格隆汇12月16日｜A股市场光刻胶板块拉升，其中，沃格光电、波长光电涨超6%，芯源微、茂莱光学 涨超4%，永新光学、中船特气涨超3%。 ...

2025年 光学元件零组件行业词条报告 头豹分类/制造业/计算机、通信和其他电子设备制造业/电子 器件制造/光电子器件制造 Copyright © 2025 头豹 光芯筑梦——光学元件零组件在元宇宙时代下的精密制造突围与产业 赋能 头豹词条报告系列 万岳松 · 头豹分析师 2025-11-28 未经平台授权，禁止转载 万 行业分类： 制造业/光电子器件制造 行业定义 光学元件零组件是用于改变光路、调控光谱或完成光电能量转换的核心器件，涵盖透镜、棱镜、光栅、反射镜、滤光片、光纤、激光器、 LED、光电二极管及微纳衍射元件等。它们决定光束质量、成像精度与信号灵敏度，是条码扫描、运动光学、摄影摄像、自动驾驶LiDAR、高端 相机、AR/VR、高清放映、教学设备、生命科学仪器、光通信及半导体曝光设备升级迭代的基石，支撑元宇宙、智能制造、医疗诊断等未来产 业，是光电产业链中具有高技术壁垒与关键支撑作用的核心环节。 行业分类 光学元件零组件分为成像类和非成像类 成像类光学元件 主要用于成像系统中，实现光线的聚焦、成像、放大或缩小等功能。 透镜 聚焦或发散光线以实现成像与光束调控 利用折射或反射改变光路方向与色散分光 棱镜 ...

今日涨跌幅居前的概念板块 截至12月8日收盘，光刻机概念上涨3.00%，位居概念板块涨幅第9，板块内，44股上涨，中瓷电子、泰 晶科技等涨停，赛微电子、芯碁微装、蓝特光学等涨幅居前，分别上涨11.35%、8.95%、8.51%。跌幅 居前的有*ST和科、南京化纤、晶方科技等，分别下跌2.72%、0.14%、0.07%。 | 600353 | 旭光电 | 1.24 | 2.88 | 2691.00 | 7.27 | | --- | --- | --- | --- | --- | --- | | | 子 | | | | | | 603360 | 百傲化 | 4.86 | 2.19 | 2115.60 | 4.17 | | | 学 | | | | | | 600619 | 海立股 | 1.07 | 3.26 | 1838.35 | 3.44 | | | 份 | | | | | | 301095 | 广立微 | 3.72 | 2.17 | 1811.05 | 6.97 | | 301421 | 波长光 电 | 2.89 | 10.27 | 1762.81 | 3.83 | | 300666 | 江丰电 | 1.67 ...

2025 年 12 月 04 日 永新光学(603297.SH) 多元业务布局半导体光学，高端显微镜 持续推进 "十五五"规划强调高端仪器技术攻关，公司参与重大专项 "十五五"规划提出采取超常规措施，全链条推动集成电路、工业母 机、高端仪器等重点领域关键核心技术攻关取得决定性突破。公司在 承接多个国家"十三五""十四五"规划重大科技项目并参与"十五 五"规划的重大专项上，与国家战略同频，开展新一期战略规划。公 司将加速进行高端科学仪器、高端医疗设备的国产替代，加快全球化 进程并建立国际供应链，进一步开拓核心光学产品在生命科学、创新 医疗、人工智能及半导体方面的应用。 高端显微镜比例继续提升，2H25 显微镜业务预计将恢复性增长 2025 年上半年，公司再次牵头国家重大仪器专项《多模态纳米分辨 率显微镜》，攻关亚 2nm 超分辨成像技术及产业化，牵头的另一项国 家重大专项《眼科手术导航显微镜》顺利通过中期验收，行业内承担 国家级科技项目数量领先。公司依托技术优势错位竞争，高端显微镜 继续保持增长，占显微镜销售比例提升至 40%以上，并获取潜在项目 数千万元。随着设备更新资金的逐步落地，已提前确定的意向订单将 快 ...

Core Insights - Yongxin Optical achieved a revenue of 674 million yuan in the first three quarters of 2025, representing a year-on-year growth of 3.59%, and a net profit attributable to shareholders of 151 million yuan, up 7.69% year-on-year [2] - The company attributed its steady growth in revenue and net profit to optimized product structure and meticulous cost control [2] - The medical optics segment saw significant revenue growth, particularly in high-end microscope sales, which now account for over 40% of the company's overall microscope sales [2] Financial Performance - Revenue for the first three quarters of 2025: 674 million yuan, a 3.59% increase year-on-year [2] - Net profit for the same period: 151 million yuan, a 7.69% increase year-on-year [2] - The company effectively controlled operational costs through product optimization and expense management [2] Product Development and Market Position - The sales proportion of medical optical products and high-end microscopes is expected to continue increasing due to ongoing product upgrades and accelerated domestic substitution [2] - The high-end microscope business is characterized by high technical and complexity barriers, maintaining a high gross margin and stable profit performance [2] - Yongxin Optical focuses on technological innovation, planning to continuously iterate superior products in the high-end microscope field and develop high-value core components in the medical optics sector [2] Industry Collaboration - Yongxin Optical is a key partner for companies like Hesai Technology and Tudatong Intelligent Technology in the LiDAR sector [3] - The company's products are widely used in high-growth markets such as mobile robots, delivery robots, cleaning robots, and lawn mowing robots [3] - Yongxin Optical has established close partnerships with leading companies in the robotics industry [3]

Group 1 - Yongxin Optical (SH 603297) announced on November 24 that its 8th Board of Directors held a meeting to review the proposal for establishing a "Company Public Opinion Management System" [1] - For the year 2024, Yongxin Optical's revenue composition is as follows: optical product manufacturing accounts for 97.53%, while other businesses account for 2.47% [1] - As of the report, Yongxin Optical has a market capitalization of 10.4 billion yuan [1] Group 2 - Dapeng Industrial's strategic placement has significantly benefited its insiders, with a subscription price of 9 yuan and a first-day listing price of 118 yuan, resulting in a paper profit of 24.92 million yuan for the controlling shareholder and his brother [1]

Core Points - Yongxin Optical convened its 14th meeting of the 8th Board of Directors on November 24, 2025, and unanimously approved the proposal for a public opinion management system aimed at establishing a systematic response framework to ensure stable operations and protect investors' rights [1][3][4] Meeting Compliance and Attendance - The board meeting was conducted in compliance with the Company Law and the company's articles of association, with a 100% attendance rate from the 9 directors [2] Public Opinion Management System Focus - The newly approved public opinion management system is designed to enhance risk prevention and investor protection, including establishing a rapid response mechanism, mitigating negative impacts on stock prices and business reputation, and strengthening investor relations [3][4] Voting Results - The proposal received unanimous support with 9 votes in favor, 0 against, and 0 abstentions, indicating strong consensus among the board members [4]

Group 1 - The core point of the article is the announcement by Yongxin Optical regarding the election of Mr. Xu Zuwei as the employee director of the company's eighth board of directors [2]

证券代码：603297 证券简称：永新光学 公告编号：2025-048 宁波永新光学股份有限公司 (二) 离任对公司的影响 公司董事会于近日收到董事薛志伟先生提交的董事辞任报告，薛志伟先生因 个人原因申请辞去公司第八届董事会董事职务。根据《中华人民共和国公司法》 （以下简称"《公司法》"）《公司章程》等有关规定，该辞任报告自送达董事会之 日起生效，其已按照公司相关规定做好交接工作。薛志伟先生辞任董事后将不再 关于非独立董事离任暨选举职工董事的公告 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、准确性和完整性承担法律责任。 重要内容提示： 宁波永新光学股份有限公司（以下简称"公司"）董事会于近日收到公司 非独立董事薛志伟先生的书面辞任报告。薛志伟先生因个人原因，辞去本公司董 事会非独立董事的职务，该辞任报告自送达董事会之日起生效。 2025 年 11 月 24 日，公司召开职工代表大会并做出决议，选举徐祖伟先 生为公司第八届董事会职工董事，任期自公司该次全体职工代表会议选举之日起 至公司第八届董事会任期届满之日止。 一、关于非独立董事离任情况 (一) 提前 ...

证券代码：603297 证券简称：永新光学 公告编号：2025-047 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、准确性和完整性承担法律责任。 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 128 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 77,548,918 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 69.9037 | | 份总数的比例（%） | | (四) 表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次股东会由公司董事会召集，由公司董事长曹其东先生主持，采用现场与 网络投票相结合的方式召开。本次会议的召集、召开和表决方式符合《公司法》 等法律法规和《公司章程》的有关规定。 (一) 股东会召开的时间：2025 年 11 月 24 日 (二) 股东会召开的地点：浙江省宁波高新区木槿路 169 号公司会议室 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 宁波永新光学股份有 ...