Core Viewpoint - The company reported a strong performance in the third quarter, with significant year-on-year growth in both revenue and net profit [1] Financial Performance - The company's operating revenue for the first three quarters reached 500 million, representing a year-on-year increase of 12.90% [1] - The net profit attributable to shareholders of the listed company was approximately 76.91 million, showing a year-on-year growth of 36.54% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was about 74.39 million, reflecting a year-on-year increase of 44.74% [1]

证券代码：003015 证券简称：日久光电 公告编号：2025-040 江苏日久光电股份有限公司 关于 2025 年前三季度计提资产减值准备的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、本次计提资产减值准备情况概述 根据《企业会计准则》、《深圳证券交易所上市公司自律监管指引第 1 号——主 板上市公司规范运作》相关规定，基于谨慎性原则，公司对合并报表范围内截止 2025 年 09 月 30 日的各类资产进行了减值测试，对存在减值迹象的资产计提了减值准备。 2025 年 1-9 月，公司计提的各项资产减值准备金额合计-906.11 万元。具体情况 如下： 单位：万元 | 项目 | 2025 年 1-9 | 月 | | --- | --- | --- | | 信用减值损失（损失以"-"号填列） | -196.94 | | | 其中：应收票据 | 0.48 | | | 应收账款 | -191.09 | | | 其他应收款 | -6.32 | | | 资产减值损失（损失以"-"号填列） | -709.18 | | | 其中：存货 | -709.18 | ...

证券代码：003015 证券简称：日久光电 公告编号：2025-039 江苏日久光电股份有限公司 第四届董事会第十一次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、董事会会议召开情况 江苏日久光电股份有限公司（以下简称"日久光电"或"公司"）第四届董事会 第十一次会议于2025年10月20日上午10:00在日久光电公司会议室以现场结合通讯表决 的方式召开，会议通知于2025年10月15日以邮件方式发出。本次会议应出席董事9名， 实际参加表决董事9人（其中以通讯表决方式出席会议的董事为任永平、王志坚、彭磊， 合计3人）。公司高级管理人员列席了本次会议，会议由董事长陈超先生主持。本次会 议符合《公司法》等有关法律、行政法规、部门规章、规范性文件和《公司章程》的 规定，会议合法有效。 二、董事会会议审议情况 经与会董事认真审议，以记名投票表决方式通过了以下议案： （一）审议通过《关于公司<2025 年第三季度报告>的议案》。 公司的董事、高级管理人员保证公司 2025 年第三季度报告内容真实、准确、完整， 不存在任何虚假记载、误导性陈述或重大遗漏 ...

Group 1 - The core viewpoint of the article highlights the financial performance of Riko Optoelectronics (003015.SZ) in the third quarter, showing significant growth in revenue and net profit [1] Group 2 - The company reported a total operating revenue of 500 million yuan for the first three quarters, representing a year-on-year increase of 12.90% [1] - The net profit attributable to shareholders of the listed company reached approximately 76.91 million yuan, marking a year-on-year growth of 36.54% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was about 74.39 million yuan, reflecting a year-on-year increase of 44.74% [1]

Core Insights - The company reported a third-quarter revenue of 199 million yuan, representing a year-on-year growth of 21.15% [1] - The net profit for the third quarter was 31.3 million yuan, showing a year-on-year increase of 34.65% [1] - For the first three quarters, the total revenue reached 501 million yuan, with a year-on-year growth of 12.90% [1] - The net profit for the first three quarters was 76.9 million yuan, reflecting a year-on-year increase of 36.54% [1]

Financial Performance - The company's revenue for Q3 2025 reached ¥198,583,630.22, representing a 21.15% increase compared to the same period last year[4] - Net profit attributable to shareholders for the same period was ¥31,300,935.29, up 34.65% year-on-year[4] - The basic earnings per share for Q3 2025 was ¥0.12, reflecting a 33.33% increase compared to the previous year[4] - Total operating revenue for Q3 2025 reached ¥500,640,857.53, an increase of 12.9% compared to ¥443,455,779.09 in the same period last year[20] - Operating profit for the period was ¥82,438,889.29, up from ¥62,953,960.94, reflecting a growth of 31.1% year-over-year[21] - Net profit attributable to shareholders was ¥76,909,728.40, representing a 36.7% increase from ¥56,327,910.94 in the previous year[22] - Basic and diluted earnings per share increased to ¥0.28 from ¥0.21, a rise of 33.3%[22] Assets and Equity - Total assets at the end of the reporting period amounted to ¥1,220,220,835.60, a 9.83% increase from the end of the previous year[4] - The company's total equity attributable to shareholders increased by 12.18% to ¥1,089,783,707.58[5] - Total assets amounted to ¥1,220,220,835.60, compared to ¥1,111,029,730.93, marking a growth of 9.8% year-over-year[19] - The company's total equity rose to ¥1,089,783,707.58, up from ¥971,462,759.73, reflecting a growth of 12.1%[19] Cash Flow - The cash flow from operating activities for the year-to-date was ¥135,886,968.64, showing a significant increase of 57.18%[11] - Operating cash inflow for the current period was $352,880,533.69, an increase of 22.4% from $288,363,483.08 in the previous period[24] - Net cash flow from operating activities reached $135,886,968.64, up 57.2% compared to $86,455,106.97 in the prior period[25] - Cash inflow from financing activities amounted to $105,835,401.00, an increase from $65,985,000.00 in the previous period[25] - The ending cash and cash equivalents balance was $171,362,811.08, up from $131,997,578.10 at the end of the previous period[25] Expenses - The company’s management expenses rose by 43.12% to ¥26,921,256.03, mainly due to increased share-based payment expenses[11] - Research and development expenses increased to ¥27,462,475.53, up 18.9% from ¥23,114,342.71, indicating a focus on innovation[21] - Operating costs for the period were ¥414,758,730.00, an increase of 7.6% from ¥385,536,399.21[20] Shareholder Information - The total number of common shareholders at the end of the reporting period is 37,474[13] - The largest shareholder, Chen Chao, holds 15.69% of shares, totaling 44,094,864 shares, with 13,500,000 shares pledged[14] - The second-largest shareholder, Chen Xiaoli, owns 10.74% of shares, amounting to 30,196,407 shares, with 8,150,000 shares pledged[14] - The top 10 shareholders collectively hold 1.72% of shares in a repurchase special account[15] - The company has not disclosed any related party relationships among other shareholders[15] Accounts Receivable and Inventory - Accounts receivable increased by 35.88% to ¥151,059,085.18, primarily due to revenue growth[10] - Accounts receivable rose to ¥151,059,085.18 from ¥111,167,573.56, indicating a significant increase in credit sales[17] - Inventory decreased to ¥128,721,514.82 from ¥135,689,312.52, suggesting improved inventory management[17] Other Information - The company plans to hold a staff representative meeting on August 27, 2025, to elect a new board member[15] - The company did not undergo an audit for the third quarter financial report[26]

Core Viewpoint - The company plans to invest in a new project to produce 6 million square meters of functional film annually, aimed at increasing the capacity of dimming conductive films and optical films [1] Group 1: Investment Details - The project will include land acquisition, factory construction, and equipment configuration [1] - The overall construction period is expected to be 24 months, subject to actual progress [1] - The company has previously procured magnetic sputtering equipment worth no more than 200 million yuan as a strategic reserve for market expansion [1]

Group 1: Company Overview and Product Development - The company focuses on OCA optical adhesive primarily for consumer electronics, facing challenges due to intensified market price competition and high R&D costs, leading to near-saturation capacity utilization without profitability [2][3] - The company is developing foldable and curved OCA optical adhesives, with client sample certifications showing progress, aiming to provide stable quality support for optical film products [3][4] Group 2: Product Lines and Market Position - The traditional ITO conductive film maintains stable order volume and pricing, benefiting from advantages in cost control and customization for irregular shapes compared to embedded in-cell technologies [3][4] - The company offers a range of smart film technologies, including PDLC, SPD, LC, and EC, with EC being the primary product due to its low voltage and energy consumption, although it has slower color-changing speed [3][4] Group 3: Future Projects and Capacity Expansion - A new project for an annual production capacity of 6 million square meters of functional films is underway, with an investment of up to 200 million yuan in magnetron sputtering equipment as a strategic reserve for market expansion [5][6] - The overall construction period for the new project is estimated at 24 months, covering land acquisition, factory construction, and production equipment setup [6]

证券代码：003015 证券简称：日久光电 公告编号：2025-037 江苏日久光电股份有限公司 关于完成《公司章程》备案登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、基本情况 江苏日久光电股份有限公司（以下简称"公司"）于 2025 年 8 月 27 日召开 2025 年第二次临时股东会，审议通过了《关于修订<公司章程>的议案》，根据《中华人民 共和国公司法》《上市公司章程指引》《深圳证券交易所股票上市规则》《深圳证券 交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等法律法规、规范 性文件的最新规定，结合公司实际情况，对《公司章程》中相关条款进行修订，具体 内容详见 2025 年 8 月 12 日刊载于巨潮资讯网（www.cninfo.com.cn）的《关于修订< 公司章程>的公告》（公告编号：2025-032）及修订后的《公司章程》全文。近日，公 司已在苏州市数据局完成《公司章程》工商备案手续。 二、备查文件 1、苏州市数据局出具的《登记通知书》。 特此公告。 江苏日久光电股份有限公司 董 事 会 2025年10月9日 1 ...

Core Insights - The optical and optoelectronic sector experienced a slight increase of 0.31% on September 24, with Shengyang Technology leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Shengyang Technology (603703) closed at 11.31, with a rise of 10.02% and a trading volume of 323,600 shares, amounting to a transaction value of 355 million [1] - Baoming Technology (002992) closed at 59.06, up 9.35%, with a trading volume of 71,700 shares and a transaction value of 412 million [1] - Meidike (688079) closed at 13.69, increasing by 8.31%, with a trading volume of 154,500 shares and a transaction value of 207 million [1] - Hehui Optoelectronics (688538) closed at 2.92, up 8.15%, with a trading volume of 3,934,600 shares and a transaction value of 1.148 billion [1] - Tianshan Electronics (301379) closed at 31.98, rising by 6.81%, with a trading volume of 334,800 shares and a transaction value of 1.034 billion [1] - Qianzhao Optoelectronics (300102) closed at 12.80, up 5.09%, with a trading volume of 260,500 shares and a transaction value of 325 million [1] - Huichuangda (300909) closed at 34.44, increasing by 5.00%, with a trading volume of 86,300 shares and a transaction value of 293 million [1] - Xiangteng New Materials (001373) closed at 30.97, up 4.91%, with a trading volume of 21,500 shares and a transaction value of 65.524 million [1] - ST Hengjiu (002808) closed at 4.70, rising by 4.91%, with a trading volume of 65,500 shares and a transaction value of 30.521 million [1] - Sanan Optoelectronics (600703) closed at 15.64, up 4.83%, with a trading volume of 1,997,800 shares and a transaction value of 3.081 billion [1] Fund Flow - The optical and optoelectronic sector saw a net inflow of 88.102 million from main funds, while retail funds experienced a net inflow of 77.9 million [2] - However, there was a net outflow of 867 million from speculative funds [2]