在激光产业激烈的市场竞争中，上市公司的现金分红方案，如同一面精准的棱镜，折射出2024年行业盈利能力的深层图景与结构性变迁。 根据光电汇统计，截至6月18日最新数据，26家激光产业链上下游上市公司披露了2024年度分红方案。其中19家企业派发现金红包，6家企业暂停现金分 红，1家转增股本，未分红比例约占23%。这些真金白银的分配策略，无声却有力地勾勒出产业链各环节的冷暖与企业的生存状态。 2024年各大激光企业每10股现金分红排名榜 | 企业名称 | 每 10 股派发现金金额 | 合计派发现金分红金额 | | --- | --- | --- | | 柏楚电子 | 21.60 元 | 4.45 亿元 | | 杰普特 | 4.2元 | 3982 万元 | | 市尔激光 | 3.9 元 | 1.06 亿元 | | 大族激光 | 3.5 元 | 3.6亿元 | | 华工科技 | 2 元 | 2亿元 | | 福晶科技 | 2 元 | 4703 万元 | | 联赢激光 | 1.5元 | 5119.9万元 | | 逸飞激光 | 1.3 元 | 1220 万元 | | 光库科技 | 1 元 | 2492 万元 | | 波长光 ...

Offers 60% Floor Space Saving, Simplified Integration and Better ReliabilityMARLBOROUGH, Mass., June 20, 2025 (GLOBE NEWSWIRE) -- IPG Photonics Corporation (NASDAQ: IPGP), the global leader in fiber laser technology, has released new high-power lasers built on a new rack-integrated platform. On display at Laser World of Photonics, June 24-27, 2025 in Munich, Germany, this product line delivers significant cost savings and operational advantages for manufacturers, including reduced floor space requirements, ...

内容概况：超快激光器是激光器领域的一种先进技术，具有极短的脉冲持续时间、极高的瞬时功率和精 准的能量聚焦等特点。超快激光器主要包括皮秒激光器和飞秒激光器，其中飞秒激光器是当前全球前沿 的激光技术之一。近年来，在制造业持续升级的推动下，超快激光器凭借优异的加工精度和热影响区小 的特点，正逐步替代传统加工设备和连续激光设备，市场进入快速成长期。与此同时，技术的持续发 展，使得超快激光器在能量输出、脉冲宽度、重复频率等方面的性能不断提升，进一步推动了超快激光 器市场规模的扩大。据统计，中国超快激光器行业市场规模从2018年的22.6亿元增长至2023年的40.2亿 元，年复合增长率达12.21%。2024年中国超快激光器市场规模成功跨越45.5亿元大关，同比增长 13.18%。当前国内超快激光器产品尚处于逐渐渗透阶段，未来我国超快激光器市场规模将保持快速增 长态势。一方面随着各个领域对高效、精密加工需求的不断提升，超快激光器的应用领域将会更加广 泛；另一方面，随着国家对高端制造业的重视和支持力度的加大，超快激光器市场规模也有望得到进一 步扩大。 相关上市企业：英诺激光（301021）、大族激光（002008）、德龙 ...

内容概况：固体激光器是激光器的一种重要类型，它利用固体材料作为激光工作物质来产生激光。固体 激光器具有体积小、使用方便、输出功率大等特点，被广泛应用于工业、医疗、科学研究等领域。特别 是在工业领域，固体激光器已成为一种重要的加工工具，可用于切割、焊接、打标、微加工等多种应 用。固体激光器作为国家重点支持的高新技术产业之一，其发展受到国家政策的大力支持。近年来，中 国政府出台了一系列激光产业发展的政策，包括《关于加快应急机器人发展的指导意见》《关于推动未 来产业创新发展的实施意见》等，政策的出台为固体激光器行业的发展提供了有力的保障和支持。与此 同时，得益于下游应用的不断拓展，尤其是工业制造、医疗健康和科学研究等领域的强劲需求，中国固 体激光器市场规模整体呈现逐年增长的态势。数据显示，2024年中国固体激光器市场规模约为232.8亿 元。未来，随着材料科学、制造工艺和激光技术的不断进步，固体激光器的性能将得到进一步提升，包 括降低噪声、提高输出功率、优化光束质量等，并推动行业市场规模进一步扩大。 相关上市企业：金运激光（300220）、德龙激光（688170）、锐科激光（300747）、福晶科技 （002222 ...

Summary of IPG Photonics Conference Call Company Overview - **Company**: IPG Photonics (IPGP) - **Industry**: Fiber laser technology and industrial applications - **Key Speaker**: Tim Marmon, CFO Core Points and Arguments - **Growth Strategy**: The company aims to return to consistent growth through investments and strategic initiatives under new leadership [3][20] - **Market Position**: IPG is a leader in the fiber laser market, with a total addressable market (TAM) in the tens of billions of dollars, focusing on converting legacy applications to laser-based solutions [6][8] - **Customer Base**: Customers include OEMs and end-users in various sectors such as automotive, heavy equipment, and medical [9][10] Demand Drivers - **Economic Indicators**: Historically, IPG has grown at 2-3 times GDP growth, with demand driven by capital equipment investment cycles and the adoption of new technologies [11][12] - **Market Stability**: Despite a sluggish industrial demand environment, certain markets like medical and micromachining have shown stability and growth [15][16] Financial Performance - **Book-to-Bill Ratio**: The company reported a book-to-bill ratio above one, indicating strong order flow despite mixed economic conditions [13][14] - **Revenue and Margins**: Current revenue is approximately $228 million with gross margins close to 40%, with a target to improve margins as revenue grows [30][31] Leadership Changes - **New CEO**: The new CEO is focused on improving communication and collaboration within the company, enhancing financial discipline, and establishing clear KPIs [18][19][20] Market Opportunities - **Welding Market**: The capital equipment spend on welding is over $5 billion, with lasers currently penetrating only 15% of this market [24][25] - **Medical Market**: The medical market, particularly in urology, represents a $2 billion opportunity, with significant potential for growth [24][25] - **EV Market**: The transition to electric vehicles (EVs) is seen as a net positive for IPG, with increased demand for laser applications in battery manufacturing [49][50] Tariff Impact - **Tariff Navigation**: The company is adapting to tariff changes by optimizing manufacturing locations and shifting production to mitigate costs [32][36] - **Customer Orders**: Some customer orders were delayed due to tariffs, but these were not cancellations, and the company is ramping up production in Europe to fulfill these orders [37][39] Competitive Landscape - **Market Barriers**: Tariffs have created barriers for low-cost suppliers, particularly in the U.S. market, where customers are cautious about purchasing from them [41][42] - **Technological Differentiation**: IPG maintains a technological edge in Europe, where tariffs on certain products are not significant [42][43] Future Outlook - **Capital Allocation**: The company plans to balance capital allocation between opportunistic buybacks and strategic acquisitions, focusing on complementary businesses [61][62] - **Monitoring Indicators**: Key indicators for future performance include GDP growth, PMI data, and utilization rates in the EV battery sector [54][58] Additional Insights - **Industry Benchmarking**: IPG benchmarks against other industrial tech companies and laser manufacturers, focusing on trends relevant to their unique market position [51][52] - **Operational Efficiency**: The company is working on improving operational efficiency and inventory management to enhance profitability as demand increases [30][54]

Company Performance - Lumentum reported quarterly earnings of $0.57 per share, exceeding the Zacks Consensus Estimate of $0.50 per share, and up from $0.29 per share a year ago, representing an earnings surprise of 14% [1] - The company achieved revenues of $425.2 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.45%, and an increase from $366.5 million year-over-year [2] - Over the last four quarters, Lumentum has consistently surpassed consensus EPS and revenue estimates [2] Stock Outlook - Lumentum shares have declined approximately 24.8% since the beginning of the year, compared to a 3.9% decline in the S&P 500 [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $0.65 for the coming quarter and $1.76 for the current fiscal year [4][7] Industry Context - The Lasers Systems and Components industry, to which Lumentum belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Lumentum's stock performance [5]

IPG Photonics (IPGP) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.52 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 47.62%. A quarter ago, it was expected that this high-powered laser maker would post earnings of $0.20 per share when it actually produced earnings of $0.18, delivering a surprise of -10%.Over the last four quarters, ...

IPG Photonics (IPGP) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Speaker0 Morning, and welcome to IPG Photonics First Quarter twenty twenty five Conference Call. Today's call is being recorded and webcast. At this time, I'd like to turn the call over to Eugene Fetotov, IPG's Senior Director, Investor Relations for introductions. Please go ahead with your conference. Speaker1 Thank you, and good morning, everyone. With me today is IPG Photonics CEO, Doctor. Mark Gittin and Senior Vice President and CFO, T ...

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. ...

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） ...