证券代码：300776 证券简称：帝尔激光 公告编号：2025-017 一、重要提示 本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投资者 应当到证监会指定媒体仔细阅读年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 立信会计师事务所（特殊普通合伙）对本年度公司财务报告的审计意见为：标准的无保留意见。 本报告期会计师事务所变更情况：公司本年度会计师事务所由变更为立信会计师事务所（特殊普通合 伙）。 非标准审计意见提示 □适用 √不适用 公司上市时未盈利且目前未实现盈利 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 √适用 □不适用 公司经本次董事会审议通过的利润分配预案为：以272,497,283股为基数，向全体股东每10股派发现金红 利3.9元（含税），送红股0股（含税），以资本公积金向全体股东每10股转增0股。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 2、报告期主要业务或产品简介 （一）主营业务 公司主营业务为精密激光加工解决方案的设计及其配套设备的研发、生产和销售。公司主要产 ...

SAXONBURG, Pa., April 23, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR) (the “Company”), a global leader in materials, networking, and lasers, announced today that it will release third-quarter fiscal 2025 financial results on Wednesday, May 7, after the New York Stock Exchange closes. The release will be followed by a live audio webcast at 5:00 p.m. ET to discuss the results. The Company invites investors to join the live audio webcast at coherent.com/company/ investor-relations/financial-webcasts. ...

作为一款 拥有真 192线高线数扫描，具备每秒高达288万点的高清点云、0.08°×0.1°全局角分辨 率，提供最远300米的探测距离、最高20Hz帧率，且高度集成 的产品 ， EMX是目前最小巧的车载 数字化主激光雷达 ，并 已获得多家整车厂定点合作，将于年内量产上车。 值得注意的是， 速腾聚创 在本次发布会上强调， 根据市场不同需求 ，其 可以快速定制不同造型、 线数、帧率、探测距离、 FOV等参数的数字化激光雷达，覆盖从96线到2160线等不同规格 —— 比 如对于车载主激光雷达， EMX面向高阶辅助驾驶全面普及趋势，适合500线以下的需求，可定制 192线、256线、384线等产品方案；EM4挑战行业极限，面向500线以上的超高清感知需求，可定 制520线、720线、1080线，甚至高至2160线等技术方案。 当然，这样的定制化能力在一定程度上还是得益于速腾聚创的平台化能力 ——事实上， 从 2015年 创立至今，速腾聚创坚持技术前瞻自研，从R平台到M平台、再从E平台到如今的EM平台，每个平台 产品都有划时代的意义 ——譬如， M平台让激光雷达从 " 精密仪器 " 变成 " 可车规量产上车的产品 "； ...

涵盖「千厘眼 A」、「千厘眼 B」、「千厘眼 C」三种解决方案。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao AT1440是全球最高线数的车规级超高清激光雷达 ，达到 1440线，搭载禾赛第四代自研芯片，测距 达300米@10%反射率。其采用前沿的高效感光和超高并行处理技术，激光雷达线数相比市场上同类 产品提升10倍，引领激光雷达进入千线超高清时代。这款激光雷达的点频超过3400万点每秒，是当 前主流车载激光雷达的45倍以上，能够精准捕捉复杂城市街道的细小物体以及路面微小的起伏和坑 洼。 AT1440将于2025年下半年开始量产 。 据 IPO早知道消息， 禾赛科技（纳斯达克： HSAI） 于 4月21日 发布了面向 L2到L4的激光雷达感 知方案「千厘眼」，并正式发布了新一代车规级激光雷达产品ETX车规级超远距激光雷达、AT1440 车规级超高清激光雷达和FTX车规级纯固态补盲激光雷达。 极远的感知距离 、 厘米级别 的 感知精度 面向 L2到L4 提供不同 激光雷达组合 「千厘眼」谐音 "千里眼"，寓意其拥有极远的感知距离，同时感知精度可达厘米级别，为自动驾驶 ...

Core Viewpoint - The Zacks Laser Systems and Components industry is facing challenging macroeconomic conditions, particularly due to trade tensions between the U.S. and China, which could negatively impact capital investment decisions. However, companies like IPG Photonics and MicroVision are experiencing strong demand from sectors such as electric vehicles, electronics, semiconductors, and healthcare, driven by the need for high-power lasers [1][2]. Industry Overview - The Zacks Laser Systems and Components industry includes firms that provide high-performance fiber lasers, fiber amplifiers, diode lasers, and optical products, with key markets in semiconductors, metrology, advanced communication, and medical devices [3]. - The medical devices sector benefits from laser-based aesthetic treatments, which have established a significant market due to their therapeutic results [4]. Industry Trends - Emerging applications such as additive manufacturing, facial recognition, gesture recognition, and LiDAR are driving demand for lasers, particularly those with 3D sensing capabilities [5]. - The integration of lasers with IoT is enhancing operational efficiency in manufacturing, reducing costs, and increasing flexibility [6]. Economic Challenges - The industry is currently hindered by sluggish capital spending from original equipment manufacturers, persistent inflation, energy challenges in Europe, and weakness in the Chinese market [7]. - The Zacks Laser Systems and Components industry ranks 202, placing it in the bottom 18% of over 250 Zacks industries, indicating dim near-term prospects [8][9]. Performance Metrics - Over the past year, the industry has underperformed compared to the broader Zacks Computer and Technology sector and the S&P 500, declining by 20% while the S&P 500 returned 8.1% and the broader sector grew by 4.7% [12]. - The industry is currently trading at a trailing 12-month price-to-sales (P/S) ratio of 6.38X, higher than the S&P 500's 5.02X but below the sector's 6.49X [13]. Company Highlights - **IPG Photonics**: This company is facing muted demand in key markets but expects to benefit from the growing adoption of welding solutions in electric vehicles and medical devices. The acquisition of cleanLASER is projected to add $30 million in revenues in the first year [14][15]. - **MicroVision**: Known for its MEMS-based solid-state automotive lidar technology, MicroVision's diversified portfolio is a key growth driver. The Zacks Consensus Estimate for its 2025 loss is pegged at 41 cents per share [16][18].

Company Overview - IPG Photonics Corporation is a leader in high-power fiber lasers and amplifiers, primarily used in materials processing and various applications [2] - The company's mission focuses on developing innovative laser solutions to enhance productivity and reduce costs for end users [2] - IPG is headquartered in Marlborough, Massachusetts, and operates over 30 facilities globally [2] Upcoming Financial Results - IPG Photonics will release its first quarter 2025 financial results before the market opens on May 6, 2025 [1] - A conference call to discuss these results will take place at 10:00 a.m. ET on the same day [1] - Access to the call will be available via a dedicated phone line and a live webcast, which will also be archived on the company's investor relations website [1]

行业唯一一个连续四年获 "多项全球第一"殊荣的企业 。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， Yole Group 日前 发布 的 《 2025 年全球车载激光雷达市场报告》指出，禾 赛在车载激光雷达市场摘得三项全球第一：全球车载激光雷达市占率第一、全球 ADAS 激光雷达市 占率第一、全球 L4 自动驾驶激光雷达市占率第一，也成为了行业唯一一个连续四年获"多项全球第 一"殊荣的企业 。 同时， 禾赛 还 再次蝉联全球 ADAS 激光雷达市占率第一的佳绩。 《报告》显示，作为全球激光雷达应用的核心增长引擎，中国正实现将激光雷达延伸至更亲民的 10 万元级车型。2024 年，中国激光雷达制造商供应了全球乘用车市场 92% 的激光雷达，其中 ADAS 领域同比增长 68%。以比亚迪和理想汽车为代表的行业头部企业正持续引领这一浪潮——比亚 迪"天神之眼"智驾系统已在主流车型实现规模化部署，理想汽车宣布将在 2025 年全系车型实现激 光雷达标配，标志着高阶智驾技术向大众市场加速渗透。 禾赛科技凭借革命性产品 ATX 在这一浪潮中实现了关键突 ...

Core Viewpoint - The company, 柏楚电子, has demonstrated robust growth in revenue and net profit for 2024, driven by increasing domestic demand for high-power thick plate cutting and expanding international applications [1][2][3] Financial Performance - In 2024, 柏楚电子 achieved a revenue of 1.735 billion yuan, representing a year-on-year increase of 23.33%, and a net profit of 883 million yuan, up 21.10%, both reaching historical highs [1][2] - The company's asset-liability ratio stood at 6.02% at the end of 2024, indicating a strong financial position [3] - The net cash flow from operating activities reached 952 million yuan in 2024, marking a 10.63% increase year-on-year [3] Dividend Distribution - 柏楚电子 plans to distribute a cash dividend of 21.60 yuan per 10 shares, totaling 444 million yuan (including tax), and to increase its share capital by 4 shares for every 10 shares held [1][4] Product Performance - The revenue from flat solutions was 1.125 billion yuan in 2024, accounting for the largest share with an 11.83% increase; pipe solutions generated 380 million yuan, up 38.19%; and 3D solutions, although smaller in share, saw a remarkable growth of 409.90% with revenue of approximately 36.78 million yuan [3] Research and Development - In 2024, 柏楚电子 invested 281 million yuan in R&D, a 7.49% increase from the previous year, representing 16.19% of its revenue [5][6] - The company holds 185 patents and has a strong R&D team, with 43.55% of its 1,109 employees dedicated to research [6] Market Position - 柏楚电子 maintains a leading position in the domestic market for both low and high-power laser cutting control systems, with a significant market share in the mid-low power segment achieved through competitive performance and cost-effectiveness [7] - The company's gross margin and net margin have remained high, with gross margins of 78.97%, 80.02%, and 79.94% from 2022 to 2024, and net margins of 54.77%, 53.55%, and 53.70% during the same period [7] Strategic Collaborations - In November 2024, 柏楚电子 signed strategic cooperation agreements with 海目星 and 骄成超声 to enhance technology development and application in the laser cutting field [8]

跨越2030年的多年长期合作项目。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，禾赛科技日前宣布，与一家欧洲顶级主机厂达成了具有里程碑意义的多年独家定 点合作，为其下一代汽车平台提供高性能超远距激光雷达，覆盖其燃油车和新能源汽车的多款车型。 禾赛累计量产定点车型突破100款 新获三家国内头部车企的十余款车型 热门 IPO | 小马智行 | 地平线 文远知行_ | 黑芝麻智能 | | --- | --- | --- | | 手戈平 | 老铺黄金 小菜园 | 美的集团 | | 极智嘉 | 明略科技 特斯联 | 手桌 | 值得一提的是，这是一个跨越2030年的多年长期合作项目，也是至今为止海外前装量产激光雷达领 域规模最大的订单。 禾赛联合创始人及CEO李一帆表示，"此次长期合作项目，不仅是对禾赛极致性能与卓越质量的高度 认可，更是对禾赛产品实力的有力证明。这充分表明我们的产品能够满足国际顶级汽车主机厂的严苛 标准，也彰显了客户对我们未来发展的坚定信心。我们深感荣幸能够凭借创新的激光雷达技术，为未 来出行注入强大动力，这一技术将在传统燃油车与电动汽车平 ...

研发驱动。 作者 | 塔山 编辑 | 小白 近年来，随着国家政策的引导以及国内激光行业企业大力推动，国产激光器正不断替代进口产品。 （来源：2023年报） 工业激光器种类繁多，目前光纤激光器是主流产品，光纤激光器又可分脉冲光纤激光器和连续光纤激 光器。 2009-2018年，光纤激光器市场份额从13.7%提升至51.5%，成为市场最大激光器品种。 （来源：创鑫激光招股书（注册稿）） 在国内光纤激光器市场，此前美国IPG占据主要市场份额，近年来国产厂商锐科激光（300747.SZ） 的市场份额已经反超IPG。 风云君注意到，除了锐科激光外，还有一家公司也表现不俗。 （来源：锐科激光2023年报） ...