资料显示，深圳市杰普特光电股份有限公司位于广东省深圳市龙华区观湖街道鹭湖社区观盛五路8-1号 科姆龙科技园A栋1201，成立日期2006年4月18日，上市日期2019年10月31日，公司主营业务涉及研 发、生产和销售激光器以及主要用于集成电路和半导体光电相关器件精密检测及微加工的智能装备。主 营业务收入构成为：激光器53.32%，激光/光学智能装备38.19%，其他主营业务6.61%，光纤器件 1.81%，其他(补充)0.07%。 9月30日，杰普特盘中下跌2.01%，截至13:27，报140.46元/股，成交1.89亿元，换手率1.40%，总市值 133.51亿元。 分红方面，杰普特A股上市后累计派现1.57亿元。近三年，累计派现9643.77万元。 资金流向方面，主力资金净流出296.68万元，特大单买入216.23万元，占比1.14%，卖出397.43万元，占 比2.10%；大单买入2607.98万元，占比13.77%，卖出2723.46万元，占比14.37%。 杰普特今年以来股价涨198.34%，近5个交易日跌7.96%，近20日涨4.18%，近60日涨72.45%。 杰普特所属申万行业为：机械设备- ...

Core Viewpoint - The stock of Jieput, a company specializing in laser technology and equipment, has experienced significant fluctuations in price and trading volume, reflecting both strong year-to-date performance and recent declines in the short term [1][2]. Company Overview - Jieput was established on April 18, 2006, and went public on October 31, 2019. The company is located in Longhua District, Shenzhen, Guangdong Province, and focuses on the research, development, production, and sales of lasers and intelligent equipment for precision testing and micro-processing in integrated circuits and semiconductor optoelectronic devices [1]. - The main revenue composition of Jieput includes: lasers (53.32%), laser/optical intelligent equipment (38.19%), other main businesses (6.61%), fiber optic devices (1.81%), and others (0.07%) [1]. Financial Performance - For the first half of 2025, Jieput achieved a revenue of 881 million yuan, representing a year-on-year growth of 48.34%. The net profit attributable to shareholders was 95.21 million yuan, showing a year-on-year increase of 73.84% [2]. - Since its A-share listing, Jieput has distributed a total of 157 million yuan in dividends, with 96.44 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Jieput had 6,608 shareholders, a decrease of 8.29% from the previous period. The average number of circulating shares per person increased by 9.03% to 14,383 shares [2]. - Notable institutional holdings include Guangfa Technology Innovation Mixed A (008638) as the fourth largest shareholder with 3.14 million shares, and Jin Ying Technology Innovation Stock A (001167) as the eighth largest shareholder with 1.57 million shares, which saw a decrease of 187,700 shares compared to the previous period [3].

刘展硕累计任职时间267天，现任基金资产总规模5644.08万元，任职期间最佳基金回报44.65%， 任职 期间最差基金回报43.79%。 高京霞累计任职时间267天，现任基金资产总规模5644.08万元，任职期间最佳基金回报44.65%， 任职 期间最差基金回报43.79%。 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。 数据显示，工银瑞信基金旗下1只基金重仓杰普特。工银产业升级股票A（007674）二季度减持1.19万 股，持有股数1.66万股，占基金净值比例为2.1%，位居第九大重仓股。根据测算，今日浮亏损失约 14.22万元。 工银产业升级股票A（007674）成立日期2019年12月25日，最新规模3364.06万。今年以来收益 45.55%，同类排名672/4222；近一年收益77.3%，同类排名1101/3805；成立以来收益49.29%。 工银产业升级股票A（007674）基金经理为杜洋、刘展硕、高京霞。 截至发稿，杜洋累计任职时间10年219天，现任基 ...

Group 1 - The core viewpoint of the news is the performance and financial metrics of Jieput, a company specializing in laser technology and intelligent equipment for precision testing and micro-processing in the semiconductor sector [1] - Jieput's stock price increased by 5% to 166.88 CNY per share, with a trading volume of 1.28 billion CNY and a turnover rate of 0.85%, resulting in a total market capitalization of 15.862 billion CNY [1] - The company's main business revenue composition includes: lasers at 53.32%, laser/optical intelligent equipment at 38.19%, other main businesses at 6.61%, fiber optic devices at 1.81%, and other supplementary sources at 0.07% [1] Group 2 - From the perspective of fund holdings, Penghua Fund has a significant position in Jieput, with its Penghua New Energy Selected Mixed A Fund holding 270,800 shares, accounting for 2.3% of the fund's net value, making it the seventh-largest holding [2] - The Penghua New Energy Selected Mixed A Fund has a total scale of 449 million CNY and has achieved a year-to-date return of 37.65%, ranking 1987 out of 8172 in its category [2] - The fund manager, Zhang Hongjun, has been in position for nearly four years, with the fund's best return during his tenure being 22.39% and the worst being 1.48% [3]

Company Overview - Shenzhen Jieput Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on April 18, 2006. The company went public on October 31, 2019. Its main business involves the research, development, production, and sales of lasers and intelligent equipment primarily used for precision testing and micro-processing of integrated circuits and semiconductor optoelectronic devices [1]. Business Composition - The revenue composition of Jieput is as follows: lasers account for 53.32%, laser/optical intelligent equipment for 38.19%, other main businesses for 6.61%, optical fiber devices for 1.81%, and other supplementary sources for 0.07% [1]. Stock Performance - On September 15, Jieput's stock fell by 5.12%, closing at 152.00 CNY per share, with a trading volume of 187 million CNY and a turnover rate of 1.27%. The total market capitalization is 14.448 billion CNY [1]. Fund Holdings - According to data from the top ten holdings of funds, one fund under Ping An Asset Management holds shares in Jieput. The Ping An Advantage Industry Mixed A Fund (006100) held 127,200 shares in the second quarter, representing 3.22% of the fund's net value, ranking as the tenth largest holding. The estimated floating loss today is approximately 1.0427 million CNY [2]. Fund Performance - The Ping An Advantage Industry Mixed A Fund (006100) was established on August 22, 2018, with a latest scale of 89.3918 million CNY. Year-to-date, it has achieved a return of 54%, ranking 670 out of 8,246 in its category. Over the past year, it has returned 92.19%, ranking 672 out of 8,054, and since inception, it has returned 214.21% [2]. Fund Management - The fund manager of Ping An Advantage Industry Mixed A is Huang Wei, who has been in the position for 9 years and 31 days. The total asset size of the fund is 2.833 billion CNY, with the best return during his tenure being 265.8% and the worst being -9.04% [3].

Group 1 - The core viewpoint of the news is that Jieput's stock has experienced a significant increase, with a 5.48% rise on September 11, reaching a price of 167.97 yuan per share, and a cumulative increase of 24.02% over four consecutive days [1] - Jieput's main business involves the research, development, production, and sales of lasers and intelligent equipment for precision testing and micro-processing related to integrated circuits and semiconductor optoelectronic devices, with revenue composition being 53.32% from lasers, 38.19% from optical intelligent equipment, and 1.81% from fiber optic devices [1] - The total market capitalization of Jieput is reported at 15.965 billion yuan, with a trading volume of 206 million yuan and a turnover rate of 1.34% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Shenwan Lingxin holds a significant position in Jieput, with 189,800 shares, accounting for 4.66% of the fund's net value, making it the eighth largest heavy stock [2] - The Shenwan Lingxin Intelligent Driving Stock A fund has achieved a year-to-date return of 51.82% and a one-year return of 83.32%, ranking 206 out of 4222 and 632 out of 3798 respectively in its category [2] - The fund manager, Fu Juan, has a tenure of 13 years and 144 days, with the fund's total asset scale at 3.711 billion yuan, while the co-manager, Bu Zhonglin, has a tenure of 331 days with a total asset scale of 291 million yuan [3]

Core Insights - The company, Jieput, reported a significant increase in revenue and net profit for the first half of 2025, with total revenue reaching 0.881 billion yuan, up 48.34% year-on-year, and net profit attributable to shareholders at 95.2061 million yuan, up 73.84% [1] - The second quarter alone saw a revenue of 0.538 billion yuan, reflecting a 59.15% increase year-on-year, and a net profit of 59.1599 million yuan, which is a remarkable 107.76% increase [1] - The company's gross margin was 39.44%, a decrease of 2.45% year-on-year, while the net profit margin improved by 22.95% to 10.56% [1] Financial Performance - The company's operating income increased by 48.34%, attributed to rising global demand for laser products, particularly in the fields of new energy battery precision processing and consumer-grade lasers [12] - Operating costs rose by 50.8%, primarily due to the increase in revenue [12] - The total of selling, administrative, and financial expenses was 129 million yuan, accounting for 14.59% of revenue, which is an 8.22% decrease year-on-year [1] Cash Flow and Assets - Operating cash flow per share reached 2.3 yuan, a staggering increase of 1321.92% year-on-year, driven by increased cash receipts from sales [1][12] - The company experienced a 38.61% increase in cash and cash equivalents due to higher customer payments [2] - Trade receivables rose by 35.47%, indicating a potential concern regarding collection efficiency [1] Investment and Financing - Long-term borrowings increased by 139.66%, primarily due to new loans for the construction of the Shenzhen headquarters [11] - The company reported a 41.62% increase in contract liabilities, reflecting higher customer prepayments [8] - The company’s investment activities generated a negative cash flow change of 2943.73%, attributed to increased investment in financial products [12] Market Position and Future Outlook - The company's return on invested capital (ROIC) was 5.62%, indicating average capital returns, with a historical median ROIC of 5.43% since its listing [13] - Analysts expect the company's performance in 2025 to reach 201 million yuan, with an average earnings per share of 2.11 yuan [14] - The largest fund holding in Jieput is the GF Technology Innovation Mixed Fund, which has shown significant growth over the past year [15]

Group 1: Resumption of Trading - Jinzhikeji's controlling shareholder will change to Nanjing Zhidi, and the stock will resume trading [1] - Zhongsheng Gaoke's controlling shareholder will change to Fuzhou Qianjing, with actual controllers being Mr. Weng Shengjin and Ms. He Cong, and the stock will resume trading [1] Group 2: Capital Increase and Mergers - Guangdian Jiliang plans to raise no more than 1.3 billion yuan for a new generation AI chip testing platform project [2] - Geer Software intends to acquire over 51% of Weipin Zhiyuan, which owns an intelligent agent orchestration platform [2] Group 3: External Investments and Daily Operations - China Nuclear Power plans to invest 1 billion yuan in China Fusion Energy Co., Ltd. [3] - Zhejiang Energy Power intends to invest 751 million yuan in China Fusion Energy Co., Ltd. [4] - Goer Technology plans to acquire 10.4 billion HKD of equity in Hong Kong Lianfeng's wholly-owned subsidiary, which has leading competitiveness in precision metal structural components [4] - Guizhou Moutai plans to jointly establish a research institute company with Moutai Group, with a registered capital of 1 billion yuan [4] - Ruima Precision's subsidiary has secured a 336 million yuan project for automotive air suspension system products [5] - Fuwei Co., Ltd. has received a total of 700 million yuan for an exterior project from a well-known new energy brand [6] - Guangsheng Nonferrous Metals' wholly-owned subsidiary plans to publicly transfer 3% equity of Zhujiang Rare Earth [7] - Tianrun Industrial intends to acquire 100% equity of Shandong Altai for 135 million yuan [8] - Hunan Youneng plans to invest in a lithium battery cathode material project in Malaysia with an annual output of 90,000 tons [9] - Liou Co., Ltd. is planning to list on the Hong Kong Stock Exchange [10] - Zhongrun Resources' stock name has changed to "Zhaojin Gold" [11] Group 4: Performance Changes - Jepu Te expects a net profit of 86 million to 100 million yuan for the first half of the year, representing a year-on-year increase of 57.03% to 82.60%, benefiting from the global demand for laser devices and rapid sales growth in precision processing for new energy power batteries and consumer-grade laser devices [12]

Performance Forecast - The company expects a net profit increase of approximately 41.50% to 54.98%, amounting to an increase of 246.37 million to 326.37 million yuan compared to the previous year [1] - The estimated net profit attributable to shareholders is projected to rise by 57.03% to 82.60%, with an increase of 31.23 million to 45.23 million yuan [1] - The expected basic earnings per share are estimated to be between 84 million to 98 million yuan, reflecting a growth of 59.68% to 86.29% compared to the same period last year [1] Previous Year Performance - In the first half of 2024, the company's operating income was 593.63 million yuan [1] - The total profit for the same period was 56.51 million yuan [1] - The net profit attributable to the parent company's shareholders was 54.77 million yuan [1] Reasons for Performance Change - The company benefited from an increase in global laser demand, particularly in the precision processing of new energy power batteries and consumer-grade laser fields, leading to rapid revenue growth [2] - The company maintained good growth in the laser/optical intelligent equipment sector due to the recovery of downstream demand [2] - The net profit excluding non-recurring gains and losses is expected to show significant growth driven by these factors [2]

Core Viewpoint - The company expects to achieve a net profit attributable to shareholders of the parent company between 86 million to 100 million yuan for the first half of 2025, representing a year-on-year growth of 57.03% to 82.60% [1] Group 1: Financial Performance - The company anticipates significant growth in operating revenue and net profit attributable to shareholders of the parent company for the first half of 2025 [1] - The expected net profit growth is driven by increased demand for lasers globally, particularly in the precision processing of new energy power batteries and consumer-grade laser products [1] - The company also expects to maintain good growth in the laser/optical intelligent equipment sector due to the recovery of downstream demand [1]