永新光学前三季度营收同比增长 多元业务协同显效

Core Insights - Yongxin Optical achieved a revenue of 674 million yuan in the first three quarters of 2025, representing a year-on-year growth of 3.59% [1] - The net profit attributable to shareholders reached 151 million yuan, up 7.69% year-on-year, while the net profit excluding non-recurring items was 127 million yuan, increasing by 7.13% [1] Financial Performance - In Q3, the company reported a revenue of 233 million yuan, a year-on-year increase of 4.81% [1] - The net profit attributable to shareholders for Q3 was 42.73 million yuan, reflecting a year-on-year growth of 5.08% and a quarter-on-quarter increase of 5.27% [1] - The gross margin improved to 40.30%, up 0.94 percentage points year-on-year, indicating enhanced profitability [1] Business Structure and Growth - Yongxin Optical's core business segments are performing well, with significant contributions from the scientific instruments sector, where high-end microscopes now account for over 40% of sales [2] - The automotive lidar business has entered mass production, with nearly one million units shipped in the first half of the year, supplying major companies like Hesai and Valeo [1][2] R&D Investment - The company invested 74.61 million yuan in R&D in the first three quarters, representing 11.07% of its revenue [2] - R&D efforts are focused on high-end microscopes, medical optics, and emerging optical fields, with notable projects like the multimodal nanometer resolution microscope and ophthalmic surgical navigation microscope [2] Strategic Outlook - Yongxin Optical aims to consolidate existing strengths while capturing new opportunities, particularly in high-end scientific instruments and medical devices [2] - The company plans to enhance its global presence and international supply chain, expanding its core optical products into life sciences, innovative healthcare, AI, and semiconductor applications [2]