| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交舍额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-01-30 | 301021 | 英诺激光 | 48.50 | 4.20 | 203.70 国泰海通证券股份 | 长城证券股份有限 | | | | | | | 有限公司深圳登良 | 公司深圳宝安海秀 | | | | | | | 路证券营业部 | 路证券营业部 | | 2026-01-30 | 301021 | 英语激光 | 48.50 | 21.00 | 1,018.50 发证券股份有限 | 长城证券股份有限 | | | | | | | 公司深圳福华一路 | 公司深圳宝安海秀 | | | | | | | 证券营业部 | 路证券营业部 | | 2026-01-30 | 301021 | 英诺激光 | 48.50 | 57.30 | 2,779.0到构专用 | 长城证券股份有限 | | | | | | | | 公司深圳宝安海秀 | | ...

Core Viewpoint - Inno Laser (301021.SZ) expects a net profit attributable to shareholders of 38 million to 50 million yuan for 2025, representing a year-on-year growth of 74.06% to 129.02%. The net profit after deducting non-recurring gains and losses is projected to be 24 million to 36 million yuan, indicating a growth of 152.19% to 278.29% compared to the previous year [1]. Group 1 - The company focuses on addressing industry pain points and deepening innovative solutions, leading to significant improvements in core capabilities and operational performance [1]. - The core laser business continues to lead the market with record-high shipment volumes [1]. - The laser module business has made breakthroughs in new areas such as PCB, showing substantial growth [1]. Group 2 - The medical device CDMO business has achieved milestone progress, preparing for mass production for clients in the heart valve industry [1]. - The company has successfully completed the first phase of R&D for high-power thin-slice laser projects and launched prototypes for continuous deep ultraviolet lasers and 500W ultrafast lasers [1]. - Future plans include leveraging deep technical expertise in solid-state lasers to tackle core technologies for shorter pulse and wavelength lasers, aiming to maintain and enhance industry leadership in solid-state nanosecond and ultrafast laser technologies and applications [1].

证券代码：301021 证券简称：英诺激光 公告编号：2026-008 英诺激光科技股份有限公司 | 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：3,800万元-5,000万元 | 盈利：2,183.18万元 | | | 比上年同期增长：74.06%-129.02% | | | 扣除非经常性损益后归 属于上市公司股东的净 | 盈利：2,400万元-3,600万元 | 盈利：951.66万元 | | 利润 | 比上年同期增长：152.19%-278.29% | | 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算结果，未经大华会计师事务 所（特殊普通合伙）审计。公司已就本次业绩预告有关事项与该会计师事务所进 行预沟通，公司与该会计师事务所在业绩预告方面不存在分歧，具体数据以审计 结果为准。 三、业绩变动原因说明 2025年年度业绩预告 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、本期业绩预计情况 1.业绩预告期间：2025年1月1日至2025年12月31日 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-01-29 | 301021 | 英诺激光 | 49.00 | 13.72 | 672.11 广发证券股份有限 | 五矿证券有限公司 | | | | | | | 公司深圳福华一路 | 湖南分公司 | | | | | | | 证券营业部 | | 1月29日，英诺激光大宗交易成交13.72万股，成交额672.11万元，占当日总成交额的1.62%，成交价49元，较市场收盘价56.5 元折价13.27%。 ...

证券代码：301021 证券简称：英诺激光 公告编号：2026-007 英诺激光科技股份有限公司 关于持股5%以上股东减持股份触及1%整数倍的公告 大股东宿迁红粹企业管理合伙企业（有限合伙）保证向本公司提供的信息内 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。 大股东宿迁红粹企业管理合伙企业（有限合伙）（以下简称"红粹投资"） 持有英诺激光科技股份有限公司（以下简称"英诺激光"或"公司"）股份数量 为 27,981,468 股，占公司当时扣除回购账户后总股本118.47%。红粹投资计划于 2026 年 1 月 20 日至 2026 年 4 月 19 日减持公司股份不超过 4,544,876 股，不超过 公司当时扣除回购账户后总股本的 3%。其中，以集中竞价的方式减持公司股份不 超过 1,514,900 股，不超过公司当时扣除回购账户后总股本的 1.00%；以大宗交易 的方式减持公司股份不超过 3,029,976 股，不超过公司当时扣除回购账户后总股 本 的 2% 。 具 体 内 容 详 见 公 司 于 2025 年 12 月 25 ...

| 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) | | | 2026-01-27 | 301021 | 英诺激光 | 49.33 | 4.70 | 231.85 机构专用 | 五矿证券有限公司 | | | | | | | | 湖南分公司 | | 2026-01-27 | 301021 | 英诺激光 | 49.33 | 7.00 | 345.31 华泰证券股份有限 | 五矿证券有限公司 | | | | | | | 公司深圳后海中心 | 湖南分公司 | | | | | | | 路近差量不散 | | | 2026-01-27 | 301021 | 英诺激光 | 49.33 | 25.00 | 1,233.25中信证券股份有限 | 五矿证券有限公司 | | | | | | | 公司深圳福田金田 | 湖南分公司 | | | | | | | 路证券营业部 | | | 2026-01-27 | 301021 | 英 ...

Summary of Key Points Core Viewpoint - On January 26, InnoLaser executed a block trade of 500,000 shares, amounting to 24.5 million yuan, which represented 4.87% of the total trading volume for the day. The transaction price was 49 yuan, reflecting a discount of 17.33% compared to the market closing price of 59.27 yuan [1]. Group 1 - The block trade involved a total of 500,000 shares of InnoLaser at a price of 49 yuan per share [1]. - The total transaction value for the block trade was 24.5 million yuan [1]. - The discount of 17.33% indicates a significant deviation from the market closing price of 59.27 yuan [1]. Group 2 - The trade was executed by Huatai Securities and Dongfang Securities, with the selling party being Wenkang Securities [2]. - The transaction volume included 400,000 shares from Huatai Securities and 100,000 shares from Dongfang Securities [2]. - The total value of the shares traded by Huatai Securities was 19.6 million yuan, while Dongfang Securities accounted for 490,000 yuan [2].

Core Viewpoint - The PCB industry is entering a new high prosperity cycle driven by the explosive growth in AI computing power demand, with significant increases in the demand for high-end PCBs due to emerging fields like AI servers and intelligent driving [1][2]. Group 1: Industry Trends - Since 2026, the PCB sector has been on an upward trend, with many stocks in the PCB concept rising sharply as of January 22 [1]. - The demand for high-density interconnect (HDI) and high-layer boards is surging due to the higher requirements for layers, precision, and reliability in AI applications [1]. - Goldman Sachs predicts that the global AI server PCB market will grow by 113% year-on-year in 2026 and by 117% in 2027 [1]. Group 2: Company Performance - Companies like Jin'an Guoji, Shenghong Technology, and others are expected to report significant year-on-year profit growth, with Jin'an Guoji forecasting a net profit of 280 million to 360 million yuan, representing a growth of 655% to 871% [3]. - Shenghong Technology anticipates a net profit of 4.16 billion to 4.56 billion yuan, a year-on-year increase of 260% to 295%, driven by the mass production of high-end products in key areas like AI computing and data centers [3]. Group 3: Market Dynamics - The application of PCBs in AI servers is increasing, with PCB backplanes and mid-planes gradually replacing traditional copper cable connections, indicating a system architecture upgrade [2]. - The current active performance of the PCB concept sector is attributed to strong AI computing demand, improving industry fundamentals, and proactive capital investment [4]. - Not all PCB companies will benefit equally from the AI boom; only those with capabilities in high-layer, high-frequency, and HDI production can access core supply chains of major players like NVIDIA and AMD [4].

证券代码：301021 证券简称：英诺激光 公告编号：2026-006 英诺激光科技股份有限公司 关于持股5%以上股东减持股份触及1%整数倍的公告 大股东宿迁红粹企业管理合伙企业（有限合伙）保证向本公司提供的信息内 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。 英诺激光科技股份有限公司（以下简称"英诺激光"或"公司"）于 2025 年 12 月 25 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于持股 5%以上股东减 持股份的预披露公告》（2025-078）显示：大股东宿迁红粹企业管理合伙企业 （有限合伙）（以下简称"红粹投资"）持有公司股份数量为 27,981,468 股，占 公司当时扣除回购账户后总股本 118.47%。红粹投资计划于 2026 年 1 月 20 日至 2026 年 4 月 19 日减持公司股份不超过 4,544,876 股，不超过公司当时扣除回购账 户后总股本的 3%。其中，以集中竞价的方式减持公司股份不超过 1,514,900 股， 不超过公司当时扣除回购账户后总股本的 1.00%；以大宗 ...

Core Viewpoint - Inno Laser experienced a decline of 5.01% on January 22, with a stock price of 58.57 yuan per share and a total market capitalization of 8.953 billion yuan [1] Company Overview - Inno Laser Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on November 30, 2011, with its listing date on July 6, 2021 [1] - The company's main business involves the research, development, production, and sales of micro-processing lasers and customized laser modules [1] - Revenue composition: lasers account for 59.89%, laser modules for 26.86%, other main businesses for 10.20%, and other businesses for 3.05% [1] Shareholder Insights - Huatai-PineBridge Quality Leading Mixed A Fund (010608) entered the top ten circulating shareholders of Inno Laser in the third quarter, holding 989,300 shares, which is 0.65% of the circulating shares [2] - The estimated floating loss for this fund today is approximately 3.0569 million yuan [2] - The fund was established on January 20, 2021, with a current size of 1.382 billion yuan, and has a year-to-date return of 7.94% [2] Fund Performance - Huatai-PineBridge Value Growth Mixed A Fund (460005) holds 750,800 shares of Inno Laser, unchanged from the previous period, making it the second-largest holding in the fund [4] - The estimated floating loss for this fund today is approximately 2.32 million yuan [4] - The fund was established on July 16, 2008, with a current size of 765 million yuan, and has a year-to-date return of 10.53% [4]