Group 1 - The company has extensive experience in providing LED products and services for football stadiums [2] - The company aims to actively explore business opportunities related to the World Cup [2]

Group 1 - The 25th Winter Olympic Games in Milan showcased China's display technology, with products like printed OLED and 8K Micro-LED screens gaining international attention [1][2] - TCL Huaxing's exhibition featured innovative products such as 4K 120Hz printed OLED displays and the world's first printed OLED foldable display, enhancing brand recognition and global customer outreach [1][2] - The 275-inch 8K Micro-LED screen developed by Lehman Optoelectronics was used for live broadcasting at the opening ceremony, highlighting China's advancements in display technology [2] Group 2 - China's display industry is experiencing significant growth, with domestic panel manufacturers accounting for nearly 70% of global shipments from 2023 to 2024, and this figure rising to 72.1% [2][3] - Companies like TCL Huaxing and Tianma Microelectronics are actively investing in Micro-LED technology, while also competing in quantum dot displays and holographic displays, achieving parity with leading international firms [3] - Major Chinese enterprises are expanding globally, with BOE Technology Group's subsidiaries established in multiple countries, enhancing their service capabilities across key global regions [3]

Core Viewpoint - Lehman Optoelectronics (300162) disclosed that Shenzhen High-tech Investment Group Co., Ltd. currently holds 20,550,000 shares of the company, representing 4.90% of the total share capital [1] Group 1 - Shenzhen High-tech Investment Group Co., Ltd. is a significant shareholder in Lehman Optoelectronics [1] - The total number of shares held by Shenzhen High-tech Investment Group Co., Ltd. is 20,550,000 [1] - The percentage of total share capital represented by Shenzhen High-tech Investment Group Co., Ltd. is 4.90% [1]

Core Viewpoint - Lehman Optoelectronics announced that as of the date of the announcement, the company's controlling shareholder, actual controller, and their concerted actors collectively hold approximately 127 million shares, accounting for 30.28% of the company's total share capital of approximately 420 million shares [1] Summary by Relevant Categories Shareholding Structure - The controlling shareholder and related parties hold about 127 million shares, which is 30.28% of the total share capital [1] - A total of approximately 53.18 million shares have been pledged, representing 41.88% of the shares held by the controlling shareholder and 12.68% of the company's total share capital [1]

证券代码：300162 证券简称：雷曼光电 公告编号：2026-003 深圳雷曼光电科技股份有限公司 关于控股股东及其一致行动人股份解除质押及质押的公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 深圳雷曼光电科技股份有限公司（以下简称"公司"）接到公司控股股东之 李漫铁先生及其一致行动人南京杰得创业投资合伙企业（有限合伙）的函告，获 悉上述股东近日将其持有的公司股份进行了解除质押及质押。具体事项如下： | 股东名称 | 是否为控股 股东或第一 大股东及其 | 本次解除质 押股份数量 | 占其所 持股份 | 占公司 总股本 | 质押起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 一致行动人 | （股） | 比例 | 比例 | | | | | 李漫铁 | | 9,970,000 | 22.65% | 2.38% | 2024 年 9 月 | 2026 年 1 月 | 深圳市高 | | 南京杰得创业投资合 伙企业（有限合伙） | 是 | 30,215,000 | 10 ...

Core Viewpoint - Lehman Optoelectronics forecasts a net loss attributable to shareholders for the fiscal year 2025, ranging from 33 million to 45 million yuan, representing a significant reduction in losses compared to the previous year's loss of 91.88 million yuan, with a year-on-year reduction rate expected to be between 51% and 65% [2] Financial Performance - The company anticipates a revenue of 1.05 billion to 1.08 billion yuan for the reporting period, indicating a decline compared to the previous year [2] - The net profit, excluding non-recurring gains and losses, is expected to be a loss of 45 million to 57 million yuan, with a year-on-year reduction of 47% to 59% [2] Factors Influencing Performance - Revenue from the U.S. market is expected to decline by approximately 23% due to changes in U.S. tariff policies and geopolitical conflicts, alongside intensified domestic competition leading to price pressures [2] - The company has implemented multiple rounds of price adjustments to stabilize market share, resulting in some inventory's net realizable value being lower than cost, prompting the company to make provisions for inventory write-downs based on prudence [2] - The depreciation of the U.S. dollar against the Chinese yuan has led to increased foreign exchange losses, contributing to higher financial expenses and impacting current profits [2] Strategic Initiatives - Despite facing short-term challenges, the company is actively promoting business diversification and market expansion [2] - New subsidiaries have been established in Japan, product showrooms in Europe and the Middle East, and partnerships in Southeast Asia, with some markets experiencing revenue growth exceeding 30% year-on-year [2] - The company continues to advance product upgrades, with positive market feedback on the newly launched "HD King·Cold Screen Master" series of ultra-energy-saving products, and the third-generation "Home Giant Wall" product based on PSE's core technology has been officially launched, expected to drive future performance growth [2]

Core Viewpoint - Lehman Optoelectronics (300162) is expected to report a net loss for the fiscal year 2025, although the loss is projected to be less severe compared to the previous year, indicating a potential improvement in financial performance despite ongoing challenges in the market [1] Financial Performance - The company anticipates a net loss attributable to shareholders of between 33 million to 45 million yuan, a reduction from the previous year's loss of 91.88 million yuan, representing a year-on-year improvement of 46.5% to 51.1% [1] - The expected revenue for 2025 is projected to be between 1.05 billion to 1.08 billion yuan, reflecting a year-on-year decline of approximately 15% [1] - The net loss after excluding non-recurring gains and losses is estimated to be between 45 million to 57 million yuan, also indicating a narrowing of losses compared to the previous year [1] Market Factors - The anticipated performance decline is attributed to several factors, including changes in U.S. tariff policies, intensified industry competition leading to price reductions, increased inventory impairment provisions, and foreign exchange losses due to the depreciation of the U.S. dollar against the yuan [1] - The company has established a subsidiary in Japan to expand into overseas markets such as Europe, the Middle East, and Southeast Asia, with some markets experiencing revenue growth exceeding 30% year-on-year [1] - Positive market response to new products is expected to support future performance [1]

Group 1 - The company, Lehman Optoelectronics, announced an expected net profit loss attributable to shareholders of 33 million to 45 million yuan for the year 2025 [1] - The projected operating revenue for 2025 is estimated to be between 1.05 billion and 1.08 billion yuan, compared to 1.2525593 billion yuan in the same period last year [1]

Core Viewpoint - Lehman Optoelectronics is expected to report a net profit loss of between 33 million to 45 million yuan for the entire year of 2025 due to various adverse factors impacting its financial performance [1] Group 1: Revenue Decline - The company's overall revenue is projected to decline by approximately 15% year-on-year, primarily due to a 23% decrease in revenue from U.S. operations influenced by changes in U.S. tariff policies and geopolitical conflicts, as well as intensified domestic competition leading to downward pressure on product prices [2] - To address these challenges and diversify its business, the company has established a new subsidiary in Japan, built product showrooms in Europe and the Middle East, and expanded partnerships in Southeast Asia, with some markets experiencing revenue growth exceeding 30% year-on-year [2] Group 2: Inventory Write-downs - The company has increased its inventory write-down provisions due to intensified industry competition, which necessitated multiple rounds of price adjustments to stabilize market share and accelerate inventory turnover, resulting in some inventory's net realizable value falling below cost [3] Group 3: Exchange Losses - The company has faced increased exchange losses due to currency fluctuations, which have led to a rise in financial expenses and negatively impacted current profits [3] Group 4: Financial Performance - For the first three quarters of 2025, the company's main revenue was 867 million yuan, a year-on-year decrease of 8.41%, while the net profit attributable to shareholders rose by 120.46% to 8.87 million yuan [4] - In the third quarter of 2025, the company reported a single-quarter main revenue of 302 million yuan, an increase of 4.86% year-on-year, and a net profit attributable to shareholders of 4.01 million yuan, up 107.87% [4] - The company's debt ratio stands at 43.68%, with investment income of 2.60 million yuan and financial expenses of -1.06 million yuan, while the gross profit margin is 24.83% [4]

Core Viewpoint - Lehman Optoelectronics expects a full-year operating revenue of 1,046 million to 1,076 million yuan for 2025, reflecting a significant impact from external factors such as U.S. tariff policy changes and intensified competition in the domestic market [1][2]. Group 1: Revenue Performance - The company's overall revenue decreased by approximately 15% year-on-year, primarily due to a 23% decline in revenue from U.S. operations influenced by U.S. tariff policies and geopolitical conflicts [2]. - Domestic market competition has pressured product prices, contributing to the revenue decline [2]. - In response to these challenges, the company has diversified its business by establishing a subsidiary in Japan, building product showrooms in Europe and the Middle East, and expanding partnerships in Southeast Asia, resulting in some markets experiencing over 30% year-on-year revenue growth [2]. Group 2: Inventory and Financial Performance - The company increased its inventory impairment provision due to intensified industry competition, which led to multiple price adjustments to stabilize market share and accelerate inventory turnover [3]. - Exchange rate fluctuations resulted in increased foreign exchange losses, raising financial expenses and impacting current profits [3]. - For the first three quarters of 2025, the company's main revenue was 867 million yuan, down 8.41% year-on-year, while net profit attributable to shareholders rose by 120.46% to 8.87 million yuan [4]. - The third quarter alone saw a main revenue of 302 million yuan, up 4.86% year-on-year, with net profit attributable to shareholders increasing by 107.87% to 4.01 million yuan [4].