格隆汇11月10日丨信濠光电(301051.SZ)在投资者互动平台表示，公司产品目前暂未应用于iPhone。 ...

Core Insights - The stock of Xinhau Optoelectronics declined by 0.75% on November 6, with a trading volume of 34.88 million yuan [1] - The company reported a financing buy-in of 4.83 million yuan and a financing repayment of 5.32 million yuan on the same day, resulting in a net financing outflow of 0.49 million yuan [1] - As of November 6, the total margin balance for Xinhau Optoelectronics was 95.28 million yuan, which is 2.09% of its circulating market value, indicating a low financing balance compared to the past year [1] - The company specializes in the research, production, and sales of glass protective screens, with the majority of its revenue coming from smartphones and computers [1] Financial Performance - For the period from January to September 2025, Xinhau Optoelectronics achieved a revenue of 1.306 billion yuan, representing a year-on-year growth of 5.79% [2] - The company reported a net profit attributable to shareholders of -87.99 million yuan, which is a significant increase of 57.43% compared to the previous year [2] Shareholder Information - As of September 30, the number of shareholders for Xinhau Optoelectronics was 12,000, a decrease of 1.43% from the previous period [2] - The average number of circulating shares per shareholder increased by 1.39% to 13,459 shares [2] Dividend Information - Since its A-share listing, Xinhau Optoelectronics has distributed a total of 112 million yuan in dividends, with 32.46 million yuan distributed over the past three years [3]

证券代码：301051 证券简称：信濠光电 公告编号：2025-090 深圳市信濠光电科技股份有限公司 关于持股5%以上股东部分股份拟被第二次司法拍卖的 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。 特别提示： 1、持有本公司股份20,596,541股（占本公司总股本比例10.14%）的大股东 梁国豪先生所持有的本公司3,276,000股（占本公司总股本比例1.61%）将被广东 省深圳市宝安区人民法院司法拍卖；公司于2025年9月29日在巨潮资讯网披露了 《关于持股5%以上股东部分股份拟被司法拍卖的公告》，于2025年10月30日披 露了《关于持股5%以上股东部分股份司法拍卖流拍暨进展公告》，梁国豪先生 持有的3,276,000股公司股份第一次司法拍卖因无人出价已流拍，具体详见前述 公告。 2、本公司无控股股东、实际控制人，梁国豪先生不是本公司的第一大股东 或其一致行动人，梁国豪先生本次所持有的部分本公司股份被司法拍卖不会导 致本公司第一大股东发生变化，不会对本公司的正常生产经营、公司治理产生 不利影响； 3、本次司法拍卖事项存在一定的不确定性，公司将 ...

Core Viewpoint - Xinhau Optoelectronics, established in November 2013 and listed on the Shenzhen Stock Exchange in August 2021, is a significant player in the domestic glass protective screen industry, with strong technical capabilities in R&D, production, and sales [1] Financial Performance - For Q3 2025, Xinhau Optoelectronics reported revenue of 1.306 billion yuan, ranking 46th among 88 peers, with the industry leader, Industrial Fulian, achieving revenue of 603.931 billion yuan [2] - The company's net profit for the same period was -104 million yuan, placing it 84th in the industry, while the top two competitors reported net profits of 22.522 billion yuan and 12.728 billion yuan, respectively [2] - The main business segments include: - Smartphones and computers: 716 million yuan (81.07%) - Smart headsets and wearables: 67.1062 million yuan (7.60%) - Other smart terminals: 59.9293 million yuan (6.79%) - Inverters: 21.9501 million yuan (2.49%) - Other energy storage: 9.9571 million yuan (1.13%) - Others: 5.2678 million yuan (0.60%) - Home systems: 1.8505 million yuan (0.21%) - Automotive and smart cockpit: 1.1465 million yuan (0.13%) [2] Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 47.74%, higher than the previous year's 46.19% and above the industry average of 44.84% [3] - The gross profit margin for Q3 2025 was -4.47%, significantly lower than the previous year's 11.06% and below the industry average of 19.47% [3] Executive Compensation - The chairman and general manager, Yao Hao, received a salary of 131,100 yuan in 2024, a decrease of 167,900 yuan from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 1.43% to 12,000, while the average number of circulating A-shares held per account increased by 1.39% to 13,500 [5]

关于持股5%以上股东部分股份司法拍卖流拍暨进展公告 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。 深圳市信濠光电科技股份有限公司（以下简称"公司"）于 2025 年 9 月 29 日在巨潮资讯网披露了《关于持股 5%以上股东部分股份拟被司法拍卖的公 告》，公司持股 5%以上股东梁国豪先生持有的 3,276,000 股公司股份，于 2025 年 10 月 28 日 10 时至 2025 年 10 月 29 日 10 时止（延时除外）在广东省深圳市 宝安区人民法院淘宝网司法拍卖网络平台进行公开拍卖。 一、司法拍卖的进展情况 根据淘宝网司法拍卖网络平台显示的拍卖结果，2025 年 10 月 28 日 10 时至 2025 年 10 月 29 日 10 时止所进行司法拍卖的梁国豪先生持有的 3,276,000 股公 司股份因无人出价已流拍。 二、其他说明及风险提示 证券代码：301051 证券简称：信濠光电 公告编号：2025-089 深圳市信濠光电科技股份有限公司 2025年10月30日 1、截至本公告披露日，梁国豪先生持有公司股份 20,596,541 股，占公 ...

Group 1 - The core transaction involved 1,154,400 shares of Xinhau Optoelectronics, with a total transaction value of 22.8571 million yuan, accounting for 24.11% of the total trading volume on that day [1][2] - The transaction price was set at 19.80 yuan per share, which represents a discount of 14.51% compared to the market closing price of 23.16 yuan [1][2] - The buyer was Chenfang Securities Co., Ltd., while the seller was Guotai Haitong Securities Co., Ltd. [2]

Group 1 - The stock of Xinhau Optoelectronics closed down by 1.41% at a price of 23.71 yuan on October 27 [1] - A block trade occurred with a total volume of 102,000 shares and a transaction amount of 2.0196 million yuan, with a discount rate of -16.49% [1] - The buyer was Dongfang Securities Co., Ltd. and the seller was Guotai Junan Securities Co., Ltd. [1] Group 2 - In the last three months, there has been one block trade for this stock, totaling 2.0196 million yuan [1] - Over the past five trading days, the stock has increased by 10.90%, while the net outflow of main funds amounted to 40.9608 million yuan [1]

Core Insights - The company reported a revenue of 422.69 million yuan for Q3 2025, a year-on-year decrease of 2.34% [1][2] - The net profit attributable to shareholders was 126.54 million yuan, showing a significant year-on-year increase of 250.03% [1][2] - Year-to-date revenue reached 1.31 billion yuan, reflecting a growth of 5.79% compared to the previous year [1][2] Financial Performance - The net profit attributable to shareholders for the year-to-date period was -88 million yuan [1][2] - The basic and diluted earnings per share were both 0.6237 yuan, an increase of 249.35% year-on-year [2] - The weighted average return on equity was 4.88%, up from -3.88% in the previous year [2] Asset and Equity Status - As of the end of Q3, total assets amounted to 4.50 billion yuan, a decrease of 13.5% from the end of the previous year [1][2] - The net assets attributable to shareholders were 2.21 billion yuan, down 4.9% from the previous year [1][2] Cash Flow and Expenses - The net cash flow from operating activities decreased by 225.43% year-on-year, primarily due to increased payments to employees [2] - Sales expenses for the first three quarters were 40.81 million yuan, a decrease of 31.72% compared to the previous year, attributed to reduced sales-related expenses [2] Company Overview - The company, Xinhau Optoelectronics, specializes in the research, production, and sales of glass protective screens, serving various sectors including smartphones, computers, smart wearables, and automotive applications [3]

Core Viewpoint - Xinhau Optoelectronics (301051.SZ) reported a net profit loss of 879.97 million yuan for the first three quarters of 2025, despite a revenue increase of 5.79% year-on-year to 1.306 billion yuan [1][2]. Financial Performance - For the first three quarters of 2025, the company achieved operating revenue of 1.306 billion yuan, reflecting a year-on-year growth of 5.79% [1][2]. - The net profit attributable to shareholders was -879.97 million yuan, with a non-recurring profit loss of -304 million yuan [1][2]. - The net cash flow from operating activities was -141 million yuan [1][2]. - In 2024, the company reported an operating revenue of 1.688 billion yuan, a decrease of 2.72% compared to 2023 [3]. - The net profit attributable to shareholders for 2024 was -353.38 million yuan, a significant decline of 972.54% from the previous year [3]. - The net cash flow from operating activities in 2024 was -90.09 million yuan, down 171.37% from 2023 [3]. Stock Market Performance - Xinhau Optoelectronics was listed on the Shenzhen Stock Exchange on August 27, 2021, with an initial share price of 98.80 yuan and a peak price of 181 yuan on the first trading day [4]. - The stock is currently in a state of decline, having fallen below its initial offering price [4]. Fundraising and Use of Proceeds - The company raised a total of 1.976 billion yuan through its initial public offering, with a net amount of 1.895 billion yuan after deducting issuance costs [4]. - The funds were intended for the construction of electronic product glass protective screens and to supplement working capital [4]. Dividend Distribution - The company announced a cash dividend of 0.5 yuan per share for shareholders on June 9, 2025, along with a capital reserve increase of 2 shares for every 10 shares held [6].

Core Points - The company announced the cancellation of unvested restricted stock due to the departure of 68 incentive plan participants [2] Summary by Category - **Company Announcement** - The company will hold the 23rd meeting of the third board of directors on October 20, 2025, to review the proposal regarding the unachieved vesting conditions of the second phase of the 2023 restricted stock incentive plan [2] - The board determined that 68 incentive participants have left the company and are no longer eligible for the incentive plan [2] - A total of 3,538,080 shares of restricted stock that were granted but not vested will be canceled by the company [2]