9月4日，腾景科技跌5.53%，截至发稿，报79.40元/股，成交9.81亿元，换手率8.60%，总市值102.70亿 元。 资料显示，腾景科技股份有限公司位于福建省福州市马尾科技园区珍珠路2号(自贸试验区内)，成立日 期2013年10月12日，上市日期2021年3月26日，公司主营业务涉及专业从事各类精密光学元件、光纤器 件研发、生产和销售。主营业务收入构成为：精密光学元组件78.87%，光纤器件16.65%，光测试仪器 4.43%，其他0.05%。 从基金十大重仓股角度 财通资管稳兴丰益六个月持有期混合A（014625）基金经理为宫志芳、李晶。 截至发稿，宫志芳累计任职时间8年20天，现任基金资产总规模259.3亿元，任职期间最佳基金回报 39.79%， 任职期间最差基金回报-9.12%。 李晶累计任职时间3年308天，现任基金资产总规模2.3亿元，任职期间最佳基金回报91.64%， 任职期间 最差基金回报7.65%。 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。 ...

治理责任 产品责任 环境责任 伙伴责任 结篇 关于本报告 董事长致辞 责任管理 走进腾景科技 治理责任 产品责任 环境责任 伙伴责任 结篇 关于本报告 董事长致辞 责任管理 走进腾景科技 治理责任 产品责任 环境责任 伙伴责任 结篇 关于本报告 报告简介 报告编制标准 本报告是腾景科技股份有限公司发布的第 4 份可持续发展类报告，旨在通过客观、规范、透明和全面的信息披露，真实地反 上海证券 交易所《上市公司自律监管指引第 14 号——可持续发展报告（试行）》 映公司在环境、社会和公司治理等责任领域所做出的努力、实践和绩效。 联合国 2030 年可持续发展目标（SDGs） 全球可持续发展标准委员会《可持续发展报告标准》（GRI Standards） 报告时间 中国社会科学院《中国企业可持续发展报告编写指南》（CASS-ESG 6.0） 中国国家标准《社会责任报告编写指南》（GB/T36001-2015） 报告范围 国际标准化组织《ISO 26000：社会责任指南（2010）》 腾景科技股份有限公司（以下简称"腾景科技""腾景""公司"或"我们"） 报告发布形式 本报告以电子版形式发布，您可登录上海证券交易所和公 ...

Core Insights - Tengjing Technology reported a revenue of 263 million yuan for the first half of 2025, representing a year-on-year growth of 24.29% [1] - The net profit attributable to shareholders was 36.59 million yuan, an increase of 11.47% year-on-year [1] - The basic earnings per share stood at 0.28 yuan [2] Financial Performance - The gross profit margin for the first half of 2025 was 37.50%, up by 0.60 percentage points year-on-year [2] - The net profit margin was 14.45%, down by 0.66 percentage points compared to the same period last year [2] - In Q2 2025, the gross profit margin was 39.70%, a decrease of 1.03 percentage points year-on-year but an increase of 5.12 percentage points quarter-on-quarter [2] - The net profit margin for Q2 2025 was 16.11%, down by 2.29 percentage points year-on-year but up by 3.86 percentage points from the previous quarter [2] Expense Analysis - Total operating expenses for the first half of 2025 were 58.96 million yuan, an increase of 14.79 million yuan year-on-year [2] - The expense ratio was 22.43%, up by 1.55 percentage points compared to the same period last year [2] - Sales expenses increased by 18.21%, management expenses rose by 24.23%, R&D expenses grew by 30.71%, and financial expenses surged by 449.66% [2] Shareholder Information - As of the end of the first half of 2025, the total number of shareholders was 10,700, a decrease of 514 from the previous quarter, representing a decline of 4.58% [2] - The average market value per shareholder increased from 453,500 yuan at the end of the first quarter to 543,500 yuan, a growth of 19.85% [2] Company Overview - Tengjing Technology is located in Fuzhou, Fujian Province, and was established on October 12, 2013, with its listing date on March 26, 2021 [3] - The company specializes in the research, production, and sales of various precision optical components and fiber optic devices [3] - The revenue composition includes precision optical components (79.78%), fiber optic devices (17.09%), optical testing instruments (2.94%), and others (0.19%) [3] - The company belongs to the electronic-optical industry, specifically optical components, and is associated with concepts such as optical technology, Huawei, fiber optics, autonomous driving, and specialized innovation [3]

融券方面，腾景科技8月26日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年70%分位水平，处于较高位。 资料显示，腾景科技股份有限公司位于福建省福州市马尾科技园区珍珠路2号(自贸试验区内)，成立日 期2013年10月12日，上市日期2021年3月26日，公司主营业务涉及专业从事各类精密光学元件、光纤器 件研发、生产和销售。主营业务收入构成为：精密光学元组件79.78%，光纤器件17.09%，光测试仪器 2.94%，其他(补充)0.19%。 截至3月31日，腾景科技股东户数1.12万，较上期增加6.41%；人均流通股11525股，较上期减少6.02%。 2025年1月-3月，腾景科技实现营业收入1.13亿元，同比增长20.60%；归母净利润1303.40万元，同比增 长15.81%。 8月26日，腾景科技跌4.22%，成交额5.38亿元。两融数据显示，当日腾景科技获融资买入额7560.63万 元，融资偿还8155.10万元，融资净买入-594.47万元。截至8月26日，腾景科技融资融券余额合计3.51亿 元。 融资方面，腾景科技 ...

Core Viewpoint - Tengjing Technology (688195.SH) has decided to terminate the acquisition of 100% equity in Shenzhen Xunke Communication Technology Co., Ltd. due to changes in the market environment and difficulties in reaching consensus among parties involved [1][2]. Group 1: Company Actions - The company will hold an investor briefing on August 11 to discuss the termination of the major asset restructuring [1]. - The termination of the transaction is aimed at protecting the interests of the company and all shareholders [1][2]. - The company has committed not to plan any major asset restructuring for at least one month following the announcement of the termination [2]. Group 2: Financial Performance - In 2024, Tengjing Technology achieved a revenue of 446 million yuan, representing a year-on-year growth of 31.07%, and a net profit of 66.55 million yuan, up 82.73% year-on-year [4]. - Xunke Communication is projected to turn a profit in 2024 with revenues of 491 million yuan and a net profit of 7.71 million yuan, with early 2025 figures already surpassing the previous year's performance [2][4]. Group 3: Industry Context - Tengjing Technology is a significant player in the optical electronic components manufacturing sector, focusing on optical materials, precision optical components, fiber optic devices, and optical testing instruments [4]. - The global data traffic is experiencing explosive growth due to the advent of AIGC, which is driving rapid development in the optical module market [4].

从财务数据来看，腾景科技展现出良好的发展态势。公司一季报数据披露显示，公司营业收入为 11,322.97万元，较上年同期增长20.60%，归属于上市公司股东的净利润，1,303.40万元，较上年同期增 长15.81%。经营效率在持续改善，盈利能力不断增强。同时，公司新增产能有序释放，满足了订单增 长的需求。 近年来，随着5G、云计算、大数据、人工智能等新兴技术的快速发展，光通信和激光行业迎来了前所 未有的发展机遇。光通信作为信息传输的重要方式，在数据流量爆发式增长的驱动下，对高速、大容量 光通信设备的需求持续攀升。激光技术则在材料加工、医疗、科研、消费电子等众多领域得到广泛应 用，市场规模不断扩大。精密光学元器件作为光通信和激光行业的基础，其技术水平和性能直接影响着 下游终端产品的发展。在这一背景下，腾景科技凭借其卓越的技术创新能力和市场拓展能力，在光学元 器件领域崭露头角。 据了解，腾景科技成立于2013年，自成立以来，公司始终专注于光通信和激光领域的光学元器件研发、 生产和销售。公司构建了六大类技术平台，包括建立了"光学薄膜类技术""精密光学类技术""模压玻璃 非球面类技术""光纤器件类技术""衍射光学类 ...