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每周股票复盘:大族激光(002008)2025Q1营收29.44亿,PCB业务显著增长
002008Han's Laser(002008) 搜狐财经· Sou Hu Cai Jing·2025-05-31 00:55

Core Viewpoint - The company Dazong Laser (002008) is experiencing a gradual recovery in its business operations due to improving demand in downstream industries, despite a significant drop in net profit compared to the previous year [1][2]. Group 1: Financial Performance - For Q1 2025, the company reported revenue of 2.944 billion yuan, a year-on-year increase of 10.84% [1][7]. - The net profit for the same period was 163 million yuan, a decrease of 83.47% year-on-year, primarily due to non-recurring gains from the previous year [1]. - Excluding non-recurring items, the net profit was 72 million yuan, reflecting a substantial increase of 1,388.37% year-on-year [1]. Group 2: PCB Business - The company's subsidiary, Dazong CNC, achieved revenue of 959 million yuan in Q1 2025, marking a year-on-year growth of 27.89% [2][7]. - The net profit for the PCB segment was 117 million yuan, an increase of 83.60% year-on-year, with a non-recurring net profit of 108 million yuan, up 90.14% [2]. Group 3: Market Trends and Strategy - The demand for PCB processing equipment is rebounding rapidly due to the recovery in the consumer electronics market and the surge in infrastructure needs [2]. - The company is expanding its overseas R&D and sales teams to capitalize on the diversification of manufacturing supply chains, particularly in Southeast Asia [2]. - The company is committed to innovation and product optimization to maintain competitiveness in the laser processing equipment market [3]. Group 4: Share Buyback and Pledge Information - As of February 6, 2025, the company completed a share buyback of 22,589,592 shares, accounting for 2.15% of its total share capital, with a total expenditure of approximately 500 million yuan [4]. - The controlling shareholder has pledged a significant portion of shares, with 75.33% of shares held being pledged [7].