10月23日晚，光智科技发布2025年三季报。前三季度，公司实现营业收入14.43亿元，同比增长 51.11%，其中第三季度实现营业收入4.23亿元，同比增长10.60%。 2025年以来，光智科技在红外光学业务领域依托垂直一体化产业链布局与精准市场拓展策略，不断提升 产品交付能力与综合竞争力，为公司高质量发展提供坚实支撑。 下游应用拓展层面，光智科技拓展聚焦场景化创新，针对安防监控、工业检测、户外观测、电力监测、 医疗诊断及辅助驾驶等领域需求开发多款终端产品。公司2025年新发布的SMART单目手持热像仪更凭 借设计创新斩获德国iF设计奖，显示出良好的市场接受度与品牌影响力。 公司表示，未来将持续强化全产业链协同优势，坚持以技术创新为引擎，深化上游材料领先地位，扩大 中游核心器件产能与竞争力，并积极开拓下游新兴应用场景。通过将一体化优势转化为持续的增长动 能，实现在红外市场中厚积薄发。（燕云） 在红外光学业务板块，公司已构建从材料到下游应用的红外全产业链布局，具备材料生长、芯片设计、 器件制备到系统集成的全产业链规模化生产能力。该模式不仅有效控制各环节成本，更在质量一致性、 交付效率方面构筑起差异化壁垒，推 ...

Core Insights - The optical and optoelectronic sector experienced a rise of 1.05% on October 24, with Chenfeng Technology leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Chenfeng Technology (603685) closed at 21.12, up 10.00% with a trading volume of 86,700 shares and a turnover of 175 million yuan [1] - Dongtian Micro (301183) closed at 101.10, up 8.42% with a trading volume of 113,300 shares [1] - Tianshan Electronics (301379) closed at 31.67, up 6.70% with a trading volume of 199,600 shares [1] - Other notable performers include Sudavige (300331) up 5.48% and Huichuangda (300909) up 5.46% [1] Capital Flow - The optical and optoelectronic sector saw a net outflow of 466 million yuan from institutional investors and 155 million yuan from retail investors, while retail investors had a net inflow of 621 million yuan [2] - The capital flow data indicates a mixed sentiment among different investor types within the sector [2] Individual Stock Capital Flow - Crystal Optoelectronics (002273) experienced a net outflow of 74.89 million yuan from institutional investors [3] - Wave Length Optoelectronics (301421) had a net inflow of 44.73 million yuan from institutional investors [3] - Sudavige (300331) saw a net inflow of 41.19 million yuan from institutional investors [3]

Core Viewpoint - The company Guangzhi Technology (300489.SZ) has confirmed that it does not hold any shares, either directly or indirectly, in Xian Dao Electric Science and Technology as of the current date [1]. Company Summary - Guangzhi Technology has clarified its investment position regarding Xian Dao Electric Science and Technology, stating no ownership of shares [1].

Core Viewpoint - The company has successfully established an 8-inch silicon-based MEMS infrared detector production line, achieving breakthroughs in infrared thermal imaging core technology and mastering MEMS chip design, manufacturing processes, and packaging technologies [1] Group 1: Technology Development - The company has developed MEMS chip design technology, manufacturing process technology, and metal/ceramic and wafer-level packaging technology [1] - Future plans include strengthening technological capabilities to enhance the performance and quality of infrared detector products [1] Group 2: Market Application - The company aims to provide more efficient and safer solutions for the high-end intelligent driving sector [1]

格隆汇10月24日丨光智科技(300489.SZ)在投资者互动平台表示，公司具备"材料生长、芯片设计、器件 制备到系统集成"的全产业链规模化生产能力。公司已建设8英寸硅基MEMS非制冷红外探测器芯片生产 线，突破了红外热成像核"芯"技术，并掌握了MEMS芯片设计和制造工艺技术及金属、陶瓷和晶圆级封 装技术。非制冷探测器已经实现最高百万像素级别，技术处于国内领先水平。 ...

Core Insights - The company reported a revenue of 423,215,980.62 yuan for the third quarter of 2025, reflecting a year-on-year growth of 10.60% [2] - The net profit attributable to shareholders of the listed company was -32,992,828.23 yuan for the same period [2] Financial Performance - Revenue for Q3 2025: 423.22 million yuan, up 10.60% year-on-year [2] - Net profit for Q3 2025: -32.99 million yuan [2]

Core Viewpoint - Guangzhi Technology (300489.SZ) reported a significant increase in revenue for the first three quarters of 2025, indicating strong business growth despite a net loss [1] Financial Performance - The company's operating revenue for the first three quarters reached 1.443 billion yuan, representing a year-on-year growth of 51.11% [1] - The net loss attributable to shareholders of the listed company was 8.994 million yuan [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 9.5895 million yuan, showing a year-on-year increase of 114.10% [1] - The basic loss per share was 0.0653 yuan [1]

格隆汇10月23日丨光智科技(300489.SZ)公布三季度报告，前三季营业收入14.4亿元，同比增长51.11%， 净亏损899万元，归属于上市公司股东的扣除非经常性损益的净利润958.9万元，同比增长114.10%。 ...

每经头条（nbdtoutiao）——四次登上央视，知名大佬"消失"5年，我们在水果仓库找到了他！从月薪 5000到千亿市值公司联席总裁，他45岁再创业 每经AI快讯，光智科技（SZ 300489，收盘价：44.75元）10月23日晚间发布公告称，公司第五届第三十 次董事会会议于2025年10月23日在公司会议室召开。会议审议了《关于公司〈2025年第三季度报告〉的 议案》等文件。 （记者 王晓波） 截至发稿，光智科技市值为62亿元。 2024年1至12月份，光智科技的营业收入构成为：制造类占比95.39%，其他占比4.61%。 ...

光智科技股份有限公司 投资者关系管理制度 第一章 总则 第一条 为进一步完善光智科技股份有限公司（以下简称"公司"）治理结构，规 范公司投资者关系管理工作，加强公司与投资者和潜在投资者（以下统称"投资者"） 之间的沟通，加深投资者对公司的了解和认同，促进公司诚信自律规范运作，提升公司 投资价值，切实保护投资者特别是社会公众投资者的合法权益，根据《中华人民共和国 公司法》《上市公司投资者关系管理工作指引》《深圳证券交易所创业板股票上市规则》 （以下简称《上市规则》）《深圳证券交易所上市公司自律监管指引第2号——创业板 上市公司规范运作》等有关法律、法规、规范性文件以及《光智科技股份有限公司章程》 （以下简称《公司章程》）的规定，结合公司实际情况，制定本制度。 第二条 投资者关系管理是指公司通过便利股东权利行使、信息披露、互动交流和 诉求处理等工作，加强与投资者及潜在投资者之间的沟通，增进投资者对公司的了解和 认同，以提升公司治理水平和企业整体价值，实现尊重投资者、回报投资者、保护投资 者目的的相关活动。 第二章 投资者关系管理的基本原则 （二）组织与投资者沟通联络的投资者关系管理活动； （三）组织及时妥善处理投 ...