1月9日，光智科技盘中下跌2.02%，截至11:02，报50.94元/股，成交1.63亿元，换手率2.31%，总市值 70.13亿元。 资金流向方面，主力资金净流出1206.43万元，特大单买入1026.55万元，占比6.29%，卖出1059.25万 元，占比6.49%；大单买入4320.40万元，占比26.45%，卖出5494.13万元，占比33.64%。 光智科技今年以来股价涨0.28%，近5个交易日涨0.28%，近20日涨23.04%，近60日涨11.96%。 分红方面，光智科技A股上市后累计派现993.71万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，光智科技十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股85.25万股，为新进股东。 责任编辑：小浪快报 资料显示，光智科技股份有限公司位于黑龙江省哈尔滨市哈南工业新城核心区哈南第八大道5号，成立 日期2006年7月19日，上市日期2015年7月1日，公司主营业务涉及高性能铝合金材料及机加工产品的研 发、生产和销售。主营业务收入构成为：红外光学产品88.41%，铝合金材料及零部件11.59%。 光智科技所属申万 ...

Core Viewpoint - Guangzhi Technology's stock has shown a positive trend with a year-to-date increase of 3.39% and significant growth over various trading periods, indicating strong market interest and potential for future performance [1]. Financial Performance - For the period from January to September 2025, Guangzhi Technology reported a revenue of 1.443 billion yuan, representing a year-on-year growth of 51.11% [2]. - The company experienced a net profit attributable to shareholders of -8.994 million yuan, which is an improvement with a year-on-year increase of 64.46% [2]. Stock Market Activity - As of January 8, Guangzhi Technology's stock price was 52.52 yuan per share, with a market capitalization of 7.231 billion yuan [1]. - The stock has seen a trading volume of 139 million yuan with a turnover rate of 1.97% on the same day [1]. - The stock has experienced a net outflow of 10.26 million yuan from main funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of December 31, the number of shareholders for Guangzhi Technology was 18,000, a decrease of 14.29% from the previous period [2]. - The average number of circulating shares per shareholder increased by 16.67% to 7,620 shares [2]. - The company has cumulatively distributed 9.9371 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3]. Company Overview - Guangzhi Technology, established on July 19, 2006, and listed on July 1, 2015, is located in Harbin, Heilongjiang Province [1]. - The company specializes in the research, development, production, and sales of high-performance aluminum alloy materials and machining products, with infrared optical products accounting for 88.41% of its revenue [1].

光智科技所属申万行业为：电子-光学光电子-光学元件。所属概念板块包括：航天军工、军民融合、核 电、新材料、低空经济等。 1月7日，光智科技盘中下跌2.04%，截至13:11，报50.82元/股，成交1.79亿元，换手率2.55%，总市值 69.97亿元。 资金流向方面，主力资金净流出694.10万元，特大单买入1208.66万元，占比6.75%，卖出1489.31万元， 占比8.31%；大单买入4300.82万元，占比24.01%，卖出4714.28万元，占比26.32%。 光智科技今年以来股价涨0.04%，近5个交易日跌2.61%，近20日涨24.83%，近60日涨9.93%。 资料显示，光智科技股份有限公司位于黑龙江省哈尔滨市哈南工业新城核心区哈南第八大道5号，成立 日期2006年7月19日，上市日期2015年7月1日，公司主营业务涉及高性能铝合金材料及机加工产品的研 发、生产和销售。主营业务收入构成为：红外光学产品88.41%，铝合金材料及零部件11.59%。 截至12月31日，光智科技股东户数1.80万，较上期减少14.29%；人均流通股7620股，较上期增加 16.67%。2025年1月-9月，光智 ...

机构持仓方面，截止2025年9月30日，光智科技十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股85.25万股，为新进股东。 1月5日，光智科技盘中上涨2.03%，截至09:53，报51.83元/股，成交1.10亿元，换手率1.56%，总市值 71.36亿元。 资金流向方面，主力资金净流入808.84万元，特大单买入1211.13万元，占比10.99%，卖出568.73万元， 占比5.16%；大单买入3089.83万元，占比28.03%，卖出2923.39万元，占比26.52%。 光智科技今年以来股价涨2.03%，近5个交易日涨5.45%，近20日涨30.62%，近60日涨12.09%。 截至12月19日，光智科技股东户数2.10万，较上期增加5.00%；人均流通股6531股，较上期减少4.76%。 2025年1月-9月，光智科技实现营业收入14.43亿元，同比增长51.11%；归母净利润-899.40万元，同比增 长64.46%。 分红方面，光智科技A股上市后累计派现993.71万元。近三年，累计派现0.00元。 资料显示，光智科技股份有限公司位于黑龙江省哈尔滨市哈南工业新城核心区哈南第八大道 ...

光智科技所属申万行业为：电子-光学光电子-光学元件。所属概念板块包括：航天军工、军民融合、第 三代半导体、核污染防治、无人机等。 截至12月19日，光智科技股东户数2.10万，较上期增加5.00%；人均流通股6531股，较上期减少4.76%。 2025年1月-9月，光智科技实现营业收入14.43亿元，同比增长51.11%；归母净利润-899.40万元，同比增 长64.46%。 分红方面，光智科技A股上市后累计派现993.71万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，光智科技十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股85.25万股，为新进股东。 责任编辑：小浪快报 12月23日，光智科技盘中上涨2.01%，截至13:51，报45.73元/股，成交1.36亿元，换手率2.20%，总市值 62.96亿元。 资金流向方面，主力资金净流出170.90万元，特大单买入598.05万元，占比4.39%，卖出659.44万元，占 比4.84%；大单买入2972.67万元，占比21.80%，卖出3082.19万元，占比22.60%。 光智科技今年以来股价跌16.37%，近5 ...

Financial Performance - In the first three quarters of 2025, the company achieved revenue of 345 million CNY, a year-on-year increase of 24.66% [3] - The third quarter alone generated revenue of 122 million CNY, up 39.57% year-on-year [3] - Net profit attributable to shareholders for the first three quarters was 25.76 million CNY, a decrease of 16.39% year-on-year, while the third quarter net profit was 11.53 million CNY, an increase of 470.61% year-on-year [3] Revenue Structure - Revenue contributions from the three main business segments in Q3 were approximately 60% from laser, 30% from infrared, and 10% from other sectors [3] - The semiconductor and related sectors generated 55.40 million CNY, accounting for 16% of total revenue, with an 85% year-on-year growth [6] Business Developments - The infrared optical business achieved revenue of 100 million CNY in the first three quarters, a growth of 84% year-on-year, driven by market demand for lightweight, non-cooling infrared imaging products [9] - The PCB business revenue exceeded 30 million CNY, with a growth rate of over 200% [7] - The AR/VR segment generated 11 million CNY in revenue, a 370% increase year-on-year, indicating strong market potential [10] International Operations - The overseas business generated approximately 81 million CNY in revenue in the first three quarters, reflecting a decline due to international trade conditions [11] - The company established a wholly-owned subsidiary in Malaysia to enhance its international business capabilities [11] Future Outlook - The company anticipates continued growth in the laser and infrared sectors, with plans to expand product lines and optimize processes to maintain competitiveness [9] - The AR/VR business is expected to grow significantly, potentially becoming a major revenue stream alongside laser and infrared businesses [10]

Overall Performance - Company reported total revenue of 1.02 billion yuan, a year-on-year increase of 78.2% [1] - Net profit attributable to shareholders reached 23.9988 million yuan, up 167.77% year-on-year [1] - Deducted non-recurring profit, net profit was 11.7003 million yuan, an increase of 115.17% year-on-year [1] Profitability Analysis - Gross margin stood at 26.23%, an increase of 25.95 percentage points year-on-year [2] - Net profit margin was 3.96%, up 159.89 percentage points year-on-year [2] - Earnings per share increased to 0.17 yuan, reflecting a 167.77% rise year-on-year [2] Expense Control and Cash Flow - Operating expenses as a percentage of revenue decreased to 14.03%, down 39.67 percentage points year-on-year [3] - Net cash flow from operating activities increased by 126.48% to 0.3 yuan per share [3] - Accounts receivable accounted for 2325.51% of profit, indicating potential future cash flow issues [3] Asset and Liability Situation - Interest-bearing debt rose to 2.13 billion yuan, an increase of 8.38% year-on-year [4] - Interest-bearing asset-liability ratio reached 35.68% [4] - Cash and cash equivalents amounted to 61.6491 million yuan, only 4.24% of current liabilities, indicating repayment pressure [4] Main Business Composition - Revenue from infrared optical products was 902 million yuan, accounting for 88.41% of total revenue, with a gross margin of 28.42% [5] - Revenue from high-performance aluminum alloy materials and components was 118 million yuan, making up 11.59% of total revenue, with a gross margin of 9.54% [5] Industry Outlook and Development Opportunities - Company holds a strong competitive advantage in infrared optics and high-performance aluminum alloy materials [6] - It is the largest domestic supplier in the infrared optical materials sector and possesses multiple core technologies [6] - The continuous growth of the infrared optics and high-performance aluminum alloy materials market presents opportunities for market share expansion [6]