6 2 wide Tac 2 1 1 TELY A 根据报告披露，各核心指标增长主要源于三大因素： 10月17日，腾景科技发布2025年第三季度报告。报告显示，公司本季度及年初至报告期末经营业绩稳步增长，营业收入、利润总额、净利润等核心指标均实 现同比提升，研发投入持续加大，经营活动现金流净额增幅超120%，同时股东结构稳定，资产规模进一步扩大。 本报告期（第三季度），公司实现营业收入162,253,874.81元，较上年同期增长34.83%；利润总额32,103,763.66元，同比增幅41.49%；归属于上市公司股东 的净利润27,213,666.02元，同比增长20.11%；归属于上市公司股东的扣除非经常性损益的净利润26,646,645.53元，同比提升19.52%。 年初至报告期末（1-9月），公司累计实现营业收入425,131,074.76元，同比增长28.11%；利润总额74,181,286.67元，同比增幅29.47%；归属于上市公司股东 的净利润63,802,495.35元，同比增长15.00%；归属于上市公司股东的扣除非经常性损益的净利润61,271,390.30元，同比提升14.96%。 ...

Core Viewpoint - Tengjing Technology reported a strong performance in the first half of 2025, driven by the demand for AI computing power and growth in the optical communication components market, with total revenue reaching 263 million yuan, a year-on-year increase of 24.29% [3][4] Financial Performance - The company achieved a net profit attributable to shareholders of 36.59 million yuan, up 11.47% year-on-year [3] - The net profit excluding non-recurring gains and losses was 34.62 million yuan, reflecting an increase of 11.68% compared to the previous year [3] Business Growth Drivers - The growth in revenue was primarily due to the expansion in the optical communication sector and high growth in high-end optical modules for emerging applications like semiconductor equipment [3][4] - The company increased its R&D investment by 30.71% year-on-year, totaling 29.11 million yuan, which accounted for 11.07% of total revenue [4] Strategic Initiatives - The company is focusing on technological research and development in optical and optoelectronic industries, enhancing its core technology capabilities and product offerings [4][5] - Efforts include expanding production capacity for crystal materials in the optical communication field and advancing AR smart glasses technology [5] Market Engagement - The company actively participated in several international industry exhibitions to enhance brand visibility and customer engagement, including events in the US and Germany [4][5] Capacity Expansion - The company is progressing with the construction of a production base in Thailand to improve overseas order fulfillment capabilities in optical communication and biomedical sectors [5][6]