Group 1: Company Performance Overview - In the first three quarters of 2025, the company achieved operating revenue of 1,271,282.29 million yuan, with a net profit attributable to shareholders of 86,337.71 million yuan, reflecting a year-on-year decrease of 39.46% [2] - The decline in net profit is primarily due to the previous year's disposal of Dazhuo Siter equity, which impacted net profit by approximately 890 million yuan [2] - The recovery in downstream industry demand and the strong supply chain demand driven by AI have contributed to improved operational performance [3] Group 2: PCB Industry Trends and Competitive Advantage - The PCB industry is expected to grow, with revenue and output projected to increase by 15.4% and 9.1% respectively in 2025, driven by strong demand for AI-related high-layer boards and HDI boards [4] - The company leverages innovative R&D models to enhance its competitive capabilities, focusing on specific market segments and collaborating with upstream and downstream partners [5] - The company provides one-stop optimal processing solutions for various PCB market segments, ensuring a competitive edge through continuous innovation and collaboration [5] Group 3: Consumer Electronics Business - The consumer electronics segment has seen revenue growth due to the dual transformation of the global industry, characterized by the explosion of AI terminals and supply chain restructuring [6] - The company is actively involved in the R&D of cutting-edge products for major clients, including customized laser welding machines and sealing detection systems [6] - The establishment of overseas production and R&D teams aims to capture the benefits of supply chain diversification, particularly in Southeast Asia [7] Group 4: High-Power Welding Products - The company has developed a comprehensive intelligent welding product system to meet diverse industry requirements, including various laser welding machines and robots [8] - The focus on key sectors such as aerospace, nuclear energy, and transportation has enabled the company to provide specialized welding technology support [8] Group 5: Innovation in Laser Processing Equipment - The company has made significant advancements in laser cutting technology, achieving a sales breakthrough of 50 million yuan for its 3D five-axis cutting head in its first year [9] - The launch of the world's first 150KW ultra-high power cutting machine has expanded the company's influence in high-end markets [9] - The company is also increasing its market coverage in the mid-to-low-end segment, steadily improving its market share in high-power laser cutting equipment [9] Group 6: Overseas Expansion - The company is expanding its overseas R&D and sales teams to capitalize on the rising demand for equipment in Southeast Asia [10] - The PCB industry in Southeast Asia is projected to grow significantly, with compound growth rates expected to exceed those of mainland China in the coming years [10] - The restructuring of the supply chain in the U.S. and Europe is anticipated to create new opportunities for local semiconductor industry development [11]

12月30日，杰普特涨1.02%，截至发稿，报145.70元/股，成交8101.75万元，换手率0.59%，总市值 138.49亿元。 资料显示，深圳市杰普特光电股份有限公司位于广东省深圳市龙华区观湖街道鹭湖社区观盛五路8-1号 科姆龙科技园A栋1201，成立日期2006年4月18日，上市日期2019年10月31日，公司主营业务涉及研 发、生产和销售激光器以及主要用于集成电路和半导体光电相关器件精密检测及微加工的智能装备。主 营业务收入构成为：激光器53.32%，激光/光学智能装备38.19%，其他主营业务6.61%，光纤器件 1.81%，其他(补充)0.07%。 从基金十大重仓股角度 数据显示，华泰柏瑞基金旗下1只基金重仓杰普特。华泰柏瑞创新升级混合A（000566）三季度持有股 数5.64万股，占基金净值比例为2.38%，位居第六大重仓股。根据测算，今日浮盈赚取约8.3万元。 华泰柏瑞创新升级混合A（000566）基金经理为刘腾飞。 截至发稿，刘腾飞累计任职时间72天，现任基金资产总规模4.56亿元，任职期间最佳基金回报12.33%， 任职期间最差基金回报5.33%。 风险提示：市场有风险，投资需谨慎。本 ...

证券日报网讯12月29日，英诺激光（301021）在互动平台回答投资者提问时表示，公司已完成对M9等 材料的初步打样工作，现正发挥超快激光钻孔设备能力，针对新一代算力技术的新材料和新工艺升级需 求，积极对接客户的审厂安排，提供创新解决方案！公司于日前收到来自IC载板客户的首台超快激光钻 孔设备订单。IC载板在高性能计算芯片如CPU、GPU、FPGA和ASIC等产品的封装中发挥着关键作用， 因此，该订单反映了公司的超快激光钻孔设备得到了高端客户的认可，也预示着其凭借优异性能有望向 下兼容类载板、高阶HDI和高多层板等算力领域的精密钻孔需求。 ...

证券代码：688170 证券简称：德龙激光公告编号：2025-044 苏州德龙激光股份有限公司关于注销部分募集资金专户的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 苏州德龙激光股份有限公司（以下简称"公司"、"德龙激光"）首次公开发行股票募集资金按照相关法 律、法规和规范性文件的规定在银行开立了募集资金专用账户。近日公司完成了首次公开发行股票部分 募集资金专户的注销手续，现将有关事项公告如下： 一、募集资金基本情况 根据中国证券监督管理委员会2022年3月4日出具的《关于同意苏州德龙激光股份有限公司首次公开发行 股票注册的批复》（证监许可〔2022〕460号），公司获准以首次公开发行方式向社会公众发行人民币 普通股（A股）2,584.00万股，每股发行价格30.18元，募集资金总额为77,985.12万元，扣除发行费用 6,603.15万元（不含增值税）后，募集资金净额为71,381.97万元，其中超募资金总额为26,381.97万元。 大华会计师事务所（特殊普通合伙）于2022年4月26日对本次发行的资金到位情 ...

Core Viewpoint - The company, Dier Laser (300776.SZ), is focusing on its main business while actively expanding into consumer electronics, new displays, and integrated circuits sectors [1] Group 1: Business Focus and Expansion - The company has completed the shipment of panel-level glass substrate through-hole equipment for TGV devices, achieving comprehensive coverage of wafer-level and panel-level TGV packaging laser technology [1] - The company is currently developing ultrafast laser drilling technology for the PCB industry, with prototype equipment under trial production [1] Group 2: Order Sources and Technology Development - Major orders this year have come from XBC and TOPCon laser technologies, with additional orders in non-photovoltaic sectors for TGV laser micro-hole equipment pilot lines [1]

Flash | 19 Nov 2025 12:36:46 ET │ 12 pages Han's Laser Technology (002008.SZ) What's New from Citi 2025 Industrial Tour | IT Upcycle May Start from 2026 CITI'S TAKE We met with Han's Laser (HL) Board Secretary, Mr. Du Yonggang, on 19 November. In addition to the PCB business upturn driven by stronger demand from AI PCB makers, Mr. Du believes that the next upcycle of the IT business – mainly for Apple (AAPL.O) – could start from 2026 onwards driven by not only iPhone 18 in 2026 but also iPhone's 20th annive ...

Core Insights - xTool has established its European office in Berlin, marking a significant step in localizing its operations in the European market [1] - The company has set up over 300 demo rooms and 40 service stations across Europe to enhance customer service and product demonstration [1] - xTool's product sales network spans over 160 countries, with a user base of hundreds of thousands since the launch of its first consumer-grade laser engraving machine in 2021 [1] Product Development - xTool showcased its latest product, the F2 Ultra UV desktop laser engraving machine, which utilizes advanced UV light source technology for engraving heat-sensitive materials [2] - The F2 Ultra UV features capabilities for 3D internal engraving in glass and high-quality surface engraving and cutting for materials like wood and ceramics [2] - The machine is equipped with dual 48MP cameras for precise positioning and can achieve engraving speeds of up to 15,000 mm/s [2] Market Strategy - The CEO of xTool emphasized the potential for a creative economy in Europe, driven by advancements in artificial intelligence and a strong culture of creativity [2] - xTool's European team is collaborating with the German Small and Medium-sized Enterprises Association (BVMW) to provide tailored technical solutions for local SMEs [2] - The collaboration aims to support digital upgrades and product innovation for SMEs focused on customization [2]

Core Viewpoint - Inno Laser is actively tracking relevant applications and has developed ultra-precision drilling equipment that utilizes ultrafast lasers, achieving stable processing of micro-hole diameters ranging from 30 to 70 micrometers, with a drilling efficiency of up to 10,000 holes per second [1] Group 1 - The company has received positive feedback from customers regarding the initial sample results of its drilling equipment [1] - Inno Laser is inquiring about potential collaborations with leading PCB manufacturers such as Shenghong Technology and Shenzhen South Circuit [3] - There is a particular interest in whether the company's laser equipment can process the next-generation M9 materials [3]

Core Viewpoint - Inno Laser is recognized for its advanced technology in deep ultraviolet, ultrafast lasers, and EUV light sources, indicating a leading position in domestic technology [1] Company Collaboration - Inno Laser is actively tracking potential collaborations with leading PCB manufacturers such as Shenghong Technology and Shenzhen South Circuit [1] - The company is exploring partnerships that may involve technology certification and other cooperative efforts [1] Product Development - Inno Laser's ultrafast laser drilling equipment can achieve stable processing of micro-hole diameters ranging from 30 to 70 µm [1] - The drilling efficiency of the equipment is reported to be ≥10,000 holes per second, with initial sample results receiving positive feedback from customers [1]

Core Viewpoint - Delong Laser (688170.SH) has received orders for its storage chip invisible cutting equipment from leading clients, which is expected to facilitate further promotion of the product despite its current small business share [1] Group 1 - The company has secured orders from top clients for its storage chip invisible cutting equipment [1] - Other manufacturers are also advancing in this area, indicating a competitive landscape [1] - Successful application experiences from leading clients are anticipated to benefit future promotions of the equipment [1] - The current business share of this equipment remains relatively small [1]