光库科技公告，第三季度营收为4.02亿元，同比增长26.53%；净利润为6343.91万元，同比增长 149.09%。前三季度营收为9.98亿元，同比增长35.11%；净利润为1.15亿元，同比增长106.61%。 ...

证券之星消息，10月22日光学光电子板块较上一交易日下跌0.06%，艾比森领跌。当日上证指数报收于 3913.76，下跌0.07%。深证成指报收于12996.61，下跌0.62%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000509 | 华塑控股 | 3.80 | 10.14% | 92.60万 | 3.37亿 | | 002137 | 实益达 | 8.94 | 9.96% | 54.66万 | 4.80亿 | | 688195 | 腾景科技 | 110.98 | 7.50% | 15.85万 | 17.03亿 | | 300708 | 蜜灿光电 | 9.83 | 4.46% | 131.21万 | 12.70亿 | | 301183 | 东田微 | 107.11 | 3.49% | 9.60万 | 10.10亿 | | 688378 | 奥来德 | 26.52 | 3.03% | 10.13万 | 2.70亿 | | 002952 | 亚世光电 | 21 ...

深纺织Ａ（000045.SZ）10月22日在投资者互动平台表示，公司偏光片产品客户主要为包括华星光电、 京东方、LGD等在内的主流面板企业、模组企业等，未直接出口至欧盟国家，公司已按要求充分披露 了相关信息。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：注意到贵公司的产品已获得国内外客户的认可，请问 贵公司是否将产品出口至欧盟国家？ ...

Core Viewpoint - 弘景光电 reported a strong financial performance for the first three quarters of 2025, with significant revenue and net profit growth, alongside the initiation of a new R&D manufacturing headquarters project to support long-term development [2] Financial Performance - The company achieved a revenue of 1.198 billion yuan, a 51.65% increase from 790 million yuan in the same period last year, driven by increased demand in downstream sectors [2][3] - Net profit attributable to shareholders was 142 million yuan, up 12.19% from 126 million yuan year-on-year; the net profit excluding non-recurring items was 136 million yuan, an 8.33% increase from 126 million yuan [2][3] - Basic earnings per share were 1.70 yuan, down 10.05% from the adjusted 1.89 yuan in the previous year, primarily due to an increase in total share capital following the 2024 dividend distribution [2][3] - The weighted average return on equity was 13.22%, a decrease of 12.70 percentage points from 25.92% in the same period last year [2][3] Quarterly Performance - In Q3, revenue reached 496 million yuan, a 46.25% year-on-year increase, while net profit attributable to shareholders was 66.05 million yuan, up 14.54% [2][3] - The net profit excluding non-recurring items for Q3 was 62.90 million yuan, reflecting a 9.65% increase [2][3] Cost and Expenses - The company's operating costs for the first three quarters were 907 million yuan, a 66.91% increase from 544 million yuan last year, aligning with revenue growth [2][3] - R&D expenses rose to 62.02 million yuan, a 30.12% increase from 47.66 million yuan year-on-year; management expenses increased by 53.56% to 43.51 million yuan, mainly due to higher costs related to the IPO [2][3] Asset and Equity Situation - As of the end of the reporting period, total assets reached 1.903 billion yuan, an increase of 78.11% from the end of the previous year; equity attributable to shareholders was 1.231 billion yuan, up 108.60% [4] - The net cash flow from operating activities for the first three quarters was 58.74 million yuan, a 17.14% increase from 50.15 million yuan last year [4] Investment and Development - The company has initiated the construction of the 弘景光电 R&D manufacturing headquarters project, having secured land use rights in Zhongshan City, which is expected to enhance its competitive edge and overall image [4]

证券研究报告|公司点评报告 [Table_Date] 2025 年 10 月 21 日 [Table_Title] 业绩符合预期，静待新品放量 [Table_Title2] 弘景光电(301479) [Table_Summary] 事件概述 弘景光电发布 2025 年三季报，2025 年前三季度公司实现营收 11.98 亿元，同比+51.65%；归母净利润 1.42 亿元，同比 +12.19%；扣非归母净利润 1.36 亿元，同比+8.33%。 ► 业绩符合预期 单季度看，25Q3 实现营收 4.96 亿元，同比+46.25%，环比 +17.49%；归母净利润为 0.66 亿元，同 比+14.54%，环比 +61.50%；扣非归母净利润 0.63 亿元，同比+9.65%，环比 +58.65%。 ► 毛利率小幅下滑，持续加强费用管控 毛利率：25Q1-Q3 毛利率为 24.23%，同比-6.93pct。其中 25Q3 毛利率为 23.96%，同比-7.73pct，环比+1.33pct。随着新品爬坡 量产，我们认为毛利率有望实现逐季修复。 期间费用率：25Q1-Q3 期间费用率为 10.44%，同比-1.67pc ...

Group 1 - The core viewpoint of the article is that Absen has reported significant growth in both revenue and net profit for the third quarter of 2025, indicating strong financial performance [1] Group 2 - In the third quarter of 2025, the company achieved a revenue of 1,053,163,647.79 yuan, representing a year-on-year increase of 14.50% [1] - The net profit attributable to shareholders of the listed company was 69,048,565.84 yuan, showing a substantial year-on-year growth of 138.55% [1]

Core Insights - The optical and optoelectronic sector increased by 1.57% on October 21, with Huashu Holdings leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Sector Performance - Huashu Holdings (000509) closed at 3.45, with a rise of 9.87% and a trading volume of 794,300 shares, totaling a transaction value of 268 million yuan [1] - Zhouming Technology (300232) closed at 7.87, up 8.10%, with a trading volume of 850,800 shares, totaling 662 million yuan [1] - Dongtian Micro (301183) closed at 103.50, increasing by 7.86%, with a trading volume of 106,100 shares, totaling 1.066 billion yuan [1] - Aolide (688378) closed at 25.74, up 7.52%, with a trading volume of 109,200 shares, totaling 278 million yuan [1] - Weida Optoelectronics (920001) closed at 21.59, increasing by 6.20%, with a trading volume of 29,900 shares, totaling 63.67 million yuan [1] Fund Flow Analysis - The optical and optoelectronic sector experienced a net outflow of 134 million yuan from institutional funds, while retail investors saw a net inflow of 415 million yuan [2] - The overall trend indicates a mixed sentiment among different types of investors within the sector [2]

Group 1 - The core viewpoint of the news is that Tengjing Technology has seen a significant increase in its stock price, rising by 5.14% to 102.62 CNY per share, with a trading volume of 1.125 billion CNY and a market capitalization of 13.274 billion CNY [1] - Tengjing Technology, established on October 12, 2013, and listed on March 26, 2021, specializes in the research, production, and sales of precision optical components and fiber optic devices, with its main revenue sources being precision optical components (78.87%), fiber optic devices (16.65%), and optical testing instruments (4.43%) [1] Group 2 - From the perspective of fund holdings, one fund under Caitong Securities Asset Management has a significant position in Tengjing Technology, with 20,900 shares held, accounting for 0.6% of the fund's net value, making it the ninth-largest holding [2] - The Caitong Asset Management Stable Growth Mixed A Fund (014625) has a current scale of 154 million CNY and has achieved a year-to-date return of 4.44%, ranking 6738 out of 8162 in its category [2] Group 3 - The fund managers of Caitong Asset Management Stable Growth Mixed A Fund are Gong Zhifang and Li Jing, with Gong having a tenure of 8 years and 67 days and a total fund asset scale of 25.93 billion CNY, while Li has a tenure of 3 years and 355 days with a fund asset scale of 230 million CNY [3] - During their respective tenures, Gong achieved a best fund return of 39.79% and a worst return of -9.12%, while Li achieved a best return of 80.77% and a worst return of 5.05% [3]

Core Viewpoint - The stock of Beijing Eight Billion Space Technology Co., Ltd. has shown fluctuations in price and trading volume, with a recent increase of 2.01% and a market capitalization of 4.719 billion yuan, indicating investor interest and activity in the company [1]. Financial Performance - For the first half of 2025, the company achieved operating revenue of 415 million yuan, representing a year-on-year growth of 10.63%, while the net profit attributable to shareholders decreased by 37.90% to 30.8724 million yuan [2]. - Cumulative cash dividends since the company's A-share listing amount to 128 million yuan, with 41.2998 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 17.18% to 9,597, while the average circulating shares per person decreased by 14.66% to 14,012 shares [2]. - The top ten circulating shareholders include notable funds, with specific reductions in holdings observed for certain funds [3]. Stock Performance - The stock price has increased by 6.66% year-to-date, but has seen a decline of 5.26% over the last five trading days and 7.17% over the last twenty days [1]. - The stock's trading volume indicates a net inflow of 4.9344 million yuan from main funds, with significant buying activity noted [1]. Business Overview - The company specializes in the research, development, production, and sales of display liquid crystal materials, with a revenue composition primarily from mixed liquid crystals (90.87%) [1]. - The company is categorized under the electronic and optical optoelectronic panel industry, with involvement in various concept sectors including lithium hexafluorophosphate and OLED [1].

10月21日，蓝特光学涨5.01%，截至发稿，报30.79元/股，成交1.02亿元，换手率0.83%，总市值124.14 亿元。 金鹰智慧生活混合A（002303）基金经理为张展华。 截至发稿，张展华累计任职时间1年277天，现任基金资产总规模26.25亿元，任职期间最佳基金回报 50.87%， 任职期间最差基金回报15.9%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，浙江蓝特光学股份有限公司位于浙江省嘉兴市秀洲区洪合镇洪福路1108号1幢，成立日期 2003年9月4日，上市日期2020年9月21日，公司主营业务涉及光学元件的研发、生产和销售。主营业务 收入构成为：光学棱镜59.54%，玻璃非球面透镜26.41%，玻璃晶圆8.20%，其他5.85%。 从基金十大重仓股角度 数据显示，金鹰基金旗下1只基金重仓蓝特光学。金鹰智慧生活混合A（002303）二季度持有股数3.14万 股，占基金净值比例为5.71%，位居第七大重仓股。根据测算， ...