Company Overview - Shenzhen Luwei Optoelectronics Co., Ltd. focuses on the research, production, and sales of photomasks, which are essential in the microelectronics manufacturing process for transferring graphics [2] - The company is the only domestic manufacturer capable of producing photomasks for all generations from G2.5 to G11, catering to various panel production lines [2] - Luwei Optoelectronics has developed a dual core product line focusing on flat panel display photomasks and semiconductor photomasks, establishing a development pattern of "screen-driven chip" [2] Financial Performance - For the first quarter of 2025, Luwei Optoelectronics reported a revenue of 260.1 million yuan, representing a year-on-year increase of 47.09% [2] - The net profit attributable to shareholders for the same period was 49.15 million yuan, up 19.66% year-on-year, while the net profit after deducting non-recurring items was 44.83 million yuan, reflecting a 19.9% increase [2] Shareholder Structure - As of March 2025, the concentration of shares is high, with the top ten shareholders holding a combined 57.53% of the shares, and the top ten circulating shareholders holding 35.6% [2] - The number of shareholders stands at 8,257, with an average circulating shareholding of 14,010 shares per person and an average holding amount of 461,400 yuan [2] Convertible Bond Details - On July 21, Luwei's convertible bonds rose by 2.02% to 139.775 yuan per bond, with a trading volume of 35.64 million yuan and a conversion premium of 34.8% [1] - The convertible bonds have a credit rating of "AA-" and a maturity of 6 years, with a coupon rate increasing from 0.2% in the first year to 2.0% in the sixth year [1] - The conversion price for the bonds is set at 32.7 yuan, with the conversion period starting on December 17, 2025 [1]
路维转债盘中上涨2.02%报139.775元/张，成交额3564.34万元，转股溢价率34.8%
Jin Rong Jie·2025-07-21 06:47