2025年8月5日，公司收到上述控股股东及其一致行动人的通知：依照前述减持计划，2025年7月18日至 2025年8月5日期间，伊威达减持公司股份1,260,100股，鼎之杰减持公司股份1,692,200股，欣立鼎减持公 司股份823,800股，因此，公司控股股东及其一致行动人合计持有公司股份比例由87.86%减少至 86.94%，权益变动触及1%刻度。 中国经济网北京8月6日讯力鼎光电（605118）(605118.SH)昨日晚间发布关于持股5%以上的股东权益变 动触及1%刻度的提示性公告。 公司于2025年5月13日披露了《力鼎光电股东减持计划公告》，发布了有关控股股东厦门亿威达投资有 限公司(以下简称"亿威达")的一致行动人厦门伊威达投资合伙企业(有限合伙)(以下简称"伊威达")、厦门 鼎之杰投资合伙企业(有限合伙)(以下简称"鼎之杰")及厦门欣立鼎投资合伙企业(有限合伙)(以下简称"欣 立鼎")的减持计划。 2025年7月18日至2025年8月5日，力鼎光电加权均价为32.887元。经计算，公司上述控股股东及其一致 行动人减持共3,776,100股，减持金额为1.24亿元。 ...

险。 证券代码：605118 证券简称：力鼎光电 公告编号：2025-048 厦门力鼎光电股份有限公司 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、厦门伊威达投资合伙企业（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。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 权益变动方向 比例增加□ √ 比例减少□ 权益变动前合计比例 87.86% 权益变动后合计比例 86.94% 本次变动是否违反已作出的承诺、意向、计划 是□ 否□ √ 是否触发强制要约收购义务 是□ 否□ √ 一、 信息披露义务人及其一致行动人的基本信息 □控股股东/实际控制人及其一致行动人 √ □其他 5%以上大股东及其一致行动人 投资者及其一致行动人的身份 □合并口径第一大股东及其一致行动人（仅适用 于无控股股东、实际控制人） □其他______________（请注明） 信息披露义务人 投资者身份 统一社会信用代码 名称 厦门伊威达投资 □ 控股股东/实控人 □ 91 ...

力鼎光电最新一期业绩显示，截至2025一季报，公司营业总收入1.65亿元、同比增长13.77%，归属净利 润5687.13万元，同比增长65.79%，扣非净利润5596.13万元，同比增长82.15%，流动比率4.209、速动比 率3.455、资产负债率15.40%。 天眼查商业履历信息显示，厦门力鼎光电股份有限公司，成立于2002年，位于厦门市，是一家以从事仪 器仪表制造业为主的企业。企业注册资本41068.4万人民币，实缴资本40711.6万人民币。公司法定代表 人为吴富宝。 通过天眼查大数据分析，厦门力鼎光电股份有限公司共对外投资了14家企业，参与招投标项目18次，知 识产权方面有商标信息8条，专利信息737条，此外企业还拥有行政许可27个。 金融界消息 截至2025年8月5日收盘，力鼎光电（605118）报收于34.73元，下跌1.31%，换手率3.09%， 成交量12.58万手，成交金额4.44亿元。 来源：金融界 资金流向方面，今日主力资金净流出3495.97万元，占比成交额7.88%。其中，超大单净流出1181.44万 元、占成交额2.66%，大单净流出2314.53万元、占成交额5.22%，中 ...

证券代码：605118 证券简称：力鼎光电 公告编号：2025-048 厦门力鼎光电股份有限公司 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、厦门伊威达投资合伙企业（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。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | 厦门欣立鼎投资合 | 268.30 | 0.65 | 185.92 | 0.45 | 集中竞价 | ☑ | 2025/07/18- | | --- | --- | --- | --- | --- | --- | --- | --- | | 伙企业（有限合伙） | | | | | 大宗交易 | □ | 2025/08/05 | | 未发生直接持股变动的主体： | | | | | | | | | 厦门亿威达投资有 限公司 | 27,337.50 | 66.57 | 27,337.50 | 66.57 | / | | / | | 合计 | ...

格隆汇8月5日丨力鼎光电(605118.SH)公布，2025年7月18日至2025年8月5日期间，伊威达减持公司股份 1,260,100股，鼎之杰减持公司股份1,692,200股，欣立鼎减持公司股份823,800股，因此，公司控股股东 及其一致行动人合计持有公司股份比例由87.86%减少至86.94%，权益变动触及1%刻度。 ...

Market Performance - The main board led the gains with notable increases in stocks such as Furi Electronics (+10.04%), Beiwai Technology (+10.03%), and Liding Optoelectronics (+10.00%) [1] - The ChiNext board saw significant growth, highlighted by Longyang Electronics (+20.00%) and Jinxi Modern (+19.96%) [1] - The Sci-Tech Innovation board also performed well, with Dongxin Co. (+20.00%) and Xunjiexing (+15.81%) leading the way [1] - Active sub-industries included SW Military Electronics III (+3.42%) and SW Robotics (+3.42%) [1] Domestic News - ZhiGe Technology, an AR glasses optical manufacturer, recently completed a financing round of over 100 million yuan, establishing China's first fully automated mass production line for diffractive waveguides with a monthly capacity of 100,000 pieces [1] - Semiconductor investment alliance member, Saiwei Electronics, announced that its subsidiary, Silex, has received a purchase order for a MEMS silicon oscillator after passing customer validation [1] - TSMC has begun equipment installation for its second 2nm plant in Kaohsiung, expected to enter trial production by the end of this year [1] - He Sheng New Materials announced a 250 million yuan investment in Yizhi Electronics, acquiring a 10% stake in the company, which specializes in high-end server CPU chip design [1] Company Announcements - Aohai Technology reported the repurchase of 534,100 shares, representing 0.19% of its total share capital [3] - Sanhuan Group announced the repurchase of 5,133,800 shares, accounting for 0.2679% of its total share capital [3] - OmniVision Technologies projected its H1 2025 revenue to be between 13.722 billion yuan and 14.022 billion yuan, reflecting a year-on-year increase of 13.49% to 15.97% [3] - Industrial Fulian reported a total repurchase of 7,697,400 shares, which is 0.04% of its total share capital [3] Overseas News - TrendForce predicts that major memory suppliers in South Korea and the U.S. will significantly reduce or halt production of LPDDR4X in 2025 and 2026, leading to supply-demand imbalances [1] - Samsung Electronics made a strategic investment in Israeli startup Teramount Ltd. to secure critical high-speed data transmission technology for next-generation semiconductor packaging [1] - Meta announced plans to dispose of certain data center assets valued at $2.04 billion, reclassifying them as "held for sale" [1] - Qualcomm reported Q3 FY2025 revenue of $10.4 billion, a 10% year-on-year increase, with net profit of $2.666 billion, up 25% year-on-year, driven by strong performance in automotive and IoT sectors [1]

| 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-04 | 力鼎光电 | 605118 | 29.75 | 401.63 | 13.5 | 国海证券股份有限 | 广发证券股份有限 | | | | | | | | 公司机构席位 | 公司厦门环岛东路 | | | | | | | | | 证券营业部 | | 2025-08-04 | 力鼎光电 | 605118 | 29.75 | 297.5 | 10 | 中信证券股份有限 | 广发证券股份有限 | | | | | | | | 公司上海分公司 | 公司厦门环岛东路 | | | | | | | | | 证券营业部 | | 2025-08-04 | 力鼎光电 | 605118 | 29.75 | 297.5 | 10 | 摩根大通证券(中 | 广发证券股份有限 | | | | | | | | 国）有限公司上海 | 公司厦门环岛东路 | | | | | | | | 银城 ...

Summary of the Conference Call for Liding Optoelectronics Industry and Company Overview - The conference call focuses on Liding Optoelectronics, a company specializing in the development of optical systems for drones, particularly in the areas of obstacle avoidance and camera lenses for various applications in both industrial and consumer-grade drones [2][3][9]. Key Points and Arguments - **Product Development**: Liding Optoelectronics has successfully mass-produced three generations of fisheye obstacle avoidance systems, which include orthogonal fisheye and all-weather models, widely applied in drones. The next generation of obstacle avoidance systems is expected to be launched in the second half of 2026, enhancing drone environmental perception capabilities [2][3]. - **Camera Lens Offerings**: The company has developed a range of camera lenses, including wide-angle, medium-focus, and long-focus lenses, available in both visible light and near-infrared versions. These lenses are already in use by several drone customers, catering to diverse application scenarios [2][3]. - **Future Innovations**: Liding Optoelectronics is actively working on low-light night vision and infrared camera technologies, as well as next-generation high-precision long-range laser ranging products, anticipated to be released in 2026 or later. This will further improve drone operational capabilities in complex environments [2][3][5]. - **Third Generation Lens Design**: The company plans to initiate the design of the third generation of drone lenses in the second half of 2025, with new products expected to launch in 2026. This includes a 60x zoom system capable of detecting targets 3 kilometers away and a 750mm focal length system for targets up to 10 kilometers away [2][5]. - **Market Segmentation**: There is a notable distinction between the hardware requirements for industrial-grade and consumer-grade drones. Industrial drones demand higher specifications, such as high-definition obstacle avoidance, high-magnification zoom, and multi-spectral night vision technologies, leading to higher technical barriers and added value [7][9]. - **Pricing Insights**: The total package price for a single industrial drone lens can reach several thousand yuan, with specific examples indicating prices between 2,300-2,400 yuan for fixed-wing or quadcopter drones from leading domestic clients [7]. Additional Important Insights - **Manufacturing Capabilities**: Liding Optoelectronics has established comprehensive capabilities in lens processing to mitigate potential bottlenecks. The company has invested in high-end equipment for both plastic and glass aspherical processing, ensuring sufficient production capacity to meet current demands [8]. - **Market Opportunities**: The company sees promising growth opportunities in both industrial and consumer drone markets. While the industrial market is smaller, it offers high technical barriers and added value, providing a stable development space for customized lens manufacturers. Collaborations with well-known consumer drone manufacturers are also being pursued to maintain competitive advantages [9][10]. - **Strategic Positioning**: Liding Optoelectronics aims to leverage its strong product development capabilities and technological reserves to secure a stable role in the rapidly evolving market, ensuring continuous growth [10].

Investment Rating - The report does not explicitly state an investment rating for the glass lens industry Core Insights - The glass lens industry is experiencing significant trends towards high-end and functional evolution, driven by both consumer demand and technological advancements [4][10] - International brands like Zeiss and Essilor dominate the high-end market due to their technological barriers, while domestic brands such as Mingyue and Wanxin are gaining market share through differentiated pricing strategies [4][10] - The industry faces dual pressures from rising raw material costs and increasing consumer demand for diverse and high-quality products, prompting companies to accelerate technological innovation [4][10] - Key technological paths for future product iteration and industry upgrade include the industrial application of molded aspheric glass precision forming technology and glass-plastic hybrid optical systems [4] Industry Definition - Glass lenses are optical components made from optical-grade glass materials, designed for vision correction and eye protection [4] - The market is evolving towards high-end and functional products, with a notable increase in demand for diverse and quality-enhanced offerings [4] Industry Characteristics - The glass lens industry is characterized by a clear competitive landscape with both domestic and international brands coexisting [10] - High-refractive index glass lens manufacturing relies on key materials such as lead oxide and titanium, which are still largely imported, limiting domestic companies' development speed and competitiveness [11] - The industry is influenced by national health policies promoting early detection and intervention of vision problems, particularly among children and adolescents [12] Industry Development History - The glass lens industry has evolved through four stages: the embryonic period (1200-1780), the initiation period (1781-1910), the rapid development period (1911-2010), and the maturity period (2011-present) [13][16] - Each stage has seen significant technological advancements and shifts in market demand, leading to the current landscape of high-quality and innovative products [13][16] Industry Chain Analysis - The industry chain consists of upstream raw material supply and processing, midstream lens manufacturing and processing, and downstream product sales and applications [17] - The demand side is driving the concentration of soda ash production capacity in advantageous provinces, reinforcing China's dominant position in the global glass lens market [18][19] Market Size - The glass lens market size is projected to grow from 2.55 billion RMB in 2019 to 4.42 billion RMB in 2024, with a compound annual growth rate (CAGR) of 11.63% [24] - The market is expected to further expand to 5.04 billion RMB by 2025 and reach 8.51 billion RMB by 2029, with a CAGR of 14.00% [24] Policy Overview - Recent policies aim to enhance the reliability and quality of manufacturing processes in the glass lens industry, promoting technological upgrades and green transformations [29][30] - The "14th Five-Year Plan" emphasizes the development of intelligent manufacturing, which is crucial for advancing the glass lens sector [31] Competitive Landscape - The competitive landscape of the glass lens industry is characterized by a tiered structure, with leading companies like Wanxin Optical Group and Carl Zeiss dominating the high-end market [32][33] - The second tier includes brands like Mingyue and Xiamen Lidin, which focus on cost-effective solutions and strategic partnerships with medical institutions to enhance brand credibility [33]

Group 1 - Foxconn concept stocks rose by 2.17%, ranking 10th in the concept sector, with 71 stocks increasing in value [1] - Notable gainers included Shenghong Technology, which surged by 17.51%, and Fuliwang, which increased by 9.86% [1][8] - The sector experienced a net inflow of 2.567 billion yuan, with 46 stocks receiving net inflows, and six stocks exceeding 100 million yuan in net inflow [2] Group 2 - The top three stocks by net inflow were Shenghong Technology (1.133 billion yuan), Pengding Holdings (461 million yuan), and Shenzhen South Circuit (382 million yuan) [2][4] - The net inflow ratios for Pengding Holdings, Liding Optoelectronics, and Shenzhen South Circuit were 16.14%, 14.43%, and 11.85% respectively [3] - The PCB concept led the market with a daily increase of 4.33%, while the Hainan Free Trade Zone saw a decline of 1.76% [2]