2月27日，光力科技在投资者互动平台披露，公司正全力推进航空港厂区二期项目建设，该项目预计2027年一季度全部建成投产，同时公司将采用边建设边 投产模式，灵活匹配市场需求，保障客户订单高效交付。 此前公司发布的2025年度业绩预告显示，全年经营实现扭亏为盈，归属于上市公司股东的净利润盈利3300万元-4800万元，扣非后净利润盈利1700万元-2400 万元。三季度起公司半导体设备新增订单持续增加、交货量大幅提升；同时公司全球化布局成效显现，海外子公司经营逐步向好，叠加资产减值计提金额大 幅降低，进一步推动了盈利水平的改善。 此次加码航空港二期项目，源于公司紧抓半导体设备国产替代加速、先进封装高景气的行业机遇。目前公司半导体封测设备已进入满产状态，新增订单持续 增加，现有产能难以满足市场需求，二期项目的建设将有效突破产能瓶颈，投产后新增产能预计达现有产能三倍以上。 （校对/黄仁贵） 光力科技主营高端半导体封测装备、物联网安全生产监控装备两大核心业务，是全球前三的半导体切割划片装备企业，也是国内唯一实现12英寸双轴全自动 划片机量产的厂商，其半导体设备已进入长电、华天等头部企业供应链，物联网业务则在煤矿安全监测 ...

格隆汇2月27日丨光力科技(300480.SZ)在投资者互动平台表示，日本的半导体设备有着多年的技术和应 用积累，其设备行业认可度很高，是我们学习和追赶的标杆。公司经过多年努力，国产化高端半导体划 切设备已经进入头部封测企业并形成批量销售，公司设备已经具有与国际竞争对手对标型号相媲美的稳 定性、切割品质和切割效率，性能处于国际一流水平，实现了高端切割划片设备的国产替代。目前，公 司产品的市场占有率与国际竞争对手相比尚有较大差距，公司将紧跟行业发展趋势，与客户紧密合作， 持续加快新产品的研发进度，丰富产品系列，进一步推动半导体设备的国产替代。 ...

每经AI快讯，有投资者在投资者互动平台提问：去年7月开始公司已经满产，2026年新年过后，新建二 期厂房是否已经投入应用，是建成后一次应用还是边建边应用？ （文章来源：每日经济新闻） 光力科技（300480.SZ）2月27日在投资者互动平台表示，为了紧抓行业发展机遇，公司正在全力推进航 空港厂区二期项目的建设，二期项目预计于2027年一季度全部建成投产。公司也将根据市场需求变化采 取边建设边投产的方式，以更好地满足客户订单交付需求。 ...

Core Viewpoint - The company, Guangli Technology, is undergoing a minor share reduction by its Vice President Li Zuqing, which is primarily driven by personal financial needs, while the overall market sentiment remains positive due to improving fundamentals [1][2]. Event Impact - Short-term emotional pressure may arise from the executive's share reduction, typically signaling caution regarding company valuation or short-term outlook, potentially leading to retail investor sell-offs. However, the reduction is minimal (0.20%) and does not affect company control or operations [2] - Following the announcement of the reduction plan, the company's stock price increased by 26.47% from January 16 to February 12, with a price fluctuation of 34.63%. On the day of the reduction (February 10), the stock price rebounded by 5.0%, indicating that the market is more focused on fundamental improvements rather than the reduction pressure [2]. Company Fundamentals - The company reported strong performance in the first three quarters of 2025, with revenue of 460 million yuan (+20.75%), net profit attributable to shareholders of 36.52 million yuan (+167.44%), and a gross margin of 54.9% [3]. - For the full year of 2025, the expected net profit is projected to be between 17 million and 24 million yuan, driven by increased semiconductor equipment orders and reduced asset impairments. Institutional forecasts align with this outlook, predicting a net profit of 45 million yuan for 2025, indicating a turnaround from previous losses [4]. Business Transformation Effectiveness - The revenue share from semiconductor packaging and testing equipment has risen to 44.79% in the first half of 2025, with domestic slicing machines receiving orders from leading clients. The safety production monitoring business has a gross margin exceeding 70%, providing stable cash flow [5]. Company Valuation - The current price-to-earnings ratio (TTM) is negative (-441.72) due to losses in 2024, while the price-to-book ratio stands at 7.72, above the industry average. The share reduction may exacerbate the volatility of this high valuation [6]. - As of February 12, 2026, there was a net inflow of 9.79 million yuan in principal funds, indicating that the reduction did not trigger a significant outflow of capital [6]. Future Situation Analysis - The scale of Li Zuqing's reduction plan is limited, and the company's fundamentals continue to improve, particularly in the semiconductor sector, suggesting a positive short-term stock price reaction. However, attention should be paid to the pace of future executive reductions and potential risks related to goodwill impairments [7].

关于变更投资者联系方式的公告 光力科技股份有限公司（以下简称"公司"）为进一步做好投资者关系管理 工作，更加便于与投资者交流、沟通，公司对投资者联系方式进行了调整，现将 相关情况公告如下： 欢迎广大投资者通过上述渠道与公司沟通。 | 证券代码：300480 | 证券简称：光力科技 | 公告编号：2026-005 | | --- | --- | --- | | 债券代码：123197 | 债券简称：光力转债 | | 特此公告。 光力科技股份有限公司 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。 | 变更内容 | 变更前 | 变更后 | | --- | --- | --- | | 联系电话 | 0371-67858887 | 0371-67853916 | 除上述变更外，公司网址、公司邮箱等其他投资者联系方式均未发生变化。 上述变更自本公告披露之日起正式启用。此次变更给广大投资者带来的不便，敬 请谅解。 董事会 2026 年 2 月 11 日 光力科技股份有限公司 ...

Group 1: Company Overview and Operations - Guangli Technology's semiconductor equipment production has reached full capacity since July 2025, with new orders continuously increasing [2] - The second phase of the Zhengzhou Airport project is expected to triple the current production capacity and is scheduled for completion in Q1 2027 [2] - Major clients in the semiconductor business include IDM manufacturers and OSAT firms, with large customer orders accounting for approximately 50% of new domestic semiconductor orders [2] Group 2: Financial Performance and Profitability - The gross margin for the semiconductor business is projected to exceed 40% in 2024, driven by increased sales of high-end customized equipment and improved utilization rates [3] - The overall gross margin is expected to rise as the company integrates self-developed core components into its products [3] Group 3: Global Operations and Market Position - The Israeli subsidiary ADT and the UK subsidiary LP leverage decades of industry experience and brand recognition to meet overseas customer demands [3] - The company employs a dual-circulation global production and marketing model to support both domestic and international markets [3] Group 4: Product Development and Innovation - The company has developed over 20 models of mechanical cutting equipment and is advancing the R&D of 8-inch laser cutting machines [5] - Core components, such as air spindles, are supplied to other semiconductor and semi-semiconductor equipment clients, with applications in various fields including silicon wafer production and optical inspection [5]

Summary of Conference Call Notes Company and Industry Involved - The discussion primarily revolves around **DISCO**, a leading company in the semiconductor equipment industry, particularly known for its high-precision cutting and grinding equipment. The context also includes the broader **semiconductor industry**. Core Points and Arguments - **Significant Stock Increase**: DISCO's stock surged by **10%**, potentially reaching an all-time high, driven by a surge in semiconductor demand due to the explosion of AI computing power [1][3]. - **Market Dominance**: DISCO holds a **70%-80% market share** in its sector, benefiting from nearly **90 years of technological expertise** [1][3]. - **Record Shipment Figures**: In Q3 2025, DISCO reported a shipment value of **113.6 billion yen** (approximately **5 billion yuan**), marking a record high. Shipments from the Asian region showed substantial year-on-year and quarter-on-quarter growth, reflecting strong demand from TSMC and domestic markets [1][3]. - **Increased Demand for Semiconductor Equipment**: There is a notable increase in demand for semiconductor slicing machines, with expectations of monthly shipment volumes rising significantly in the coming years [2][4]. - **Future Production Plans**: By the first half of 2025, monthly shipments of semiconductor equipment were projected to be fewer than **10 units**, but this is expected to rise to over **20 units** in the second half of 2025. By early 2026, customers are requesting deliveries of **40-50 units** per month, prompting the company to expand production capabilities [4]. - **High-End Model Pricing**: The high-end slicing machines, primarily used for advanced packaging, are priced between **1.4 million to 2.4 million yuan**, while standard models are approximately **1 million yuan**. The high-end models offer higher profit margins [4]. - **Market Potential**: Looking ahead, if DISCO can replace Japanese competitors and capture a **30% market share** in a **6 billion yuan** market, with a **25% net profit margin**, this could correspond to a market valuation of **13.5 billion yuan**. Including the company's core business in coal mine intelligence, the total market valuation could reach approximately **19.5 billion yuan** [4]. Other Important but Possibly Overlooked Content - The discussion highlights the **strong growth trajectory** of the semiconductor industry, particularly in the context of AI advancements, which is driving demand for high-precision equipment [1][2][3]. - The emphasis on **customer requirements** for increased production capacity indicates a robust future demand landscape for semiconductor equipment manufacturers [4].

同壁财经讯，企查查数据显示，根据《乌海能源各单位KJ90X型煤矿安全监控系统配件（框架）采购公 开招标中标结果公告》，光力科技股份有限公司于2026年2月5日公告中标国家能源集团乌海能源有限责 任公司采购项目，中标金额为2877.00万元。 相关上市公司：光力科技(300480.SZ) 同壁财经小贴士： 光力科技（300480.SZ）2024年营业收入为5.73亿元，营业收入增长率为-13.25%，归属母公司净利润 为-1.13亿元，归属母公司净利润增长率为-263.32%，净资产收益率为-8.23%。 2025年上半年公司营业收入为2.88亿元，营业收入增长率为20.63%，归属母公司净利润为0.25亿元，归 属母公司净利润增长率为138.99%。 目前公司属于工业行业，主要产品类型为专用设备与零部件，2024年报主营构成为半导体精密加工类产 品:47.37%;瓦斯抽采监控设备:23.42%;瓦斯抽采监控系统:11.91%;火情监控系统:6.3%;其他煤矿安全类产 品:6.08%;环保类产品:1.87%;配件收入:1.48%;技术咨询:0.46%;校验维修:0.21%;租赁收入:0.16%。 同壁财经讯，企 ...

证券日报网讯 2月3日，光力科技在互动平台回答投资者提问时表示，公司12寸高精密切割设备适用于 超薄晶圆，支持晶圆全切和DBG半切工艺，同时支持先进封装制程中的Edge Trimming工艺，可服务于 CPO共封装光学等算力中心数据互联网场景和紧凑型封装的可穿戴设备等领域，该设备已形成正式销售 订单。此外，公司应用于高效封装体切割分选的设备已进入客户验证阶段。 （编辑 楚丽君） ...

证券日报网讯2月3日，光力科技（300480）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东人数约为2.6万户。 ...