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. ...

每经头条（nbdtoutiao）——打造百万元级尊界的江淮，迎来葛卫东、方文艳联手投资：两人各掏10亿 元，公司股价应声大涨！复盘历史：牛散参与定增有赚也有亏 每经AI快讯，力鼎光电2月12日晚间发布公告称，公司第三届第十七次董事会会议于2026年2月12日在 厦门市海沧区新阳工业区新美路26号公司会议室以现场会议方式召开。会议审议了《关于2026年度开展 远期外汇交易业务的议案》等文件。 （记者 张明双） ...

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 ...

证券代码：605118 证券简称：力鼎光电 公告编号：2026-009 厦门力鼎光电股份有限公司 关于完成工商变更登记的公告 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。 厦门力鼎光电股份有限公司（以下简称"公司"）于2026年2月4日召开第三 届董事会第十六次会议，审议通过了《关于变更注册资本及修订<公司章程>部分 条款的议案》，鉴于公司已办理完毕2025年限制性股票激励计划预留授予股票的 登记事项，总股本已由41,068.40万股增加至41,132.80万股，拟将注册资本由人 民币41,068.40万元增加至人民币41,132.80万元，并对《公司章程》中相应条款 进行修订。具体内容详见公司于2026年2月5日在上海证券交易所网站 （www.sse.com.cn）披露的《力鼎光电关于变更注册资本及修订<公司章程>部分 条款的公告》（编号：2026-007）。 近日，公司完成了上述注册资本变更的工商登记手续，并取得了厦门市市场 监督管理局换发的《营业执照》，具体登记信息如下： 注册资本：41,132.80万元 成立日 ...

厦门力鼎光电股份有限公司 关于 2026 年度开展远期外汇交易业务的公告 证券代码：605118 证券简称：力鼎光电 公告编号：2026-013 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。 重要内容提示： 交易目的：为规避和防范汇率波动风险，降低汇率波动对公司业绩的影 响 交易额度及币种：不超过人民币7.4亿元（或等值外币），包括但不限于 美元、欧元、港币等结算币种 交易品种：远期结汇业务、外汇掉期业务、外汇货币掉期业务、外汇期 权及期权组合业务 交易场所：具有合法业务资质的银行等金融机构 交易期限：自董事会审议通过之日起12个月，在有效期内，该额度可以 滚动使用 特别风险提示：公司开展远期外汇交易业务遵循合法、谨慎、安全和有 效的原则，不做投机性、套利性的操作，但外汇衍生品交易业务仍存在汇率波动 风险、客户违约风险、回款预测风险、履约风险和操作风险等。敬请广大投资者 注意投资风险 厦门力鼎光电股份有限公司（以下简称"公司"）于2026年2月12日召开第 三届董事会第十七次会议，审议通过《关于2026年度开展远期外汇 ...