value [16] - The company is expanding into smart speakers and automotive acoustic businesses to unlock new growth opportunities [16] Group 16 - Company M specializes in precision metal structural components for Apple, providing essential parts like frames and brackets [18] - The company achieves industry-leading precision and consistency through advanced processing technology and large-scale manufacturing capabilities [18] - The company is also expanding into the electric vehicle structural component business to mitigate fluctuations in the consumer electronics cycle [18] Group 17 - Company N provides market research and data analysis services to support Apple's decision-making, focusing on user behavior research and product experience optimization [19] - The company utilizes a professional research team and big data technology to provide precise market insights for Apple [19] - In the context of intensified competition in the consumer electronics market, the company helps Apple enhance user stickiness and market share through in-depth data analysis [19] Group 18 - Company O supplies acoustic terminal products like headphones to Apple, meeting the ecological standards for sound quality and wearing experience [20] - The company continuously optimizes product performance through technological upgrades to expand application scenarios within Apple's ecosystem [20] - The company is also developing acoustic solutions for smart wearable devices to create long-term growth momentum [20] Group 19 - Company P provides deep processing glass technology for Apple, supplying display and structural glass for terminal devices [21] - The company's products achieve industry-leading strength and optical performance, aligning with Apple's requirements for product appearance and durability [21] - The trend of upgrading consumer electronics glass to larger sizes and higher transparency drives the company to continuously enhance its competitiveness [21] Group 20 - Company Q offers vacuum coating equipment for Apple, primarily used for surface treatment of screens and structural components [22] - The company's equipment meets Apple's manufacturing needs in terms of coating precision and stability [22] - The company helps Apple achieve differentiated competition through equipment technology iterations amid trends of upgrading appearance and performance in consumer electronics [22] Group 21 - Company R provides communication chips and modules for Apple, mainly used in smart home devices for connectivity [23] - The company's products meet Apple's ecological standards in terms of stability and compatibility [23] - The company is also expanding into automotive-grade communication chip business to unlock new growth opportunities [23] Group 22 - Company S specializes in machine vision inspection equipment for Apple, providing solutions for appearance and performance testing of terminal devices [24] - The company's equipment achieves industry-leading precision and efficiency through advanced visual algorithms and optical technology [24] - The company continuously enhances its inspection capabilities through equipment iterations, deeply participating in Apple's quality control system [24] Group 23 - Company T supplies environmentally friendly synthetic leather materials for Apple, used in accessories and smart device exterior components [25] - The company's products meet Apple's design requirements in terms of environmental friendliness and texture [25] - The trend of green and low-carbon transformation in consumer electronics drives the company to continuously optimize product performance through material innovation [25] Group 24 - Company U provides offline home furnishing showrooms for Apple, showcasing and selling smart home products [26] - The company helps Apple reach a broader family user base through its nationwide channel network [26] - The acceleration of the smart home ecosystem's implementation allows the company to enhance market penetration for Apple's smart home products [26] Group 25 - Company V offers supply chain logistics services for Apple, primarily handling warehousing and distribution of components [27] - The company ensures efficient operation of Apple's supply chain through intelligent logistics systems and customized solutions [27] - The company enhances logistics resilience to help Apple cope with uncertainties amid global supply chain restructuring [27] Group 26 - Company W provides display testing equipment for Apple, focusing on performance and defect detection of terminal screens [28] - The company's equipment meets Apple's high standards in precision and stability through advanced testing technology and algorithm capabilities [28] - The company continuously enhances its testing capabilities through equipment iterations, deeply participating in Apple's product quality control [28] Group 27 - Company X provides semiconductor packaging and module manufacturing services for Apple, covering core components like RF chips and power management chips [29] - The company maintains a significant position in Apple's supply chain due to its advanced manufacturing technology and large-scale capacity [29] - The company is accelerating its layout in automotive-grade chip business to adapt to industry structural changes [29] Group 28 - Company Y provides automated assembly equipment for Apple, primarily used in the precision assembly of terminal devices [30] - The company's equipment meets Apple's manufacturing needs in terms of efficiency and stability through advanced automation technology [30] - The company continuously enhances its assembly capabilities through equipment iterations, deeply participating in Apple's production system [30] Group 29 - Company Z provides functional testing fixtures and automation equipment for Apple, focusing on performance testing and validation of terminal devices [31] - The company's products meet Apple's high standards in precision and reliability through a professional R&D team and manufacturing capabilities [31] - The company supports Apple's efficient product launches by quickly responding to customer needs amid the accelerated pace of consumer electronics iteration [31] Group 30 - Company A provides precision functional structural components for Apple, primarily used in internal components of devices like iPhones and iPads [32] - The company's products meet Apple's design requirements in terms of stability and integration through mature manufacturing processes and quality control [32] - The company is also expanding into the electric vehicle structural component business to unlock new growth opportunities [32] Group 31 - Company B supplies rare earth permanent magnet materials for Apple, used in components like vibration motors and sensors [33] - The company's materials meet Apple's technical requirements in terms of magnetic performance and stability through advanced rare earth processing technology [33] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance through material innovation [33] Group 32 - Company C provides quartz crystal components for Apple, primarily used in clock and frequency control modules of terminal devices [34] - The company's products meet Apple's high standards in precision and stability through mature crystal manufacturing technology [34] - The trend of high-frequency and high-speed upgrades in consumer electronics drives the company to continuously optimize product performance [34] Group 33 - Company D provides display touch modules for Apple, primarily used in screen components of iPhones and iPads [35] - The company's products meet Apple's ecological standards in terms of touch sensitivity and display quality through advanced display technology and manufacturing capabilities [35] - The trend of flexible and high-refresh-rate upgrades in display technology drives the company to continuously enhance module performance [35] Group 34 - Company E, as a core strategic supplier for Apple, specializes in precision connectors and modules widely used in devices like iPhones and headphones [37] - The company occupies a core position in Apple's supply chain due to its full industry chain layout and large-scale manufacturing capabilities [37] - The company is accelerating its layout in automotive electronics to create a long-term growth engine [37] Group 35 - Company F provides rare earth permanent magnet materials for Apple, used in components like motors and sensors [38] - The company's materials meet Apple's high standards in terms of performance and consistency through advanced rare earth permanent magnet technology [38] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [38] Group 36 - Company G provides display solutions for Apple, primarily used in brand display and interactive experience scenarios in Apple stores [39] - The company leverages advanced display technology and creativity to create immersive brand communication scenarios for Apple [39] - The trend of scenario-based marketing in consumer electronics allows the company to continuously enhance its service capabilities and strengthen its partnership with Apple [39] Group 37 - Company H provides functional film materials and automation equipment for Apple, primarily used in screen protection and assembly processes [40] - The company's products meet Apple's design requirements in terms of protection performance and fitting precision through advanced film material R&D and manufacturing capabilities [40] - The trend of lightweight upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [40]
深圳市奥拓电子股份有限公司关于限售股份上市流通的提示性公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002587 证券简称:奥拓电子 公告编号:2026-001 深圳市奥拓电子股份有限公司关于限售股份上市流通的提示性公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、误导性陈述或重大遗漏。 特别提示: 1、本次解除限售的股份数量为6,150,001股,占公司总股本的0.9439%。 2、本次限售股份上市流通日为2026年1月15日(星期四)。 一、本次解除限售股份的基本情况 2016年12月15日收到中国证券监督管理委员会(以下简称"中国证监会")证监许可[2016]3079号《关 于核准深圳市奥拓电子股份有限公司向沈永健等发行股份购买资产并募集配套资金的批复》,核准深圳 市奥拓电子股份有限公司(以下简称"公司"或"奥拓电子")向沈永健发行12,266,666股股份、向周维君发行 4,133,333股股份、向王亚伟发行216,000股股份、向罗晓珊发行216,000股股份、向广州中照龙腾资产管 理合伙企业(有限合伙)(以下简称"中照龙腾")发行1,800,000股股份、向深圳前海汉华源投资企业(有 限合伙)(以下简称"汉华源" ...
奥拓电子:约615万股限售股1月15日解禁
Mei Ri Jing Ji Xin Wen· 2026-01-12 10:39
(记者 曾健辉) 每经AI快讯,奥拓电子1月12日晚间发布公告称,公司限售股份约615万股将于2026年1月15日解禁并上 市流通,占公司总股本比例为0.9439%。 每经头条(nbdtoutiao)——年产量是传统大田120倍以上,1个人管理1栋楼!实探中国"植物工厂":水 稻生产期从120天减到60天,没有虫害不用打农药 ...
奥拓电子(002587) - 关于限售股份上市流通的提示性公告
2026-01-12 10:16
证券代码:002587 证券简称:奥拓电子 公告编号:2026-001 深圳市奥拓电子股份有限公司 1、本次解除限售的股份数量为6,150,001股,占公司总股本的0.9439%。 2、本次限售股份上市流通日为2026年1月15日(星期四)。 一、本次解除限售股份的基本情况 2016年12月15日收到中国证券监督管理委员会(以下简称"中国证监会") 证监许可[2016]3079号《关于核准深圳市奥拓电子股份有限公司向沈永健等发 行股份购买资产并募集配套资金的批复》,核准深圳市奥拓电子股份有限公司(以 下简称"公司"或"奥拓电子")向沈永健发行12,266,666股股份、向周维君发 行4,133,333股股份、向王亚伟发行216,000股股份、向罗晓珊发行216,000股股 份、向广州中照龙腾资产管理合伙企业(有限合伙)(以下简称"中照龙腾") 发行1,800,000股股份、向深圳前海汉华源投资企业(有限合伙)(以下简称"汉 华源")发行1,368,000股股份购买相关资产。核准公司非公开发行不超过 10,936,884股新股募集本次发行股份购买资产的配套资金。上述股份已于2016 年12月30日和2017年2 ...
奥拓电子(002587) - 广发证券股份有限公司关于公司发行股份购买资产并募集配套资金限售股份解禁上市流通的核查意见
2026-01-12 10:15
广发证券股份有限公司关于深圳市奥拓电子股份有限公司 1、2016年12月15日公司收到中国证券监督管理委员会(以下简称"中国证 监会")证监许可[2016]3079号《关于核准深圳市奥拓电子股份有限公司向沈永 健等发行股份购买资产并募集配套资金的批复》,核准奥拓电子向沈永健发行 12,266,666股股份、向周维君发行4,133,333股股份、向王亚伟发行216,000股股 份、向罗晓珊发行216,000股股份、向广州中照龙腾资产管理合伙企业(有限合 伙)(以下简称"中照龙腾")发行1,800,000股股份、向深圳前海汉华源投资 企业(有限合伙)(以下简称"汉华源")发行1,368,000股股份购买相关资产; 核准公司非公开发行不超过10,936,884股新股募集本次发行股份购买资产的配 套资金。上述股份已于2016年12月30日和2017年2月20日在深圳证券交易所上市。 发行股份购买资产并募集配套资金 限售股份解禁上市流通的核查意见 广发证券股份有限公司(以下简称"广发证券"或"独立财务顾问")作为 深圳市奥拓电子股份有限公司(以下简称"奥拓电子"或"公司")发行股份购 买资产并募集配套资金的独立财务顾问 ...
奥拓电子:截至2025年三季度末,公司已累计签订LED电影屏订单175块
Zheng Quan Ri Bao Wang· 2025-12-18 11:43
证券日报网讯12月18日,奥拓电子(002587)在互动平台回答投资者提问时表示,此次《阿凡达3》中 国首映礼电影放映选择由中影CINITY LED影院放映系统提供技术支持,放映CINITY与CINITY LED专 属制版的独家4K、3D、48帧率版本,旨在凭借4K高分辨率、3D、高帧率、高亮度、高动态范围、广色 域以及沉浸式音效七大前沿技术,将潘多拉的瑰丽世界以最纯粹、最震撼的方式呈现给观众。作为最早 研究LED电影屏技术的企业之一,公司始终保持对LED电影屏的研发投入和探索,积极推动我国乃至全 球影院放映技术和设备的提质升级以及观影体验的变革。截至2025年三季度末,公司已累计签订LED电 影屏订单175块,其中完成交付了71块。 ...
深圳市奥拓电子股份有限公司关于注销部分募集资金专项账户的公告
证券代码:002587 证券简称:奥拓电子 公告编号:2025-060 深圳市奥拓电子股份有限公司关于注销部分募集资金专项账户的公告 二、募集资金存放和管理情况 (一)募集资金的管理情况 为规范公司募集资金管理和使用,保护投资者权益,公司及惠州奥拓、南京奥拓分别设立了相关募集资 金专项账户。上述实收募集资金已统一存放于公司募集资金专项账户,后续根据公司《2019年度非公开 发行A股股票预案(二次修订稿)》规定及公司第四届董事会第二十一次会议审议通过《关于调整募集 资金投入金额的议案》结果,将上述募集资金分别各自存放于公司、南京奥拓、惠州奥拓的募集资金专 项账户内,并与保荐机构、存放募集资金的商业银行签署募集资金监管协议。 公司于2021年1月25日召开的第四届董事会第二十一次会议、第四届监事会第十九次会议审议通过了 《关于使用部分闲置募集资金进行现金管理的议案》《关于公司以募集资金增资全资子公司实施募投项 目的议案》。同意公司及全资子公司南京奥拓和惠州奥拓使用部分闲置募集资金进行现金管理;同意公 司使用非公开发行股票募集资金向南京奥拓、惠州奥拓增资,用于实施募投项目建设。 公司于2021年4月23日召开的第四 ...
奥拓电子:《阿凡达:火与烬》中国首映礼电影放映选择由中影CINITY LED影院放映系统提供技术支持
(编辑 袁冠琳) 证券日报网讯 12月10日,奥拓电子在互动平台回答投资者提问时表示,此次《阿凡达:火与烬》中国 首映礼电影放映选择由中影CINITYLED影院放映系统提供技术支持,放映CINITY与CINITYLED专属 制版的独家4K、3D、48帧率版本,旨在凭借4K高分辨率、3D、高帧率、高亮度、高动态范围、广色域 以及沉浸式音效七大前沿技术,将潘多拉的瑰丽世界以最纯粹、最震撼的方式呈现给观众。 ...
奥拓电子(002587) - 关于注销部分募集资金专项账户的公告
2025-12-10 10:46
证券代码:002587 证券简称:奥拓电子 公告编号:2025-060 深圳市奥拓电子股份有限公司 关于注销部分募集资金专项账户的公告 二、募集资金存放和管理情况 (一)募集资金的管理情况 为规范公司募集资金管理和使用,保护投资者权益,公司及惠州奥拓、南京 奥拓分别设立了相关募集资金专项账户。上述实收募集资金已统一存放于公司募 集资金专项账户,后续根据公司《2019年度非公开发行A股股票预案(二次修订 稿)》规定及公司第四届董事会第二十一次会议审议通过《关于调整募集资金投 入金额的议案》结果,将上述募集资金分别各自存放于公司、南京奥拓、惠州奥 拓的募集资金专项账户内,并与保荐机构、存放募集资金的商业银行签署募集资 金监管协议。 公司于2021年1月25日召开的第四届董事会第二十一次会议、第四届监事会 第十九次会议审议通过了《关于使用部分闲置募集资金进行现金管理的议案》《关 于公司以募集资金增资全资子公司实施募投项目的议案》。同意公司及全资子公 司南京奥拓和惠州奥拓使用部分闲置募集资金进行现金管理;同意公司使用非公 开发行股票募集资金向南京奥拓、惠州奥拓增资,用于实施募投项目建设。 公司于2021年4月23日召 ...