| 代码 | 874565 | | | --- | --- | --- | | 公司全称 | 宁波耀泰光电科技股份有限公司 | | | 审核状态 | 已问询 | кт | | 保荐机构 | 东方证券股份有限公司 | 保 | | 会计师事务所 | 天健会计师事务所（特殊普通合伙） | ર્જ | | 律师事务所 | 北京市竞天公诚律师事务所 | | | 评估机构 | 坤元资产评估有限公司 | ર્જ | 招股书介绍，是一家专注于户外庭院照明产品的研发、设计、生产和销售的高新技术企业，并依托物联网技术与应用场景的深度融合。公司将物联网技术、 照明控制技术等应用于照明产品，已形成场景照明、智能照明、太阳能照明、工作照明四大核心产品系列。 存股权代持往事 曾向创始人拆入资金 12月24日，据北交所官网，宁波耀泰光电科技股份有限公司（下称"耀泰股份"）回复首轮问询，公司股权代持历史、境外收入稳定性、曾在天猫平台"刷 单"等情况受到监管层的关切。 公司名义股东先后为外籍自然人Roger Renucci、耀华控股，实际股东均为耀华企管。前述代持行为系公司股东发生的整体代持行为，并已于2017年12月解 除。 报告期内，耀泰 ...

Group 1 - The core viewpoint of the article is that Ningbo Yaotai Optoelectronic Technology Co., Ltd. has had its IPO application accepted, indicating a significant step towards public listing and capital raising [1] - Yaotai specializes in outdoor courtyard lighting products, with four main product lines: scene lighting, smart lighting, solar lighting, and work lighting [1] - The company has established a strong market position in outdoor courtyard lighting, partnering with well-known global retailers such as ADEO, Lowe's, Home Depot, Kingfisher, and Steinel [1] Group 2 - Revenue projections for Yaotai from 2022 to 2024 are 485 million yuan, 485 million yuan, and 550 million yuan respectively, with net profits expected to be 37.87 million yuan, 64.17 million yuan, and 85.01 million yuan [1] - The company has been increasing its R&D investment, with R&D expenses projected to be 16.72 million yuan, 17.83 million yuan, and 21.22 million yuan from 2022 to 2024, representing 3.43%, 3.64%, and 3.84% of revenue respectively [2] - Yaotai plans to issue up to 20.5 million shares to raise 372 million yuan for projects including the technical transformation of a production line for 1.5 million sets of LED smart lighting fixtures, the establishment of a smart lighting production base in Thailand, and the construction of a research and development center [2]

Core Viewpoint - Yao Tai Co., Ltd. is taking significant steps towards listing on the Beijing Stock Exchange by submitting an application for public stock issuance and has temporarily suspended its stock to ensure fair information disclosure and protect investor interests [1][3]. Group 1: Company Actions and Developments - On June 23, Yao Tai Co., Ltd. submitted materials for public stock issuance to the Beijing Stock Exchange and announced a stock suspension to prevent abnormal price fluctuations [1]. - The company received a completion notice from the Ningbo Securities Regulatory Bureau regarding its guidance work with Dongfang Securities, marking a critical step in its pursuit of listing on the Beijing Stock Exchange [3]. - Yao Tai Co., Ltd. initially signed a listing guidance agreement with Dongfang Investment on December 27, 2023, aiming for an IPO on the Shenzhen Stock Exchange's Growth Enterprise Market [3]. Group 2: Changes in Listing Plans - The company decided to change its listing plan from the Shenzhen Stock Exchange to the Beijing Stock Exchange, while continuing to work with Dongfang Securities as its guidance institution [5]. - Yao Tai Co., Ltd. successfully listed on the New Third Board on September 25, 2024, and was confirmed to move to the innovation layer on May 19, 2025 [5]. Group 3: Business Overview and Performance - Established in 2006, Yao Tai Co., Ltd. specializes in outdoor lighting and has developed a comprehensive sales and service network, focusing on smart, healthy, and high-quality lighting solutions [8]. - The company has a business model based on ODM and is rapidly expanding its own brand overseas, achieving a stable development of ODM and a fast growth of its own brand [9]. - In 2024, Yao Tai Co., Ltd. reported revenue of approximately 552 million yuan, a year-on-year increase of 12.82%, and a net profit of about 85.24 million yuan, up 31.42%, with scene lighting and smart lighting contributing 83.50% of total revenue [11].

Core Viewpoint - The 2025 Zhongshan Guzhen Cultural Tourism Light and Outdoor Engineering Lighting Exhibition will take place from May 26 to May 28, 2025, marking the first summer exhibition added to the existing spring and autumn lighting fairs [1][3]. Group 1: Exhibition Details - The exhibition will be held at the Guzhen Conference and Exhibition Center, featuring two main halls: Hall A for outdoor lighting and cross-border e-commerce resource matching, and Hall B for smart photovoltaic, urban lighting, cultural tourism light and shadow, and outdoor accessories [3]. - Nearly 300 exhibitors are expected, with over 15,000 pre-registered attendees, primarily from Zhongshan, Jiangmen, Shenzhen, Guangzhou, and Foshan [3]. Group 2: Focus Areas and Innovations - The exhibition will focus on outdoor lighting and cultural tourism lighting projects, showcasing cutting-edge technologies such as ultra-high-definition displays, holographic projections, AI dynamic tracking, and spatial sound fields [3]. - Innovative outdoor products will include low-carbon lighting, off-grid lighting, and solar lighting, which can integrate IoT and big data technologies for dynamic energy consumption analysis and precise control [3]. Group 3: Concurrent Events - Several themed business exchange meetings will be held, including an "AI + Cultural Tourism Outdoor Lighting Industry Innovation Exchange Meeting" and a "High-Quality Development Exchange Meeting for Urban Lighting" [4]. - A "Zhongshan Summer Coffee Carnival" will also take place during the exhibition, featuring renowned coffee brands and competitions, exploring the intersection of coffee culture and outdoor living [4].