Core Viewpoint - The company, SIRUI Optical, has experienced significant growth in revenue and net profit during the reporting period, particularly in 2023, despite facing challenges from international trade tensions and tariffs [1][2][3] Group 1: Company Overview - SIRUI Optical specializes in the research, production, and sales of interchangeable optical lenses, tripods, and precision optical components, primarily under the "SIRUI" brand [1] - The company's major shareholder and actual controller is Li Jie, who holds 80.22% of the shares and serves as the chairman and general manager [1] Group 2: Financial Performance - The company's revenue for the years 2021 to 2023 was 189 million, 183 million, and 262 million respectively, with net profits of 17.1 million, 18.9 million, and 31.3 million [1] - In 2023, SIRUI Optical's revenue grew by 43% year-on-year, and net profit increased by 66% [2] - The company reported a gross profit margin of 43.87%, 47.46%, and 47.95% during the same period [1] Group 3: Sales and Market Dynamics - A significant portion of SIRUI Optical's sales is international, with overseas revenue accounting for 76.24%, 77.10%, and 76.27% of total revenue from 2021 to 2023 [2] - Sales to the Americas represented 38.23%, 41.91%, and 43.25% of total sales, indicating a rapid growth trend in that region [2] Group 4: Trade Environment and Challenges - The company has faced challenges due to ongoing international trade tensions, particularly with the U.S., which has imposed tariffs on some of its products [3] - SIRUI Optical has established three wholly-owned subsidiaries in the U.S., Germany, and Japan, which are sales-focused and do not engage in production [3]

Core Viewpoint - The company has reported a total revenue of 416 million yuan for 2024, marking a year-on-year increase of 14.32%, while the net profit attributable to the parent company decreased by 31.72% to approximately 36.96 million yuan due to various cost pressures and market challenges [6][8]. Financial Performance - The company achieved total revenue of 416 million yuan in 2024, a 14.32% increase from the previous year, with the laser optics segment contributing 269 million yuan, reflecting a 22.17% growth [6][10]. - The net profit attributable to the parent company was approximately 36.96 million yuan, down 31.72% year-on-year, primarily due to declining gross margins in the infrared business and increased management and R&D expenses [6][8]. - Management and sales expenses rose by 10.09 million yuan, driven by increased personnel costs and the implementation of a stock incentive plan [7][8]. - R&D expenses increased by 629.13 million yuan, reflecting the company's commitment to innovation and product development [8][15]. Business Overview - The company operates in the precision optics industry, focusing on laser processing, infrared thermal imaging, and consumer optical products, providing comprehensive optical solutions [19][24]. - The company has successfully expanded its laser optics business, particularly in the semiconductor and intelligent manufacturing sectors, achieving significant sales growth [10][12]. - The infrared optics segment faced challenges due to fluctuations in raw material prices, but the company has adapted by enhancing its supply chain and developing alternative materials [11][12]. Market Trends - The global semiconductor industry is experiencing rapid growth, with increasing demand for high-performance equipment, which is beneficial for the company's optical systems used in semiconductor manufacturing [26][29]. - The consumer electronics market, particularly in AR/VR, is expected to grow significantly, with the company positioning itself to capture this emerging demand [35][36]. - The infrared thermal imaging market is expanding, driven by new applications in various sectors, including smart homes and automotive, indicating a strong growth potential for the company's infrared products [33][34]. Strategic Initiatives - The company plans to continue its "Optics+" development strategy, focusing on high-precision optical production capabilities and expanding into semiconductor and high-end PCB markets [16][18]. - The company is enhancing its global presence through a dual-driven strategy of domestic and international operations, with significant revenue growth from overseas markets [11][12]. - The company is committed to increasing R&D investment and talent acquisition to drive innovation and maintain competitive advantages in the precision optics sector [14][15].

南京波长光电科技股份有限公司 首次公开发行股票并在创业板上市 之上市公告书提示性公告 保荐人（主承销商）：华泰联合证券有限责任公司 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。 经深圳证券交易所审核同意，南京波长光电科技股份有限公司（以下简称"本 公司"）发行的人民币普通股股票将于 2023 年 8 月 23 日在深圳证券交易所创业 板上市。上市公告书全文和首次公开发行股票的招股说明书全文披露于中国证监 会指定网站（巨潮资讯网，www.cninfo.com.cn；中证网，www.cs.com.cn；中国 证券网，www.cnstock.com；证券时报网，www.stcn.com；证券日报网，www.zqrb.cn； 经济参考网，www.jjckb.cn；中国金融新闻网，www.financialnews.com.cn），供 投资者查阅。 本公司股票将在深圳证券交易所创业板市场上市，该市场具有较高的投资风 险。创业板公司具有业绩不稳定、经营风险高、退市风险大等特点，投资者面临 1 所属网页二维码：巨潮资讯网 一、上市概况 （一）证券简称：波长光电 （二）证券 ...

创业板投资风险提示 本次发行股票拟在创业板上市，创业板公司具有创新投入大、新旧产业融合存在 不确定性、尚处于成长期、经营风险高、业绩不稳定、退市风险高等特点，投资者面 临较大的市场风险。投资者应充分了解创业板的投资风险及本公司所披露的风险因 素，审慎作出投资决定。 南京波长光电科技股份有限公司 Nanjing Wavelength Opto-Electronic Science & Technology Co.,Ltd. （南京市江宁区湖熟工业集中区波光路18号） 首次公开发行股票并在创业板上市 招股说明书 保荐人（主承销商） （深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401） 南京波长光电科技股份有限公司 招股说明书 声 明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发 行人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表 明其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保 证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发 行人自行负责；投资者自主判断发行人的投资价值，自 ...

南京波长光电科技股份有限公司 首次公开发行股票并在创业板上市发行公告 保荐人（主承销商）：华泰联合证券有限责任公司 特别提示 根据《国民经济行业分类》（GB/T 4754-2017），南京波长光电科技股份有限 公司（以下简称"波长光电"、"发行人"或"公司"）所属行业为"仪器仪表制造业 （C40）"，细分行业为"光学仪器制造（C4040）"。截至 2023 年 8 月 8 日(T-4 日)， 中证指数有限公司发布的"C40 仪器仪表制造业"最近一个月平均静态市盈率为 39.05 倍。本次发行价格 29.38 元/股对应的发行人 2022 年扣除非经常性损益前 后孰低的摊薄后市盈率为 60.67 倍，高于可比公司 2022 年扣非后平均静态市盈 率，超出幅度为 18.13%；高于中证指数有限公司发布的行业最近一个月平均静 态市盈率，超出幅度为 55.37%，可能存在未来发行人股价下跌给投资者带来损 失的风险。发行人和保荐人（主承销商）提请投资者关注投资风险，审慎研判发 行定价的合理性，理性作出投资。 波长光电根据中国证券监督管理委员会（以下简称"中国证监会"）颁布的 《证券发行与承销管理办法》（证监会令[第 2 ...

创业板投资风险提示 本次发行股票拟在创业板上市，创业板公司具有创新投入大、新旧产业融合存在 不确定性、尚处于成长期、经营风险高、业绩不稳定、退市风险高等特点，投资者面 临较大的市场风险。投资者应充分了解创业板的投资风险及本公司所披露的风险因 素，审慎作出投资决定。 南京波长光电科技股份有限公司 Nanjing Wavelength Opto-Electronic Science & Technology Co.,Ltd. （南京市江宁区湖熟工业集中区波光路18号） 首次公开发行股票并在创业板上市 招股意向书 保荐人（主承销商） （深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401） 南京波长光电科技股份有限公司 招股意向书 声 明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发 行人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表 明其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保 证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》规定，股票依法发行后，发行人经营与收益的变化，由发 行人自行负责；投资者自主判断发行人的投资价值，自 ...

创业板投资风险提示 本次发行股票拟在创业板上市，创业板公司具有创新投入大、新旧产业融合存在 不确定性、尚处于成长期、经营风险高、业绩不稳定、退市风险高等特点，投资者面 临较大的市场风险。投资者应充分了解创业板的投资风险及本公司所披露的风险因 素，审慎作出投资决定。 南京波长光电科技股份有限公司 Nanjing Wavelength Opto-Electronic Science & Technology Co.,Ltd. （南京市江宁区湖熟工业集中区波光路18号） （深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401） 上市 u 南京波长光电科技股份有限公司 招股说明书 声明：本公司的发行申请尚需经交易所和中国证监会履行相应程序。本招 股说明书不具有据以发行股票的法律效力，仅供预先披露之用。投资者应当以 正式公告的招股说明书作为投资决定的依据。 首次公开发行股票并在创业板上市 招股说明书 保荐机构（主承销商） 声 明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发 行人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表 明其对发行人的盈利能力、投资价值或者 ...