人民财讯1月5日电，据帝尔激光（300776）消息，近日，帝尔激光应用于玻璃基板半导体封装的面板级 激光微孔设备出口订单顺利发货，标志着公司在推动TGV(Through-Glass Via，玻璃通孔)技术产业化方 面又迈出关键一步。 ...

大族激光今年以来股价涨2.06%，近5个交易日涨0.62%，近20日涨14.80%，近60日涨4.40%。 1月5日，大族激光盘中上涨2.06%，截至09:54，报42.04元/股，成交2.17亿元，换手率0.54%，总市值 432.85亿元。 资金流向方面，主力资金净流入664.85万元，特大单买入1764.59万元，占比8.13%，卖出1530.04万元， 占比7.05%；大单买入4934.56万元，占比22.73%，卖出4504.27万元，占比20.74%。 资料显示，大族激光科技产业集团股份有限公司位于广东省深圳市南山区深南大道9988号，成立日期 1999年3月4日，上市日期2004年6月25日，公司主营业务涉及激光加工设备的研发、制造及销售。主营 业务收入构成为：其他智能制造装备68.71%，PCB智能制造装备31.29%。 机构持仓方面，截止2025年9月30日，大族激光十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股6880.01万股，相比上期增加4344.83万股。华夏中证机器人ETF（562500）位居第四大流 通股东，持股2317.95万股，相比上期增加433.56万股。南 ...

Core Insights - xTool Innovate Limited is set to officially submit its IPO prospectus to the Hong Kong Stock Exchange on January 1, 2026, with Morgan Stanley and Huatai International as joint sponsors [1] - Established in 2013, xTool is a global high-end consumer technology brand focused on providing professional and intelligent laser creative tools and material printers for individual consumers, small business owners, and retail stores [1] - As of September 30, 2025, xTool has sold over 405,000 connected devices worldwide, with a significant market presence in the laser engraving and cutting machine sector [1][2] Market Position - xTool holds the title of the world's leading brand in laser personal creative tools, with a market share of 37% based on GMV for the first three quarters of 2025 [2] - It is also the largest and fastest-growing brand in laser engraving and cutting machines, capturing 47% of the market share, which is six times that of the second-largest brand [2] - The company generates 97% of its revenue from overseas markets, primarily in developed regions, and its product prices are typically 10%-30% higher than the industry average [2] Product and Community Engagement - xTool's NPS (Net Promoter Score) is 67%, with a customer repurchase rate of 40% as of October 31, 2025 [3] - The brand has established a community-driven strategy, with 80% of users engaging with their devices at least once a month and over 212,000 active users participating in the Atomm online community [3] - xTool has created 470 offline "xTool Squad" communities across 32 countries, enhancing user experience through hands-on product trials [3] Technological Advancements - xTool's technological edge lies in the integration of precision optics, intelligent CNC control, and AI algorithms, which fosters product innovation [4] - The company has a strong R&D team, with 753 full-time technical staff, representing about 56% of its office employees, and holds numerous patents both domestically and internationally [4] Financial Performance - xTool's revenue for 2023 and 2024 was 1.457 billion and 2.475 billion yuan, respectively, reflecting a year-on-year growth of 70% [5] - For the first three quarters of 2025, revenue increased by 18.6% to 1.777 billion yuan, with a gross margin of 56.0% [5] - The company anticipates significant profitability growth in the fourth quarter, which is typically the peak season for revenue and profit contributions [6] Future Outlook - xTool plans to use the net proceeds from its IPO to enhance R&D, expand its overseas user community, improve manufacturing capabilities, and strengthen supply chain resilience [6] - The global market for technology-enabled personal creative tools is projected to grow at a CAGR of 33.8% from 2024 to 2030, reaching $39.1 billion by 2030 [6]

本报告导读： 公司聚焦光伏电池片激光技术，助力行业降本增效，充分受益BC 扩产潮。此外，积极布局泛半导体领 域，实现激光技术多维度拓展加速新产品放量。 以自主创新激光技术为核心的精密装备商，深耕光伏并向新型显示、半导体延伸。公司2008 年在武汉 创立，2019 年登陆创业板，并在无锡设研发生产基地、在以色列和新加坡设海外研发中心。公司主要 面向光伏、新型显示和半导体等领域提供一体化加工解决方案。客户主要为大中型光伏电池制造企业， 包括隆基绿能、通威股份、爱旭股份、晶科能源、晶澳科技、天合光能等。 覆盖光伏技术路线全面，电池端把握BC/钙钛矿迭代，组件端导入激光焊接提升良率、稳定性。公司致 力于光伏激光提效，BC 激光微刻蚀系列设备用于背接触电池图形化生产，可替代传统光刻并简化工艺 流程、降低设备与生产成本，从而促进BC 规模化产业化。钙钛矿方向，公司薄膜激光刻划设备面向大 尺寸玻璃衬底各膜层，提升大尺寸钙钛矿电池效率。组件端，组件焊接设备/整线以激光焊接替代传统 红外焊接以提升焊接质量与稳定性，方案覆盖自动上料到组件完成并集成自动返修，且支持不同主栅设 计与多规格电池片快速切换，尤其适合无主栅与高精度BC ...

Group 1 - The core viewpoint of the article is that the company, HaiMuxing (688559.SH), has clarified the application scenarios of its plastic welding business, which are primarily in the medical, automotive, and electronic product sectors [1] - The company has indicated that there are currently no practical applications of its technology in the aerospace sector [1]

12月31日，华工科技盘中下跌2.01%，截至11:18，报79.09元/股，成交21.88亿元，换手率2.73%，总市 值795.25亿元。 责任编辑：小浪快报 资料显示，华工科技产业股份有限公司位于湖北省武汉市东湖高新技术开发区华中科技大学科技园6路1 号，成立日期1999年7月28日，上市日期2000年6月8日，公司主营业务涉及激光器、激光加工设备及成 套设备、激光全息综合防伪标识、激光全息综合防伪烫印箔及包装材料、光器件与光通信模块、光学元 器件、电子元器件。主营业务收入构成为：光电器件系列产品49.08%，敏感元器件25.46%，激光加工 装备及智能制造产线21.97%，激光全息膜类系列产品2.77%，租赁及其他0.72%。 华工科技所属申万行业为：机械设备-自动化设备-激光设备。所属概念板块包括：激光概念、食药追 溯、F5G、光通信、5G等。 截至9月30日，华工科技股东户数18.94万，较上期增加101.14%；人均流通股5306股，较上期减少 50.28%。2025年1月-9月，华工科技实现营业收入110.38亿元，同比增长22.62%；归母净利润13.21亿 元，同比增长40.92%。 分红 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [5] Core Insights - The company is a leading provider of "laser + intelligent manufacturing" system solutions, with a significant competitive advantage in the optical communication sector, ranking among the top ten globally in optical module business [5] - The optical module market is experiencing robust growth, with a projected compound annual growth rate (CAGR) of approximately 27% from 2023 to 2029, expanding from a market size of USD 6.25 billion to USD 25.8 billion [13] - The company is expected to achieve substantial revenue growth, with projected revenues of RMB 16.33 billion, RMB 22.14 billion, and RMB 27.56 billion for 2025, 2026, and 2027, respectively, representing year-on-year growth rates of 39.4%, 35.6%, and 24.5% [5][30] - The company’s net profit is forecasted to reach RMB 1.86 billion, RMB 2.30 billion, and RMB 2.82 billion for the same years, with growth rates of 52.5%, 23.3%, and 23.0% [5][30] Financial Data and Profit Forecast - Total revenue for 2023 is reported at RMB 10.21 billion, with a projected increase to RMB 11.71 billion in 2024, and further growth to RMB 16.33 billion in 2025, reflecting a year-on-year growth of -15.0%, 14.7%, and 39.4% respectively [4][30] - The company’s gross margin is expected to improve from 21.5% in 2024 to 22.9% in 2025, driven by the increasing sales of high-speed optical modules [5][30] - The return on equity (ROE) is projected to rise from 12.0% in 2024 to 15.5% in 2025, indicating enhanced profitability [4][30] Market Position and Competitive Landscape - The company’s optical module business has seen a significant increase in revenue, with a 124% year-on-year growth in the first half of 2025, driven by the successful delivery of 400G and 800G modules [5] - The company is strategically positioned to capitalize on the growing demand for optical modules in AI computing and supercomputing scenarios, with expectations of a demand for 40 to 50 million units in overseas markets by 2025 [5][30] - The competitive landscape is characterized by a shift towards higher-speed products, with the company’s 800G modules expected to gain market share as they transition from 400G [5][30]

中国经济网北京12月30日讯 德龙激光（688170.SH）昨日晚间披露《2025年度以简易程序向特定对 象发行股票预案》。本次发行股票募集资金总额不超过人民币24,000.00万元（含本数），不超过人民币 3亿元且不超过最近一年末净资产的20%。本次发行股票募集资金主要用于"激光器生产建设项目"和"总 部研发中心建设项目"。 | | | | 序号 | 项目名称 | 拟总投资额 | 拟使用募集资金投资额 | | --- | --- | --- | --- | | | 激光器生产建设项目 | 17,450.31 | 17,000.00 | | | 总部研发中心建设项目 | 7.300.58 | 7,000.00 | | | 合计 | 24,750.89 | 24,000.00 | 本次发行的股票种类为境内上市的人民币普通股股票（A股），每股面值人民币1.00元。采用以简 易程序向特定对象发行股票的方式。 本次发行对象为符合中国证监会规定的证券投资基金管理公司、证券公司、信托公司、财务公司、 保险机构投资者、合格境外机构投资者、人民币合格境外机构投资者，以及符合中国证监会规定的其他 法人、自然人或其他合法投资组织 ...

12月30日，英诺激光盘中上涨2.00%，截至10:09，报50.99元/股，成交3.12亿元，换手率4.12%，总市值 77.58亿元。 责任编辑：小浪快报 今年以来英诺激光已经1次登上龙虎榜，最近一次登上龙虎榜为3月10日，当日龙虎榜净买入2696.30万 元；买入总计1.35亿元 ，占总成交额比16.42%；卖出总计1.08亿元 ，占总成交额比13.13%。 资料显示，英诺激光科技股份有限公司位于广东省深圳市南山区西丽街道创智云城大厦(工业区)1标段1 栋A座11层01号，成立日期2011年11月30日，上市日期2021年7月6日，公司主营业务涉及研发、生产和 销售微加工激光器和定制激光模组。主营业务收入构成为：激光器59.89%，激光模组26.86%，其他主 营10.20%，其他业务3.05%。 英诺激光所属申万行业为：机械设备-自动化设备-激光设备。所属概念板块包括：融资融券、PCB概 念、先进封装、3D打印、基金重仓等。 截至9月30日，英诺激光股东户数1.91万，较上期增加2.51%；人均流通股7967股，较上期减少2.45%。 2025年1月-9月，英诺激光实现营业收入3.42亿元，同比增长1 ...

证券日报网讯12月29日，帝尔激光（300776）在互动平台回答投资者提问时表示，公司持续聚焦主营业 务的同时积极向消费电子、新型显示和集成电路等领域开拓。公司应用于半导体芯片封装、显示芯片封 装等领域的TGV设备，已经完成面板级玻璃基板通孔设备的出货，实现了晶圆级和面板级TGV封装激 光技术的全面覆盖。公司应用于PCB行业的超快激光钻孔技术目前正在研发中，持续推动技术的延伸和 应用拓展。目前，超快激光钻孔设备样机正在试制中。 ...