Lante Optics(SH:688127) 剑道电子·2025-11-10 05:31Core Viewpoint - The company achieved a 33.7% year-on-year increase in revenue and a 54.7% increase in net profit attributable to shareholders in the first three quarters of 2025 [3][4]. Financial Performance - In the first three quarters, the company reported revenue of 1.051 billion yuan (approximately 10.51 billion) with a year-on-year growth of 33.65%, driven by diversified product offerings and strong customer relationships in sectors like consumer electronics, automotive intelligent driving, and optical communications [4]. - The net profit attributable to shareholders reached 250 million yuan (approximately 2.50 billion), reflecting a year-on-year increase of 54.68%, while the net profit excluding non-recurring items was 243 million yuan (approximately 2.43 billion), up 55.79% year-on-year [4]. - For Q3 2025, the company reported revenue of 474 million yuan (approximately 4.74 billion), a year-on-year increase of 16.15% and a quarter-on-quarter increase of 47.57% [5]. - The net profit attributable to shareholders for Q3 was 147 million yuan (approximately 1.47 billion), showing a year-on-year growth of 30.37% and a quarter-on-quarter growth of 153.53% [5]. Product Development and Market Demand - The optical prism product line has expanded, with increasing demand for micro-prism products used in smartphone periscope camera modules, contributing to revenue growth [6]. - The demand for glass aspheric lenses has significantly increased, particularly in optical communications, VLOG cameras, and smartphone photography, with the company achieving strong production capabilities in aspheric molded glass technology [7]. - The demand for glass wafers in the AR field is on the rise, with the company collaborating with leading semiconductor and optical material suppliers to develop AR applications [8].