| | | | 采 | | --- | --- | --- | --- | | 采购 | 需求概况 | 预算 | 购 | | 项目 | | 万元 | 时 | | | | | 间 | | 6自 | 拟采购的6自由度激光干涉测长系统用于工件台多自由度高精度 | | 202 | | 由度 | 位移测量及高速反馈。该6自由度激光干涉测长系统包含干涉仪 | | 5 | | 激光 | 及相关镜组、长条镜组，细分和数字化处理轴卡等。主要技术指 | | | | 干涉 | 标：X向测量范围：≥±125mm，Y向测量范围：≥±155mm，Z | 144 | 年 | | | | | 12 | | 测长 | 向测量范围：≥±1mm，RX、RY、RZ测量范围：≥300urad；分 | | 月 | | 系统 | 辨率：≤0.2nm；最大测量速度：≥300mm/s。 | | | | | | | 202 | | 高精 | | | 5 | | 度激 | 采购设备用于工件台振动测试。最大测量速度：±10m/s；振动 | 195 | 年 | | 光测 | 测量频率范围DC~100KHz 。 | | | | 振仪 | | | 12 | | | | ...

Core Viewpoint - The company, Raycus Laser (300747.SZ), held a performance briefing for Q3 2025, attracting participation from 46 institutions, including major funds and investment banks, to discuss its financial performance and business developments [1][2]. Financial Performance - For the first nine months of 2025, Raycus Laser achieved a revenue increase of 6.67% year-on-year, with Q3 revenue growing by 10.45% year-on-year. Despite a seasonal decline in quarterly revenue, the company effectively countered this through market strategy adjustments [3]. - The gross profit margin has shown continuous recovery, reaching 21.06% in Q3 2025, an increase of 1.97 percentage points from the previous quarter. Total profit has also increased for three consecutive quarters, with a Q3 quarter-on-quarter growth of 5.91% [3]. Product Shipment and Market Performance - The total shipment for the first three quarters reached 132,000 units, reflecting a year-on-year growth of 6.94%. Although Q3 growth slowed slightly due to industry cyclicality, it still marked a 1.6% increase from Q2 [4]. - Notably, the overseas market saw a significant shipment increase of 78.2%, while shipments of high-power products above 10kW grew by 27.87%, indicating strong performance in high-end markets and international expansion [4]. Business Development - In the area of innovation, the company has completed the development of metal 3D printing laser products, which are now undergoing customer validation tests. The focus is on wavelength matching, power stability, and beam quality to ensure precise melting of metal powder [5]. - The precision processing business, particularly through its subsidiary Shanghai Guoshen, reported a revenue increase of 44% year-on-year for the first three quarters of 2025. The company is actively expanding applications for high-power femtosecond lasers to meet future market demands [5].

Group 1: Financial Performance - The company's revenue for the first three quarters of 2025 increased by 6.67% year-on-year, with a 10.45% increase in the third quarter [3] - The gross profit margin for the third quarter of 2025 was 21.06%, up by 1.97 percentage points from the previous quarter [3] - The total profit for the third quarter increased by 5.91% compared to the previous quarter, indicating enhanced profitability [3] Group 2: Shipment Volume - The total shipment volume for the first three quarters of 2025 reached 132,000 units, a year-on-year increase of 6.94% [4] - In the third quarter, the shipment growth rate slightly slowed down, with a 1.6% increase compared to the second quarter [4] - Overseas shipments increased by 78.2% year-on-year, while shipments of products over 10kW grew by 27.87% [4] Group 3: Product Development - The company has completed the R&D of next-generation laser products for metal 3D printing, focusing on wavelength matching, power stability, and beam quality [5] - The company maintains strong partnerships with leading domestic 3D printing equipment manufacturers to support technology implementation and market expansion [5] Group 4: Precision Processing Business - The Shanghai Guoshen's revenue for the first three quarters of 2025 grew by 44% year-on-year [6] - The company is focusing on expanding its market share in brittle material cutting and accelerating the R&D of high-power femtosecond lasers [6]