Workflow
机器视觉核心软硬件
icon
Search documents
奥普特的前世今生:营收行业第五、净利润第三,负债率低于行业平均,高研发投入下成长可期
Xin Lang Cai Jing· 2025-10-31 08:40
Core Viewpoint - OptoTech is a leading company in the domestic machine vision sector, focusing on the research, production, and sales of core hardware and software products related to machine vision, with strong technical research and development capabilities [1] Financial Performance - In Q3 2025, OptoTech achieved a revenue of 1.012 billion yuan, ranking 5th among 25 companies in the industry, with the top competitor, Bozhong Precision, generating 3.653 billion yuan [2] - The net profit for the same period was 187 million yuan, placing OptoTech 3rd in the industry, while the leading company, Yihua Da, reported a net profit of 417 million yuan [2] Financial Ratios - As of Q3 2025, OptoTech's debt-to-asset ratio was 13.00%, significantly lower than the industry average of 35.98%, indicating strong solvency [3] - The gross profit margin for Q3 2025 was 62.90%, higher than the industry average of 33.21%, reflecting robust profitability [3] Executive Compensation - The chairman, Lu Shenglin, received a salary of 700,000 yuan in 2024, unchanged from 2023 [4] - The general manager, Lu Zhiling, earned 780,000 yuan in 2024, also consistent with the previous year [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 17.74% to 7,070, while the average number of shares held per shareholder decreased by 15.06% to 17,300 shares [5] - Notable changes among the top ten shareholders include an increase in holdings by Hong Kong Central Clearing Limited and the entry of a new shareholder, E Fund National Robot Industry ETF [5] Future Outlook - According to Guoyuan Securities, OptoTech is expected to see revenue and net profit growth in the first three quarters of 2025, driven by the 3C and lithium battery sectors, with projected revenues of 1.2 billion, 1.427 billion, and 1.674 billion yuan from 2025 to 2027 [5] - Zhongtai Securities highlights the company's strong cash flow and growth potential, with revised net profit forecasts of 210 million, 265 million, and 327 million yuan for the same period [6]