证券研究报告 聚灿光电 (300708 CH) 1H25：募投项目产能处于快速爬坡期 2025 年 7 月 23 日│中国内地 光学光电子 公司发布半年报，1H25 实现营收 15.94 亿元（yoy：+19.51%）；归母净 利 1.17 亿元（yoy：+3.43%）；扣非归母净利润 1.14 亿元（yoy：+8.12%）。 其中 2Q25 公司实现营收 8.63 亿元（yoy：+17.63%，qoq：+17.94%）， 创单季度营收历史新高。归母净利润 0.56 亿元（yoy：-14.54%，qoq： -9.63%），扣非归母净利润 0.54 亿元（yoy：-16.20%，qoq：-9.74%）。 上半年公司营收/归母净利润均创同期历史新高，高端产品占比提升带来结 构性优化，公司规模效应亦开始显现。但 2Q25 由于对等关税的影响使得价 格短期承压，叠加红黄项目产量较小而成本费用未有效摊薄，单季度毛利率 同环比下降 3.20/3.25pct 至 12.27%，从而导致归母净利润同环比亦下降。 我们认为公司经营情况正逐步向好，随着新项目产能陆续释放毛利率有望改 善，维持"买入"评级。 1H25 回顾：营收增 ...

MANITOWOC, Wis., July 23, 2025 (GLOBE NEWSWIRE) -- Orion Energy Systems, Inc. (NASDAQ: OESX) (Orion Lighting), a provider of energy-efficient LED lighting, electrical vehicle charging station, and maintenance services solutions, will host a conference call and webcast to review its fiscal 2026 first quarter results on Wednesday, August 6, 2025 at 10:00 a.m. ET. Orion will release its results prior to the market’s opening that morning. Webcast and Call DetailsDate / Time: Wednesday, August 6th at 10:00 a.m. ...

Facility to Expand Herb and Nutraceutical Production, Advance Aquaculture R&D, and Enhance Distribution Capacity as Part of Edible Garden’s Zero-Waste Inspired® and Sustainability-Focused PlatformBELVIDERE, NJ, July 23, 2025 (GLOBE NEWSWIRE) -- Edible Garden AG Incorporated (“Edible Garden” or the “Company”) (Nasdaq: EDBL, EDBLW), a leader in controlled environment agriculture (CEA), locally grown, organic, and sustainable produce and products, today announced Edible Garden- Prairie Hills, a 6.2-acre facili ...

登录新浪财经APP 搜索【信披】查看更多考评等级 专题：金麒麟|2025金牌董秘评选 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 由新浪财经主办的第十一届金麒麟·金牌董秘评选火热进行中！评选期间推出《董秘说》专访活动，助 力投资者深入了解上市公司资本价值和发展战略。本期，董秘陈一帆做客《董秘说》，带你走进洲明科 技>>给她投票 在环境保护方面，公司通过研发和使用更高效的LED技术，减少能源消耗和碳排放；优化生产流程，减 少废物产生，提高资源的循环利用率；确保供应链的环保合规性，选择环境友好的原材料和合作伙伴。 公司及公司旗下蓝普品牌，凭借LED显示产品技术优势，被正式授权为"碳中和承诺示范单位"，洲明 LED显示屏荣获TUV南德碳足迹证书。 新浪财经：欢迎陈总做客《董秘说》，请陈总先简单介绍一下公司主营产品和经营状况。 陈一帆：大家好。非常感谢新浪财经《董秘说》的邀请。深圳市洲明科技股份有限公司（以下简称 洲明科技），是全球领军的LED显示与照明产品及光显解决方案供应商，旗下LED显示屏连续6年销售 额以及出货面积保持行业第一、世界第一。 公司成立于2004年，2011年上市（股 ...

凤凰网财经《公司研究院》 当全国网友还在消化这些劲爆言论时，润田矿泉水已经在谋划借壳上市了。 2个月前，ST联合（国旅文化投资集团股份有限公司）发布公告，筹划以发行股份及支付现金的方式，购买润田实业部分或全部股权并募集配套资金，以 实现对润田实业的控制。 01 黄安根早已出局，沦为失信被执行人 "我老公是卖水的，卖水的可挣钱了，好几个老婆，好几个孩子。" 这番言论出自博主 "暴躁十亿姐" 之口，她自称是江西润田矿泉水创始人黄安根的妻子魏苗苗。 她不仅自曝丈夫有过四段婚姻、生了 5个孩子（自己育有 2个女儿），还在置顶视频里高调宣称："1989年的我嫁给 1963年的他，不是一时兴起，而是奉陪 到底。" 直播间里的魏苗苗更是表现力十足。一边传授独家 "富婆生存法则"，扬言自己 "字典里只有丧偶、没有离婚"，要让女儿继承事业，甚至放出狠话 "要是丈 夫出轨，就得在深圳买套房补偿，还必须登记在我妈名下"。 一边拿着自家产品热情吆喝带货，把丈夫的"创始人光环"狠狠打造成流量密码。 魏苗苗在个人简介中这样描述自己："江西润田上市公司创始人老板娘，育有两个女儿，家中还有两家准上市企业，分别是深圳秦沃与深圳汉朔建元。" 然 ...

证券代码：301002 证券简称：崧盛股份 深圳市崧盛电子股份有限公司 投资者关系活动记录表 编号 2025-008 3、美国关税对公司的影响？ 目前公司生产的 LED 驱动电源产品对美直接出口关税约 58%（包含 301 关 税、IEEPA 关税及对等关税），2024 年公司 LED 驱动电源直接外销金额为 1.40 亿元，占整体营业收入的比例为 16%。其中美国地区直接外销销售占 比约 1%。 4、公司中山智能制造生产基地目前产能利用率如何？ 2024 年公司整体产能利用率约 66%，今年预计在 70%左右。 5、植物照明市场需求如何？公司植物照明收入占比如何？ 投资者关系 活动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名 称 兴业证券、恒立基金、长城证券、东北证券 时间 2025 年 7 月 22 日 10:00-11:00 2025 年 7 月 22 日 14:00-14:30 地点 公司会议室 上市公司接 待人员姓名 证券事务代表：刘佳佳 投资者关系 活动主要内 容介绍 一、介绍公司基本情况 二、互动问答 1、2024 年度 LED 驱动电源 ...

Core Viewpoint - Jucan Optoelectronics has demonstrated steady performance in the first half of 2025, with revenue and net profit both showing year-on-year growth, indicating the effectiveness of its full-color product layout and laying a solid foundation for future development [1][5]. Financial Performance - In the first half of 2025, Jucan Optoelectronics achieved operating revenue of 1.594 billion yuan, a year-on-year increase of 19.51%, and a net profit attributable to shareholders of 117 million yuan, up 3.43% year-on-year [1]. - The second quarter revenue reached 863 million yuan, marking a historical high for a single quarter [1]. Product Development - The proportion of high-end products, including Mini LED, automotive lighting, and backlighting, has been continuously increasing, optimizing the product structure and enhancing profitability [2]. - The gross margin for LED chips and epitaxial wafers reached 26.15%, an increase of 0.65 percentage points year-on-year, indicating improved bargaining power and a healthier profit structure [2]. Technological Advancements - Jucan Optoelectronics invested 63.9984 million yuan in R&D during the first half of 2025, a year-on-year increase of 5.87% [2]. - The company has made significant progress in GaN and GaAs epitaxy, achieving breakthroughs in substrate performance and yield, which supports the market introduction of RGB full-color products [2][3]. Market Trends - The LED industry is experiencing structural growth, with a shift towards Mini LED and Micro LED technologies, driven by increasing demand in various sectors such as automotive and agriculture [3][4]. - The demand for high-reliability and high-integration chips is rising due to the evolution of lighting products from mere light sources to interactive terminals, aligning with Jucan's full-color product matrix and Mini/Micro LED technology breakthroughs [4]. Future Outlook - The annual production project of 2.4 million red and yellow light epitaxial wafers and chips is expected to reach operational status by March 2026, further solidifying the company's full-color advantages [4]. - As the company progresses with its fundraising projects and capacity release, it is anticipated to enhance its market share in the high-end and diversified trends of the LED industry, achieving high-quality development [5].

SAN JUAN CAPISTRANO, Calif., July 21, 2025 (GLOBE NEWSWIRE) -- The Ensign Group, Inc. (Nasdaq: ENSG), the parent company of the Ensign™ group of companies, which invest in and provide skilled nursing and senior living services, physical, occupational and speech therapies, other rehabilitative and healthcare services, and real estate, announced today that it expects to issue its second quarter 2025 financial results on Thursday, July 24, 2025. Conference Call Ensign invites current and prospective investors ...

南都讯 记者颜鹏 近日，在浙江德清博采AI虚拟影视基地开园暨AI虚拟影视科技发布会现场，全球单体 最大的LED虚拟摄影棚亮相。该项目由深企艾比森携手博采传媒共同打造，屏幕呈270度环幕形态，直 径达50米，高度12米，单体影棚总面积5000m²，屏幕总面积约1700㎡，相当于4个标准篮球场大小，以 6亿像素点刷新全球单屏像素点数量纪录。 在虚拟制作技术深刻改变影视制作方式的趋势下，艾比森致力于推动LED虚拟摄影棚的应用，促进影视 行业制作技术革新。以满足客户需求为导向，艾比森成功突破了LED显示屏在相机下的画质表现质量等 关键难题，攻克HDR显示、色彩还原、高帧率、高刷新率以及近距离拍摄下摩尔纹和斜纹优化等显示 技术难点，形成了领先的LED虚拟拍摄技术体系。 艾比森与博采的合作由来已久，双方在虚拟拍摄领域早有渊源，积累了丰富的实践经验。本项目实施过 程中，双方技术团队充分沟通，从前期方案设计、技术难点攻关到施工安装调试，全程紧密协作。艾比 森聚焦小间距、高分辨率、高精度显示，不仅提供了业界领先的LED显示屏，更以包含核心显示技术、 专业工程实施、色彩管理及全流程技术支持在内的整体解决方案，为这座全球单体最大的 ...

Core Insights - The recent groundbreaking of the OLED display material development and industrialization project by Aolaide in Changchun marks a significant step in reducing reliance on imported high-end display materials and promoting the collaborative development of the upstream and downstream industrial chain [3][8] - Aolaide aims to become a leading international OLED display material research and production base, contributing to the construction of a complete and competitive optoelectronic industry cluster in Changchun [9] Company Development - Aolaide's chairman, Xuan Jingquan, emphasizes the company's commitment to a "specialized, refined, distinctive, and innovative" development path, focusing on solving industry bottlenecks [3][6] - The company has transitioned from being a material supplier to a dual leader in both materials and equipment, following significant technological breakthroughs, including the production of the 6th generation AMOLED linear evaporation source equipment [6][8] Market Position and Strategy - The global OLED display industry is experiencing a dual opportunity of technological iteration and market expansion, with China's OLED display panel and module output expected to exceed 100 billion yuan in 2024, reflecting a 38% year-on-year growth [8] - Aolaide's R&D investment is projected to reach 150 million yuan in 2024, accounting for 28.15% of its revenue, which supports ongoing technological innovation [8][9] Talent Development - Aolaide implements a talent cultivation system that emphasizes practical training, enabling employees to grow within the company, as exemplified by the career progression of its deputy general manager [7] - The company has applied for a total of 913 invention patents, with 392 granted, showcasing its commitment to breaking foreign patent monopolies through continuous innovation [7][9] Industry Standards and Future Outlook - Aolaide is leading the development of national standards for key processes in the OLED industry, aiming to enhance the autonomy and international competitiveness of the industry [9] - The new facility will focus on producing 1,000 tons per year of photosensitive polyimide materials and other critical components, supporting the company's dual strategy of materials and equipment [9]