在盈利改善方面，2025年半年度公司扣除非经常性损益后的净利润同比增长129.94%。其中，来自消费 电子等行业（含3D打印）的存量业务合计实现营业收入约为15,684.10万元，同比增长约5.68%；来自半 导体、新能源等其它行业的新业务合计实现营业收入约为5,467.27万元，同比增长约54.66%。 在PCB分板设备业务上，英诺激光针对HDI等高端PCB的工艺升级需求开发了PCB分板设备。相较于传 统铣刀切割，激光工艺更为精密，能为客户提质、降本，依托定制激光器等核心部件开发的设备性价比 更高，全年订单预期约9,000万元。同时，公司新推出针对FPC的柔性加工设备，正在进行工艺优化和 市场拓展。 激光器业务方面，虽然营业收入同比略有下降，但主要是因公司针对新场景应客户要求提供搭载自研激 光器的激光模组和设备产品，模组业务大幅增长。公司将继续围绕"短脉冲或连续脉冲、短波长、高功 率"等方向开发更多领先产品，并为PCB等应用场景定制开发系列激光器。 9月2日至5日，英诺激光科技股份有限公司开展了投资者关系活动，活动类别包括特定对象调研、业绩 说明会以及投资者策略会。参与此次活动的机构众多，涵盖申万宏源、农银 ...

投资者关系活动记录 表 证券代码：301021 证券简称：英诺激光 英诺激光科技股份有限公司 编号：2025-07 | 投资者关系活动 ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 业绩说明会 ☑ | | | □新闻发布会 □路演活动 | | | □现场参观 | | | 其他 投资者策略会 | | 参与单位名称 | 申万宏源、农银汇理、国寿安保、富国基金、国泰基金、招 | | | 商基金、西部利得、长江证券、西南证券、摩根基金、贝莱 | | | 德、德邦基金、首创证券、华安资管、安联基金、隆象资本、 | | | 开勒股份、线上参与公司 2025 年半年度业绩说明会的投资者 | | | （以上排名不分先后） | | 时间 | 2025 年 9 月 2 日-2025 年 9 月 5 日 | | 地点 | 投资者现场、策略会现场、价值在线 | | | （https://www.ir-online.cn/）网络互动 | | 上市公司接待人 | 董事长兼总经理 ZHAO XIAOJIE | | 员姓名 | 董事兼财务总监 陈文 | | | 副总经理兼董事会秘书 张勇 | ...

Group 1: Revenue Growth and Market Dynamics - The company has achieved revenue growth for eight consecutive quarters, driven by the versatility of solid-state and ultrafast laser technologies in precision manufacturing [1][2] - Transition from a single application to multiple scenarios has contributed to revenue increments since 2023, with both new and existing businesses performing well [2] - The core drivers of sustained revenue growth include market demand alignment, leveraging internal strengths, and unlocking diverse revenue streams [2] Group 2: Laser Technology Advantages - The company specializes in solid-state lasers, with a complete technological barrier from core components to system integration and application processes [2] - All laser products are self-developed, enhancing the company's competitive edge in the market [2] Group 3: Consumer Electronics Sector Insights - The consumer electronics industry has shown recovery over the past two years, with emerging products like AI smartphones on the horizon [3] - The company is involved in various segments, including photoacoustic devices and structural components, catering to major clients in the foldable screen market [3] Group 4: PCB Equipment Developments - The company has developed PCB separation equipment targeting high-end HDI PCBs, offering precision advantages over traditional mechanical methods [5] - Expected annual orders for PCB separation equipment are approximately 90 million yuan [5] Group 5: Ultra-Precision Drilling Equipment Progress - The ultra-precision drilling equipment utilizes customized ultrashort pulse lasers, achieving stable processing of micro-hole diameters between 30-70µm [6] - The equipment boasts a drilling efficiency of up to 10,000 holes per second, with a 25% efficiency improvement [6] Group 6: Business Model for Laser Products - The company adapts its business model based on the maturity of downstream applications, focusing on cost optimization and performance for established markets [7] - For emerging applications, the company integrates various technologies to provide innovative laser solutions, aiming to enhance the penetration rate of solid-state lasers across industries [8]