证券代码：688400 证券简称：凌云光 公告编号：2025-056 凌云光技术股份有限公司 重要内容提示： 凌云光技术股份有限公司（以下简称"公司"）本次股票上市类型为首发限 售股份；股票认购方式为网下，上市股数为223,777,585股。 本次股票上市流通总数为223,777,585股。 本次股票上市流通日期为2025 年 7 月 7 日（因 2025 年 7 月 6 日为非交易 日，故顺延至下一交易日）。 本次解除限售股东已自愿承诺自 2025 年 7 月 7 日起未来 12 个月内（即所 持股票自解除限售日 2025 年 7 月 7 日至 2026 年 7 月 6 日）不以任何方式转让或 减持其持有的公司股票。具体内容详见公司于 2025 年 5 月 16 日在上海证券交易 所网站（www.sse.com.cn）披露的《关于公司控股股东、实际控制人自愿承诺不减 持公司股份的公告》。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会《关于同意凌云光技术股份有限公司首次公开 发行股票注册的批复》（证监许可〔2022〕719 号），同意公司首次公开发行股票的 注册申请。并经上海证券交易所同意，公司首 ...

证券代码：688400 证券简称：凌云光 公告编号：2025-055 凌云光技术股份有限公司关于自愿披露 参股公司向香港联交所递交上市申请的公告 2025 年 6 月 21 日 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、准确性和完整性依法承担法律责任。 凌云光技术股份有限公司（以下简称"公司"）从参股公司长春长光辰芯微电 子股份有限公司（以下简称"长光辰芯"）处获悉，其已于 2025 年 6 月 19 日向 香港联合交易所有限公司（以下简称"香港联交所"）递交了首次公开发行境外 上市股份（H 股）并在香港联交所主板上市（以下简称"本次发行"）的申请， 并于同日在香港联交所网站刊登了本次发行的申请资料。 长光辰芯主营业务为高性能 CMOS 图像传感器的研发、设计、测试与销售 以及相关的定制业务，其产品主要应用于机器视觉、科学仪器和专业影像等高科 技领域。截至本公告披露日，公司持有长光辰芯 10.22%的股份。 长光辰芯申请资料按照香港证券及期货事务监察委员会及香港联交所的要 求编制和刊发，为草拟版本，其所载资料可能会适时作出更新和变动。 特此公告。 凌 ...

Summary of the Conference Call for Lingyun Optical Company Overview - Lingyun Optical reported Q1 revenue of 614 million yuan, a nearly 40% year-on-year increase, with machine vision revenue at 461 million yuan [2][4] - The company focuses on machine vision, providing products and solutions for industries such as consumer electronics, new energy, printing and packaging, and new displays [4] - The acquisition of JAI, a European machine vision company, was completed in January 2025, contributing approximately 40-50 million yuan to Q1 revenue [4][14] Key Points and Arguments - **Revenue Growth**: - Machine vision revenue grew over 80% due to increased demand from AI smartphones [2][5] - The printing and packaging sector is expected to grow by 30% in 2025 [2][5] - The motion capture (MoCap) business doubled in Q1 2025, driven by increased demand for humanoid robot data collection [2][6] - **Technological Advancements**: - Optical motion capture products have sub-millimeter precision, providing a significant advantage in motion calibration [2][6] - The company is investing approximately 450-460 million yuan annually in R&D, focusing on optical computing and software algorithms [4] - **Market Position**: - Lingyun Optical's main competitors in the motion capture market include Liyade and its subsidiaries, as well as non-listed companies like Duliang and Qingtong [2][10] - The company has established partnerships with major clients such as Nvidia, enhancing its product integration capabilities [3][11] - **Future Outlook**: - The company anticipates a revenue growth rate of over 20% for the full year, with profit growth expected to outperform revenue growth due to improved AI capabilities and cost reduction measures [4][20] - The consumer electronics sector is projected to grow by over 20%, driven by new products like AI smartphones and foldable screens [4][15] Additional Important Information - **Investment in Facilities**: - A data collection factory of 400 square meters with 100 workstations requires an investment of approximately 50 million yuan [7] - The market value of a single optical motion capture device is estimated at 200,000 to 300,000 yuan [7] - **Data Collection Needs**: - Small demo-level data collection scenarios require around 100,000 data points, while consumer-level applications may need millions, and industrial-level applications could reach tens of millions [8][9] - **Customer Engagement**: - The company collaborates with leading humanoid robot firms and has established a material center in Beijing [12] - The integration of JAI is expected to enhance product offerings and global market reach [14] - **Sector-Specific Insights**: - The automotive sector is a key focus for expansion, with ongoing collaborations post-JAI acquisition [17] - The optical communication business is expected to maintain stability and see growth through investments in cutting-edge technology [18] This summary encapsulates the essential insights from the conference call, highlighting Lingyun Optical's performance, strategic direction, and market positioning.

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：688400 证券简称：凌云光 公告编号：2025-053 凌云光技术股份有限公司 重要内容提示： ? 是否涉及差异化分红送转：是 ? 每股分配比例 每股现金红利0.025元 ? 相关日期 股权登记日 除权（息）日 现金红利发放日 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经凌云光技术股份有限公司（以下简称"公司"）2025 年 5 月 20 日的2024年年度股东大会审议通过。 二、 分配方案 根据公司 2024 年年度股东大会审议通过的《关于公司 2024 年度利润分配预 案的议案》，公司拟以实施权益分派股权登记日登记的总股本扣减公司回购专用证 券账户中股份为基数，向全体股东每 10 股派发现金红利 0.25 元（含税），不送红 股，不以资本公积转增股本，在实施权益分派的股权登记日前公司总股本扣减公 司回购专用证券账户中股份这一基数发生变动的，按照每股分配比例不变的原则 对分配总额进行调整。 截至本公告披露日，公司总股本为 460,976,733 股 ...

Group 1 - The core viewpoint of the article is that Lingyun Optical Technology Co., Ltd. is implementing a differentiated dividend distribution plan due to its share repurchase activities, which affects the total number of shares eligible for profit distribution [1][6] Group 2 - The reason for the differentiated dividend distribution is linked to the company's share repurchase, which involved a total expenditure of approximately 59.99 million yuan for repurchasing 2,563,582 shares, accounting for 0.5444% of the total share capital [1][2] - The company has completed the cancellation of repurchased shares, reducing its total share capital from 463,500,000 shares to 460,976,733 shares, and the registered capital decreased correspondingly [2] - The differentiated dividend plan involves distributing a cash dividend of 0.25 yuan per 10 shares (including tax) to shareholders, without capital reserve conversion or bonus shares [3][4] Group 3 - The calculation for the ex-dividend price is based on the formula: Ex-dividend reference price = (Previous closing price - Cash dividend) / (1 + Change in circulating shares ratio), with the actual cash dividend per share being approximately 0.0247 yuan [4][5] - The impact of the differentiated dividend on the ex-dividend reference price is minimal, with an absolute value of impact below 1% [5] Group 4 - The sponsor institution, China International Capital Corporation, confirms that the differentiated dividend distribution complies with relevant regulations and does not harm the interests of the company or its shareholders [6]

Core Viewpoint - The company has announced an adjustment to the maximum repurchase price of its shares following the implementation of the 2024 annual equity distribution, reducing the price from 35.00 RMB per share to 34.98 RMB per share, effective from June 20, 2025 [1][4]. Summary by Sections Share Repurchase Basic Information - The company approved a plan for the fourth share repurchase at a board meeting on November 28, 2024, with a total repurchase fund of no less than 50 million RMB and no more than 100 million RMB, with a repurchase price not exceeding 35.00 RMB per share [1][2]. - The repurchase period is set for 12 months from the date of the board's approval [1]. Reason for Adjusting the Repurchase Price - The adjustment in the repurchase price is due to the company's decision to distribute a cash dividend of 0.25 RMB per 10 shares, with the record date for the equity distribution set for June 19, 2025, and the ex-dividend date on June 20, 2025 [2][3]. Details of the Price Adjustment - The new maximum repurchase price is calculated as follows: (35.00 - 0.0247) / (1 + 0) = 34.98 RMB per share, where 0.0247 RMB is the cash dividend per share [3][4]. - The repurchase quantity is estimated to be approximately 2,858,776 shares at the upper limit of 10 million RMB, representing about 0.62% of the company's total share capital [4]. Other Matters - Other aspects of the share repurchase plan remain unchanged, and the company will adhere to relevant regulations while making repurchase decisions based on market conditions [4].

关于 2024 年年度权益分派实施后 调整回购价格上限的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 回购价格调整起始日：2025 年 6 月 20 日（2024 年年度权益分派除权除 息日） 证券代码：688400 证券简称：凌云光 公告编号：2025-054 凌云光技术股份有限公司 本次权益分派实施的股权登记日为 2025 年 6 月 19 日，除权除息日为 2025 年 6 月 20 日，具体内容详见公司于 2025 年 6 月 16 日在上海证券交易所网站 （www.sse.com.cn）披露的《2024 年年度权益分派实施公告》。 根据《关于以集中竞价交易方式第四次回购股份的回购报告书》，若在回购 期限内公司实施了资本公积金转增股本、派送股票红利、缩股或配股等除权除息 事项，公司将按照中国证监会及上海证券交易所的相关规定，对回购股份的数量 进行相应调整。 一、回购股份的基本情况 凌云光技术股份有限公司（以下简称"公司"）于 2024 年 11 月 28 日召 开了第二届董事会第十二次会议， ...

中国国际金融股份有限公司 关于凌云光技术股份有限公司 差异化分红事项的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为凌云 光技术股份有限公司（以下简称"凌云光"或"公司"）首次公开发行股票并在科创 板上市的保荐机构，根据《中华人民共和国公司法》《中华人民共和国证券法》 《证券发行上市保荐业务管理办法》《上海证券交易所上市公司自律监管指引第 7号——回购股份》等相关法律、法规和规范性文件的规定，对凌云光2024年度 利润分配所涉及的差异化分红进行了核查，具体核查情况如下： 一、本次差异化分红的原因 2024年1月23日，公司完成首次回购计划，实际回购公司股份2,523,267股， 占公司总股本的0.5444%，使用资金总额59,997,038.89元（不含印花税、交易佣金 等交易费用）。2024年8月13日，公司完成第二次回购计划，实际回购公司股份 3,480,750 股 ， 占 公 司总 股 本 的 比 例为 0.7510% ， 使 用 资 金 总 额为 人 民 币 59,992,936.01元（不含印花税、交易佣金等交易费用）。2024年11月27日，公司完 成第三次回购计划， ...

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 本次利润分配方案经凌云光技术股份有限公司（以下简称"公司"）2025 年 5 月 20 日的2024年年度股东大会审议通过。 二、 分配方案 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：688400 证券简称：凌云光 公告编号：2025-053 重要内容提示： 凌云光技术股份有限公司 | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/6/19 | 2025/6/20 | 2025/6/20 | 2024年年度权益分派实施公告 一、 通过分配方案的股东大会届次和日期 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东 （公司回购专用证券账户除外）。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易所 是否涉及差异化分红送转：是 每股分配比例 每股现金红利0.025元 相关日期 1. 发放年度：2024年年度 2. 分派对象： 上市公司自律监管指引 ...

Industry Overview - High-speed vision refers to the use of advanced technologies and algorithms that enable machines to analyze and process images at high speeds, facilitating automation and intelligent applications [1][8] - The main products in the high-speed vision sector include high-speed cameras, high-speed vision measurement systems, and related instruments, widely applied in various fields such as industrial inspection, intelligent transportation, and security monitoring [8][11] Global Market - The global high-speed vision market is experiencing accelerated growth, with the market size projected to increase from $8.603 billion in 2017 to $17.954 billion in 2024, and expected to reach $37.489 billion by 2028 [6] Domestic Market - China's high-speed vision industry has seen significant growth, with the market size increasing from 4.735 billion yuan in 2017 to 15.088 billion yuan in 2024, and is forecasted to reach 34.334 billion yuan by 2028 [11][19] Competitive Landscape - The high-speed vision industry in China has developed over the past 20 years, with domestic companies like Zhongke Shijie and Deep Vision emerging as key players, achieving significant market share growth [13][19] - Zhongke Shijie has increased its market share from 8.6% in 2019 to 22.2% in 2022, and in December 2024, it is expected to dominate the market with 58% of the bidding quantity and 49% of the bidding amount globally [13][19] Future Trends - The industry is expected to accelerate technological innovation and domestic substitution, with companies like Zhongke Shijie achieving commercial success with high-frame-rate cameras and other products [19][20] - The application of high-speed vision technology is expanding beyond traditional industrial inspection into sectors like intelligent transportation and medical imaging, with an anticipated annual growth rate of over 20% [20][21] - The industry is moving towards integration and ecosystem building, with domestic companies making breakthroughs in core components and system integration, supported by government and research institutions [21]