锐科激光拟向子公司增资9000万 进一步优化光纤激光器领域产业布局

Core Viewpoint - The company, Raycus Laser (300747.SZ), is optimizing its industrial layout to pursue sustainable high-quality development by increasing capital in its wholly-owned subsidiary, Wuhan Ruiwei Special Light Source Co., Ltd., with an investment of 90 million yuan [1][3]. Group 1: Investment and Growth Strategy - The investment aims to enhance Ruiwei's supporting capabilities and expand its diversified development space, accelerating the industrialization of special light sources [3]. - Ruiwei Company, established in August 2022, is positioned to drive innovation in the laser industry, focusing on specialized light sources distinct from Raycus's traditional industrial fiber lasers [2][3]. - The company reported a rapid revenue growth of over 420% for Ruiwei in the first half of 2025, indicating strong market demand and successful execution of its strategic initiatives [2]. Group 2: Financial Performance - In the first three quarters of 2025, Raycus achieved revenue of 2.506 billion yuan, with a net profit attributable to shareholders of 123 million yuan, reflecting steady growth [1][5]. - The third quarter of 2025 saw revenue of 841 million yuan, a year-on-year increase of 10.45%, and a net profit of approximately 49.9 million yuan, up 106.95% year-on-year [5][6]. - The company has successfully improved its gross margin, reaching 21.06% in the third quarter of 2025, with a continuous increase in profit over three consecutive quarters [6]. Group 3: Market Position and Product Development - Raycus Laser is recognized as the leading domestic manufacturer of fiber lasers, having developed China's first high-power fiber lasers, thus filling a significant gap in the market [4]. - The company has diversified its applications into high-end sectors such as 3D printing, renewable energy, medical technology, and semiconductors, aiming to create new high-margin growth points [5]. - In the consumer market, Raycus sold over 10,000 laser units in the first half of 2025, with significant sales growth in the steel structure and automotive manufacturing sectors [7].