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光库科技2025年归母净利预增172% 外延扩张加码光通信股价年涨202%
Chang Jiang Shang Bao· 2026-01-06 00:08
长江商报消息 ●长江商报记者 潘瑞冬 光电子器件龙头光库科技(300620.SZ)业绩预喜。 近日,光库科技发布2025年度业绩预告,预计2025年归母净利润为1.69亿元至1.82亿元,同比增长152% 至172%。报告期内,公司通过技术创新、推出新产品、积极开发国内外新客户,营业收入实现稳步增 长,带动了净利润的增长。 长江商报记者注意到,光库科技2025年内推动外延式并购,加码光通信领域。公司以16.4亿元对价收购 苏州安捷讯光电科技股份有限公司(简称"安捷讯")99.97%股份的方案已获深交所受理。 同时,在多重利好因素下,光库科技的股价在2025年表现强势。K线图显示,2025年初,光库科技的股 价为48.6元/股,年末涨至147.05元/股,年内涨幅达202.57%。 第四季度归母净利或创新高 近四年研发费4.8亿 业绩高增长的背后,是光库科技对研发的持续加码与技术壁垒的构建。 公开资料显示,光库科技成立于2000年,2017年登陆深交所创业板,核心业务涵盖光纤激光器件、光通 讯器件和激光雷达光源模块及器件三大领域。 随着AI算力需求持续增长,对数据中心及网络带宽需求大幅提升,2024年,光库科技 ...
光库科技前三季净利预增超97% 外延扩张补链年内推两起并购
Chang Jiang Shang Bao· 2025-10-19 23:31
Core Viewpoint - Guangku Technology (300620.SZ) has reported an impressive performance forecast for the first three quarters of 2025, with net profit expected to increase by 97% to 117% year-on-year, driven by continuous R&D investment and strategic acquisitions [1][2]. Performance Growth - For the first three quarters of 2025, Guangku Technology anticipates a net profit of between 110 million to 121 million yuan, representing a year-on-year increase of 97% to 117%. The non-net profit is expected to be between 80.27 million to 89.20 million yuan, showing a growth of 80% to 100% [2]. Historical Performance - The company's performance has been unstable in recent years, with net profit declining from 131 million yuan in 2021 to 59.64 million yuan in 2023 due to macroeconomic fluctuations and market demand issues. However, a turnaround began in 2024, with revenue reaching 999 million yuan, a 40.71% increase year-on-year, and net profit rebounding to 66.98 million yuan, a 12.32% increase [3]. R&D Investment - Guangku Technology has invested significantly in R&D, totaling 439 million yuan over three and a half years. The R&D expenses for 2022 to the first half of 2025 were 99.93 million yuan, 124 million yuan, 142 million yuan, and 73.01 million yuan, respectively, with R&D investment accounting for 15.57% to 12.23% of total revenue during these periods [4]. Strategic Acquisitions - The company has made two strategic acquisitions in 2025 to enhance its business capabilities. The acquisition of Wuhan Jiepu for 17 million USD aims to strengthen its manufacturing and packaging capabilities, while the acquisition of Suzhou Anjiexun will expand its product offerings in the optical communication sector [5][6].