Group 1 - On January 7, 21 companies were investigated by institutions, with 19 of them being attended by funds, highlighting a strong interest in specific companies like Chaojie Co., Shunhao Co., and Dongfang Shenghong [1][2] - Chaojie Co. received the most attention, with 27 funds participating in its investigation, while Shunhao Co. and Dongfang Shenghong had 18 and 13 funds respectively [1][3] - The companies investigated belong to various sectors, with the electronics and machinery equipment industries having the highest representation, each with 3 companies [1] Group 2 - Among the companies investigated, 3 have a total market capitalization exceeding 500 billion yuan, with BOE Technology Group being one of them, while 8 companies have a market cap below 100 million yuan [1] - In terms of market performance, 14 out of the investigated stocks increased in value over the past 5 days, with the highest gains seen in Pulite, Shunhao Co., and Guanglian Aviation, which rose by 38.07%, 20.57%, and 13.49% respectively [1][2] - Conversely, 4 stocks experienced declines, with the largest drops recorded by Binglun Environment, Haixia Co., and Dongfang Shenghong, which fell by 11.15%, 10.70%, and 2.09% respectively [1]

证券日报网1月7日讯，福光股份在接受调研者提问时表示，公司在车载镜头领域已布局6大产品线并加 速新品落地。2025年以来，公司多款产品通过客户验证，且已斩获多项定点通知书，并研制成功侧视玻 塑混合镜头、1.3M/2.3M不同规格DMS(驾驶员监测系统)镜头，完成新款ADAS镜头设计。此外，公司 深化既有客户合作，并成功开拓国内外头部客户。 ...

（文章来源：证券日报） 证券日报网1月7日讯 ，福光股份在接受调研者提问时表示，公司是专业从事特种及民用光学镜头、光 电系统、光学元组件等产品科研生产的高新技术企业，是全球光学镜头的重要制造商。公司产品包括激 光、紫外、可见光、红外系列全光谱镜头及光电系统，主要分为"定制产品""非定制产品"两大系 列。"定制产品"系列主要包含特种光学镜头及光电系统，广泛应用于"神舟系列""嫦娥探月""天问一 号"等国家重大航天任务及高端装备，核心客户涵盖中国科学院及各大集团下属科研院所、企业，为国 内最重要的特种光学镜头、光电系统提供商之一；"非定制产品"主要包含安防镜头、车载镜头、红外镜 头、机器视觉镜头、投影光机等，广泛应用于平安城市、智慧城市、物联网、车联网、智能制造、 AR/VR等领域。 ...

（文章来源：证券日报） 证券日报网1月7日讯 ，福光股份在接受调研者提问时表示，2025年以来，720P手机投影光机实现量 产；应用于超短焦激光投影仪、三折叠投影仪的投影光机均实现批量交付；成功开发全球最小体积 0.18cc的全彩Micro-LED投影光机、全球最小体积<0.1cc的单色Micro-LED投影光机；uLED智能投影灯 （小体积、高亮度、低功耗）完成送样，并通过多家车载客户验证；完成1080P手机投影光机研制，通 过客户验证。 ...

（文章来源：证券日报） 证券日报网1月7日讯 ，福光股份在接受调研者提问时表示，2025年以来，公司持续为国际知名品牌最 新手机型号提供光学元件；为国内知名企业机器人项目研制激光雷达反射镜片并实现量产；成功开发应 用于运动TV镜头的新产品并实现量产；为国内知名品牌高端手机摄像头提供模压非球面镜片，进入量 产阶段；业内率先使用激光切割技术加工玻璃透镜，应用于国内知名品牌手机，产品已通过客户验证； 成功开发应用于激光雷达的新产品，并通过客户验证。 ...

Group 1 - The company is focused on the continuous enhancement of its core competitiveness and long-term intrinsic value growth [1] - The company expresses confidence in its own future and the industry's development [1] - The company emphasizes sustainable development as a core management principle [1]

Core Viewpoint - Fuguang Co., Ltd. has achieved international advanced levels in ultra-precision optical processing technologies, providing high-precision optical lenses and systems for high-end equipment, national defense, aviation, and aerospace sectors [1] Group 1: Company Capabilities - The company specializes in infrared lens processing, aspheric glass lens processing, aspheric plastic lens processing, high-precision spherical lens processing, and ultraviolet lens processing [1] - Fuguang Co., Ltd. is positioned to serve critical industries such as national defense, aviation, and aerospace with its advanced optical technologies [1]

证券之星消息，1月5日光学光电子板块较上一交易日上涨0.86%，光莆股份领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300632 | 光莆股份 | 15.15 | 10.10% | 35.31万 | | 5.24亿 | | 688010 | 福光股份 | 33.30 | 7.01% | 13.78万 | | 4.51 Z | | 002808 | *ST恒久 | 5.27 | 4.98% | 5.67万 | 2940.05万 | | | 301379 | 天山电子 | 27.11 | 4.87% | 8.93万 | | 2.40亿 | | 688378 | 奧来德 | 28.62 | 4.84% | 6.66万 | | 1.89亿 | | 001373 | 翔腾新材 | 33.81 | 4.74% | 3.47万 | | 1.16亿 | | ...

截至2025年12月31日收盘，福光股份(688010)报收于31.12元，上涨4.29%，换手率5.25%，成交量8.43万 手，成交额2.58亿元。 公司公告汇总关于获得政府补助的公告 福建福光股份有限公司于近日收到"基础科研项目"政府补助126万元，该补助与收益相关，占公司2024 年度经审计归属于上市公司股东净利润的13.27%。根据企业会计准则相关规定，公司拟将上述补助计 入"递延收益"，并根据项目进度结转计入"其他收益"，预计对本年度损益不产生影响。具体会计处理及 对2025年度损益影响以审计机构年度审计确认结果为准。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：12月31日主力资金净流入2292.53万元，占总成交额8.88%。 来自公司公告汇总：福光股份近日收到"基础科研项目"政府补助126万元，占公司2024年度经审计 归母净利润的13.27%，拟计入递延收益，预计对本年度损益不产生影响。 当日关注点 交易信息汇总资金流向 12月31日主力资金净流入2292.53万元，占总成交额8.88%；游 ...

Group 1 - The stock price of Fuguang Co., Ltd. (688010) closed at 32.4 yuan on December 26, 2025, an increase of 5.19% from the previous week's 30.8 yuan [1] - The highest intraday price reached 34.88 yuan on December 26, while the lowest was 29.0 yuan on December 24 [1] - The current total market capitalization of Fuguang is 4.997 billion yuan, ranking 56th out of 92 in the optical optoelectronics sector and 3364th out of 5181 in the A-share market [1] Group 2 - The fourth extraordinary general meeting of shareholders was convened on December 29, 2025, with the procedures complying with legal regulations and company articles [2] - The meeting approved the proposal for the sale of part of the subsidiary's equity and the proposal for expected daily related transactions, with related shareholders abstaining from voting [2][3] - The company received a government subsidy of 1.26 million yuan related to basic scientific research projects, accounting for 13.27% of the audited net profit attributable to the parent company for the fiscal year 2024 [2][3] - The subsidy will be recorded as deferred income and will be recognized as other income based on project progress, with no expected impact on the current year's profit and loss [2][3]