深圳太辰光通信股份有限公司简式权益变动报告书 深圳太辰光通信股份有限公司 简式权益变动报告书 上市公司名称：深圳太辰光通信股份有限公司 上市地点：深圳证券交易所 股票简称：太辰光 股票代码：300570 信息披露义务人：郑余滨 住 所：广东省深圳市福田区*** 通讯地址：深圳市坪山区坑梓街道秀新社区锦绣中路8号太辰光通信科技园 权益变动性质：不涉及持股数量的增减，因郑余滨先生与其他6位股东签署的《一 致行动协议书》到期而履行的信息披露义务。 签署日期：2024年12月6日 1 深圳太辰光通信股份有限公司简式权益变动报告书 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券 法》（以下简称"《证券法》"）《上市公司收购管理办法》（以下简称"《收 购办法》"）《公开发行证券的公司信息披露内容与格式准则第15号——权益变 动报告书》（以下简称"《第15号准则》"）及相关法律、法规和规范性文件编 写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《证券法》《收购办法》《第15号准则》的规定，本报告书已全面 披露信息披露义务人在深圳太辰光通信股份有限公司拥 ...

深圳太辰光通信股份有限公司详式权益变动报告书 深圳太辰光通信股份有限公司 详式权益变动报告书 上市公司名称：深圳太辰光通信股份有限公司 上市地点：深圳证券交易所 股票简称：太辰光 股票代码：300570 信息披露义务人①：张致民 住 所：广东省深圳市福田区*** 信息披露义务人②：张艺明 住 所：广东省深圳市福田区*** 住 所：广东省深圳市福田区*** 通讯地址：深圳市坪山区坑梓街道秀新社区锦绣中路8号太辰光通信科技园 权益变动性质：本次权益变动是由于原《一致行动人协议书》到期暨部分股 东重新签订《一致行动人协议书》所引起，不涉及持股数量的变动。 信息披露义务人③：张映华 住 所：四川省德阳市旌阳区*** 信息披露义务人④：蔡乐 住 所：广东省深圳市福田区*** 信息披露义务人⑤：蔡波 住 所：广东省深圳市福田区*** 信息披露义务人⑥：肖湘杰 签署日期：2024年12月6日 深圳太辰光通信股份有限公司详式权益变动报告书 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券 法》（以下简称"《证券法》"）《上市公司收购管理办法》（以下简称"《收购办法》"） 《公开发行证券的 ...

证券代码：30 0 570 证券简称：太辰光 公告编号：2 0 24-050 关于持股 5%以上股东减持股份比例达到 1%的公告 公司持股 5%以上的股东深圳市神州通投资集团有限公司保证向本公司提供的信 息披露内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。本公司及董事 会全体成员保证公告内容与信息披露义务人提供的信息一致。 一、减持计划实施情况 | 股东名称 | 减持方式 | 减持时间 | 减持均价 （元/股） | 减持股数 （万股） | 减持股数占总 股本的比例 | | --- | --- | --- | --- | --- | --- | | 神州通 | 集中竞价交易 | 2024/11/15 | 75.43 | 23.12 | 0.1018% | | | 大宗交易 | 2024/11/18 | 60.58 | 35.00 | 0.1541% | | | 大宗交易 | 2024/11/19 | 63.75 | 100.30 | 0.4416% | | | 大宗交易 | 2024/11/20 | 64.17 | 30.50 | 0.1343% | | | 集中竞价交易 | 2024/12/5 | ...

证券代码：30 0 570 证券简称：太辰光 公告编号：2 0 2 4-04 9 深圳太辰光通信股份有限公司 关于持股 5%以上股东解除质押部分股份的公告 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。 深圳太辰光通信股份有限公司（以下简称"公司"或"太辰光"）近日接到持股 5% 以上股东深圳市神州通投资集团有限公司（以下简称"神州通"）通知，获悉其将所持 有的本公司部分股份办理了解除质押业务，具体事项如下： 注：表格中的比例均为四舍五入保留两位小数后的结果，下同。 | 已质押股份 情况 | 已质押股份限售和冻结数量 | 0 | | --- | --- | --- | | | 占已质押股份比例 | 0% | | 未质押股份 | 未质押股份限售和冻结数量 | 0 | | 情况 | 占未质押股份比例 | 0% | 三、其他说明 截至本公告披露日，公司持股 5%以上股东神州通所持公司股份不存在被冻结或拍 卖等情况，其质押股份不存在平仓风险，质押风险属可控范围内，股份质押行为不会对 公司生产经营、公司治理等产生重大影响。公司将持续关注其质押及风险情况，严格遵 守相关规 ...

深圳太辰光通信股份有限公司 简式权益变动报告书 股票简称：太辰光 股票代码：300570.SZ 信息披露义务人：深圳市神州通投资集团有限公司 注册地址：深圳市福田区泰然大道东泰然劲松大厦 20E 通讯地址：深圳市南山区科发路 83 号南山金融大厦 20 楼 上市公司名称：深圳太辰光通信股份有限公司 股票上市地点：深圳证券交易所 签署日期：2024 年 11 月 20 日 1 信息披露义务人声明 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在深圳太辰光通信股份有限公司深圳太辰光 通信股份有限公司（以下简称"公司"、"上市公司"、"太辰光"）中拥有权益的 股份变动情况。 截至本报告书签署之日，除本报告书披露的信息外，上述信息披露义务人没 有通过任何其他方式增加或减少其在上市公司中拥有权益的股份。 四、本次权益变动是根据本报告书所载明的资料进行的。信息披露义务人没 有委托或者授权其他任何人提供未在本报告书列载的信息和对本报告书作出任 何解释或者说明。 五、信息披露义务人承诺本权益变动报告书不存在虚假记载、误导性陈述或 重大遗漏，并对其真实性、准确性和完整性承担 ...

证券代码：300570 证券简称：太辰光 公告编号：2024-04 8 近日，公司收到神州通出具的《告知函》和《深圳太辰光通信股份有限公司简式权 益变动报告书》：2023年4月7日至今，神州通以大宗和集中竞价交易累计减持本公司股 份1,128.75万股，占对应总股本的比例合计为5.0144%。现将有关情况公告如下： 一、本次权益变动基本情况 深圳太辰光通信股份有限公司 关于持股 5%以上股东权益变动的提示性公告 股东深圳市神州通投资集团有限公司保证向本公司提供的信息披露内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。本公司及董事会全体成员保证公告 内容与信息披露义务人提供的信息一致。 重要内容提示： 1、本次权益变动为履行此前披露的股份减持计划，不触及要约收购； 2、本次权益变动不会使公司控股股东及实际控制人发生变化； 3、本次权益变动后，神州通持有公司1,347.572万股股份（占总股本的5.9331%）， 请投资者注意相关风险。 深圳太辰光通信股份有限公司（以下简称"公司"）于2024年10月24日披露了《股 东减持股份预披露公告》（公告编号：2024-040）：持有本公司股份1,536.49 ...

深圳太辰光通信股份有限公司 关于持股 5%以上股东解除质押部分股份的公告 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。 深圳太辰光通信股份有限公司（以下简称"公司"或"太辰光"）近日接到持股 5% 以上股东深圳市神州通投资集团有限公司（以下简称"神州通"）通知，获悉其将所持 有的本公司部分股份办理了解除质押业务，具体事项如下： 注：表格中的比例均为四舍五入保留两位小数后的结果，下同。 证券代码：30 0570 证券简称：太辰光 公告编号：2024- 047 二、股东股份累计质押的情况 截至 2024 年 11 月 14 日，神州通所持质押股份情况如下： | 股东名称 | 神州通 | | --- | --- | | 持股数量（万股） | 1,536.492 | | 持股比例 | 6.76% | | 累计被质押数量（万股） | 1,300.00 | | 占其所持股份比例 | 84.61% | | 占公司总股本比例 | 5.72% | 股东 名称 是否为 第一大 股东 本次解除 质押股数 （万股） 占其所持 股份比例 占公司总 股本比例 起始日 解除质 押日 质权 ...

Investment Rating - The report assigns an "Outperform" rating to the company with a target price of RMB 86.50 based on a 2025 PE of 50X [3][14] Core Views - The company achieved record-high quarterly revenue in Q3 2024, driven by increased customer orders [1][2] - Revenue for Q1-Q3 2024 reached RMB 916 million, up 47% YoY, with net profit attributable to shareholders of RMB 146 million, up 39.09% YoY [1] - Q3 2024 revenue was RMB 406 million, up 74.52% YoY and 41.69% QoQ, with net profit of RMB 66.29 million, up 99.90% YoY [1] - Gross margin improved significantly to 36.23% in Q3 2024, up 8.72 pcts YoY and 3.68 pcts QoQ [1] - The company is advancing R&D and production of high-speed active products, benefiting from AI computing and 5G construction demand [2][3] Financial Performance - For 2024-2026, revenue is forecasted to be RMB 1.41 billion, 2.11 billion, and 2.83 billion respectively, with net profit of RMB 250 million, 393 million, and 544 million [3] - EPS is projected to be RMB 1.10, 1.73, and 2.39 for 2024-2026 [3] - Gross margin is expected to stabilize around 33.8% from 2024-2026 [4][6] - ROE is forecasted to increase from 16.9% in 2024 to 23.6% in 2026 [4] Business Segments - The optical devices segment is the main revenue driver, expected to grow from RMB 1.33 billion in 2024 to RMB 2.69 billion in 2026 [6] - Optical fiber sensing business is projected to maintain stable revenue at around RMB 3.44 million from 2024-2026 [6] - Other main businesses are forecasted to grow from RMB 79.39 million in 2024 to RMB 133.38 million in 2026 [6] R&D and Operations - R&D expenses in Q3 2024 were RMB 23.65 million, up 57.55% YoY, with R&D expense ratio of 5.82% [2] - Inventory increased 22.80% YoY to RMB 273 million at the end of Q3 2024, mainly due to increased sales orders [2] - Operating cash flow in Q3 2024 was RMB 29.82 million, down 31.32% YoY [2] Industry Position - The company is one of the largest global manufacturers of dense connectivity products [3] - It is a leading enterprise in China's ceramic ferrule industry and a major supplier of MPO/MTP optical connectors [7] - The company has a complete R&D system and holds various patents in the optical communication field [7]

Investment Rating - The investment rating for the company is "Outperform the Market" [2] Core Insights - The company reported a significant increase in revenue and profit for Q3 2024, with revenue reaching 406 million yuan, a year-on-year increase of 74.52% and a quarter-on-quarter increase of 41.69% [5] - The company is benefiting from increased customer orders and is actively advancing the research and production of high-speed active products [6] - Future revenue growth is expected to be stable, driven by demand from AI computing and 5G construction, with projected revenues of 1.41 billion, 2.11 billion, and 2.83 billion yuan for 2024, 2025, and 2026 respectively [7] Financial Performance - For the first three quarters of 2024, the company achieved a revenue of 916 million yuan, a year-on-year increase of 47.00%, and a net profit of 146 million yuan, a year-on-year increase of 39.09% [5] - The gross profit margin for Q3 2024 was 36.23%, an increase of 8.72 percentage points year-on-year [5] - The company’s R&D expenses for Q3 2024 were 23.65 million yuan, a year-on-year increase of 57.55%, indicating a commitment to innovation [6] Revenue Forecast - The company is projected to have revenues of 1.41 billion yuan in 2024, 2.11 billion yuan in 2025, and 2.83 billion yuan in 2026, with corresponding net profits of 250 million, 393 million, and 544 million yuan [7][11] - The expected EPS for 2024, 2025, and 2026 is 1.10, 1.73, and 2.39 yuan respectively [7][11] Market Comparison - The company is compared to peers in the industry, with a projected dynamic PE range of 45-50X for 2025, corresponding to a fair value range of 77.85 to 86.50 yuan [7][9]

Group 1: Financial Performance - The company achieved a record high revenue in the first three quarters of 2024, driven by increased demand for its MT and ceramic connectors due to the growth of AI technology [1][2]. - The gross margin improved in Q3 2024, attributed to ongoing product process optimization and automation enhancements [2]. - The company expects to maintain strong performance in Q4 2024, supported by a healthy order backlog [2]. Group 2: Production and Capacity - The company is currently operating at full capacity and is implementing significant expansion plans, including a new factory in Vietnam expected to commence production by the end of 2024 [2][3]. - The MT connector has seen a supply-demand imbalance, with significant growth in production and sales [2][3]. Group 3: Product Development - R&D investments have increased year-on-year, focusing on new products and technologies, as well as ongoing automation efforts [2]. - The company has successfully developed and shipped its MPO connectors and is actively working on new product applications in response to customer needs [3][4]. Group 4: Market Trends and Opportunities - The demand for MPO connectors is surging, driven by the construction of large data centers and the rapid development of AI technology [4]. - The company has established strong relationships with major overseas clients, particularly in North America and Europe, enhancing its market presence [4]. Group 5: Talent Strategy - The company is intensifying its efforts to attract high-end talent through partnerships with universities and recruitment initiatives, alongside implementing incentive mechanisms such as stock options [5]. Group 6: Future Outlook - The company is committed to continuous innovation in the optical communication sector, aiming to enhance product competitiveness and brand value in light of the opportunities presented by AI advancements [5].