Core Viewpoint - The company has implemented a "Quality Improvement and Efficiency Enhancement" action plan for 2025, focusing on innovation and core business development to enhance competitiveness and shareholder returns [1]. Group 1: Business Development and Innovation - The company achieved an 11.68% year-on-year growth in profitability during the first half of 2025, emphasizing innovation to upgrade its core business [1]. - The company is actively expanding its presence in the high-end optical communication component market, driven by the growing demand for AI computing and high-speed optical interconnects [2]. - The company has made significant advancements in various fields, including semiconductor equipment, biomedical, and consumer optics, with notable breakthroughs in AR smart glasses and optical modules [2][3]. Group 2: Technology and Production - The company has enhanced its core technology platforms, focusing on precision optical technologies and addressing key technical challenges in product performance [3]. - The company has achieved batch production of advanced optical components for semiconductor equipment and high-speed optical communication [4]. - Automation and process optimization have led to increased production efficiency and reduced costs, ensuring stable production quality [4]. Group 3: Management and Governance - The company has improved operational efficiency and reduced financial risks, with a higher accounts receivable turnover rate compared to the previous year [6]. - The company has established a dedicated mechanism for independent directors to enhance governance and protect minority shareholders' interests [7]. - The company has conducted various training sessions to improve the skills and compliance knowledge of its board members and management [7]. Group 4: Investor Relations and Returns - The company has actively engaged with investors through various channels, including performance briefings and institutional research meetings, to enhance transparency and trust [9]. - The company distributed a total cash dividend of 12.90 million yuan (including tax) for the 2024 interim period, representing 31.58% of the net profit attributable to shareholders [10]. - The company has initiated a share buyback program, repurchasing 296,541 shares, which is 0.2293% of the total share capital, to align the interests of shareholders and employees [10].
腾景科技: 腾景科技2025年度提质增效重回报专项行动方案的半年度评估报告