玻璃晶圆
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蓝特光学差异化竞争盈利增76% 拟定增募资10.55亿加码AR光学
Chang Jiang Shang Bao· 2026-02-27 00:33
中国领先的 光学 产品制造企业 蓝特光学 (688127.SH)业绩保持稳健增长。 2月25日晚,蓝特光学发布业绩快报,2025年度公司的营业总收入和归属于母公司所有者的净利润(以 下简称"归母净利润")双双大涨,其中归母净利润同比增长76.09%。 公告显示,2025年度蓝特光学主要产品光学棱镜、 玻璃 非球面透镜、玻璃晶圆的营业收入均有提升。 据了解,蓝特光学专注光学领域,实行差异化竞争,产品应用于 消费电子 、AR等多个领域,公司近年 来加强技术创新,稳步推进全球化,展现出强劲的发展韧性与成长潜力。 长江商报记者注意到,蓝特光学加速产能扩张应对新挑战。2026年初,公司公告,拟定增募资不超过 10.55亿元,其中近半数资金将投向"AR光学产品产业化建设项目"。 2025年扣非增75.93% 2025年度业绩快报显示,2025年度,蓝特光学实现营业总收入15.36亿元,较上年同期增长48.52%;归 母净利润3.88亿元,较上年同期增长76.09%;归属于母公司所有者的扣除非经常性损益的净利润(以下 简称"扣非净利润")3.79亿元,较上年同期增长75.93%。 2025年末,蓝特光学总资产29.34亿元 ...
蓝特光学多业务协同发力 2025年营收净利双增
Zheng Quan Ri Bao Wang· 2026-02-26 12:48
本报记者 冯思婕 2月26日,浙江蓝特光学股份有限公司(以下简称"蓝特光学")发布了2025年度业绩快报。报告期内,公司实现营收15.36 亿元,同比增长48.52%;归母净利润3.88亿元,同比增长76.09%;扣非净利润3.79亿元,同比增长75.93%。 报告期内,蓝特光学坚持立足主业,依托前期积累形成的核心客户群优势与多样化产品布局,紧抓行业发展机遇,实现了 业绩的快速增长。其中,公司光学棱镜业务中,应用于智能手机潜望式摄像头模组的微棱镜产品的终端需求进一步扩张,形成 了业绩增量;玻璃非球面透镜业务受益于下游汽车电子、光通信、智能手机、手持影像创作设备多品类应用市场空间的扩张, 产品销售规模大幅增长;玻璃晶圆业务受益于公司与各大客户的战略合作关系进一步深入,下游需求随着前沿技术应用持续扩 张,也实现了较快增长。 此前,在多次投资者交流中,蓝特光学都提到玻璃非球面透镜需求旺盛。其中,光模块、车载激光雷达等新兴领域都处于 快速发展中。 除了国内产能布局外,今年1月份,蓝特光学还公布了关于新加坡、马来西亚的海外投资计划。 1月6日,蓝特光学发布公告称,为进一步深化国际产业链协同,提升公司与海外客户的协同效应 ...
蓝特光学:2025年度净利润增长76.09%
Mei Ri Jing Ji Xin Wen· 2026-02-26 08:13
每经AI快讯,2月26日,蓝特光学(688127)(688127.SH)公告称,2025年公司营业总收入15.36亿元,同 比增长48.52%;净利润3.88亿元,同比增长76.09%。业绩增长主要受益于光学棱镜、玻璃非球面透镜和 玻璃晶圆等主要产品的营业收入提升,以及核心客户群优势和多样化产品布局。 ...
蓝特光学2025年实现营收15.36亿元,净利润同比增长76.09%
Ju Chao Zi Xun· 2026-02-26 03:06
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晚间公告|2月25日这些公告有看头
Di Yi Cai Jing· 2026-02-25 10:16
Group 1 - Huylon New Materials is planning a change in company control, leading to a stock suspension starting February 26, 2026, for up to two trading days [2] - Longbai Group's subsidiary has partially resumed production of sulfuric acid after completing safety inspections and receiving approval from regulatory authorities [3] - Jiangxi Tungsten's stock experienced abnormal trading fluctuations, and the company is planning to issue A-shares to specific investors to raise up to 1.882 billion yuan for acquisitions [4] Group 2 - Chuanjinno reported market rumors about the U.S. potentially prioritizing phosphorus and glyphosate under the Defense Production Act, with unclear impacts on the company's operations [5] - Baibang Technology's subsidiary renewed its agreement with Apple to continue as an independent repair provider until June 30, 2030 [6] - Jiazhe New Energy received approval for a biomass power generation project associated with a green hydrogen production facility in Heilongjiang [7] Group 3 - Bluelight Optical reported a net profit of 388 million yuan for 2025, a 76.09% increase year-on-year, driven by strong demand in its optical prism and lens businesses [9] - Xindong Link's net profit for 2025 reached 302 million yuan, up 36.1% year-on-year, attributed to increased market penetration and strong customer orders [10] - Huachuang Technology's net profit for 2025 was 42.68 million yuan, a significant increase of 89.45%, due to higher sales of special protective products [11] Group 4 - Aiko Optoelectronics reported a net profit of 64.09 million yuan for 2025, a 307.63% increase, benefiting from growth in AI computing and new display technologies [12] - Huafeng Measurement and Control achieved a net profit of 538 million yuan for 2025, a 61.22% increase, supported by operational efficiency improvements and market recovery [13] - Transsion Holdings reported a net profit of 2.584 billion yuan for 2025, a decline of 53.43%, impacted by rising component costs and market competition [14] Group 5 - Hancable's net profit for 2025 was 592 million yuan, a decrease of 9.59%, despite a 13.04% increase in total revenue [15] - Fuda Co. plans to reduce its repurchased shares by up to 1% within three months, following a buyback of 8.7192 million shares [17] - Beijing Kerui won contracts totaling approximately 588 million yuan for various projects, enhancing its market position [19] Group 6 - Beixin Road and Bridge, in a joint venture, won a contract for the G60 Hukun Expressway reconstruction project worth 751 million yuan [20] - Zhiguang Electric's subsidiary secured a 182 million yuan contract for power cable supply to the Southern Power Grid [21] - ST Songfa's subsidiary signed contracts for building three large oil tankers, with a total value of approximately 300-400 million USD [22] - Huadian Science and Technology won an 827 million yuan contract for a coal power project in Inner Mongolia, enhancing its capabilities in the energy sector [23]
蓝特光学(688127.SH)2025年归母净利润3.88亿元 同比增长76.09%
智通财经网· 2026-02-25 09:54
报告期内,公司坚持立足主业,依托前期积累形成的核心客户群优势与多样化产品布局,紧抓行业发展 机遇,实现了业绩的快速增长。其中:公司光学棱镜业务中,应用于智能手机潜望式摄像头模组的微棱 镜产品的终端需求进一步扩张,形成了业绩增量;玻璃非球面透镜业务受益于下游汽车电子、光通信、 智能手机、手持影像创作设备多品类应用市场空间的扩张,产品销售规模大幅增长;玻璃晶圆业务受益 于公司与各大客户的战略合作关系进一步深入,伴随着下游需求随着前沿技术应用持续扩张,也实现了 较快增长。 智通财经APP讯,蓝特光学(688127.SH)发布2025年度业绩快报,2025年度,公司实现营业总收入15.36 亿元,较上年同期增长48.52%,归属于母公司所有者的净利润3.88亿元,较上年同期增长76.09%。 ...
蓝特光学:2025年净利润3.88亿元 同比增长76.09%
Mei Ri Jing Ji Xin Wen· 2026-02-25 09:47
每经AI快讯,2月25日,蓝特光学公告,2025年实现营业总收入15.36亿元,同比增长48.52%;归母净利 润3.88亿元,同比增长76.09%。报告期内,公司光学棱镜业务中,应用于智能手机潜望式摄像头模组的 微棱镜产品的终端需求进一步扩张,形成了业绩增量;玻璃非球面透镜业务受益于下游汽车电子、光通 信、智能手机、手持影像创作设备多品类应用市场空间的扩张,产品销售规模大幅增长;玻璃晶圆业务 受益于公司与各大客户的战略合作关系进一步深入,伴随着下游需求随着前沿技术应用持续扩张,也实 现了较快增长。 (文章来源:每日经济新闻) ...
蓝特光学(688127.SH):2025年度净利润3.88亿元,同比增长76.09%
Ge Long Hui A P P· 2026-02-25 09:23
报告期内,公司坚持立足主业,依托前期积累形成的核心客户群优势与多样化产品布局,紧抓行业发展 机遇,实现了业绩的快速增长。其中:公司光学棱镜业务中,应用于智能手机潜望式摄像头模组的微棱 镜产品的终端需求进一步扩张,形成了业绩增量;玻璃非球面透镜业务受益于下游汽车电子、光通信、 智能手机、手持影像创作设备多品类应用市场空间的扩张,产品销售规模大幅增长;玻璃晶圆业务受益 于公司与各大客户的战略合作关系进一步深入,伴随着下游需求随着前沿技术应用持续扩张,也实现了 较快增长。 格隆汇2月25日丨蓝特光学(688127.SH)公布2025年度业绩快报,2025年度,公司实现营业总收入15.36亿 元,较上年同期增长48.52%;归属于母公司所有者的净利润3.88亿元,较上年同期增长76.09%;归属于 母公司所有者的扣除非经常性损益的净利润3.79亿元,较上年同期增长75.93%;基本每股收益0.96元, 较上年同期增长74.55%。 ...
下游消费电子、汽车等需求扩张 蓝特光学净利润预增
Zheng Quan Shi Bao Wang· 2026-01-26 14:39
Core Viewpoint - The company expects a significant increase in net profit for 2025, driven by expanding demand in downstream markets such as consumer electronics and automotive sectors, with an anticipated growth of 70.04% to 81.38% year-on-year [1] Group 1: Financial Performance - The company projects a net profit of 375 million to 400 million yuan for 2025, representing a year-on-year increase of 70.04% to 81.38% [1] - For the first three quarters of 2025, the company reported revenue of 1.051 billion yuan, a year-on-year growth of 33.65%, and a net profit of 249.9 million yuan, up 54.68% year-on-year [3] Group 2: Business Segments and Growth Drivers - The company's optical prism business, particularly micro-prism products used in smartphone periscope camera modules, has seen increased terminal demand, contributing to revenue growth [1] - The glass aspheric lens business has benefited from the expansion of applications in automotive electronics, optical communication, smartphones, and handheld imaging devices, leading to significant sales growth [1] - The glass wafer business has experienced rapid growth due to deepening strategic partnerships with major clients and expanding downstream demand driven by advanced technology applications [1] Group 3: Industry Outlook - The optical technology sector is rapidly evolving, intersecting with imaging, sensing, communication, and artificial intelligence, leading to cross-industry integration and collaborative innovation [2] - The demand for optical optoelectronic devices is expected to continue expanding, fueled by the rapid development of consumer electronics, automotive, and semiconductor sectors, as well as emerging fields like artificial intelligence and high-speed optical communication [2] - The optical optoelectronic components are crucial for imaging and sensing functions, with significant growth potential in markets such as camera modules for consumer electronics and automotive applications, as well as in laser radar, 5G optical communication, and semiconductor sectors [4]
蓝特光学(688127.SH)发预增,预计2025年年度归母净利润同比增加70.04%到81.38%
智通财经网· 2026-01-26 13:30
Core Viewpoint - Lante Optics (688127.SH) expects a significant increase in net profit for the year 2025, projecting a range of 375 million to 400 million yuan, which represents a year-on-year increase of 70.04% to 81.38% compared to the previous year [1] Group 1: Financial Performance - The company anticipates a net profit increase of 154.47 million to 179.47 million yuan compared to the previous year [1] - The projected net profit for 2025 is between 375 million and 400 million yuan [1] Group 2: Business Growth Drivers - The optical prism business, particularly micro-prism products used in smartphone periscope camera modules, has seen expanded terminal demand, contributing to revenue growth [1] - The glass aspheric lens business has benefited from the expansion of application markets in automotive electronics, optical communications, smartphones, and handheld imaging devices, leading to a significant increase in product sales [1] - The glass wafer business has experienced rapid growth due to deepening strategic partnerships with major clients and expanding downstream demand driven by cutting-edge technology applications [1]