1月23日，欧菲光盘中上涨2.08%，截至13:01，报10.82元/股，成交6.21亿元，换手率1.75%，总市值 363.63亿元。 资金流向方面，主力资金净流入3954.87万元，特大单买入8639.24万元，占比13.90%，卖出3919.57万 元，占比6.31%；大单买入1.03亿元，占比16.51%，卖出1.10亿元，占比17.74%。 欧菲光今年以来股价涨1.88%，近5个交易日跌1.64%，近20日涨1.98%，近60日跌9.23%。 机构持仓方面，截止2025年9月30日，欧菲光十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股5440.38万股，相比上期增加1323.88万股。南方中证1000ETF（512100）位居第四大流通股 东，持股3045.58万股，相比上期减少31.23万股。华夏中证1000ETF（159845）位居第五大流通股东， 持股1810.78万股，相比上期减少2.04万股。广发中证1000ETF（560010）位居第六大流通股东，持股 1402.84万股，相比上期减少54.98万股。富国中证1000ETF（159629）退出十大流通股东之列。 责任编辑： ...

Core Viewpoint - The company, O-Film, has established a comprehensive 3D vision perception technology system and possesses strong technical capabilities in the 3D ToF (Time of Flight) field, positioning itself as a leading provider of machine vision depth camera system solutions in China [1][4]. Group 1: Technological Capabilities - O-Film has developed vertical integration capabilities from chip-level devices, module manufacturing to system integration, leveraging long-term accumulation in optoelectronic core components, optical design, depth algorithms, and advanced manufacturing [3][6]. - The company's technology solutions have achieved large-scale commercial deployment in various fields, including smartphones, smart vehicles, service robots, AR/VR, and the Internet of Things (IoT) [3][6]. Group 2: Market Position and Applications - In the smartphone sector, O-Film's ToF front-facing facial recognition products maintain a significant market share within the domestic Android smartphone ecosystem [3][6]. - In the automotive sector, the company's ToF Driver Monitoring System (DMS) solution has secured exclusive supply agreements with certain domestic clients and is recognized for its technological leadership [3][6]. - O-Film has applied for multiple core patents for new technology solutions, including RGBD fusion depth imaging and contactless facial recognition systems, which are entering the customer specification phase [3][6]. Group 3: Innovations and Future Plans - The company has introduced a unique dual TX (transmission light source) solution that has enabled leading manufacturers of robotic vacuum cleaners to achieve navigation and obstacle avoidance while reducing the overall height of the device to a competitive level [3][6]. - O-Film has successfully completed mass production of the RGBD solution for lawn mowers and anticipates mass production of its dual-camera + ToF solution by the end of this year [3][6]. - The company plans to continue exploring the application of related technologies across different fields, focusing on ongoing research and development to provide customers with cost-effective and high-performance smart product solutions, thereby supporting industry upgrades [3][6].

证券代码：002456 证券简称：欧菲光 公告编号：2026-002 欧菲光集团股份有限公司 关于对外担保事项的进展公告 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。 特别风险提示： 欧菲光集团股份有限公司（以下简称"欧菲光"或"公司"）及控股子公司 对外担保总额已超过最近一期经审计净资产的100%，担保金额超过公司最近一 期经审计净资产的50%。敬请投资者注意相关风险。 一、担保情况概述 1、公司分别于2025年2月24日、2025年3月14日召开第六届董事会第三次（临 时）会议、2025年第一次临时股东大会，审议通过了《关于2025年度为合并报表 范围内公司提供担保额度预计的议案》，同意公司及合并报表范围内子公司为合 并报表范围内子公司及公司提供担保，预计总担保额度为不超过人民币724,000 万元（或等值外币）。担保额度的有效期为股东大会审议通过之日起12个月内有 效。公司可以根据实际情况，将股东大会审议通过的担保额度在被担保对象之间 进行调剂，也可将上述担保额度调剂至公司合并报表范围内的其他子公司。具体 内容详见公司2025年2月26日于巨潮资讯网（ ...

Core Viewpoint - The company is leveraging its advantages in the optical and optoelectronic fields to expand its product applications into new areas such as medical technology, particularly in endoscopy [1]. Group 1: Product Development - The company is gradually achieving technical breakthroughs, yield improvements, and large-scale production of various endoscopic products, including laparoscopes, gastroscopes, cystoscopes, ureteroscopes, and bronchoscopes [1]. - The medical endoscope products utilize a miniaturized modular architecture, featuring a modular design of lenses and CMOS sensors, which integrates advanced technologies such as ultra-thin resin precision packaging and ultra-small PAD welding [1]. Group 2: Competitive Advantages - The new endoscopic products offer significant advantages, including miniaturization, stable resolution, high clarity, lightweight, waterproof capabilities, and ultra-micro distance imaging, achieving industry-leading levels in minimally invasive and multi-scenario adaptability [1]. - The company has completed the development of a 1×1mm ultra-small module sample, with plans for large-scale production expected this year [1]. Group 3: Future Outlook - The company will continue to focus on the development and application of emerging technologies, actively exploring forward-looking technological fields [1]. - The company aims to build a deep collaborative mechanism, create an efficient response system, and implement comprehensive quality control to fully support diverse R&D and production needs of its clients [1].

Core Viewpoint - O-Film is expanding its product applications into the medical field, leveraging its advantages in optical and optoelectronic technology [2] Group 1: Company Initiatives in AI Medical Field - O-Film is gradually achieving technical breakthroughs and mass production in various endoscopic products, including laparoscopes, gastroscopes, cystoscopes, ureteroscopes, and bronchoscopes [2] - The company has developed a miniaturized modular architecture for its medical endoscope products, utilizing modular design for lenses and CMOS sensors, along with advanced packaging and welding technologies [2] - The endoscopic products offer significant advantages such as miniaturization, stable resolution, high definition, lightweight, waterproof, and ultra-microscopic capabilities, achieving industry-leading levels in minimally invasive and multi-scenario adaptability [2] Group 2: Future Plans and Development - O-Film has completed the development of a 1×1mm ultra-small module prototype, with plans for mass production expected this year [2] - The company will continue to focus on emerging technologies and applications, actively exploring forward-looking technological fields [2] - O-Film aims to build a deep collaborative mechanism, create an efficient response system, and implement comprehensive quality control to meet diverse R&D and production needs of its clients [2]

Core Viewpoint - The recent authorization of the "optical system, imaging module, and electronic device" patent by OFILM Group's subsidiary represents a significant achievement in the company's technology-driven and innovation-focused development strategy [1][2]. Group 1: Patent Authorization and Technology - The newly authorized patent addresses the challenge of balancing miniaturization and high imaging quality in mobile phone lenses through a six-lens optical system design, making it suitable for smartphones and tablets [2]. - The optical system includes a sequence of lenses with varying focal properties, designed to achieve a balance between a compact size, wide field of view, and high-quality imaging [2]. Group 2: Research and Development Investment - OFILM has committed to substantial R&D investments, with 758 million yuan allocated in the first half of 2025, representing 7.70% of its revenue, focusing on smartphones, smart vehicles, and new fields [3]. - The company has established a global R&D team with innovation centers in China, the USA, Japan, and South Korea, fostering collaborations with academic institutions and research organizations to drive technological breakthroughs [3]. Group 3: Future Directions - OFILM plans to continue increasing R&D investments, concentrating on cutting-edge technology exploration and application, while enhancing collaborative innovation between industry and academia [3]. - The company aims to generate high-quality proprietary intellectual property to strengthen its core competitiveness and support the high-quality development of the optical and optoelectronic industry [3].

Core Viewpoint - The company expresses confidence in its future development and is committed to maintaining company value and shareholder rights [2] Group 1: Development Strategy - The company focuses on "core concentration, innovation-driven, solid foundation, and steady progress" as its development strategy [2] - The company aims to seize industry development opportunities through technological research and product innovation [2] Group 2: Resource Optimization - The company is actively optimizing internal resource allocation and business structure [2] - There is a focus on increasing the proportion of high value-added products to enhance overall operational efficiency and profitability [2] Group 3: Future Performance - The company encourages stakeholders to pay attention to the 2025 annual report for future operating performance [2]

Group 1 - The core point of the article is that O-Film (002456) reported a total of 495,304 shareholders as of January 9, 2026, which includes both ordinary accounts and margin trading accounts [1]

Core Viewpoint - O-Film Technology Co., Ltd. (002456.SZ) experienced a stock price decline of 3.67%, closing at 11.02 yuan [1] Group 1: Company Performance - O-Film has only had one brokerage, Hu Long Securities Co., Ltd., publish research reports in the past 26 months [1] - The reports include a commentary on the 2024 semi-annual report, highlighting industry recovery and product upgrades driving performance growth, along with significant cash flow improvement [1] - Another report discusses a notable increase in operating profit and the long-term benefits of domestic high-end manufacturing [1]

Group 1 - The core viewpoint of the article is that O-Film has clarified its relationship with a company called New Thinking, stating that it does not hold any shares in New Thinking, which is controlled by its actual controller and chairman, Cai Rongjun [1] - O-Film has confirmed that there are business transactions between the company and New Thinking, and details of these transactions can be found in the company's disclosed related party transaction announcements and periodic reports [1]