证券代码：605118 证券简称：力鼎光电 公告编号：2026-015 厦门力鼎光电股份有限公司 关于使用闲置自有资金购买理财产品的公告 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： 基本情况 | 投资金额 | 不超过人民币 7 亿元 | | --- | --- | | 投资种类 | 银行、证券公司、基金公司等金融机构理财产品 | | 资金来源 | 自有资金 | 一、投资情况概述 （一）投资目的 已履行及拟履行的审议程序：公司于 2026 年 3 月 27 日召开了第三 届董事会第十八次会议，全体董事一致审议通过了《关于使用闲置 自有资金购买理财产品的议案》。 特别风险提示：本次使用闲置自有资金进行现金管理，购买安全性 高、流动性好的理财产品，属于低风险投资产品，但金融市场受宏 观经济、财政及货币政策的影响较大，不排除该项投资可能受到市 场波动的影响。 为提高资金使用效率，合理利用闲置资金，在不影响公司正常经营业务的前 提下，使用闲置自有资金用于购买理财产品，能有效提高公司自有资金使用效率， 增加公司收益。 ...

证券代码：605118 证券简称：力鼎光电 公告编号：2026-014 厦门力鼎光电股份有限公司 2.信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | 连云港伊威达企业管 | □ | 控股股东/实控人 | | | | □√ | 控股股东/实控人的一致 | □√ 91350200M000178Y48 | | 理合伙企业（有限合 | 行动人 | | □ 不适用 | | 伙） | □ | 其他直接持股股东 | | 二、 权益变动触及 1%刻度的基本情况 公司于 2026 年 1 月 31 日披露了《力鼎光电股东减持计划公告》（编号： 2026-005)，发布了有关控股股东的一致行动人连云港伊威达企业管理合伙企业 （有限合伙）（以下简称"伊威达"）的减持计划。 关于股东权益变动触及 1%刻度的提示性公告 厦门亿威达投资有限公司、连云港伊威达企业管理合伙企业（有限合伙）、厦门鼎 之杰投资合伙企业（有限合伙）及厦门欣立鼎投资合伙企业（有限合伙）保证向本公司 提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公 ...

格隆汇2月25日丨力鼎光电(605118.SH)涨1.21%，报44.990元，股价创历史新高，总市值185.06亿元。 ...

Core Insights - The industrial lens industry is experiencing significant growth, with market size projected to increase from 250 million yuan in 2016 to 4.686 billion yuan by 2025, representing a compound annual growth rate (CAGR) of 38.5% [1][9] - This growth is supported by government policies aimed at promoting smart manufacturing and machine vision, which directly increases demand for industrial lenses [1][9] - The industry benefits from a wide range of applications, including industrial automation, medical, security, transportation, and aviation, which further drives demand [1][9] - Technological advancements and improved R&D capabilities among domestic companies enhance product performance, meeting diverse market needs and expanding market capacity [1][9] Industry Overview - Industrial lenses are specialized optical lenses designed for industrial applications, characterized by high resolution, low distortion, high contrast, and excellent color performance [3] - They are categorized based on different interfaces (C-mount, CS-mount, F-mount) and focal lengths (fixed-focus, variable-focus) [3] Industry Chain - The industrial lens industry consists of upstream raw materials (optical glass, optical plastics), midstream manufacturing, and downstream applications in machine vision, video surveillance, industrial inspection, and medical imaging [5][6] - In machine vision, industrial lenses are used for quality inspection, size measurement, surface defect detection, and barcode recognition [5][6] Competitive Landscape - The domestic industrial lens market has historically been dominated by foreign brands, but local companies are gaining recognition through technological innovation and competitive pricing [9] - Key players in the industry include Guangdong Aopt Technology Co., Ltd., Hunan Changbida Optoelectronics Technology Co., Ltd., Shenzhen Shiqing Technology Co., Ltd., and others [9][10] Development Trends - Future advancements in the industrial lens sector will focus on higher resolution, larger apertures, reduced distortion, and lightweight designs, driven by innovations in optical technology and materials science [12] - Increased industry consolidation and collaboration among companies are expected to enhance competitiveness and resource sharing [13] - The domestic market is likely to see accelerated replacement of foreign products with local alternatives, supported by government policies promoting innovation and R&D investment [14]

Core Viewpoint - The company, Liding Optoelectronics, has announced significant corporate actions including stock repurchase and foreign exchange trading to manage risks and optimize capital structure. Group 1: Stock Performance - As of February 13, 2026, Liding Optoelectronics (605118) closed at 43.96 yuan, up 3.53% from the previous week's 42.46 yuan. The stock reached a high of 44.88 yuan and a low of 41.7 yuan during the week. The company's current market capitalization is 18.082 billion yuan, ranking 15th out of 84 in the computer equipment sector and 1186th out of 5189 in the A-share market [1]. Group 2: Corporate Announcements - On February 12, 2026, the company held its 17th meeting of the third board of directors, approving a proposal to repurchase and cancel 63,000 unvested restricted stocks due to the departure of 5 out of 6 incentive targets. The repurchase price is set at 9.29 yuan per share, funded by the company's own resources. Following this repurchase, the total share capital will decrease from 411,328,000 shares to 411,265,000 shares, and the registered capital will reduce from 411,328,000 yuan to 411,265,000 yuan [2][4]. - The company also approved a proposal to conduct forward foreign exchange trading within 12 months, with a total amount not exceeding 740 million yuan (or equivalent foreign currency). This is aimed at mitigating foreign exchange risk, with transactions including forward settlement, foreign exchange swaps, currency swaps, and options. The funding will also come from the company's own resources [2][4]. Group 3: Corporate Changes - The company completed a business registration change on February 4, 2026, due to the stock incentive plan, increasing its total share capital from 410,684,000 shares to 411,328,000 shares, and the registered capital from 410,684,000 yuan to 411,328,000 yuan [3]. - On February 13, 2026, the company issued a creditor notice regarding the stock repurchase and cancellation, allowing creditors to declare their claims within 45 days from the announcement date [3].

Group 1 - The core viewpoint of the news is that Lidin Optoelectronics (605118) expects a significant increase in its net profit for 2025, projecting a range of 250 million to 290 million yuan, which represents a year-on-year growth of 42.59% to 65.40% [1] - The growth in performance is attributed to increased production and sales of optical lenses, a continued focus on the mid-to-high-end customized market, and a substantial rise in sales of products in emerging fields such as drones and unmanned logistics [1] Group 2 - Recent events include Lidin Optoelectronics being selected as a "2026 New Quality Productivity Leader Case" for its innovations in the optical lens sector, with applications spanning nine major fields including logistics and healthcare [2] - The company announced a buyback of 63,000 restricted shares due to the departure or misconduct of six incentive targets, with a repurchase price of 9.29 yuan per share, involving approximately 585,300 yuan [2] - The company held its 17th meeting of the third board of directors to review proposals including the plan for conducting forward foreign exchange transactions for 2026 [2] Group 3 - In the recent stock performance, Lidin Optoelectronics' share price increased from 42.46 yuan to 43.66 yuan over a span of seven trading days, marking a cumulative rise of approximately 2.83% [3] - The stock experienced significant volatility, with a single-day increase of 2.73% on February 9, accompanied by a trading volume of 209 million yuan; on February 12, it closed up 0.97% with a trading volume of 146 million yuan [3] - Overall trading activity has been active [3] Group 4 - Institutional sentiment is neutral with average attention; the latest forecasts indicate an expected net profit of approximately 215 million yuan for 2025, reflecting a year-on-year increase of 22.63% [4] - For 2026, the profit forecast is 252 million yuan, representing a growth of 17.21% [4] - The proportion of fund holdings is relatively low at 0.13%, with ratings primarily being neutral [4]

回购方案细节：价格9.29元/股，资金来源为自有资金 登录新浪财经APP 搜索【信披】查看更多考评等级 厦门力鼎光电股份有限公司（以下简称"力鼎光电"）近日公告，因部分激励对象不再符合激励条件，公 司将回购注销其持有的6.30万股限制性股票，回购价格为9.29元/股，涉及资金约58.53万元。福建至理 律师事务所已就该事项出具法律意见书，认为本次回购注销程序合规，符合相关法规及公司激励计划安 排。 回购注销原因：6名激励对象不再符合条件 根据公告，本次回购注销源于6名原激励对象因离职或违纪，已不再符合《厦门力鼎光电股份有限公司 2025年限制性股票激励计划》（以下简称《激励计划》）的激励条件。 《激励计划》明确规定，激励对象主动辞职的，其已获授但尚未解除限售的限制性股票不得解除限售， 由公司以授予价格回购注销；激励对象在职期间发生违反工作纪律等不适当行为的，相关限制性股票同 样由公司按授予价格回购注销。基于上述规定及公司与激励对象签署的授予协议，董事会决定对该6名 对象持有的6.30万股限制性股票进行回购注销。 公告显示，本次回购的股份为公司2025年限制性股票激励计划首次授予的限制性股票，回购数量共计 6. ...

Group 1 - The company Liding Optoelectronics announced that its third board meeting for the year 2026 was held on February 12, 2026, in Xiamen, where the agenda included discussions on foreign exchange trading business for the year 2026 [1] - The stock price of Jianghuai surged following the announcement of a joint investment by Ge Weidong and Fang Wenyuan, each contributing 1 billion yuan, indicating strong market interest [1] - Historical analysis shows that participation by prominent investors in private placements has resulted in both gains and losses, highlighting the volatility and risks associated with such investments [1]

关于回购注销部分限制性股票的公告 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个别及连带责任。 证券代码：605118 证券简称：力鼎光电 公告编号：2026-011 厦门力鼎光电股份有限公司 二、本次回购注销的原因、数量及价格 （一）回购原因 激励计划之第十四章"公司/激励对象发生异动时本激励计划的处理"第二 条第（二）款、第（八）款规定：激励对象主动辞职的，其已解除限售股票不作 处理，已获授但尚未解除限售的限制性股票不得解除限售，由公司以授予价格进 行回购注销；激励对象在职期间发生违反工作纪律等不适当行为的，其已获授但 尚未解除限售的限制性股票应当由公司按授予价格回购注销。 根据上述规定和激励对象签署的《限制性股票授予协议书》有关约定，鉴于 激励计划首次授予的 5 名激励对象因个人原因离职，1 名激励对象因违纪等不适 当行为离职，均不再具备激励对象资格，公司将按照上述约定对其已获授但尚未 解除限售的限制性股票进行回购注销。 （二）回购数量和价格 厦门力鼎光电股份有限公司（以下简称"公司"或"本公司"）于 2026 年 2 月 12 ...

关于厦门力鼎光电股份有限公司回购注销 2025 年限制性股票激励计划部分限制性股票事项的 法 律 意 见 书 福建至理律师事务所 地址：福州市鼓楼区洪山园路华润万象城三期 TB#写字楼 22 层 邮政编码：350025 电话：（86 591）8806 5558 网址：http://www.zenithlawyer.com 福建至理律师事务所 关于厦门力鼎光电股份有限公司回购注销 2025 年限制性股票激励计划部分限制性股票事项的 1．本所及经办律师依据《证券法》《律师事务所从事证券法律业务管理办 法》《律师事务所证券法律业务执业规则（试行）》等现行有效的法律、法规、 规章、规范性文件的规定及本法律意见书出具日以前已经发生或者存在的事实， 严格履行了法定职责，遵循了勤勉尽责和诚实信用原则，进行了充分的核查验证， 保证本法律意见书所认定的事实真实、准确、完整，所发表的结论性意见合法、 准确，不存在虚假记载、误导性陈述或者重大遗漏。 2．本所律师同意将本法律意见书作为公司本次激励计划的必备法律文件之 一，随其他材料一同公开披露，并愿意依法承担相应的法律责任。 3．本所律师并不对有关会计、审计、验资、盈利预测及盈利预 ...