公司于近日收到深圳证券交易所（以下简称"深交所"）出具的《关于受理 欧菲光集团股份有限公司发行股份购买资产并募集配套资金申请文件的通知》 （深证上审〔2025〕178 号）。深交所根据相关规定对公司报送的申请文件进行 了核对，认为申请文件齐备，决定予以受理。 本次交易尚需通过深交所审核并取得中国证券监督管理委员会同意注册的 批复，最终能否通过审核、取得注册，以及最终通过审核、取得注册的时间仍存 在不确定性。 公司将根据本次交易的进展情况，严格按照有关法律法规的规定及时履行信 息披露义务，本次交易的有关信息均以公司在指定信息披露媒体刊登的公告为准。 敬请广大投资者及时关注公司后续公告并注意投资风险。 特此公告。 证券代码：002456 证券简称：欧菲光 公告编号：2025-095 欧菲光集团股份有限公司 关于发行股份购买资产并募集配套资金申请文件 获得深圳证券交易所受理的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 欧菲光集团股份有限公司（以下简称"公司"）拟通过发行股份的方式购买 南昌市产盟投资管理有限公司持有的欧菲微电子（南昌）有限公司（以下简称"欧 ...

Group 1 - The company received a government subsidy of RMB 16.5769 million, which accounts for 28.39% of the latest audited net profit attributable to shareholders [2][4] - The subsidy is classified as a revenue-related government grant, as it is not used for acquiring or forming long-term assets [2][3] - The government subsidy is expected to have a positive impact on the company's operating performance for the year 2025, with an estimated effect of RMB 16.5769 million on profit and loss [4] Group 2 - The company will recognize the received subsidy directly in the current profit and loss as it is related to compensating for costs or losses incurred [3] - Relevant documents regarding the subsidy include government approval documents and payment receipts [6] - The announcement was made by the company's board on September 30, 2025 [8]

Group 1 - The core point of the article is that OFILM Technology Co., Ltd. announced that its subsidiary, Nanchang OFILM Optoelectronics Technology Co., Ltd., received a government subsidy of RMB 16.5769 million, which accounts for 28.39% of the company's most recent audited net profit attributable to shareholders [1] Group 2 - The government subsidy received by the subsidiary is significant in relation to the company's financial performance, indicating potential support for its operations and growth [1] - The amount of the subsidy reflects the government's investment in the technology sector, which may enhance the company's competitive position [1] - The financial impact of the subsidy could influence investor sentiment and market perception of the company [1]

人民财讯9月29日电，欧菲光（002456）9月29日公告，公司控股子公司南昌欧菲光电技术有限公司(简 称"南昌光电")近日收到政府补助人民币1657.69万元，占公司最近一期经审计归属于上市公司股东净利 润的28.39%。 ...

截至发稿，欧菲光市值为436亿元。 每经头条（nbdtoutiao）——农夫大战怡宝，抢到更多蛋糕的却是宗馥莉！农夫绿瓶上市后，怡宝上 演"滑铁卢"：市占率大跌近5个百分点 每经AI快讯，欧菲光（SZ 002456，收盘价：12.98元）9月29日晚间发布公告称，欧菲光集团股份有限 公司控股子公司南昌欧菲光电技术有限公司近日收到政府补助人民币1657.69万元，占公司最近一期经 审计归属于上市公司股东净利润的28.39%。 （记者 曾健辉） 2025年1至6月份，欧菲光的营业收入构成为：光学和光电子元器件制造占比100.0%。 ...

证券代码：002456 证券简称：欧菲光 公告编号：2025-094 欧菲光集团股份有限公司 关于获得政府补助的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、获取补助的基本情况 欧菲光集团股份有限公司（以下简称"欧菲光"或"公司"）控股子公司南 昌欧菲光电技术有限公司（以下简称"南昌光电"）近日收到政府补助人民币 1,657.69万元，占公司最近一期经审计归属于上市公司股东净利润的28.39%，具 体情况如下： | 序号 | 获得补助主体 | 补助金额（万元） | | 收到补助的时间 | | | | 补助形式 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 南昌光电 | | 1,657.69 | 2025 9 29 | 年 | 月 | 日 | 现金 | 根据《企业会计准则第16号——政府补助》的相关规定，公司将与资产相关 的政府补助确认为递延收益，在相关资产使用寿命内按照合理、系统的方法分期 计入损益。对于公司收到的与收益相关的政府补助，若用于补偿以后期间的相关 成本费 ...

Core Insights - As of September 29, a total of 566 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more [1] - The stock with the longest duration of net outflow is Suda Co., Ltd., which has seen outflows for 30 consecutive days, followed by Kaifa Electric with 21 days [1] - The largest total net outflow amount is from Liao Co., Ltd., with a cumulative outflow of 3.514 billion yuan over nine days [1] Summary by Category Stocks with Longest Net Outflow Duration - Suda Co., Ltd. has the longest net outflow duration at 30 days [1] - Kaifa Electric follows with 21 days of net outflow [1] Stocks with Largest Net Outflow Amount - Liao Co., Ltd. has the highest net outflow amount of 3.514 billion yuan over nine days [1] - Xian Dao Intelligent follows with a net outflow of 3.250 billion yuan over five days [1] Stocks with Highest Net Outflow Proportion - ST Yigou has the highest proportion of net outflow relative to trading volume, with a recent decline of 9.90% over the past seven days [1] Additional Notable Stocks - Other notable stocks with significant net outflows include O-film Technology with 3.152 billion yuan over six days and Tuo Wei Information with 2.103 billion yuan over seven days [1]

Core Points - The company O-film Technology (002456.SZ) has announced that its total external guarantees have exceeded 100% of its most recent audited net assets, with guarantees exceeding 50% of the company's latest audited net assets [1] - To meet the operational needs of Jingzhuo Technology, the company has signed a maximum guarantee contract with CITIC Bank for a total guarantee amount of RMB 14.44 million, representing 48.12% of its equity in Jingzhuo Technology [1] - The company has also signed a counter-guarantee mortgage contract with its wholly-owned subsidiaries to mitigate guarantee risks, with the mortgaged assets valued at RMB 14.52 million [2] Summary by Sections External Guarantees - The total amount of external guarantees provided by the company and its subsidiaries has reached RMB 278.37 million, which is 6.82% of the latest audited net assets [2] - The total approved guarantee amount by the board of directors is RMB 7.24 billion, with a total balance of RMB 5.43 billion, accounting for 148.56% of the latest audited net assets [2] Guarantee Details - The board has approved a total guarantee amount of RMB 7.518 billion, which is 205.57% of the latest audited net assets [3][4] - The total balance of guarantees stands at RMB 5.683 billion, representing 155.38% of the latest audited net assets [3][4]

Core Insights - The report from Guotou Securities highlights the shift in focus from broad applications to specific use cases in smart glasses, driven by technological advancements and cost constraints [1] - The smart glasses industry is entering a robust growth phase in 2023, following previous stages of technology validation, commercial trials, and product diversification [1] - AI glasses are emerging as a significant market segment, with Meta's Ray-Ban Meta leading the charge and expected to capture 98.68% of global AI glasses sales in 2024 [2] Smart Glasses Development - The development of smart glasses has gone through four phases: pre-2012 (technology validation), 2012-2016 (commercial trials), 2017-2022 (product diversification), and 2023 (robust growth) [1] - Smart glasses can be categorized based on optical display systems, with AI shooting glasses focusing on photography and voice interaction, VR glasses providing immersive experiences, and AR glasses overlaying virtual information on the real world [1] AI Glasses Market - AI glasses are characterized by the integration of cameras, Bluetooth controls, and voice interaction, sacrificing optical display for lightweight and low-cost designs [2] - The core logic of AI shooting glasses is to achieve portability and practicality for all-day wear, targeting markets previously dominated by action cameras [2] AR Glasses Insights - AR glasses utilize micro-displays and optical modules to project virtual images onto real-world scenes, categorized into viewing glasses and full-domain glasses [3] - Viewing glasses are lightweight and designed for portable viewing, while full-domain glasses are used for outdoor navigation and industrial applications, albeit at a higher price point [3] VR Glasses Overview - Traditional VR glasses focus on providing an immersive experience, primarily for gaming and viewing, with a market that is relatively mature [4] - The expected sales for traditional VR glasses in Q2 2025 is 1.26 million units, reflecting a year-on-year growth of 6.7% [4] Industry Chain and Competitive Landscape - The upstream sector focuses on chips, optical modules, and screens, with Micro OLED expected to become a primary solution for XR devices by 2030 [5] - In the midstream, Thunderbird Innovation holds a 50% market share in AI/AR glasses online sales, while PICO dominates the domestic VR market [5] - The downstream sector is supported by offline channels, with Doctor Glasses establishing over 100 smart display cabinets [5] Key Companies to Watch - Companies to monitor include Luxshare Precision and GoerTek in manufacturing, Sunny Optical Technology and OFILM in optics, and various firms in storage and display technologies [7]

A-share Market Performance - A-shares saw collective gains across the three major indices from September 22 to September 26, with the Shanghai Composite Index closing at 3828.11 points, up 0.21% for the week [2][3] - The Shenzhen Component Index closed at 13209.00 points, up 1.06%, while the ChiNext Index ended at 3151.53 points, up 1.96% [2][3] - Over 30% of stocks experienced gains during the week, with 126 stocks rising over 15% and 50 stocks declining over 15% [2] Sector Performance - According to the Shenwan industry classification, sectors such as electric equipment, non-ferrous metals, electronics, environmental protection, media, and public utilities saw increases [2] - Conversely, sectors including social services, comprehensive, retail, light industry manufacturing, and textiles and apparel experienced declines [2] International Market Overview - The New York stock market indices rose on September 26, with the Dow Jones Industrial Average increasing by 299.97 points to close at 46247.29 points, a gain of 0.65% [4][5] - The S&P 500 index rose by 38.98 points to 6643.70 points, up 0.59%, and the Nasdaq Composite increased by 99.37 points to 22484.07 points, up 0.44% [4][5] - European indices also saw gains, with the FTSE 100 rising by 70.85 points to 9284.83 points, up 0.77%, and the CAC 40 increasing by 75.26 points to 7870.68 points, up 0.97% [4][5] Commodity Prices - International oil prices increased, with light crude oil futures for November delivery rising by $0.74 to $65.72 per barrel, a gain of 1.14% [4][5] Economic Policies and Initiatives - The State-owned Assets Supervision and Administration Commission (SASAC) held a meeting to discuss the economic operation of state-owned enterprises, focusing on stabilizing electricity and coal prices and preventing excessive competition [6] - The Ministry of Commerce announced that starting January 1, 2026, export licenses will be required for pure electric passenger vehicles to promote healthy trade in new energy vehicles [6] - The People's Bank of China suggested enhancing monetary policy regulation to improve effectiveness and match monetary supply growth with economic growth [7][8] Industry Growth Plans - The Ministry of Industry and Information Technology (MIIT) and other departments issued a growth plan for the non-ferrous metals industry, targeting an average annual growth of around 5% in value added from 2025 to 2026 [9] - A similar plan for the petrochemical industry was also released, emphasizing policy support and financial backing for technological innovation and equipment upgrades [9] Industrial Profit Trends - From January to August, profits of large-scale industrial enterprises in China grew by 0.9%, reversing a previous decline, with significant growth observed in August [10] Market Outlook - Analysts from Everbright Securities expect the A-share market to continue rising post-holiday, with a focus on the TMT sector as a key driver [11] - Open-source Securities suggests a dual-driven market with technology leading, and recommends focusing on high P/E stocks as the market transitions [11][12]