Core Insights - The company reported a revenue of 928,376,221.87 yuan for the third quarter of 2025, representing a year-on-year growth of 13.93% [2] - The net profit attributable to shareholders of the listed company was 86,814,192.36 yuan, showing a year-on-year increase of 7.47% [2] Financial Performance - Revenue for Q3 2025: 928.38 million yuan, up 13.93% year-on-year [2] - Net profit for Q3 2025: 86.81 million yuan, up 7.47% year-on-year [2]

Core Points - The stock of Jufei Optoelectronics (300303) closed at 6.7 yuan on October 24, 2025, with a market capitalization of 9.485 billion yuan, reflecting a 0.75% increase from the previous trading day [1] - The company announced the approval of two credit applications totaling 550 million yuan to meet its operational funding needs [1] Group 1 - The stock opened at 6.66 yuan, reached a high of 6.72 yuan, and a low of 6.63 yuan, with a trading volume of 202 million yuan and a turnover rate of 2.28% [1] - The board of directors approved a credit facility application of up to 300 million yuan from Industrial and Commercial Bank of China for a term not exceeding one year [1] - Additionally, the company plans to apply for a general credit facility of up to 25 million yuan from Agricultural Bank of China, also with a term not exceeding one year [1]

智通财经APP讯，聚飞光电(300303.SZ)发布2025年三季度报告，该公司前三季度营业收入为25.85亿 元，同比增长17.07%。归属于上市公司股东的净利润为2.11亿元，同比减少7.66%。归属于上市公司股 东的扣除非经常性损益的净利润为1.37亿元，同比减少13.83%。基本每股收益为0.15元。 ...

截至发稿，聚飞光电市值为95亿元。 每经头条（nbdtoutiao）——中国创新药，今年海外授权已卖出800亿美元！对话创东方投资合伙人卢 刚：生物医药二级市场火热，一级市场为何募资遇冷？ （记者 曾健辉） 每经AI快讯，聚飞光电（SZ 300303，收盘价：6.7元）10月24日晚间发布公告称，公司第六届第十次董 事会会议于2025年10月24日在公司会议室以现场结合通讯表决方式召开。会议审议了《关于公司<2025 年第三季度报告>的议案》等文件。 2025年1至6月份，聚飞光电的营业收入构成为：LED占比91.27%，其他业务占比8.73%。 ...

特别提示：本公司 2025 年第三季度报告已于 2025 年 10 月 25 日在中国证 监会指定的创业板信息披露网站上披露，请投资者注意查阅！ 证券代码：300303 证券简称：聚飞光电 公告编号：2025-058 深圳市聚飞光电股份有限公司 2025年第三季度报告披露提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 2025 年 10 月 25 日 2025 年 10 月 24 日，深圳市聚飞光电股份有限公司（以下简称"公司"） 召开第六届董事会第十次会议，审议通过了公司 2025 年第三季度报告。为使投 资者全面了解本公司的经营成果、财务状况，公司《2025 年第三季度报告》于 2025 年 10 月 25 日在中国证监会指定的创业板信息披露网站上披露: 巨潮资讯网网址为：http://www.cninfo.com.cn 敬请投资者注意查阅。 特此公告。 深圳市聚飞光电股份有限公司 董 事 会 ...

证券代码：300303 证券简称：聚飞光电 公告编号：2025-056 深圳市聚飞光电股份有限公司 第六届董事会第十次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市聚飞光电股份有限公司（以下简称"公司"）于 2025 年 10 月 14 日以 书面方式，向公司各位董事及高级管理人员发出关于召开第六届董事会第十次会 议的通知，并于 2025 年 10 月 24 日在公司会议室以现场结合通讯表决方式召开。 应参加董事 5 人，实参加董事 5 人，其中吉杏丹女士、李小放先生以通讯方式参 加，高级管理人员列席了会议，符合《公司法》及《深圳市聚飞光电股份有限公 司章程》的规定。会议由公司董事长邢美正先生主持。 经会议逐项审议，通过了如下议案： 1、会议以 5 票同意、0 票反对、0 票弃权的表决结果，审议通过了《关于 公司<2025 年第三季度报告>的议案》。 公司《2025 年第三季度报告》的编制和审核程序符合法律、行政法规和中国 证监会的规定，报告内容真实、准确、完整地反映了公司的实际情况，不存在任 何虚假记载、误导性陈述或者重大遗漏。 本议案 ...

Financial Performance - The company's revenue for Q3 2025 reached ¥928,376,221.87, representing a year-on-year increase of 13.93%[5] - Net profit attributable to shareholders was ¥86,814,192.36, up 7.47% compared to the same period last year[5] - The net profit after deducting non-recurring gains and losses decreased by 23.90% to ¥51,550,632.07[5] - Total operating revenue increased to ¥2,585,255,467.74, up from ¥2,208,346,304.28, representing a growth of approximately 17% year-over-year[23] - Net profit for the period was ¥209,304,543.50, down from ¥228,160,570.46, indicating a decrease of approximately 8% year-over-year[25] Assets and Liabilities - Total assets as of September 30, 2025, amounted to ¥6,296,306,139.25, reflecting a 5.13% increase from the end of the previous year[5] - Total liabilities increased to ¥2,527,630,481.93 from ¥2,255,478,850.42, marking an increase of approximately 12%[21] - The company's equity attributable to shareholders rose to ¥3,748,825,470.40, compared to ¥3,712,290,387.71, reflecting a growth of about 1%[21] Cash Flow - Cash flow from operating activities for the year-to-date reached ¥394,239,798.10, an increase of 58.86%[11] - The company’s cash flow from operating activities showed a positive trend, contributing to overall financial stability despite the decline in net profit[25] - Net cash flow from operating activities is 394,239,798.10, an increase from 248,172,034.41 in the previous period[27] - Cash inflow from operating activities totals 2,811,664,194.42, compared to 2,098,739,196.59 in the previous period[27] - Cash outflow from investing activities is 1,048,088,816.79, up from 772,308,737.83 in the previous period[27] Shareholder Information - Total number of common shareholders at the end of the reporting period is 88,295[14] - The largest shareholder, Li Xiaodan, holds 10.12% of shares, totaling 143,251,643 shares[14] - The second-largest shareholder, Xing Meizheng, holds 7.69% of shares, totaling 108,851,644 shares, with 61,560,000 shares pledged[14] Operational Metrics - Total current assets amount to 4,280,814,696.10 CNY, an increase from 4,156,846,688.58 CNY at the beginning of the period[19] - Cash and cash equivalents increased to 799,930,346.36 CNY from 658,309,810.57 CNY[19] - Accounts receivable decreased to 1,224,078,773.32 CNY from 1,273,918,552.78 CNY[19] - Inventory increased to 398,165,718.83 CNY from 384,160,357.21 CNY[19] - Research and development expenses amounted to ¥161,172,773.08, up from ¥140,110,648.47, indicating an increase of approximately 15% year-over-year[24] Other Financial Metrics - Investment income decreased by 83.99% to ¥8,361,519.65, mainly due to reduced returns from financial products[12] - The company reported a 215.67% increase in non-operating income, totaling ¥3,577,938.60, driven by higher non-operating revenue[12] - Basic and diluted earnings per share for the current period are both 0.15, down from 0.17 in the previous period[26] - The ending balance of cash and cash equivalents is 349,837,982.64, down from 388,474,233.25 in the previous period[27] Audit and Compliance - The company has not undergone an audit for the third quarter financial report[28] - The financial report for the third quarter is not subject to the new accounting standards effective from 2025[28]

Core Insights - On October 20, 2023, Jufei Optoelectronics experienced a stock price increase of 1.71%, with a trading volume of 173 million yuan [1] - The company reported a financing buy-in amount of 18.18 million yuan and a financing repayment of 21.69 million yuan on the same day, resulting in a net financing buy of -3.51 million yuan [1] - As of October 20, 2023, the total margin balance for Jufei Optoelectronics was 683 million yuan, indicating a high level of financing activity [1] Financing Summary - On October 20, 2023, Jufei Optoelectronics had a financing buy-in of 18.18 million yuan, with a current financing balance of 680 million yuan, representing 7.36% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of leverage [1] Securities Lending Summary - On October 20, 2023, Jufei Optoelectronics repaid 2,500 shares in securities lending and sold 100 shares, with a selling amount of 653 yuan based on the closing price [1] - The remaining securities lending balance was 355,900 shares, with a total value of 2.32 million yuan, also above the 80th percentile of the past year [1] Company Overview - Jufei Optoelectronics, established on September 15, 2005, and listed on March 19, 2012, is based in Longgang District, Shenzhen, Guangdong Province [1] - The company specializes in the research, production, and sales of SMD LED devices, with 98.28% of its revenue coming from LED products and 1.72% from other sources [1] Financial Performance - As of June 30, 2025, Jufei Optoelectronics had 89,900 shareholders, an increase of 1.13% from the previous period, with an average of 14,693 circulating shares per shareholder, a decrease of 1.12% [2] - For the first half of 2025, the company achieved a revenue of 1.657 billion yuan, representing a year-on-year growth of 18.90%, while the net profit attributable to shareholders decreased by 15.93% to 124 million yuan [2] Dividend Information - Since its A-share listing, Jufei Optoelectronics has distributed a total of 1.201 billion yuan in dividends, with 447 million yuan distributed over the past three years [2] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 23.4491 million shares, a decrease of 4.1367 million shares from the previous period [2] - Southern CSI 1000 ETF, ranked fourth, increased its holdings by 2.4845 million shares to 13.0292 million shares [2] - Huaxia CSI 1000 ETF and GF CSI 1000 ETF also increased their holdings, with increases of 1.8236 million shares and 1.3349 million shares, respectively [2]

Core Viewpoint - Jufei Optoelectronics, a company specializing in LED packaging, responded to investor inquiries on October 17, emphasizing that information regarding customers and business collaborations should be based on publicly disclosed information [2] Company Summary - Jufei Optoelectronics is focused on LED packaging [2] - The company has clarified its stance on sharing customer and business cooperation details, directing investors to rely on official disclosures [2]

Core Viewpoint - 聚飞光电's stock has experienced a decline in recent trading sessions, with a notable drop in both price and trading volume, indicating potential investor concerns about the company's performance and market position [1][2]. Financial Performance - As of June 30, 聚飞光电 reported a revenue of 1.657 billion yuan for the first half of 2025, representing a year-on-year growth of 18.90%. However, the net profit attributable to shareholders decreased by 15.93% to 124 million yuan [2]. - The company has cumulatively distributed 1.201 billion yuan in dividends since its A-share listing, with 447 million yuan distributed over the past three years [3]. Stock Market Activity - On October 17, 聚飞光电's stock price fell by 2.12% to 6.47 yuan per share, with a total market capitalization of 9.159 billion yuan. The trading volume was 135 million yuan, with a turnover rate of 1.56% [1]. - The stock has seen a year-to-date decline of 3.29%, a 7.04% drop over the last five trading days, and a 9.51% decrease over the past 20 days, while it has increased by 3.03% over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, 聚飞光电 had 89,900 shareholders, an increase of 1.13% from the previous period. The average number of circulating shares per shareholder decreased by 1.12% to 14,693 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 23.4491 million shares, a decrease of 4.1367 million shares from the previous period. In contrast, Southern CSI 1000 ETF increased its holdings by 2.4845 million shares to 13.0292 million shares [3].