海目星集团的产品广泛应用于锂电、光伏、新型显示、3C、钣金、泛半导体等多个行业，以"改变世界 装备格局，推动人类智造进步"为使命，力求成为全球领先的工业激光与自动化智造第一品牌。未来， 随着海目星集团在研发创新方面的不断投入和深耕，相信海目星集团将在智能制造领域取得更加辉煌的 成就，为推动全球制造业的转型升级和高质量发展贡献更多力量。 作为国家级高新技术企业，海目星集团自成立以来，始终专注于激光核心光学及控制技术的研发，致力 于推动先进激光创新应用以及精密自动化智能制造的发展。公司不仅拥有强大的研发团队和先进的技术 实力，更在产品创新和技术突破方面不断取得显著成果。 2025年以来，海目星集团在专利方面的表现尤为亮眼。目前已新获得专利授权111个，较去年同期增长 了12.12%。这一成绩的取得，离不开海目星集团对研发创新的持续投入和高度重视。根据海目星集团 2024年年报财务数据，2024年在研发方面投入了高达4.76亿元。 近日，海目星激光科技集团股份有限公司（股票代码：688559）新获得了一项实用新型专利授权，专利 名称为"反光膜贴附机构以及反光膜贴附设备"，专利申请号为CN202420178705.1 ...

Group 1: Company Strategy and R&D Focus - The company emphasizes technological innovation and product upgrades, establishing the Daoming (Hangzhou) Research Institute to focus on optical key components and new functional film materials [2][3] - The research institute aims to provide customized optical solutions based on client needs and enhance existing optical products [3] - The company plans to leverage its advanced coating and film preparation technologies to develop special performance films and new display materials [3] Group 2: Market Position and Competition - The company has rapidly increased its market share in the license plate film sector, becoming a major supplier in China, with significant growth potential due to the rise of electric vehicles [4] - The transition from ink to hot stamping technology is expected to boost sales of license plate films and related thermal transfer films [4] - The company maintains strong competitive advantages through its production capacity, brand strength, and technological innovation [4] Group 3: Financial Performance - In 2024, the company achieved total revenue of CNY 1.44 billion, a year-on-year increase of 8.96% [5][9] - The net profit attributable to shareholders was CNY 169 million, up 8.44% year-on-year, while the net profit excluding non-recurring items was CNY 137 million, a 2.94% increase [5][9] Group 4: Future Growth Opportunities - The company anticipates accelerated domestic substitution of reflective materials, particularly in the automotive safety sector, driven by the growth of electric vehicles [8] - The company is positioned to expand its market share in regions such as the Middle East, South America, and Europe, leveraging its strong brand reputation [8] - The introduction of graphene heat dissipation films into flagship smartphone models is expected to drive future growth [8] Group 5: Talent and Management Development - The company prioritizes the development of its management team and talent cultivation, actively recruiting to enhance professional capabilities and technical skills [9] Group 6: Industry Outlook - The overall industry performance is stable, with the company maintaining a competitive edge compared to peers [9] - The company is exploring market expansion plans in emerging industries, particularly in the automotive sector, to meet increasing demand for reflective materials [9]

投资要点 2025Q1：营业收入4.8亿元，同比-11%；归母净利润0.59亿元，同比+20%；扣非归母净利润0.50亿元， 同比+35%；毛利率26.0%，同比+4.5pct。 高端复合膜销售额持续提升带动公司净利润增长2024年，光学薄膜营收13.4亿元，同比增长19%，占比 提升13pct至61%，毛利率提升2.8pct至31.1%。公司是国内实现量子点薄膜、COP、复合光学膜稳定量 产供货的少数厂商之一，产品品质处于国际领先水平。2024年国内的家电及能耗补贴政策进一步带动公 司高端光学膜的业绩增长，同时小尺寸光学膜进入国内一线手机品牌供应链，推动国内小尺寸光学膜国 产化替代。 窗膜业务较为稳定，营收0.7亿元，同比减少7%，毛利率下降0.4pct至45.9%。 事件：公司发布2024年报，2025Q1季报 2024年：营业收入21.8亿元，同比-6%；归母净利润1.90亿元，同比+32%；扣非归母净利润1.52亿元， 同比+93%；毛利率24.1%，同比+4.4pct。2024年计提资产减值损失4288万元，主要系存货跌价准备及 固定资产减值损失。 2024Q4单季度：营业收入5.4亿元，同比-19 ...

问题 1、2019 年，建金投资和华日升投资自愿追加承诺华日升 2019、2020 年业 绩承诺，自愿赔偿 2019、2020 年末华日升的资产减值损失，并对华日升 2020 年末计提坏账准备后的应收账款余额承担管理责任，若 24 个月内未实现回收， 需按其原持有华日升的股份比例以现金进行垫付（以下简称"应收账款垫付义 务"）。华日升 2019 年实现业绩承诺，2020 年未实现业绩承诺；2019 年末、2020 年末的华日升全部股东权益评估值分别为 88,850 万元和 82,960 万元，未发生减 值;2021 年末你公司对收购华日升形成的商誉计提减值准备 3.1 亿元，2022 年末 未计提商誉减值准备。本次公告显示，作为本次股权转让交易的一揽子计划， 你公司同意寰邦投资支付第一、二期股权转让款合计 8000 万元后，豁免建金投 资和华日升投资的应收账款垫付义务，并分期解锁建金投资和华日升投资持有 的股票。请你公司： 问询函回复 第 1 页 立信会计师事务所（特殊普通合伙） 关于对苏州苏大维格科技集团股份有限公司 关注函相关问题的回复 信会师函字[2023]第 ZA433 号 深圳证券交易所创业板公司管 ...