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雷曼光电2025年中报简析:净利润同比下降35.89%
Zheng Quan Zhi Xing· 2025-08-28 22:59
据证券之星公开数据整理,近期雷曼光电(300162)发布2025年中报。根据财报显示,雷曼光电净利润 同比下降35.89%。截至本报告期末,公司营业总收入5.64亿元,同比下降14.23%,归母净利润485.92万 元,同比下降35.89%。按单季度数据看,第二季度营业总收入3.01亿元,同比下降14.8%,第二季度归 母净利润261.05万元,同比下降53.1%。 本次财报公布的各项数据指标表现不尽如人意。其中,毛利率23.77%,同比减2.85%,净利率0.59%, 同比减61.02%,销售费用、管理费用、财务费用总计9500.94万元,三费占营收比16.84%,同比增 2.21%,每股净资产2.13元,同比减9.61%,每股经营性现金流-0.11元,同比减57.64%,每股收益0.01 元,同比减50.0% 建议关注公司现金流状况(近3年经营性现金流均值/流动负债仅为15.77%) 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 证券之星价投圈财报分析工具显示: 业务评价:去年的净利率为-7.4%,算上全部成本后,公司产品或服 ...
联创光电股东江西省电子集团有限公司质押142.86万股,占总股本0.31%
Zheng Quan Zhi Xing· 2025-08-28 16:44
Group 1 - The core point of the news is that Jiangxi Electronic Group has pledged a total of 1.4286 million shares of Lianchuang Optoelectronics, accounting for 0.31% of the total share capital, with a cumulative pledge of 74.3502 million shares, representing 78.48% of its total holdings [1][3] - The financial performance of Lianchuang Optoelectronics for the first half of 2025 shows a revenue of 1.648 billion yuan, an increase of 6.51% year-on-year, and a net profit attributable to shareholders of 263 million yuan, up 15.18% year-on-year [3] - The company reported a second-quarter revenue of 847 million yuan, reflecting a year-on-year increase of 2.16%, and a net profit of 147 million yuan, which is a 19.1% increase year-on-year [3] Group 2 - Lianchuang Optoelectronics specializes in the research, production, and sales of laser series and traditional LED chip products, smart control series products, backlight sources and application products, optoelectronic communication, and intelligent equipment cables and metal materials [4]
联创光电(600363):2025年半年报点评:2025Q2归母净利同比增长19%,激光与高温超导打开未来成长空间
Huachuang Securities· 2025-08-28 11:25
Investment Rating - The report maintains a "Recommendation" rating for the company, indicating an expectation to outperform the benchmark index by 10%-20% over the next six months [1][23]. Core Insights - The company achieved a year-on-year growth of 19% in net profit attributable to shareholders in Q2 2025, driven by advancements in laser technology and high-temperature superconductors, which open up future growth opportunities [1][6]. - The company reported a total revenue of 1.65 billion yuan in the first half of 2025, reflecting a 6.5% increase year-on-year, with a net profit of 260 million yuan, up 15.2% year-on-year [6][7]. - The laser segment saw significant growth, with revenue from laser products increasing by 176.87% in H1 2025, while the smart control series faced a decline due to export tariff impacts [6][7]. Financial Performance Summary - **Revenue Forecasts**: Projected total revenues for 2025, 2026, and 2027 are 3.596 billion yuan, 4.002 billion yuan, and 4.506 billion yuan, respectively, with year-on-year growth rates of 15.8%, 11.3%, and 12.6% [2][6]. - **Net Profit Forecasts**: Expected net profits for the same years are 583 million yuan, 721 million yuan, and 875 million yuan, with growth rates of 141.6%, 23.7%, and 21.3% [2][6]. - **Earnings Per Share (EPS)**: Forecasted EPS for 2025, 2026, and 2027 are 1.29 yuan, 1.59 yuan, and 1.93 yuan, respectively [2][6]. Business Segment Analysis - **Laser and LED Chips**: The company achieved a revenue of 128 million yuan in H1 2025, marking a substantial increase of 176.87% year-on-year, with significant contributions from its subsidiary [6]. - **Smart Control Series**: Revenue decreased by 7.07% year-on-year to 821 million yuan in H1 2025, primarily due to export challenges [6]. - **Backlight and Application Products**: This segment saw a revenue increase of 17.95% year-on-year, reaching 596 million yuan, with a focus on industrial control and automotive applications [6]. Industry Outlook - The high-temperature superconducting industry is expected to grow significantly, with the global nuclear fusion equipment market projected to reach 217.2 billion yuan annually by 2031-2035, growing at a compound annual growth rate of 35% from 2023 to 2028 [6]. - The company is positioned to benefit from advancements in commercial aerospace and nuclear fusion technologies, which are anticipated to drive future orders and growth [6].
艾比森: 关于2025年半年度利润分配预案的公告
Zheng Quan Zhi Xing· 2025-08-27 16:12
证券代码:300389 证券简称:艾比森 公告编码:2025-041 深圳市艾比森光电股份有限公司 关于 2025 年半年度利润分配预案的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有 虚假记载、误导性陈述或重大遗漏。 特别提示: 五、备查文件 会第二十五次会议,审议通过了《关于 2025 年半年度利润分配预案的议案》。 二、2025 年半年度利润分配预案的基本情况 母公司 2025 年半年度净利润为 40,699,736.06 元,根据《公司法》和《公司章程》 的规定,提取法定盈余公积金 4,069,973.61 元,截至 2025 年 6 月 30 日,公司合 并 报 表 累 计 未 分 配 利 润 为 695,957,642.23 元 , 母 公 司 累 计 未 分 配 利 润 为 指导意见,在符合利润分配原则,保证公司正常经营资金需求和长远发展的前提 下,根据《公司法》和《公司章程》的规定,公司董事会提议拟定 2025 年半年 度利润分配预案如下: 以现有总股本 369,100,317 股为基数,向全体股东每 10 股派发现金红利 2 元(含税),合计派发现金红利 73,820, ...
福晶科技:上半年净利润1.28亿元 同比增长16.96%
Core Viewpoint - The company reported a strong performance in the first half of 2025, capitalizing on the growth opportunities in the global ultrafast laser and optical communication markets [1] Financial Performance - The company achieved an operating revenue of 519 million yuan, representing a year-on-year increase of 18.10% [1] - The net profit attributable to shareholders reached 128 million yuan, with a year-on-year growth of 16.96% [1] - Basic earnings per share were reported at 0.2725 yuan [1] Strategic Initiatives - The company focused on providing "one-stop" optoelectronic solutions to empower domestic and international clients [1] - There was an emphasis on increasing research and development investment and technological innovation [1] - The company actively expanded its market presence and sought new orders to achieve steady growth [1]
福晶科技:2025年上半年净利润1.28亿元,同比增长16.96%
Xin Lang Cai Jing· 2025-08-27 08:10
Group 1 - The company reported a revenue of 519 million yuan for the first half of 2025, representing a year-on-year growth of 18.10% [1] - The net profit for the same period was 128 million yuan, showing a year-on-year increase of 16.96% [1] - The company continues to empower domestic and international clients with "one-stop" optoelectronic solutions, enhancing R&D investment and technological innovation [1] Group 2 - The company is actively expanding its market presence and striving for new orders to achieve steady growth [1]
激智科技:8月25日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-27 00:11
Group 1 - The core point of the article is that Jizhi Technology (SZ 300566) held its fifth board meeting on August 25, 2025, to review the special report on the use of raised funds for the first half of 2025 [1] - For the first half of 2025, Jizhi Technology's revenue composition was as follows: 62.81% from the optoelectronics industry, 27.55% from the photovoltaic industry, 7.12% from other industries, and 2.52% from the automotive industry [1] Group 2 - The pet industry is experiencing significant growth, with a market size of 300 billion yuan, leading to a surge in stock prices for related listed companies [1]
杰普特: 董事会薪酬与考核委员会关于2025年限制性股票激励计划首次授予激励对象名单的核查意见
Zheng Quan Zhi Xing· 2025-08-26 16:23
Core Points - The company has verified the list of incentive recipients for the 2025 Restricted Stock Incentive Plan, confirming that all recipients meet the eligibility criteria set forth in relevant laws and regulations [1][2] - The incentive plan includes 93 individuals who are eligible to receive a total of 380,000 shares of restricted stock at a grant price of 36 yuan per share, with the grant date set for August 26, 2025 [2] Summary by Sections Eligibility Verification - All recipients of the incentive plan have been confirmed to not fall under any disqualifying conditions as outlined in the management regulations [1] - The verification process ensures that the recipients have not been deemed inappropriate candidates by the securities exchange or regulatory bodies within the last 12 months [1] Compliance with Regulations - The list of incentive recipients aligns with the scope approved by the company's first extraordinary general meeting in 2025, confirming their qualifications [2] - The incentive plan does not include independent directors or those holding a significant stake in the company, ensuring compliance with regulatory requirements [2] Grant Details - The total number of restricted shares to be granted is 380,000, with a set price of 36 yuan per share, reflecting the company's commitment to incentivizing eligible employees [2]
清越科技: 股东会议事规则(2025年8月修订)
Zheng Quan Zhi Xing· 2025-08-26 13:13
Core Points - The document outlines the rules for the shareholders' meeting of Suzhou Qingyue Optoelectronics Technology Co., Ltd, ensuring compliance with relevant laws and regulations [1][2][3] Group 1: General Principles - The rules are established to regulate the company's behavior and ensure shareholders can exercise their rights according to the Company Law and other relevant regulations [1][2] - The board of directors is responsible for organizing the shareholders' meeting and ensuring it is conducted in accordance with the law [1][2] Group 2: Shareholders' Meeting Convening - The shareholders' meeting is categorized into annual and temporary meetings, with annual meetings held within six months after the end of the previous fiscal year [2][3] - If the meeting cannot be convened within the specified time, the company must report to the Jiangsu Securities Regulatory Bureau and the stock exchange [2][3] Group 3: Proposals and Notifications - Shareholders holding more than 1% of shares can propose temporary proposals at least 10 days before the meeting [6][7] - The notice for the annual meeting must be sent 20 days in advance, while temporary meetings require a 15-day notice [6][7] Group 4: Meeting Procedures - The meeting must be held at the company's registered address or another location specified in the articles of association [19][20] - Shareholders can attend in person or through proxies, and the company must ensure the meeting's order is maintained [19][20] Group 5: Voting and Resolutions - Resolutions can be ordinary or special, with ordinary resolutions requiring a simple majority and special resolutions requiring two-thirds approval [33][34] - Related shareholders must abstain from voting on matters where they have a conflict of interest [36][37] Group 6: Record Keeping and Compliance - The company must maintain detailed records of the meeting, including attendance and voting results, for at least 10 years [20][21] - Any violations of laws or regulations during the meeting can lead to invalidation of the resolutions [53][54]
清越科技: 董事、高级管理人员离职管理制度
Zheng Quan Zhi Xing· 2025-08-26 13:13
苏州清越光电科技股份有限公司 董事、高级管理人员离职管理制度 苏州清越光电科技股份有限公司 二零二五年八月 苏州清越光电科技股份有限公司 董事、高级管理人员离职管理制 度 目 录 苏州清越光电科技股份有限公司 董事、高级管理人员离职管理制度 第一章 总则 第一条 为规范苏州清越光电科技股份有限公司(以下简称"公司")董事、 高级管理人员离职相关事宜,确保公司治理结构的稳定性和连续性,维护公司 及股东的合法权益,公司根据《中华人民共和国公司法》(以下简称《公司 法》)等法律法规、规范性文件及《苏州清越光电科技股份有限公司章程》 (以下简称《公司章程》)的有关规定,结合公司实际情况,制定本制度。 第二条 本制度适用于公司董事(含独立董事)、高级管理人员因任期届满、 辞职、被解除职务或其他原因离职的情形。 第二章 离职情形与程序 第三条 公司董事和高级管理人员可以在任期届满以前辞职,董事和高级管理 人员辞职应当向公司提交书面辞职报告,辞职报告中应说明辞职原因,公司收 到辞职报告之日辞职生效,公司将在2个交易日内披露有关情况。 第五条 董事提出辞职的,公司应当在60日内完成补选,确保董事会及其专门 委员会构成符合法律 ...