Group 1 - The core point of the article is that Longteng Optoelectronics (688055.SH) reported a significant decline in revenue and an increase in net loss for the first three quarters of 2025 [1] Group 2 - The total operating revenue for the first three quarters reached 1.903 billion yuan, representing a year-on-year decrease of 27.85% [1] - The net profit attributable to shareholders of the parent company was -180 million yuan, which is an increase in loss of 11.7356 million yuan compared to the same period last year [1] - The basic earnings per share were -0.054 yuan [1]

昆山龙腾光电股份有限公司2025 年第三季度报告 证券代码：688055 证券简称：龙腾光电 昆山龙腾光电股份有限公司 2025 年第三季度报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 比上年同 | 年初至报告期末 | 末比上年同期 | | | | 期增减变 | | 增减变动幅度 | | | | 动幅度(%) | | (%) | | 营业收入 | 614,025,838.59 | -27.72 | 1,903, ...

Core Viewpoint - Longteng Optoelectronics reported a significant decline in revenue and net profit for the third quarter and the first three quarters of the year, indicating potential challenges in the company's financial performance [1] Financial Performance - The company's revenue for the third quarter was 614 million yuan, a year-on-year decrease of 27.72% [1] - The net profit for the third quarter was a loss of 58.6941 million yuan [1] - For the first three quarters, the total revenue was 1.903 billion yuan, reflecting a year-on-year decline of 27.85% [1] - The net profit for the first three quarters was a loss of 180 million yuan [1]

Core Viewpoint - Longteng Optoelectronics experienced a decline of 1.55% in stock price on October 14, with a trading volume of 31.24 million yuan, indicating potential market volatility and investor sentiment concerns [1] Financing Summary - On October 14, Longteng Optoelectronics had a financing buy-in amount of 1.68 million yuan and a financing repayment of 2.44 million yuan, resulting in a net financing buy of -0.76 million yuan [1] - As of October 14, the total balance of margin trading for Longteng Optoelectronics was 64.81 million yuan, with the financing balance of 64.76 million yuan accounting for 0.51% of the circulating market value, which is above the 60th percentile level over the past year [1] - The company had no shares sold short on October 14, with a short selling balance of 0.05 million yuan, indicating a high level of short selling activity compared to the past year [1] Business Performance - As of June 30, Longteng Optoelectronics reported a total of 20,800 shareholders, a slight increase of 0.01% from the previous period, with an average of 160,287 circulating shares per shareholder, a decrease of 0.01% [2] - For the first half of 2025, the company achieved an operating income of 1.29 billion yuan, a year-on-year decrease of 27.91%, while the net profit attributable to shareholders was -121 million yuan, showing a year-on-year increase of 0.74% [2] Dividend and Shareholding Information - Longteng Optoelectronics has distributed a total of 159 million yuan in dividends since its A-share listing, with 33.33 million yuan distributed over the past three years [3] - As of June 30, 2025, the third-largest circulating shareholder was Hong Kong Central Clearing Limited, holding 3.41 million shares, a decrease of 774,500 shares from the previous period [3] - The seventh-largest circulating shareholder, Bosera SSE STAR 50 ETF Fund, held 2.60 million shares, down by 132,600 shares, while the eighth-largest shareholder, STAR 100 ETF Fund, increased its holdings by 75,200 shares to 2.24 million shares [3]

Core Viewpoint - The company, Kunshan Longteng Optoelectronics Co., Ltd., is set to hold a half-year performance briefing on October 22, 2025, to discuss its operational results and financial status for the first half of 2025, following the release of its semi-annual report on August 27, 2025 [2][3]. Group 1: Meeting Details - The investor briefing will take place on October 22, 2025, from 16:00 to 17:00 [5][6]. - The meeting will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [5][6]. - Participants will include the company's Vice General Manager, Secretary of the Board, Chief Financial Officer, and other senior management [4]. Group 2: Investor Participation - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date [4][5]. - A pre-question submission period is available from October 15 to October 21, 2025, allowing investors to submit questions via the Roadshow Center or the company's investor relations email [2][4]. - The company will address commonly asked questions during the briefing [3][4].

证券代码：688055 证券简称：龙腾光电 公告编号：2025-020 昆山龙腾光电股份有限公司 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 1 会议召开时间：2025 年 10 月 22 日（星期三） 下午 16:00-17:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow. sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 15 日（星期三）至 10 月 21 日（星期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司投资 者关系邮箱 Ltdmb@ivo.com.cn 进行提问。公司将在说明会上对投资者 普遍关注的问题进行回答。 二、 说明会召开的时间、地点 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重 ...

Market Overview - On September 2, the Jiangsu state-owned enterprise reform sector fell by 0.85% compared to the previous trading day, with Lianhuan Pharmaceutical leading the decline [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the Jiangsu state-owned enterprise reform sector included: - Huami Environmental Energy (600475) with a closing price of 23.86, up 10.00% [1] - Zhongsheng High-Tech (002778) with a closing price of 20.94, up 5.23% [1] - Nanjing Port (002040) with a closing price of 10.03, up 3.62% [1] - Major decliners included: - Lianhuan Pharmaceutical (600513) with a closing price of 21.96, down 6.63% [2] - Tongxingbao (301339) with a closing price of 16.73, down 4.35% [2] - Nanjing Chemical Fiber (600889) with a closing price of 15.16, down 4.29% [2] Capital Flow - The Jiangsu state-owned enterprise reform sector experienced a net outflow of 720 million yuan from institutional investors, while retail investors saw a net inflow of 409 million yuan [2][3] - The capital flow for specific stocks showed: - Huami Environmental Energy (600475) had a net inflow of 1.421 billion yuan from institutional investors [3] - Jiangsu Jinzhu (002091) had a net inflow of 12.13 million yuan from institutional investors [3] - Nanjing Travel (600250) had a net inflow of 10.72 million yuan from institutional investors [3]

Core Viewpoint - Longteng Optoelectronics is facing challenges due to a slow global economic recovery, leading to a significant decline in revenue and ongoing losses, although the company is implementing cost-cutting measures to mitigate these issues [1] Financial Performance - For the first half of 2025, Longteng Optoelectronics reported a revenue of 1.289 billion yuan, a year-on-year decrease of 27.91% [1] - The net profit attributable to shareholders was a loss of 121 million yuan, which represents a narrowing of 0.74% compared to the previous year [1] Market Conditions - The company indicated that the prices of small and medium-sized display products remain low due to unstable terminal demand, influenced by the slow recovery of the global economy [1] Operational Developments - Longteng Optoelectronics has commenced trial production at its Vietnam production base, with plans to accelerate mass production in the second half of the year [1] Capital Flow - On August 27, 2025, the net inflow of main funds into Longteng Optoelectronics was 4.2472 million yuan, with a total net inflow of 4.1604 million yuan over the past five days [2]

Group 1: Longteng Optoelectronics - Longteng Optoelectronics reported a revenue of 1.289 billion yuan, a decrease of 27.91% year-on-year [2][4] - The net profit attributable to shareholders was -152 million yuan, an improvement of 74 million yuan compared to the same period last year [2][4] - The company is focusing on new development opportunities in AI, ESG, and low-altitude economy, while enhancing its product structure through innovation [5] Group 2: Qingyue Technology - Qingyue Technology achieved a total revenue of 329 million yuan, a year-on-year increase of 9.49% [6] - The net profit attributable to the parent company was -30.76 million yuan, a reduction in loss by 8.12 million yuan compared to the previous year [6][7] - The company is actively expanding new applications for its PMOLED products in various fields, including drones and smart homes [7][8] Group 3: Nanjing Panda - Nanjing Panda reported a revenue of 1.043 billion yuan, a decrease of 16.61% year-on-year [9][10] - The net profit attributable to shareholders was -45.58 million yuan [9][10] - The company is undergoing a transition in its industrial internet and smart manufacturing businesses, with a focus on upgrading its green service-oriented electronic manufacturing [11] Group 4: Vision Source - Vision Source achieved a revenue of 10.565 billion yuan, a year-on-year increase of 4.39% [12][13] - The net profit attributable to shareholders was 397.68 million yuan, a decrease of 19.66% compared to the previous year [12][13] - The company is expanding its LED product offerings and has seen a 52.26% year-on-year growth in LED business revenue [13]

Group 1 - Youyou Food achieved a net profit of 108 million yuan in the first half of 2025, a year-on-year increase of 42.47%, with a revenue of 771 million yuan, up 45.59% [1] - Keda achieved a net profit of 255 million yuan, a year-on-year increase of 16.49%, with a revenue of 2.163 billion yuan, up 14.35% [1] - North Navigation turned a profit with a net profit of 116 million yuan, achieving a revenue of 1.703 billion yuan, a year-on-year increase of 481.19% [1][2] Group 2 - China Satellite Communication reported a net profit of 181 million yuan, a year-on-year decrease of 55.59%, with a revenue of 1.221 billion yuan, up 6.33% [3] - Huqin Technology achieved a net profit of 1.889 billion yuan, a year-on-year increase of 46.3%, with a revenue of 83.939 billion yuan, up 113.06% [4] - Huasen Lithium reported a net loss of 72.739 million yuan, with a revenue of 350 million yuan, up 72.02% [4] Group 3 - Putailai achieved a net profit of 1.055 billion yuan, a year-on-year increase of 23.03%, with a revenue of 7.088 billion yuan, up 11.95% [5] - Suochen Technology reported a net loss of 45.698 million yuan, with a revenue of 57.351 million yuan, up 10.82% [5] - Canqin Technology achieved a net profit of 51.912 million yuan, a year-on-year increase of 51.94%, with a revenue of 287 million yuan, up 52.76% [6] Group 4 - Hengtong achieved a net profit of 99.3648 million yuan, a year-on-year increase of 38.86%, with a revenue of 669 million yuan, down 44.66% [6] - Sanan Optoelectronics reported a net profit of 176 million yuan, a year-on-year decrease of 4.24%, with a revenue of 8.987 billion yuan, up 17.03% [7] - New Dairy achieved a net profit of 397 million yuan, a year-on-year increase of 33.76%, with a revenue of 5.526 billion yuan, up 3.01% [8] Group 5 - Yiling Pharmaceutical achieved a net profit of 669 million yuan, a year-on-year increase of 26.03%, with a revenue of 4.040 billion yuan, down 12.26% [10] - Baosteel achieved a net profit of 4.879 billion yuan, a year-on-year increase of 7.36%, with a revenue of 151.372 billion yuan, down 7.28% [12] - Feikai Materials achieved a net profit of 217 million yuan, a year-on-year increase of 80.45%, with a revenue of 1.462 billion yuan, up 3.8% [13] Group 6 - Lier Chemical achieved a net profit of 271 million yuan, a year-on-year increase of 191.21%, with a revenue of 4.507 billion yuan, up 35.36% [15] - Shaanxi Coal achieved a net profit of 7.638 billion yuan, a year-on-year decrease of 31.18%, with a revenue of 779.83 billion yuan, down 14.19% [16] - Dongfang Materials reported a net profit of 654,400 yuan, a year-on-year decrease of 88.48%, with a revenue of 174 million yuan, down 5.06% [18] Group 7 - Blue Sky Bio achieved a net profit of 26.7163 million yuan, a year-on-year decrease of 8.98%, with a revenue of 652 million yuan, up 7.05% [19] - Shanghai Jiubai achieved a net profit of 23.7897 million yuan, a year-on-year increase of 0.24%, with a revenue of 45.0535 million yuan, down 1.09% [20] - Two Sides Needle reported a net loss of 5.0842 million yuan, with a revenue of 522 million yuan, up 1.02% [21] Group 8 - Shanghai Yashi achieved a net profit of 20.3263 million yuan, a year-on-year increase of 42.56%, with a revenue of 2.044 billion yuan, up 56.75% [23] - Bayi Steel reported a net loss of 697 million yuan, with a revenue of 8.733 billion yuan, down 6.73% [25] - Hongrun Construction plans to repurchase shares worth between 150 million and 300 million yuan [27] Group 9 - Kaile achieved a net profit of 10.9193 million yuan, a year-on-year increase of 280.42%, with a revenue of 137 million yuan, down 17.89% [28] - Jingda achieved a net profit of 306 million yuan, a year-on-year increase of 6.03%, with a revenue of 11.856 billion yuan, up 14.28% [29] - Blue Light Marker reported a net profit of 96.4427 million yuan, a year-on-year decrease of 47.33%, with a revenue of 32.36 billion yuan, up 4.87% [30] Group 10 - KOTAI Power achieved a net profit of 23.994 million yuan, a year-on-year increase of 35.52%, with a revenue of 711 million yuan, up 49.51% [33] - Bo Rui Data reported a net loss of 26.1918 million yuan, with a revenue of 70.1997 million yuan, up 5.19% [34] - Jiuzhoutong achieved a net profit of 1.446 billion yuan, a year-on-year increase of 19.7%, with a revenue of 81.106 billion yuan, up 5.10% [37] Group 11 - Aier Eye Hospital achieved a net profit of 2.051 billion yuan, a year-on-year increase of 0.05%, with a revenue of 11.507 billion yuan, up 9.12% [39] - Nandu Property achieved a net profit of 130 million yuan, a year-on-year increase of 532.87%, with a revenue of 914 million yuan, up 2.75% [41] - Weiyuan reported a net loss of 168 million yuan, with a revenue of 4.601 billion yuan, up 1.82% [42] Group 12 - Zhongke Chuangda achieved a net profit of 158 million yuan, a year-on-year increase of 51.84%, with a revenue of 3.299 billion yuan, up 37.44% [43] - Zhongjuxin reported a net profit of 8.1377 million yuan, a year-on-year decrease of 64.57%, with a revenue of 567 million yuan, up 20.40% [44] - Inspur Information achieved a net profit of 799 million yuan, a year-on-year increase of 34.87%, with a revenue of 80.192 billion yuan, up 90.05% [45] Group 13 - Shenghong Technology achieved a net profit of 2.143 billion yuan, a year-on-year increase of 366.89%, with a revenue of 9.031 billion yuan, up 86.00% [46] - Cambrian achieved a net profit of 1.038 billion yuan, turning a profit, with a revenue of 2.881 billion yuan, up 4347.82% [48] - Longteng Optoelectronics reported a net loss of 121 million yuan, with a revenue of 1.289 billion yuan, down 27.91% [49]