Company Overview - Shenzhen Jieput Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on April 18, 2006. The company went public on October 31, 2019. Its main business involves the research, development, production, and sales of lasers and intelligent equipment primarily used for precision testing and micro-processing of integrated circuits and semiconductor optoelectronic devices [1]. Business Composition - The revenue composition of Jieput is as follows: lasers account for 53.32%, laser/optical intelligent equipment for 38.19%, other main businesses for 6.61%, optical fiber devices for 1.81%, and other supplementary sources for 0.07% [1]. Stock Performance - On September 15, Jieput's stock fell by 5.12%, closing at 152.00 CNY per share, with a trading volume of 187 million CNY and a turnover rate of 1.27%. The total market capitalization is 14.448 billion CNY [1]. Fund Holdings - According to data from the top ten holdings of funds, one fund under Ping An Asset Management holds shares in Jieput. The Ping An Advantage Industry Mixed A Fund (006100) held 127,200 shares in the second quarter, representing 3.22% of the fund's net value, ranking as the tenth largest holding. The estimated floating loss today is approximately 1.0427 million CNY [2]. Fund Performance - The Ping An Advantage Industry Mixed A Fund (006100) was established on August 22, 2018, with a latest scale of 89.3918 million CNY. Year-to-date, it has achieved a return of 54%, ranking 670 out of 8,246 in its category. Over the past year, it has returned 92.19%, ranking 672 out of 8,054, and since inception, it has returned 214.21% [2]. Fund Management - The fund manager of Ping An Advantage Industry Mixed A is Huang Wei, who has been in the position for 9 years and 31 days. The total asset size of the fund is 2.833 billion CNY, with the best return during his tenure being 265.8% and the worst being -9.04% [3].

杰普特9月12日大宗交易平台出现一笔成交，成交量30.00万股，成交金额4373.40万元，大宗交易成交价 为145.78元，相对今日收盘价折价9.00%。该笔交易的买方营业部为机构专用，卖方营业部为中国中金 财富证券有限公司北京科学院南路证券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为1.60亿元。 证券时报·数据宝统计显示，杰普特今日收盘价为160.20元，下跌4.72%，日换手率为1.71%，成交额为 2.65亿元，全天主力资金净流出926.60万元，近5日该股累计上涨14.02%，近5日资金合计净流入1797.01 万元。 两融数据显示，该股最新融资余额为1.88亿元，近5日增加811.57万元，增幅为4.52%。（数据宝） 9月12日杰普特大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | 业部 | | | 30.00 | 4373.40 | 145.78 | -9.00 | 机构专 ...

证券日报网讯锐科激光（300747）9月12日在互动平台回答投资者提问时表示，公司具备持续研发能 力，根据客户需求提供解决方案，公司研发技术情况请以定期报告披露的情况为准。 ...

资料显示，深圳市联赢激光股份有限公司位于广东省深圳市福田区紫竹六道49号建安山海中心6B，成 立日期2005年9月22日，上市日期2020年6月22日，公司主营业务涉及从事精密激光焊接机及激光焊接自 动化成套设备的研发、生产、销售。主营业务收入构成为：激光焊接自动化成套设备59.01%，工作台 19.69%，其他13.61%，激光器及激光焊接机7.69%。 从基金十大重仓股角度 9月12日，联赢激光跌5.23%，截至发稿，报26.44元/股，成交3.05亿元，换手率3.32%，总市值90.25亿 元。 国联价值成长6个月持有混合A（009347）基金经理为梁勤之。 截至发稿，梁勤之累计任职时间318天，现任基金资产总规模3.53亿元，任职期间最佳基金回报 58.03%， 任职期间最差基金回报-2.99%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，国联基金旗下1只基金重仓联赢激光。国联价值成长6个月持有混合A（009347）二季度减持 ...

Core Viewpoint - The company is a leading player in the domestic laser welding industry, with revenue returning to growth in the first half of 2025 [2] Financial Performance - In the first half of 2025, the company achieved operating revenue of 1.533 billion yuan, a year-on-year increase of 5.30% [1] - The net profit attributable to shareholders reached 58 million yuan, up 13.16% year-on-year [1] - The net profit excluding non-recurring items was 42 million yuan, reflecting a year-on-year growth of 10.52% [1] Market Position - The company is a leading supplier of precision laser welding equipment and automation solutions, with applications in various sectors including power and energy storage batteries, automotive manufacturing, consumer electronics, hardware appliances, optical communications, and medical devices [2] - According to the "China Laser Industry Development Report," the company's market share in laser welding equipment was 34%, 30%, and 26% for the years 2022-2024, maintaining its industry leadership [2] Industry Trends - The demand for equipment is recovering due to the accelerated expansion pace of lithium battery customers, with significant growth in the new energy power battery and energy storage battery sectors [3] - The company has delivered solid-state battery assembly lines, including laser welding equipment, in collaboration with leading industry players [3] Non-Lithium Business Development - The company is actively expanding its non-lithium business, particularly in the consumer electronics sector, where it continues to secure orders for small cylindrical battery welding equipment from top international clients [4] - The company currently has a sufficient order backlog, with production capacity utilization nearing saturation, which supports future profitability improvements [4] Investment Outlook - The recovery of the lithium battery equipment business and the strong momentum in non-lithium sectors like consumer electronics are expected to drive continued performance improvement [5] - Projected net profits attributable to shareholders for 2025-2027 are estimated at 282 million, 411 million, and 578 million yuan, corresponding to price-to-earnings ratios of 30.14, 20.70, and 14.71 times based on the closing price on September 1, 2025 [5]

Group 1 - The core viewpoint of the news is that Dier Laser's stock price increased by 5.03% to 76.48 CNY per share, with a trading volume of 325 million CNY and a turnover rate of 2.58%, resulting in a total market capitalization of 20.922 billion CNY [1] - Dier Laser, established on April 25, 2008, and listed on May 17, 2019, specializes in the design, research, production, and sales of precision laser processing solutions and related equipment [1] - The company's main business revenue composition includes 98.79% from solar cell laser processing equipment and 1.21% from accessories, maintenance, and technical service fees [1] Group 2 - According to data, Citic Prudential Fund holds a significant position in Dier Laser, with its fund, Citic Prudential Emerging Industries Mixed A (000209), holding 920,900 shares, unchanged from the previous period, accounting for 2.92% of the fund's net value [2] - The fund has achieved a return of 26.11% year-to-date, ranking 2769 out of 8175 in its category, and a return of 43.71% over the past year, ranking 3422 out of 7982 [2] - The fund manager, Sun Haozhong, has been in position for 5 years and 263 days, with the fund's total asset size at 2.893 billion CNY and a best return of 72.28% during his tenure [3]

近日，《2025中国激光产业发展报告(详版)》正式发布。该报告由中国光学学会、中国激光杂志社与中国科学院武汉文献情报中心联合制定，系统梳理了中 国激光产业在政策区域、技术产品、市场企业等方面的发展态势。报告显示，2024年全球激光设备市场销售收入达218亿美元，其中中国激光设备市场规模 为897亿元(同比下降1.4%)，占全球总规模的56.6%。在激光切割成套设备这一重要细分市场，工程机械、钢结构等领域受房地产下行影响，设备采购量下降 15%-20%，激光切割成套设备市场销售收入首次出现下滑2024年销售收入为304.3亿元，同比下滑5.1%，预计2025年将进一步调整至296亿元，同比下降 2.7%。 2024年中国激光切割设备曾是机床领域中发展最迅速的板块，并逐步引领全球市场。然而，当前行业也面临产品同质化严重、中低端市场竞争白热化等问 题。绝大多数企业仍集中于通用型设备领域，技术路线高度趋同。头部企业依靠规模效应不断降低边际成本，中小企业生存压力持续加大。 激光切割设备分为钣金激光切割设备和精密激光切割设备。精密激光切割市场虽然刚刚起步，整体规模尚不及钣金激光切割，但潜力巨大、成长空间显著; 而钣金切割 ...

Group 1 - The core viewpoint of the news is that Jieput's stock has experienced a significant increase, with a 5.48% rise on September 11, reaching a price of 167.97 yuan per share, and a cumulative increase of 24.02% over four consecutive days [1] - Jieput's main business involves the research, development, production, and sales of lasers and intelligent equipment for precision testing and micro-processing related to integrated circuits and semiconductor optoelectronic devices, with revenue composition being 53.32% from lasers, 38.19% from optical intelligent equipment, and 1.81% from fiber optic devices [1] - The total market capitalization of Jieput is reported at 15.965 billion yuan, with a trading volume of 206 million yuan and a turnover rate of 1.34% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Shenwan Lingxin holds a significant position in Jieput, with 189,800 shares, accounting for 4.66% of the fund's net value, making it the eighth largest heavy stock [2] - The Shenwan Lingxin Intelligent Driving Stock A fund has achieved a year-to-date return of 51.82% and a one-year return of 83.32%, ranking 206 out of 4222 and 632 out of 3798 respectively in its category [2] - The fund manager, Fu Juan, has a tenure of 13 years and 144 days, with the fund's total asset scale at 3.711 billion yuan, while the co-manager, Bu Zhonglin, has a tenure of 331 days with a total asset scale of 291 million yuan [3]

Investment Rating - The report maintains a "Buy" rating for the company [10]. Core Viewpoints - The company is a leader in the domestic laser galvanometer control system market, with a diverse range of applications including marking, cutting, and welding, and has established strong partnerships with over a thousand downstream customers [2][18]. - The company's performance significantly improved in the first half of 2025, with revenue and net profit reaching 133 million yuan and 28 million yuan, respectively, representing year-on-year growth of 21.56% and 64.58% [6][41]. - The company is expanding its product offerings by acquiring Samit to enter the fast-response mirror market and is also focusing on 3D printing to enhance long-term growth potential [6][8]. Summary by Sections Company Overview - The company has over 20 years of experience in the laser processing control system field and maintains a market share leadership in the laser galvanometer control system segment, with approximately 70% of its revenue coming from this core business [6][18]. - The company has a comprehensive product system that includes laser processing control systems, system integration hardware, and precision laser processing equipment, which are essential for various industrial applications [21][22]. Market Dynamics - The demand for laser equipment is growing rapidly due to the transformation and upgrading of the manufacturing industry, with laser processing technology becoming a key choice for industrial applications due to its high precision and low energy consumption [7][49]. - The company is well-positioned to benefit from the increasing demand for high-precision and flexible processing solutions, particularly in the 3C application sector and emerging fields such as new energy materials and semiconductor manufacturing [7][54]. Financial Performance - The company's revenue has shown a compound annual growth rate (CAGR) of 42.81% from 2018 to 2021, with revenue increasing from 70 million yuan to 203 million yuan [41]. - In the first half of 2025, the company achieved a gross profit margin of 59.3% and a net profit margin of 20.7%, indicating a recovery in profitability [43][41]. Strategic Initiatives - The company is actively expanding its business both horizontally and vertically, enhancing its competitive edge in high-end optical control through strategic acquisitions and product development [8][37]. - The company has implemented a stock incentive plan to motivate key personnel and support sustainable growth [39].

大族激光公告称，近日控股股东大族控股将持有的部分公司股份进行了解除质押及质押登记。9月9日， 解除质押360万股，占其所持股份比例2.23%；9月10日，质押290万股，占其所持股份比例1.79%，质押 用途为生产经营。截至公告披露日，控股股东及其一致行动人累计质押股份2.0548亿股，占其所持股份 比例79.61%。大族控股及一致行动人未来半年、一年到期的质押股份均有对应融资余额，还款资金来 源多样，有充足偿付能力。本次质押不影响公司经营与治理，也不会导致控制权变更。 ...