进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为657.69万元。该股近5个交易日累 计上涨2.40%，主力资金合计净流入7091.4万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月29日，帝尔激光收跌0.37%，收盘价为83.94元，发生1笔大宗交易，合计成交量4.65万股，成交金额 313.88万元。 第1笔成交价格为67.50元，成交4.65万股，成交金额313.88万元，溢价率为-19.59%，买方营业部为中国 银河证券股份有限公司北京中关村大街证券营业部，卖方营业部为国信证券股份有限公司北京自贸试验 区永丰证券营业部。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 ...

1月29日，帝尔激光大宗交易成交4.65万股，成交额313.88万元，占当日总成交额的0.26%，成交价67.5元，较市场收盘价 83.94元折价19.59%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-29 | 300776 | 帝尔激光 | 67.50 | 4.65 | 313.88 | 中国银河证券股份 | 国信证券股份有限 | | | | | | | | 有限公司北京中关 | 公司北京自贸试验 | | | | | | | | 村大街证券营业部 | 区永丰证券营业部 | ...

从帝尔激光十大流通股东角度 1月29日，帝尔激光涨5.1%，截至发稿，报88.55元/股，成交5.08亿元，换手率3.56%，总市值242.63亿 元。 资料显示，武汉帝尔激光科技股份有限公司位于湖北省武汉东湖新技术开发区九龙湖街88号，成立日期 2008年4月25日，上市日期2019年5月17日，公司主营业务涉及精密激光加工解决方案的设计及其配套设 备的研发、生产和销售。主营业务收入构成为：太阳能电池激光加工设备98.79%，配件、维修及技术 服务费1.21%。 截至发稿，梁跃军累计任职时间5年242天，现任基金资产总规模51.81亿元，任职期间最佳基金回报 30.21%， 任职期间最差基金回报-41.55%。 王一昊累计任职时间4年347天，现任基金资产总规模31亿元，任职期间最佳基金回报3.44%， 任职期间 最差基金回报-25.28%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，朱雀基金旗 ...

Core Viewpoint - Dier Laser (300776.SZ) is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to advance its international strategy and accelerate overseas business expansion [1][2]. Group 1: Company Overview - Dier Laser was established in 2008 in China Optical Valley and went public on the Shenzhen Stock Exchange in 2019. The company specializes in precision laser processing equipment for the photovoltaic industry and is expanding into consumer electronics, new displays, and integrated circuits [2][3]. - The company has maintained stable growth, with revenue increasing from 7 billion yuan in 2019 to 20.14 billion yuan in 2024, and net profit rising from 3.05 billion yuan to 5.28 billion yuan during the same period [4]. Group 2: Financial Performance - For the first three quarters of 2025, Dier Laser achieved revenue of 1.781 billion yuan, a year-on-year increase of 23.69%, and a net profit of 496 million yuan, up 29.39% year-on-year. The net cash flow from operating activities was 11 million yuan, an increase of 113.40% [1][4]. Group 3: International Expansion - The company aims to enhance its international brand image and global market competitiveness through the H-share issuance and listing in Hong Kong. This move aligns with the trend of Chinese laser companies seeking to expand internationally [2][3]. - Dier Laser holds over 80% of the global market share in high-efficiency solar cell laser processing equipment and has established R&D centers in countries like Israel and Singapore [3]. Group 4: Investment and Development Projects - Dier Laser plans to invest 3 billion yuan in the third phase of its R&D and production base in Optical Valley, with recent progress in land ownership registration for the project [1][5]. - The company previously signed a cooperation agreement to invest 2 billion yuan in the second phase of its R&D and production base, focusing on expanding its existing photovoltaic equipment business and developing new laser technologies for various applications [6][7].

Investment Rating - The report maintains a "Buy" rating for the company, indicating a strong performance relative to the market [4][7]. Core Insights - The company has successfully delivered export orders for panel-level laser micro-hole equipment used in glass substrate semiconductor packaging, marking a significant step in the industrialization of TGV (Through-Glass Via) technology [1]. - The company has achieved breakthroughs in its non-photovoltaic business layout, which is expected to open up growth opportunities [7]. Financial Data and Profit Forecast - Total revenue projections for the company are as follows: - 2024: 2,014 million - 2025: 2,453 million - 2026: 2,745 million - 2027: 3,290 million - Year-on-year growth rates are projected at 25.2% for 2024, 21.8% for 2025, 11.9% for 2026, and 19.9% for 2027 [3][8]. - Net profit attributable to the parent company is forecasted as: - 2025: 6.69 billion - 2026: 7.35 billion - 2027: 8.88 billion - The company’s PE ratios are projected to be 34 for 2025, 31 for 2026, and 26 for 2027, which are below the average PE of comparable companies [7][8]. Market Data - As of January 27, 2026, the closing price of the company's stock is 83.47 yuan, with a market capitalization of 14,027 million yuan [4]. - The stock has a price-to-book ratio of 6.1 and a dividend yield of 0.47% [4].

Investment Rating - The investment rating for the company is "Buy" (maintained) [4] Core Insights - The company has successfully delivered export orders for panel-level laser micro-hole equipment used in glass substrate semiconductor packaging, marking a significant step in the industrialization of TGV (Through-Glass Via) technology [1] - The glass substrate is expected to be applied in advanced packaging due to its superior properties, supporting high-density interconnects and large-size chip packaging, thus meeting the stringent requirements of applications like artificial intelligence and high-performance computing [9] - The TGV laser micro-hole equipment enhances the electrical and thermal performance of glass substrates, facilitating subsequent metallization processes, and has received high recognition in both domestic and international markets [9] Financial Data and Profit Forecast - Total revenue is projected to reach 2,014 million yuan in 2024, with a year-on-year growth rate of 25.2%. By 2027, revenue is expected to grow to 3,290 million yuan, reflecting a growth rate of 19.9% [3] - The net profit attributable to the parent company is forecasted to be 528 million yuan in 2024, with a growth rate of 14.4%, and is expected to reach 888 million yuan by 2027, with a growth rate of 20.9% [3] - The earnings per share (EPS) is estimated to be 1.94 yuan in 2024, increasing to 3.24 yuan by 2027 [3] - The company maintains a gross margin of approximately 46.6% from 2025 to 2027, with a return on equity (ROE) around 15% [3] Valuation and Comparison - The company’s price-to-earnings (PE) ratio is projected to be 34 in 2025, 31 in 2026, and 26 in 2027, which is below the average PE of 49X for comparable companies in the photovoltaic and advanced packaging sectors [9] - The company is expected to benefit from strong competitiveness in the photovoltaic sector and is actively expanding into consumer electronics, new displays, and integrated circuits, indicating potential growth in non-photovoltaic areas [9]

继海特生物（300683.SZ）、华工科技（000988.SZ）、联特科技（301205.SZ）之后，又一家湖北A股上市公司筹划港股上市。 1月27日晚，来自武汉光谷的帝尔激光（300776.SZ）发布公告称，为深入推进国际化战略布局，打造多元化资本运作平台，提升国际品牌形象及 全球市场综合竞争力，加快海外业务发展，公司正筹划在港交所主板挂牌上市事宜。目前，公司正与相关中介机构就本次发行上市的相关工作进 行商讨，相关细节尚未确定。 截至发稿，帝尔激光今日股价略涨至约84元，总市值在230亿元左右。 帝尔激光成立于2008年，是全球激光装备制造的领军企业，主要面向光伏、新型显示、半导体等领域提供一体化加工解决方案。其中，在高效太 阳能电池激光加工设备领域长期居于领先地位，以超80%的全球市场占有率稳居行业第一，并将研发中心设到了以色列、新加坡等多个国家和地 区。 近年来，帝尔激光在我国大陆以外地区的销售收入均超亿元，在总营业收入中的占比在10%左右。2025年前三季度，帝尔激光业绩继续保持增长 态势，实现营业收入17.81亿元，归属净利润4.96亿元，扣非净利润4.66亿元，同比分别增长23.69%、29.39 ...

Group 1 - Heng Rui Medicine's HRS-5346 tablets have been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, with a total R&D investment of approximately 76.3 million yuan [30][30] - Yuguang Jin Lead announced a significant short-term stock price increase of 45.01% over five consecutive trading days, raising concerns about the uncertainty of future silver prices [31] - Dongcai Technology's actual controller and vice chairman has been detained and investigated, but the company states that this will not significantly impact its normal operations [32] Group 2 - Aisen Co. plans to invest 2 billion yuan to establish an integrated circuit materials manufacturing base in East China, with the first phase expected to be operational by 2028 [33] - Jingpin Special Equipment has been banned from participating in procurement activities for the armed police force for three years, which will have a limited impact on its overall revenue [34] - Nanhua Futures' overseas subsidiary has obtained membership approval for the Nodal Exchange, allowing it to trade and clear related products [35] Group 3 - Zhong Rare Earth expects a net profit of 100 million to 130 million yuan in 2025, reversing a loss of 299 million yuan in the previous year due to market recovery and operational improvements [38] - Deep South Circuit anticipates a net profit increase of 68% to 78% in 2025, driven by growth in AI computing power and storage market demand [39] - Hai Xin Energy Science and Technology expects a net loss of 450 million to 640 million yuan in 2025, although this is an improvement from a loss of 954 million yuan the previous year [40] Group 4 - Nanya New Materials forecasts a net profit increase of 337% to 417% in 2025, attributed to the recovery in the copper-clad laminate industry [41] - CanSino Biologics expects a net profit of 24.5 million to 29 million yuan in 2025, driven by the growth of its quadrivalent meningococcal vaccine [42] - Zhiguang Electric anticipates a net profit of 110 million to 160 million yuan in 2025, reversing a loss of 326 million yuan due to rapid growth in its energy storage business [43] Group 5 - Dongfang Securities expects a net profit increase of 67.8% in 2025, supported by growth in its core investment banking and wealth management businesses [44] - King Long Motors forecasts a net profit of approximately 463.26 million yuan in 2025, reflecting a 193.68% increase due to steady growth in overseas markets [45] - Zhenray Technology expects a net profit increase of 529.64% to 642.26% in 2025, driven by demand in special integrated circuits and satellite communication markets [46] Group 6 - Yongding Co. anticipates a net profit of 200 million to 300 million yuan in 2025, representing an increase of 225.66% to 388.48% due to investment income from its joint ventures [47] - Xiamen Tungsten's preliminary report indicates a net profit of 2.311 billion yuan in 2025, a 35.08% increase driven by rising prices of tungsten and rare earth materials [48] - Guodun Quantum expects to achieve a net profit of around 5 million yuan in 2025, reversing a loss from the previous year due to growth in the quantum computing sector [49] Group 7 - Shijia Photon anticipates a net profit of approximately 342 million yuan in 2025, reflecting a growth of around 426% due to increased orders in optical chips and cables [50] - Ningbo Fubang expects a net profit of 50 million to 70 million yuan in 2025, with a significant increase of 3099.59% to 4379.43% driven by rising silver prices and non-recurring gains [51] - Huasheng Lithium Battery plans to adjust its share repurchase price limit from 32 yuan to 150 yuan per share, reflecting confidence in its future development [52]

格隆汇1月27日丨帝尔激光(300776.SZ)公布，为深入推进国际化战略布局，打造多元化资本运作平台， 提升国际品牌形象及全球市场综合竞争力，加快海外业务发展，正在筹划发行境外上市外资股（H股） 股票并申请在香港联合交易所有限公司（简称"香港联交所"）主板挂牌上市。截至目前，公司正与相关 中介机构就本次发行H股并上市的相关工作进行商讨，相关细节尚未确定。本次发行H股并上市不会导 致公司控股股东和实际控制人发生变化。 ...

Group 1 - Heng Rui Medicine's HRS-5346 tablet has been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, with a total R&D investment of approximately 76.3 million yuan [2] - Yu Guang Jin Lead announced a significant stock price increase of 45.01% over five trading days, expressing uncertainty about the future price of silver [3] - Dongcai Technology's actual controller and vice chairman has been detained for investigation, but the company states that this will not significantly impact its normal operations [4] Group 2 - Aisen Co. plans to invest 2 billion yuan to establish an integrated circuit materials manufacturing base in East China, with the first phase expected to be operational by 2028 [5] - Jingpin Special Equipment has been banned from participating in procurement activities for three years, but the impact on overall operations is considered limited [6] - Nanhua Futures' overseas subsidiary has obtained membership at the Nodal Exchange, allowing it to trade and clear related products [7] Group 3 - Di'er Laser is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international strategy [8] - Zhong Rare Earth expects a net profit of 100 million to 130 million yuan in 2025, reversing a loss from the previous year due to market improvements [10] - Shen Nan Circuit anticipates a net profit increase of 68% to 78% in 2025, driven by demand in AI computing and smart automotive sectors [11] Group 4 - Hai Xin Energy Science and Technology expects a net loss of 450 million to 640 million yuan in 2025, although this is an improvement from the previous year's loss [12] - Nan Ya New Materials forecasts a net profit increase of 337% to 417% in 2025, attributed to a recovery in the copper-clad laminate industry [13] - CanSino expects a net profit of 24.5 million to 29 million yuan in 2025, driven by the growth of its quadrivalent meningococcal vaccine [14] Group 5 - Zhi Guang Electric anticipates a net profit of 110 million to 160 million yuan in 2025, reversing a previous loss due to growth in its energy storage business [15] - Dongfang Securities expects a net profit increase of 67.8% in 2025, benefiting from capital market opportunities [17] - Jinlong Automobile forecasts a net profit increase of 193.68% in 2025, supported by growth in overseas markets [18] Group 6 - Zhen Lei Technology expects a net profit increase of 529.64% to 642.26% in 2025, driven by demand in special integrated circuits [19] - Yong Ding Co. anticipates a net profit of 200 million to 300 million yuan in 2025, reflecting significant growth from investment income [20] - Xiamen Tungsten's preliminary report indicates a net profit of 2.311 billion yuan in 2025, a 35.08% increase year-on-year [21] Group 7 - Guo Dun Quantum expects a net profit of 5 million yuan in 2025, marking a return to profitability [22] - Shi Jia Photon forecasts a net profit increase of approximately 426% in 2025, driven by growth in optical chip orders [23] - Ningbo Fubang anticipates a net profit increase of 3099.59% to 4379.43% in 2025, largely due to rising silver prices and significant non-recurring gains [24] Group 8 - Huasheng Lithium Battery plans to adjust its share repurchase price limit from 32 yuan to 150 yuan per share [26] - Aonong Biological announced plans for multiple shareholders to reduce their stakes [28] - Pizaihuang's controlling shareholder intends to increase its stake by 300 million to 500 million yuan [29]