南财智讯1月29日电，光力科技发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 3300万元—4800万元，预计同比扭亏；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利 润为1700万元—2400万元，同比预增113.86%—119.57%。业绩变动原因说明：1、公司国产化机械划切 设备在先进封装领域得到了更加广泛的应用。2025年三季度开始，新增订单持续增加，交货量持续加 大。2、围绕矿山智能化建设，公司持续深化物联网业务，在煤炭市场不景气的大环境下，仍然保持了 稳定的业绩。3、得益于2025年公司全球化的深度布局和调整，海外子公司经营情况逐步向好。4、报告 期内，预计2025年相关资产计提减值准备金额较2024年度大幅度降低。5、2025年公司非经常性损益金 额约为1800万元。 ...

√扭亏为盈 □同向上升 □同向下降 | 证券代码：300480 | 证券简称：光力科技 | 公告编号：2026-004 | | --- | --- | --- | | 债券代码：123197 | 债券简称：光力转债 | | 光力科技股份有限公司 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、预计的本期业绩情况 1、业绩预告期间 2025 年 1 月 1 日-2025 年 12 月 31 日 2、业绩预告情况：预计净利润为正值 4、报告期内，预计 2025 年相关资产计提减值准备金额较 2024 年度大幅度 降低。 5、2025 年公司非经常性损益金额约为 1,800 万元。 四、其它相关说明 | 项 | 目 | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | 盈利：3,300 万元 | 万元-4,800 | 亏损：11,308.11 | 万元 | | | | 比上年同期增长：129.18%-142.45% | | | | | ...

证券代码：300480 证券简称：光力科技 债券代码：123197 债券简称：光力转债 光力科技股份有限公司投资者关系活动记录表 编号：20260123 | | □特定对象调研 □分析师会议 | | --- | --- | | □媒体采访 投资者关系活动 | □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 □现场参观 | | | √其他 | （投资者电话交流会） | | 参与单位名称及 | 中金资管：陈俊、崔海亮；浙商证券：厉秋迪、褚旭、胡嘉、赵洪。 | | 人员姓名 | | | 时间 2026 年 | 1 月 23 日 15:00-16:00 | | 地点 线上交流 | | | 上市公司接待人 | 总经理、董事：胡延艳 | | 员姓名 | 证券事务代表：关平丽 | | | 公司管理层简要介绍公司情况，并与投资者就公司半导体封测装备 | | | 业务、物联网安全生产监控装备业务的经营情况及其他投资者关心的问 | | | 题进行沟通交流，主要交流内容如下： | | | 1、截至目前，公司订单和发货情况？ | | | 答：感谢您的关注！公司国产化机械划切设备以其媲美国际一流产 | | | 品的性 ...

Group 1 - The core point of the article highlights the significant stock price increases of several companies, including沃格光电, 金瑞矿业, and 麦格米特, which have reached their daily limit up [1][2] - 通富微电 previously experienced a limit up, indicating strong market interest and potential investor confidence [1][2] - Other companies such as 帝尔激光, 光力科技, 五方光电, and 赛微电子 also showed notable price increases, suggesting a positive trend in the sector [1][2]

Economic Information - Several smartphone manufacturers, including Xiaomi, OPPO, vivo, and Transsion, have lowered their annual shipment forecasts, with Xiaomi and OPPO reducing by over 20%, vivo by nearly 15%, and Transsion to below 70 million units [2] - Silver prices have surged over 50% in one month and over 150% in six months, impacting the photovoltaic industry, which consumes a significant amount of silver. The cost of raw materials for solar cells has increased by nearly 20% due to rising silver prices [2] - The company Xibei is expected to incur cumulative losses exceeding 600 million yuan from September 2025 to March 2026, leading to the closure of 102 stores, accounting for 30% of its total outlets [2] Company Alerts - Shenghong Technology anticipates a net profit increase of 260%-295% year-on-year for 2025, although Q4 performance fell short of expectations [4] - Cambridge Technology expects a net profit increase of 51%-67% year-on-year for 2025, with Q4 results also below expectations [4] - Multiple companies, including Weimait and Youyan Silicon, have announced plans to reduce their shareholdings by up to 4.98% and 3% respectively [4][11] Overseas Alerts - The three major U.S. stock indices collectively declined last Friday, with the Nasdaq China Golden Dragon Index dropping by 1.15%. Notable declines were seen in Chinese stocks such as Alibaba and JD.com [5] - The European Union is considering imposing tariffs on U.S. goods worth 93 billion euros in response to U.S. tariffs on eight European countries, which could take effect on February 6 if no agreement is reached [5]

Group 1 - Zhengzhou is focusing on digital transformation and industrial upgrading, leveraging its historical strength and vibrant economy to create a conducive environment for innovation and investment [2] - The city aims to build a new foundation for computing power and create new industrial clusters, while enhancing the business environment to attract quality resources and capital [2] - The collaboration with various enterprises is expected to foster innovation platforms, expand application scenarios, and share market benefits, contributing to the development of a smart economy and society [2][3] Group 2 - Guests expressed their admiration for Zhengzhou's cultural charm, innovative vitality, and industrial strength, indicating a strong potential for further cooperation in artificial intelligence and digital economy [3] - The focus will be on attracting new technologies, scientific innovation companies, and investment capital to support high-quality economic and social development in Zhengzhou [3]

Shareholder Reductions - RS Technologies and Cangyuan Investment plan to reduce their holdings by no more than 3% in Youyan Silicon [1] - Yuexiu Capital intends to sell no more than 1% of the total share capital of CITIC Securities [1] - Multiple shareholders of Ruimaite plan to collectively reduce their holdings by no more than 4.98% [1] - The controlling shareholder of Brother Technology plans to reduce its holdings by no more than 2% [1] - Jinggangshan Chengxing intends to reduce its holdings in Guanggang Gas by no more than 0.9997% [1] - The controlling shareholder of Lianchuang Optoelectronics, Electronic Group, plans to reduce its holdings by no more than 2% [1] - Shenzhen Jun Tian, a shareholder of Chengdu Xian Dao, plans to reduce its holdings by no more than 2.51% [1] - Shareholder Fan Jun of Xidi Micro plans to reduce no more than 251,230 shares [1] - Shareholder Cheng Gao Century of Decai Co., Ltd. plans to reduce 4.1973 million shares [1] - Hangzhou Xintou and its concerted action party Hangzhou Haoyue have cumulatively reduced 1.29% of shares in Meinian Health [1] - Guotou Chuangye Fund has cumulatively reduced 1.06% of shares in Fuchuang Precision [1] - New Momentum Fund has cumulatively reduced 0.9926% of shares in Shannon Chip Creation [1] - Deputy General Manager Li Zuqing of Guangli Technology plans to reduce no more than 701,600 shares [1] Other Notable Events - Yuan Zhishuang of Dingxin Communications is under investigation by the Securities Regulatory Commission for suspected short-term trading of company shares [1] - Shimao Energy has terminated its plans for a change in control [1]

格隆汇1月16日｜光力科技公告，持有光力科技股份有限公司股份2,806,544股（占剔除公司回购专用账 户股份数量后总股本的0.80%）的董事兼副总经理李祖庆女士，计划自本公告发布之日起十五个交易日 后的三个月内，以集中竞价方式减持公司股份不超过701,636股（不超过剔除公司回购专用账户股份数 量后总股本的0.20%）。 ...

（记者 王晓波） 每经头条（nbdtoutiao）——白银50天涨逾80%，疯狂程度远超黄金，历史上爆炒白银往往预示贵金属 牛市已到高潮，这次有何不同？ 每经AI快讯，光力科技1月16日晚间发布公告称，持有光力科技股份有限公司股份约281万股（占剔除 公司回购专用账户股份数量后总股本的0.8%）的董事兼副总经理李祖庆女士，计划自本公告发布之日 起十五个交易日后的三个月内，以集中竞价方式减持公司股份不超过约70万股。 ...

光力科技：副总经理李祖庆拟减持不超过0.20%。 ...