Core Viewpoint - Lehman Optoelectronics expects a net profit loss attributable to shareholders of 33 million to 45 million yuan for 2025, compared to a loss of 91.88 million yuan in the same period last year, primarily due to a decline in operating revenue [1] Group 1: Financial Performance - The company's overall revenue decreased by approximately 15% year-on-year [1] - Revenue from the U.S. business declined by about 23% year-on-year due to external factors such as U.S. tariff policies and geopolitical conflicts [1] - The company reported a net profit loss of 91.88 million yuan in the previous year [1] Group 2: Strategic Initiatives - To address challenges and promote business diversification, the company established a new subsidiary in Japan and built product showrooms in Europe and the Middle East [1] - The company is expanding its overseas market presence through various online channels and increasing resource investment in Europe, the Middle East, Northeast Asia, Southeast Asia, South America, and Africa [1] - Some markets have seen revenue growth exceeding 30% year-on-year, contributing to the cultivation of new growth points for long-term development [1]

证券代码：300162 证券简称：雷曼光电 公告编号：2026-002 深圳雷曼光电科技股份有限公司 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、本期业绩预计情况 公司整体收入同比下降约 15%。主要受两方面影响：其一，受美国关税政 策、地缘政治冲突等外部环境变化，对美业务收入同比减少约 23%；其二，国 内行业竞争加剧，产品市场价格承压下行。 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：预计净利润为负值，与上年同期相比，归属于上市公 司股东的净利润将同比减亏 4,688.01 万元-5,888.01 万元。 | 项 目 | 本报告期 | | | 上年同期 | | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | 亏损：3,300 | 万元–4,500 | 万元 | 亏损：9,188.01 | 万元 | | | | | 比上年同期增长：51%-65% | | | | | | 扣除非经常性损益后 ...

● 本报记者 齐金钊 雷曼光电创始人、董事长兼总裁李漫铁在接受中国证券报记者专访时表示，面向未来公司将坚持聚焦 LED主业，持续进行技术创新及产品生态完善，着力推动国内、国际在产品、市场、业务等方面相互促 进，不断夯实业务基础，挖掘经营潜力，提升公司的发展质量。 从2022年北京冬奥会开幕式上的超高清"冰雪五环"异形屏，到今年2月份即将亮相米兰冬奥会央视展示 厅的275英寸8K超高清Micro LED屏，再到走入寻常百姓家的家庭巨幕墙……作为中国第一家LED显示 屏高科技上市公司，雷曼光电创立20余年来，一直深耕LED显示行业，不断在LED高清显示的创新赛道 上实现自我突破。 近年来，国内LED显示市场面临竞争加剧、需求增速放缓的挑战。为此，雷曼光电在稳固专用显示基本 盘的同时，一方面紧跟政策导向布局超高清家庭巨幕市场，另一方面依托技术积累开拓文旅沉浸式显示 新场景，通过差异化竞争开辟新的业绩增长点。 国家广播电视总局等部门发布的《加快超高清高质量发展行动计划（2025-2027年）》将2025年定为"超 高清发展年"，推动全国首批地方卫视全链路4K制播升级。2025年6月28日，深圳卫视4K超高清频道正 式 ...

Core Insights - Shenzhen Lehman Optoelectronics Technology Co., Ltd. has launched two new MicroLED home giant screen products, LV135Max and LV163Max, marking the third generation of its home giant screen offerings [1] - The new products break through technical and cost barriers in large-size display devices, accelerating the transition of MicroLED technology from commercial to consumer use, and opening up a new trillion-yuan market for China's LED display industry [1] Technology and Product Features - The third-generation giant screens utilize proprietary COB display technology and a unique PSE energy-saving cold screen patent, keeping power consumption below 100W/㎡ and surface temperature below 30℃, reducing energy consumption by 40% compared to similar products [1] - The pixel pitch has been minimized to 0.9mm/0.7mm, achieving 4K ultra-high-definition seamless display, ensuring clarity even at close viewing distances [1] Cost and Market Strategy - The company has reduced the price of the 135-inch product to below 200,000 yuan and the 163-inch product to below 240,000 yuan, which is only one-third of the price of similar products in the industry, expanding the target customer base from ultra-high-net-worth families to a million-level high-net-worth user group [2] - The third-generation giant screen products have multiple functional breakthroughs, transforming them from simple television products into the visual hub of smart homes, featuring virtual reality functions and various scene settings [2] Market Presence and Future Outlook - Lehman Optoelectronics has established over ten offline experience stores nationwide, with pre-orders for the new products available on JD.com and Tmall, and supply set to begin at the end of March [2] - The founder and chairman of the company, Li Mantie, stated that the release of these new products is a crucial step in the civilian application of MicroLED technology, which will reshape the high-end home display market [2]

Core Viewpoint - Lehman Optoelectronics has launched its Micro LED home giant wall products, aiming to make high-end visual experiences accessible to ordinary households by significantly reducing prices compared to similar products in the market [1][5]. Group 1: Product Launch - The company introduced two new models, the LV135Max (135 inches) priced at 199,999 yuan and the LV163Max (163 inches) priced at 239,999 yuan, breaking the price barrier of over 500,000 yuan for similar products [1]. - The new products utilize proprietary Micro-LED display technology and PSE energy-saving cold screen technology, allowing for seamless display sizes of 135 inches and 163 inches with pixel pitches of 0.9 mm and 0.7 mm, respectively [3]. Group 2: Technological Advancements - The products address key technical challenges such as 4K/8K clarity, seamless module splicing, low-temperature cold screens, energy management, and visual comfort, transforming the display into a unified immersive visual experience [3]. Group 3: Lifestyle Applications - The new models feature unique virtual reality capabilities with built-in virtual window scenes, allowing users to experience seasonal changes and global scenery from home, while also serving multiple functions such as movie wall, entertainment wall, atmosphere wall, art wall, scenery wall, background wall, and interactive wall [4]. Group 4: Market Outlook and Sustainability - The first batch of the 135-inch and 163-inch models is available for pre-order, with supply starting at the end of March [5]. - The products demonstrate a 40% reduction in energy consumption compared to traditional projection systems, using power equivalent to that of a one-horsepower air conditioner, and are made from environmentally recyclable materials [5]. - The company has established strategic partnerships with several interior design firms and audio-visual integrators to offer integrated home visual solutions, aiming to transition from high-end markets to mainstream households [5].

Market Overview - As of January 21, the Shanghai Composite Index closed at 4116.94 points, up by 3.29 points, with a growth rate of 0.08% [1] - The Shenzhen Component Index closed at 14255.13 points, increasing by 99.50 points, representing a growth rate of 0.70% [1] - The ChiNext Index closed at 3295.52 points, rising by 17.54 points, with a growth rate of 0.54% [1] High Turnover Stocks - A total of 80 A-shares had a turnover rate exceeding 20% on this day, with Aisheren reaching a turnover rate of over 50% [1] - The stock Aisheren had a closing price of 44.04 yuan, with a turnover rate of 78.23% and a significant increase of 175.59% [1] - Other notable stocks with high turnover rates include: - Nabai Chuan: Closing price 86.26 yuan, turnover rate 44.53%, increase of 9.87% [1] - Guangdian Electric: Closing price 6.09 yuan, turnover rate 44.40%, increase of 9.93% [1] - Jintaiyang: Closing price 39.13 yuan, turnover rate 44.16%, increase of 19.96% [1] Additional High Turnover Stocks - Other stocks with notable turnover rates include: - Blue Arrow Electronics: Closing price 36.75 yuan, turnover rate 43.18%, increase of 2.45% [1] - Sanbian Technology: Closing price 21.06 yuan, turnover rate 41.55%, decrease of 8.03% [1] - Hongbaoli: Closing price 9.59 yuan, turnover rate 39.79%, increase of 9.98% [1] - The stock with the highest turnover rate in the second list is Tai Li Technology, with a turnover rate of 28.52% and an increase of 6.32% [2] Summary of Notable Stocks - The stock with the highest turnover in the third list is Tian Di Online, with a turnover rate of 22.08% and an increase of 10.01% [3] - Other significant stocks include: - New Henghui: Closing price 85.76 yuan, turnover rate 22.04%, increase of 2.22% [3] - Jiangtian Chemical: Closing price 31.56 yuan, turnover rate 22.01%, increase of 4.12% [3]

Market Overview - The optical and optoelectronic sector experienced a decline of 1.58% on January 20, with Infinte leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers in the optical and optoelectronic sector included: - *ST Yushun (002289): Closed at 29.14, up 5.01% with a trading volume of 27,100 shares and a turnover of 78.21 million yuan - Lehman Optoelectronics (300162): Closed at 9.43, up 3.85% with a trading volume of 894,700 shares and a turnover of 830 million yuan - Baoming Technology (002992): Closed at 48.80, up 2.48% with a trading volume of 43,100 shares and a turnover of 214 million yuan [1] - Major decliners included: - Infinte (300582): Closed at 17.35, down 7.76% with a trading volume of 283,600 shares and a turnover of 501 million yuan - Qianzhao Optoelectronics (300102): Closed at 31.84, down 6.98% with a trading volume of 1,228,500 shares and a turnover of 401.9 million yuan - Geberga (920438): Closed at 37.80, down 6.48% with a trading volume of 54,200 shares and a turnover of 210 million yuan [2] Capital Flow - The optical and optoelectronic sector saw a net outflow of 2.292 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.616 billion yuan [2] - The capital flow for specific stocks showed: - TCL Technology (000100): Net inflow of 1.99 billion yuan from institutional investors, with a net outflow of 305.24 million yuan from retail investors - Lehman Optoelectronics (300162): Net inflow of 55.21 million yuan from institutional investors, with a net inflow of 57.73 million yuan from retail investors [3]

Group 1 - The optical optoelectronics sector increased by 0.43% on January 19, with Lehman Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Notable stock performances included Lehman Optoelectronics with a closing price of 9.08, up 7.20%, and ST Hengji with a closing price of 5.38, up 5.08% [1] Group 2 - The optical optoelectronics sector experienced a net outflow of 311 million yuan from institutional investors, while retail investors saw a net inflow of 156 million yuan [2] - The stock TCL Technology had a significant net inflow of 316 million yuan from institutional investors, despite a net outflow from retail investors [3] - Other companies like BOE Technology and Fuzhicheng also showed varied net inflows and outflows among different investor types [3]

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。 证券代码：300162 证券简称：雷曼光电 公告编号：2026-001 深圳雷曼光电科技股份有限公司 关于公司控股股东及其一致行动人完成证券非交易过户的公告 公司控股股东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）保证向本公司提供的信息内容真实、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"）近日收到控股股东李 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）（以下简称"杰 得投资"）的通知，李漫铁先生持有的公司 10,490,000 股无限售流通股份，与 杰得投资持有的公司 10,060,000 股无限售流通股份，已通过非交易过户的方式 转让至深圳市高新投集团有限公司（以下简称"高新投"）名下，相关手续已在 中国证券登记结算有限责任公司深圳分公司（以下简称"中国结算深圳分公司"） 办理完毕，具体情况如下： 一、非交易过户情况概述 2025 年 12 月 30 日，公司控股股东李漫铁先生及其一致行动人杰得投资分 别与高新投签署了《质押股票 ...

Group 1 - The company, Lehman Optoelectronics (300162.SZ), stated that it currently has no business related to satellite navigation [1]