Workflow
Beijing Fjr Optoelectronic Technology(688272)
icon
Search documents
趋势研判!2025年中国热成像设备‌行业产业链图谱、发展现状、细分市场、企业布局及发展趋势分析:成本下探与场景深化,医疗等民用市场成增长主力[图]
Chan Ye Xin Xi Wang· 2025-09-22 00:51
Core Insights - The thermal imaging equipment industry in China is experiencing significant growth, driven by advancements in technology and increasing market demand, with a projected compound annual growth rate (CAGR) of 14% from 2020 to 2024, reaching a market size of 81 billion yuan by 2024 and expected to exceed 90 billion yuan by 2025 [1][6][7] Industry Overview - Thermal imaging equipment, also known as infrared thermal cameras, utilizes infrared radiation to create visible thermal images, allowing for non-contact temperature measurement and visualization [2][3] - The industry has established a complete supply chain in China, with over 80% localization in non-cooled technology, leading to significant cost reductions [1][4] Industry Chain - The industry chain consists of three segments: upstream focusing on infrared detectors, midstream led by companies like Gaode Infrared and Ruichuang Micro-Nano, and downstream applications in both military and civilian sectors [4][5] - The midstream segment has integrated AI algorithms to enhance recognition accuracy and response speed, achieving over 95% accuracy in target identification [5] Market Segmentation - The market is divided into military applications, including infrared guidance and night vision reconnaissance, and rapidly growing civilian applications such as industrial inspection, security monitoring, healthcare, and consumer electronics [5][6] Current Market Analysis - The thermal imaging market in China is entering a phase of explosive growth, with the market size increasing from 48 billion yuan in 2020 to 81 billion yuan in 2024, significantly outpacing global growth rates [6][7] - The military segment is projected to reach 27.54 billion yuan in 2024, with expectations of further growth to 30 billion yuan by 2025 due to increased defense spending and advancements in domestic infrared technology [6][7] Competitive Landscape - The competitive landscape features a diverse range of players, including state-owned military enterprises and listed companies like Gaode Infrared and Ruichuang Micro-Nano, which dominate the market with significant technological and market advantages [8][9] - Companies are focusing on technological innovation, market expansion, and supply chain integration to drive differentiation and growth [9] Development Trends - The industry is witnessing continuous technological upgrades, with advancements in non-cooled infrared detectors driving the development of smaller, more efficient, and cost-effective thermal imaging devices [10][11] - The civilian market is rapidly expanding, with applications in healthcare, automotive, and smart home sectors, indicating a shift from professional tools to consumer products [11][12] - There is significant potential for international market expansion, particularly in countries along the "Belt and Road" initiative, as domestic products offer competitive pricing and local support [12]
北京富吉瑞光电科技股份有限公司2025年第一次临时股东大会决议公告
2025年第一次临时股东大会决议公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 证券代码:688272 证券简称:富吉瑞公告编号:2025-041 北京富吉瑞光电科技股份有限公司 ● 本次会议是否有被否决议案:无 一、会议召开和出席情况 (一)股东大会召开的时间:2025年9月18日 (二)股东大会召开的地点:北京市顺义区天柱西路12号院北京富吉瑞光电科技股份有限公司会议室 (三)出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及其持有表决权数量的情 况: ■ (四)表决方式是否符合《公司法》及《公司章程》的规定,大会主持情况等。 重要内容提示: 本次股东大会由董事会召集,由董事长黄富元先生主持,会议以现场及网络方式投票表决,本次股东大 会的召集和召开程序、出席会议人员的资格和召集人资格、会议的表决程序均符合《公司法》及《公司 章程》的规定。 (五)公司董事、监事和董事会秘书的出席情况 1、公司在任董事9人,出席9人; 2、公司在任监事3人,出席3人; 3、董事会秘书张大为先生出席了本次会议;其他高级管理人 ...
富吉瑞(688272) - 2025年第一次临时股东大会决议公告
2025-09-18 10:30
证券代码:688272 证券简称:富吉瑞 公告编号:2025-041 北京富吉瑞光电科技股份有限公司 2025年第一次临时股东大会决议公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示: 本次会议是否有被否决议案:无 一、 会议召开和出席情况 (一) 股东大会召开的时间:2025 年 9 月 18 日 (二) 股东大会召开的地点:北京市顺义区天柱西路 12 号院北京富吉瑞光电科 技股份有限公司会议室 (三) 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况: | 1、出席会议的股东和代理人人数 | 28 | | --- | --- | | 普通股股东人数 | 28 | | 2、出席会议的股东所持有的表决权数量 | 28,302,958 | | 普通股股东所持有表决权数量 | 28,302,958 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比例 | 37.2407 | | (%) | | | 普通股股东所持有表决权数量占公司表决权数量的比例(%) | 37 ...
富吉瑞(688272) - 北京市盈科律师事务所关于北京富吉瑞光电科技股份有限公司2025年第一次临时股东大会的法律意见书
2025-09-18 10:30
北京市盈科律师事务所 关于 北京富吉瑞光电科技股份有限公司 2025 年第一次临时股东大会的 法律意见书 二〇二五年九月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 苏州 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金山 • 新加坡 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Singapore 盈科·法律意见书 北京市盈科律师事务所 北京市朝阳区金和东路 20 号院正大中心 2 号楼 19-25 层 网址:https://www.yingkelawyer.com/index.html 电话:010-85199988 传真:010-85199906 北京市盈科律师事务所 关于北京富吉瑞光电科技股份有限公司 2025年第一次 ...
富吉瑞涨2.02%,成交额451.59万元
Xin Lang Zheng Quan· 2025-09-17 01:55
Group 1 - The core viewpoint of the news is that Fujiray has experienced fluctuations in its stock price and financial performance, with a notable increase in stock price year-to-date but a decline in recent trading periods [1][2] - As of September 17, Fujiray's stock price increased by 2.02% to 25.80 CNY per share, with a total market capitalization of 1.96 billion CNY [1] - Year-to-date, Fujiray's stock price has risen by 57.61%, but it has seen a decline of 16.10% over the past 20 days [1] Group 2 - Fujiray's main business revenue composition includes thermal imaging cameras (55.16%), cores (28.02%), and other segments [1] - For the first half of 2025, Fujiray reported operating revenue of 115 million CNY, a year-on-year decrease of 28.33%, and a net profit attributable to shareholders of -19.92 million CNY, a decrease of 307.01% [2] - The company has cumulatively distributed 7.68 million CNY in dividends since its A-share listing, with no dividends distributed in the past three years [3]
富吉瑞(688272) - 2025年第一次临时股东大会会议资料
2025-09-09 09:30
2025 年第一次临时股东大会 会议资料 2025 年 9 月 北京富吉瑞光电科技股份有限公司 2025 年第一次临时股东大会会议资料 证券代码:688272 证券简称:富吉瑞 北京富吉瑞光电科技股份有限公司 北京富吉瑞光电科技股份有限公司 2025 年第一次临时股东大会会议资料 2025 年第一次临时股东大会会议资料 目录 | 2025 | 年第一次临时股东大会会议须知 | 2 | | --- | --- | --- | | 2025 | 年第一次临时股东大会会议议程 | 4 | | 2025 | 年第一次临时股东大会会议议案 | 6 | | | 议案一:关于取消监事会的议案 6 | | | | 议案二:关于修订《公司章程》的议案 7 | | | | 议案三:关于修订及制定部分公司管理制度的议案 | 8 | 1 北京富吉瑞光电科技股份有限公司 2025 年第一次临时股东大会会议资料 北京富吉瑞光电科技股份有限公司 2025年第一次临时股东大会会议须知 北京富吉瑞光电科技股份有限公司(简称"公司")为了维护全体股东的 合法权益,确保股东大会的正常秩序和议事效率,保证股东大会的顺利进行, 根据《中华人民共和国证 ...
富吉瑞(688272):采购延期业绩承压,产品拓展未来可期
Guotou Securities· 2025-09-09 06:22
Investment Rating - The report assigns a "Buy-A" investment rating to the company with a 12-month target price of 31.36 CNY, based on a projected PB of 4.5 times for 2026 [3][5]. Core Views - The company experienced a significant decline in revenue and net profit in the first half of 2025, with revenue of 115 million CNY, down 28.33% year-on-year, and a net loss of 19.92 million CNY compared to a profit of 9.62 million CNY in the same period last year [1]. - The delay in customer procurement plans and an increase in credit impairment losses have adversely affected short-term performance, although there was a slight improvement in performance from Q1 to Q2 of 2025 [1]. - The company is actively expanding its product matrix, introducing new products such as quantum encryption cameras and laser measurement systems, which are expected to open up long-term growth opportunities [2]. Financial Summary - The company forecasts net profits of 0.02 billion CNY, 0.25 billion CNY, and 0.34 billion CNY for the years 2025, 2026, and 2027, respectively, with growth rates of -86.76%, 1514%, and 37.43% [3]. - The projected revenue for 2025 is 276 million CNY, with a slight increase to 359 million CNY in 2026 and 437 million CNY in 2027 [4][8]. - The company maintains a high level of R&D investment, with R&D expenses of 22.34 million CNY in 2025, representing a 19.41% R&D expense ratio [2].
富吉瑞: 公司章程
Zheng Quan Zhi Xing· 2025-08-29 17:57
Core Points - The company is Beijing Fjr Optoelectronic Technology Co., Ltd., established as a joint-stock company based on the transformation of Beijing Fjr Optoelectronic Technology Co., Ltd. [3][4] - The company was registered on August 31, 2021, with the China Securities Regulatory Commission and issued 19 million shares of ordinary stock to the public [4][3] - The registered capital of the company is RMB 76 million [4] - The company aims to enhance its research, production, and management levels while providing professional products and services to customers [15][14] Company Structure - The company is governed by its articles of association, which are legally binding for the company, shareholders, directors, and senior management [5] - The legal representative of the company is the chairman, who must be replaced within 30 days if they resign [4][5] - Shareholders are liable for the company's debts only to the extent of their subscribed shares, while the company is liable for its debts with its entire assets [4][5] Business Objectives and Scope - The company's business philosophy emphasizes technological advancement, quality, integrity, and proactive development [15] - The business scope includes technology services, development, consulting, import and export of goods, manufacturing of optoelectronic devices, and various electronic products [15][6] Share Issuance and Management - The company's shares are issued in the form of stocks, with each share having a face value of RMB 1 [16] - The company has issued a total of 76 million shares, all of which are ordinary shares [21][20] - The company can increase its capital through various methods, including issuing shares to unspecified objects or existing shareholders [23][24] Shareholder Rights and Responsibilities - Shareholders have rights to dividends, voting, and supervision of the company's operations [34][33] - Shareholders must comply with laws and the company's articles of association, and they cannot withdraw their capital except as legally permitted [40][39] - The company must maintain transparency and provide necessary conditions for shareholders to exercise their rights [5][34] Governance and Meetings - The company holds annual and temporary shareholder meetings, with specific procedures for calling and conducting these meetings [48][49] - The board of directors is responsible for convening shareholder meetings and must ensure compliance with legal and regulatory requirements [52][51] - Shareholders holding more than 10% of the shares can request the board to convene a temporary meeting [26][25]
富吉瑞: 关于取消监事会、修订《公司章程》及修订、制定部分管理制度的公告
Zheng Quan Zhi Xing· 2025-08-29 17:57
Group 1 - The company has decided to abolish the supervisory board, transferring its powers to the audit committee of the board of directors, in compliance with the new Company Law effective from July 1, 2024 [1][2] - The company will revise its Articles of Association to reflect the changes, including the removal of references to the supervisory board and the introduction of terms related to the audit committee [2][3] - The proposed changes to the Articles of Association will be submitted for approval at the company's first extraordinary general meeting in 2025 [3] Group 2 - The company plans to revise and establish several management systems to enhance corporate governance and ensure compliance with relevant laws and regulations [3][4] - Some of the revised management systems have already been approved by the board of directors, while others will require shareholder approval before becoming effective [4][5] - The company will publish the details of the revised management systems on the Shanghai Stock Exchange website [4]
富吉瑞:本次计提减值准备合计减少公司2025年半年度合并利润总额1182.12万元
Mei Ri Jing Ji Xin Wen· 2025-08-29 15:31
Group 1 - The company, Fujirui, announced on August 29 that it will recognize asset and credit impairment provisions for the first half of 2025, which will reduce the consolidated profit by 11.8212 million yuan [1] - The impairment loss is based on the "Enterprise Accounting Standards" and the company's actual situation, aiming to reflect the asset status more accurately without changing accounting methods [1] - For the year 2024, Fujirui's revenue composition shows that infrared thermal imaging accounts for 95.92%, while other businesses account for 4.08% [1] Group 2 - As of the report date, Fujirui's market capitalization is 2.1 billion yuan [2]