Group 1 - The evolution of fingerprint recognition technology in smartphones has shifted from physical to optical and now to under-display ultrasonic fingerprint recognition, which is becoming a trend in the industry [1] - Several domestic smartphone manufacturers are set to adopt ultrasonic fingerprint unlocking technology in their flagship models, indicating a potential explosive growth in this technology [1] - Ultrasonic fingerprint recognition offers higher security and faster unlocking speed compared to traditional optical methods, as it can penetrate surface contaminants and ensure stable and accurate unlocking in various environments [1] Group 2 - Although ultrasonic fingerprint recognition is currently more expensive and mainly used in high-end flagship phones, advancements in domestic technology and decreasing costs are expected to expand its application to mid-range products and other smart devices [2] - The rapid development of IoT and smart home sectors will further broaden the application scenarios for ultrasonic fingerprint recognition, making it a mainstream solution for secure identity verification [2] - The market size of China's ultrasonic fingerprint recognition industry is projected to reach 363 million yuan by 2028 [2] Group 3 - O-film, a leading company in the optical and electronic field, has been focusing on fingerprint recognition and 3D ToF microelectronics, maintaining a significant market share in the fingerprint recognition module sector [2] - O-film has been producing fingerprint recognition modules since 2015 and has consistently ranked among the top global suppliers [2] - The company has a strong position in both optical and ultrasonic under-display fingerprint recognition modules, and its self-developed technologies enhance smart lock products [2] Group 4 - With the increasing prevalence and upgrade of smart terminal devices, ultrasonic fingerprint recognition technology is expected to maintain a high growth trajectory as a key identity authentication method [3] - O-film has long been producing ultrasonic fingerprint recognition modules for overseas clients, and the company is likely to benefit from the rapid penetration of this technology in the domestic market in the coming years [3] - As ultrasonic technology matures, O-film's advantages in the fingerprint recognition market will become more pronounced, presenting new development opportunities [3]

Industry Overview - The film and television recording equipment industry has undergone significant transformation, evolving from traditional devices to high-definition Blu-ray players, smart TV boxes, and online streaming devices to meet diverse consumer demands for high-quality audio-visual experiences [1][13] - The market size of China's film and television recording equipment is projected to grow from 337.635 billion yuan in 2015 to 616.448 billion yuan in 2024, with a compound annual growth rate (CAGR) of 6.92% [1][13] - Future developments in the industry are expected to focus on higher resolution, better sound quality, smarter features, and more convenient usage, alongside innovations driven by virtual reality (VR) and augmented reality (AR) technologies [1][13] Industry Policies - The Chinese government has implemented various supportive policies to foster the development of the film and television equipment industry, including financial support for new production bases and technology upgrades [6][8] - Specific measures include a one-time subsidy of up to 20 million yuan for new film production bases and 10 million yuan for technology trials and applications [6][8] Industry Chain - The industry chain consists of upstream raw materials and components supply, midstream production and manufacturing, and downstream applications in film, photography, home entertainment, education, security monitoring, and live streaming [9] Key Enterprises - Major companies in the Chinese film and television recording equipment sector include Woge Optoelectronics, Chunzong Technology, Jiulian Technology, and others, with a focus on niche markets and technological innovation [2][17] - The competitive landscape is characterized by a mix of foreign dominance in high-end markets and the rise of domestic players, with ongoing efforts to close the technology gap [14][17] Development Trends - The industry is moving towards high-performance and intelligent equipment, with innovations in imaging capture and processing capabilities, such as 8K ultra-high definition and AI-enhanced image quality [23] - Emerging application scenarios, including short video creation and live streaming, are driving demand for lightweight and highly mobile equipment [24] - User experience is becoming a core selling point, with simplified interfaces and natural interaction methods like voice control gaining traction [25]

Industry Overview - The smart home market in China has grown to 755.81 billion yuan in 2023 and is projected to reach 876.74 billion yuan in 2024, with expectations to exceed 1 trillion yuan by 2025, indicating a significant growth opportunity in the sector [1] - The market is driven by increasing consumer acceptance, rising demand, and strong governmental support, including policies promoting the interconnectivity of smart home devices and the establishment of a standard system [1] Company Positioning - O-Film, a leading company in the optical industry, has leveraged its 20 years of technical expertise to deeply engage in the smart home sector, particularly in smart lock fingerprint recognition technologies [2] - The company has developed various proprietary technologies, including capacitive, optical, and ultrasonic fingerprint recognition, and is advancing towards a five-in-one solution for smart locks [2] Product Development - O-Film has created a fully automated electromechanical lock body that meets high-performance standards while controlling costs, facilitating the transition from semi-automatic mechanical locks to fully automated smart locks [2] - The company has also developed a range of differentiated visual solutions, including ToF, structured light, and dual-camera systems, enhancing its product offerings in the smart home market [3] Market Expansion - O-Film is not limited to smart locks but is also expanding into the robotics sector, having introduced ToF obstacle avoidance modules for robotic applications, with plans to launch a dual-light source ToF patented architecture in 2024 [3][4] - The company aims to provide comprehensive solutions in robot perception technology, focusing on various types of robots, including cleaning, delivery, and commercial service robots [4] Future Outlook - The global smart home market is expected to reach approximately 154.4 billion USD by 2028, with a compound annual growth rate of 67% from 2024 to 2028, presenting significant growth potential for O-Film [4] - O-Film plans to enhance its product development in new technology areas, aiming to increase revenue contributions from sectors such as smart locks, action cameras, industrial and medical applications, and VR/AR technologies [4]

Industry Overview - The demand for automotive cameras is rapidly increasing due to advancements in automotive intelligence and autonomous driving technology, with shipments in China rising from 42.63 million units in 2020 to 72 million units in 2023, reflecting a compound annual growth rate (CAGR) of 19.1% [1] - The market size for automotive cameras in China has expanded from 5.7 billion yuan in 2020 to 16.2 billion yuan in 2023, with projections nearing 20 billion yuan in 2024 and reaching 23.7 billion yuan by 2025 [1] Company Positioning - O-Film has entered the smart automotive sector since 2015 and has secured supplier qualifications from over 20 domestic automotive manufacturers while actively pursuing certifications from international manufacturers [2] - The company has segmented its smart automotive business into three areas: intelligent driving, vehicle body electronics, and smart cockpit, focusing on optical lenses and cameras to develop system-level products [2] Product Development - O-Film has achieved mass production of various automotive camera products, including 2M and 8M front-view cameras, 3M and 8M side-view cameras, and multiple models of surround-view cameras [2] - The company has implemented advanced COB technology across its front-view, surround-view, and other automotive camera products [2] Comprehensive Solutions - O-Film has developed a complete solution covering both interior and exterior vehicle scenarios, including driver monitoring (DMS) and occupant monitoring (OMS) systems for applications like facial recognition and fatigue monitoring [3] - The company integrates automotive cameras, displays, and system controllers to enhance external perception capabilities, offering both basic and intelligent CMS solutions [3] Future Outlook - O-Film is strategically positioned to support the evolution of intelligent vehicles by providing advanced sensor and domain controller solutions, contributing to safer and more convenient driving experiences [4] - The company plans to intensify its focus on smart automotive business through enhanced resource allocation in R&D, sales, and production, aiming for rapid revenue growth in this sector [4]

Group 1: Market Overview - The demand for robotic vacuum cleaners is continuously growing, with a projected sales revenue of 42.3 billion yuan in China's cleaning appliance industry for 2024, representing a year-on-year increase of 24.4% [1] - The sales revenue for robotic vacuum cleaners specifically is expected to reach 19.4 billion yuan in 2024, showing a significant year-on-year growth of 41.1% [1] - Globally, the shipment volume of smart robotic vacuum cleaners reached 5.014 million units in Q3 2024, marking an 11.1% year-on-year increase [1] Group 2: Company Performance - Stone Technology has increased its market share to 16.4%, ranking first globally for two consecutive quarters, with notable growth in North America and Asia-Pacific markets [1] - Xiaomi holds a global market share of 10.3%, ranking fourth, focusing on mid-range product upgrades in the European market [1] - Chasing has a market share of 7.6%, ranking fifth, with a year-on-year shipment increase of 39.7%, particularly excelling in the high-end market [1] Group 3: Technological Advancements - O-Film has extended its technology advantages in optics and optoelectronics into the robotics sector, launching a dual-source ToF (Time of Flight) patented architecture for obstacle avoidance and navigation [2] - The new 3D-ToF dual-source technology, developed in collaboration with Stone Technology and others, allows for enhanced spatial awareness and navigation capabilities in robotic vacuum cleaners [2][3] - O-Film is currently the only manufacturer capable of mass-producing dual-source ToF modules, which are applicable in various robotic and sensing scenarios [3] Group 4: Future Outlook - The integration of AI, IoT, and 5G technologies with robotics is expected to enhance the intelligence, flexibility, and efficiency of robots, contributing to the continuous expansion of the global robotics market [4] - O-Film aims to deepen its focus on the robotics sector, providing comprehensive machine vision solutions and continuously innovating to offer high-performance smart products [4]

Summary of Key Points Core Viewpoint The company, O-Film Group Co., Ltd., is changing the use of part of its raised funds and adding new investment projects to enhance its optical lens production capabilities, aligning with market demands and strategic planning. Group 1: Fundraising and Investment Changes - The total amount raised from the non-public offering was approximately 3.53 billion RMB, with a net amount of about 3.51 billion RMB after deducting issuance costs [1][2] - The company plans to adjust the investment amounts for existing projects, reducing the funding for the "High Pixel Optical Lens Construction Project" by 200 million RMB and reallocating it to a new project focused on optical lenses and lenses for smart vehicles, VR/AR, and other applications [2][5] - The new investment project aims to upgrade and expand the production line for high-precision optical lenses, introducing advanced production equipment to enhance production capacity [5][10] Group 2: Market Context and Strategic Alignment - The global optical lens market is projected to grow from 45.29 billion RMB in 2019 to 68.28 billion RMB in 2023, with a CAGR of 10.81% [11][12] - The Chinese optical lens market reached 16.13 billion RMB in 2023, with a forecasted growth to 17.39 billion RMB in 2024 [12] - The company is focusing on high-end products to meet the increasing demand for high-performance lenses in smartphones and smart vehicles, as well as in consumer electronics and other emerging fields [9][10] Group 3: Project Feasibility and Economic Benefits - The new project is expected to generate an annual revenue of approximately 804 million RMB and a net profit of about 69.49 million RMB once it reaches full production [18] - The project has a payback period of 8.12 years and an internal rate of return of 12.20%, indicating good economic viability [18] - The company has a strong production capacity and technical foundation in the optical lens sector, which supports the feasibility of the new project [18][19] Group 4: Regulatory Compliance and Approval Process - The changes to the fundraising and investment projects have been approved by the company's board and supervisory committee, and are awaiting shareholder approval [24][25] - The adjustments are in compliance with relevant regulations and are aimed at optimizing resource allocation and improving the efficiency of fund usage [24][25][26]

关于欧菲光集团股份有限公司 限制性股票第一个解除限售期解除限售条件成就及 回购注销部分限制性股票事项 的法律意见书 中国 深圳 福田区 益田路 6001 号太平金融大厦 11、12 楼 邮政编码：518038 电话(Tel.)：(0755) 8826 5288 传真(Fax.)：(0755) 8826 5537 网址（Website）：www.sundiallawfirm.com 法律意见书 广东信达律师事务所 关于欧菲光集团股份有限公司 第一个解除限售期解除限售条件成就及回购注销部分限制性股票事 项的法律意见书 信达励字（2025）第083号 致：欧菲光集团股份有限公司 广东信达律师事务所（以下简称"信达"）接受欧菲光集团股份有限公司（以 下简称"欧菲光"或"公司"）的委托，担任公司本次实行 2024 年第一期限制 性股票与股票期权激励计划（以下简称"本股权激励计划""本计划""本激励 计划"）的专项法律顾问。信达根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《上市 公司股权激励管理办法》（以下简称"《管理办法》"）等有关法律、法规和规 范性文 ...

Group 1 - The company, O-Film, announced on June 27 that it will hold the eighth (temporary) meeting of the sixth board of directors on June 27, 2025, to review the proposal for changing part of the fundraising purpose and adding new investment projects [2] - The company agreed to change the use of part of the raised funds, reallocating 200 million yuan from the "Hefei Jingchao Optical Technology Co., Ltd. Optical Lens and Lens Production Line Project" and 353.7568 million yuan from the "High-Pixel Optical Lens Construction Project" to the new project "High-Precision Optical Lens Production Line Upgrade and Expansion Project" [2] - The total amount of funds involved in this change is 553.7568 million yuan, which accounts for 15.76% of the net amount raised from the company's non-public stock issuance [2] Group 2 - The company’s revenue composition for the year 2024 is entirely from the manufacturing of optical and optoelectronic components, accounting for 100.0% [3]

证券代码：002456 证券简称：欧菲光 公告编号：2025-056 欧菲光集团股份有限公司 关于公司 2024 年第一期限制性股票与股票期权激励 计划之限制性股票第一个解除限售期解除限售条件 成就的公告 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。 特别提示： 1、2024 年第一期限制性股票与股票期权激励计划（以下简称"本激励计划"、 "《激励计划》"）之限制性股票第一个解除限售期满足解除限售条件的激励对象 为 169 人，第一个解除限售期可解除限售的限制性股票数量为 1,061.168 万股， 占目前公司总股本的 0.32%； 2、本次解除限售事宜需在中国证券登记结算有限责任公司深圳分公司的手 续办理结束后方可解除限售。在手续办理完成后上市流通前，公司将发布相关提 示性公告，敬请投资者注意。 欧菲光集团股份有限公司（以下简称"公司"）于 2025 年 6 月 27 日召开第 六届董事会第八次（临时）会议和第六届监事会第七次（临时）会议，审议通过 了《关于公司 2024 年第一期限制性股票与股票期权激励计划之限制性股票第一 个解除限售期解除限售条件成就的 ...

证券代码：002456 证券简称：欧菲光 公告编号：2025-055 欧菲光集团股份有限公司 关于回购注销公司 2024 年第一期限制性股票与股票 期权激励计划部分限制性股票的公告 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"）于 2025 年 6 月 27 日召开第 六届董事会第八次（临时）会议和第六届监事会第七次（临时）会议，审议通过 了《关于回购注销公司 2024 年第一期限制性股票与股票期权激励计划部分限制 性股票的议案》，参与该议案表决的董事 3 人，审议结果为同意 3 票，反对 0 票， 弃权 0 票，关联董事蔡荣军先生、黄丽辉先生、海江先生、申成哲先生回避表决。 该议案无需提交公司股东大会审议。现将相关事项公告如下： 一、激励计划已履行的相关审批程序 1、2024 年 3 月 4 日，公司召开第五届董事会第二十六次（临时）会议，审 议通过了《关于公司<2024 年第一期限制性股票与股票期权激励计划（草案）> 及其摘要的议案》《关于公司<2024 年第一期限制性股票与股票期权激励计划实 施考核管理办法>的 ...