登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002456 证券简称：欧菲光 公告编号：2025-026 欧菲光集团股份有限公司关于举办2024年度业绩网上说明会的公告 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。 参与方式一：访问网址https://eseb.cn/1no4bbY1keQ； 参与方式二：微信扫一扫以下小程序码： ■ 出席本次年度报告网上业绩说明会的人员有：副董事长、总经理黄丽辉先生，独立董事于洪宇先生，财 务总监曾兆豪先生，董事会秘书、副总经理周亮先生（如遇特殊情况，参会人员可能进行调整）。 欢迎广大投资者积极参与！ 特此公告。 欧菲光集团股份有限公司（以下简称"公司"）已于2025年4月2日在巨潮资讯网 （http://www.cninfo.com.cn/）披露了《2024年年度报告》及摘要等文件。 为便于广大投资者更加全面深入地了解公司2024年度经营业绩、发展战略等情况，公司定于2025年04月 18日（星期五）15:00-17:00在"价值在线"（www.ir-online.cn）举办公司2024年度业绩网上说明会。本 ...

参与方式二：微信扫一扫以下小程序码： 证券代码：002456 证券简称：欧菲光 公告编号：2025-026 欧菲光集团股份有限公司 关于举办 2024 年度业绩网上说明会的公告 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"）已于 2025 年 4 月 2 日在巨 潮资讯网（http://www.cninfo.com.cn/）披露了《2024 年年度报告》及摘要等文件。 为便于广大投资者更加全面深入地了解公司 2024 年度经营业绩、发展战略 等情况，公司定于 2025 年 04 月 18 日（星期五）15:00-17:00 在"价值在线" （www.ir-online.cn）举办公司 2024 年度业绩网上说明会。本次网上说明会将采 用网络远程的方式举行，投资者可通过网址 https://eseb.cn/1no4bbY1keQ 或使用微 信扫描下方小程序码即可参与互动交流。为广泛听取投资者的意见和建议，现提 前向投资者征集问题，提问通道自发出公告之日起开放。 参与方式一：访问网址 https://eseb.cn/1n ...

摘要/ 交出筹码后 周末最火的消息应该是手机等商品的关税豁免！ 美国海关与边境保护局（CBP）于周五深夜更新了关于特朗普总统根据总统令 14257号及其修正案（EO 14259）实施的互惠关税中的商品排除指南。 此次豁 免范围涵盖大量电子产品，包括智能手机、笔记本电脑及相关组件。 随后白宫发布声明，自2025年4月5日东部夏令时间凌晨12:01起，依据总统令 14257号及其后续命令，对被豁免的进口商品（即被归类为"半导体"的商品）所 征收的关税，将依据CBP退税标准程序予以退还。 从两种口径大致估算下，豁免产品规模约在1000亿美元左右。 | | 本轮清单豁免产品出口规模测算 | | | | | --- | --- | --- | --- | --- | | 代码 | 产品 | 2024对美出口金 | 占中国对美出 | 占中国 | | | | 额(亿美元) | ロ比重(%) | 比重 | | 8471 | 自动数据处理设备(如计算机、服务器) | 412.2 | 7.9 | | | 8473.30 | 打印设备零件及附件 | 44.4 | 0.8 | | | 8486 | 半导体制造设备零件(如晶圆传输装置 ...

Core Insights - The core viewpoint of the articles highlights the rapid recovery of OFILM Technology Co., Ltd. in revenue due to the strong sales of Huawei's Mate and P series smartphones, as well as increased orders from Xiaomi and Honor, despite facing intense price competition among domestic smartphone manufacturers [1][2]. Financial Performance - In 2024, OFILM reported total revenue of 20.437 billion yuan, a year-on-year increase of 21.19%, while net profit attributable to shareholders was 58.38 million yuan, a decline of 24.09% [2]. - The company has recorded negative net profit for five consecutive years from 2020 to 2024, with a cumulative loss exceeding 9.9 billion yuan [2]. - Revenue from smartphone products increased significantly by 32.15% to 16.192 billion yuan, accounting for 79.23% of total revenue, with a gross margin rising nearly 3 percentage points to 11.44% [3][4]. Product Segmentation - The revenue from smart automotive products grew by 25.73% to 2.4 billion yuan, maintaining its proportion of total revenue, but the gross margin fell over 6 percentage points to 8.7% due to rapidly increasing costs [6][7]. - The "new fields" segment, which includes VR/AR, smart locks, and medical endoscopes, saw a revenue decline of 23.37% to 1.749 billion yuan, dropping its contribution to total revenue from 14.28% to 8.56% [7]. Market Dynamics - The smartphone market experienced a 6.4% year-on-year growth in shipments, reaching 1.24 billion units globally, which contributed to OFILM's recovery through economies of scale [2]. - The shift in major clients from Apple to domestic brands like Huawei, Xiaomi, and Honor has not fully alleviated the company's dependency on large clients, as the new clients primarily order lower-margin products [4][5]. Competitive Landscape - The competition in the domestic smartphone market is intensifying, leading to extreme pressure on supplier profits, with price being the primary criterion in bidding for camera module contracts [1][5]. - The automotive sector is also highly competitive, with OFILM's efforts to expand into this area facing challenges due to low profit margins and insufficient scale [6][7].

Core Insights - The company reported a revenue of 20.437 billion yuan for the year 2024, representing a year-on-year growth of 21.19%, with a net profit attributable to shareholders of 58.38 million yuan [1] - The growth is attributed to the company's continuous investment in core business and technological innovation [1] Financial Performance - Revenue for 2024 reached 20.437 billion yuan, up 21.19% year-on-year [1] - Net profit attributable to shareholders was 58.38 million yuan [1] - R&D investment for 2024 was 1.591 billion yuan, an increase of 10.08%, accounting for 7.79% of total revenue [1] R&D and Technological Development - The company expanded its R&D team to 2,263 personnel, a growth of 9.91% compared to the previous year [1] - Focus areas include optical, microelectronics, and algorithm technologies, with applications in smartphones, smart cars, and emerging fields [1] Future Strategy - The company plans to rebuild its research institute system by 2025, integrating internal and external expert resources to form a technical "think tank" [1] - Aiming to provide interdisciplinary one-stop solutions based on customer needs, enhancing product competitiveness and deepening collaboration with end brands [1] Operational Strategy - The year 2025 is designated as the "Year of Operations," focusing on maintaining profit margins while promoting refined management and standardized operations [2] - The company will leverage its vertically integrated supply chain to strengthen technology-driven business growth [2] - Plans include deepening optical module technology in smartphones and exploring AIoT and metaverse opportunities [2] Sustainable Growth Model - The company is building a sustainable growth model through dual efforts in technological investment and industrial collaboration [2] - Future strategies will center on technological innovation as the core engine, expanding application scenarios, and achieving breakthroughs across multiple fields [2]

证券代码：002456 证券简称：欧菲光 公告编号：2025-025 欧菲光集团股份有限公司关于筹划发行股份及支付现金购买资产并募集配套资金事项的停牌进展公告 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。 欧菲光集团股份有限公司（以下简称"公司"）正在筹划以发行股份及支付现金购买资产并募集配套资金 事项（以下简称"本次交易"）。因本次交易尚处于筹划阶段，有关事项尚存不确定性，为保证公平信息 披露，维护投资者利益，避免造成公司股价异常波动，根据深圳证券交易所的相关规定，经公司申请， 公司证券（证券简称：欧菲光，证券代码：002456）自2025年4月1日（星期二）开市起开始停牌，预计 停牌时间不超过10个交易日。具体内容详见公司2025年4月1日于巨潮资讯网 登录新浪财经APP 搜索【信披】查看更多考评等级 （http://www.cninfo.com.cn/）和《证券时报》《中国证券报》《上海证券报》《证券日报》披露的《关 于筹划发行股份及支付现金购买资产并募集配套资金事项的停牌公告》（公告编号：2025-013）。 2025年4月9日 停牌期间，公司将根据 ...

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"）正在筹划以发行股份及支付 现金购买资产并募集配套资金事项（以下简称"本次交易"）。因本次交易尚处于 筹划阶段，有关事项尚存不确定性，为保证公平信息披露，维护投资者利益，避 免造成公司股价异常波动，根据深圳证券交易所的相关规定，经公司申请，公司 证券（证券简称：欧菲光，证券代码：002456）自 2025 年 4 月 1 日（星期二） 开市起开始停牌，预计停牌时间不超过 10 个交易日。具体内容详见公司 2025 年 4 月 1 日于巨潮资讯网（http://www.cninfo.com.cn/）和《证券时报》《中国证券报》 《上海证券报》《证券日报》披露的《关于筹划发行股份及支付现金购买资产并 募集配套资金事项的停牌公告》（公告编号：2025-013）。 截至本公告披露之日，公司及有关各方正在积极推进本次交易的相关工作。 为维护投资者利益，避免公司股价异常波动，根据深圳证券交易所的相关规定， 公司股票将继续停牌。 证券代码：002456 证券简称：欧菲光 公告编号：202 ...

Investment Rating - Maintain recommendation for the semiconductor and semiconductor production equipment industry [6] Core Insights - The semiconductor sector is under pressure due to the U.S. imposing additional tariffs, particularly affecting the AI chip market, with a total tariff rate of 54% on imports from China [2][11] - The semiconductor market is projected to see a significant revenue increase of approximately 25% in 2024, reaching $683 billion, driven by strong demand for AI-related chips [3][33] - The performance of various semiconductor indices has been declining, with notable drops in AI chip indices and related companies [2][11] Market Indices Summary - The overseas AI chip index fell by 13.6% this week, while the domestic AI chip index decreased by 1.6%, with major companies like SMIC and Changdian Technology seeing declines over 4% [2][11] - The NVIDIA mapping index dropped by 5.0%, influenced by NVIDIA's stock decline, affecting the entire supply chain [2][14] - The server ODM index decreased by 3.0%, with Supermicro experiencing a nearly 13% drop, while Quanta saw a rise of nearly 22% [2][14] - The storage chip index fell by 2.6%, with companies like Shannon Microelectronics and Dongxin Technology dropping over 6% [2][14] - The power semiconductor index saw a minor decline of 0.5%, with the domestic fruit chain index down by 8.6% and the Hong Kong fruit chain index down by 9.6% [2][22] Industry Data Summary - NVIDIA is set to launch several new data center products, with the GB200 NVL72 cabinet already in production and future models planned for 2026 and 2027 [3][27] - The monthly shipment of laptops in February 2025 saw only a 7% increase month-on-month, reflecting a year-on-year decline compared to February 2024 [3][30] - The semiconductor market is expected to achieve record revenues in 2024, largely due to the demand for high-bandwidth memory (HBM) used in AI GPUs, which is projected to grow at a rate of 74% [3][33] Major Events Summary - Lens Technology submitted an application for issuing H shares, not exceeding 7% of the total share capital post-issue [4][38] - Huawei reported a revenue of 862.1 billion yuan for 2024, a year-on-year increase of 22.42%, while net profit decreased by 28.05% [4][40] - AAC Technologies achieved a revenue of 27.33 billion yuan in 2024, a 33.8% increase year-on-year, with a gross margin improvement [4][41] - OFILM reported a revenue of 20.437 billion yuan for 2024, up 21.19% year-on-year, but net profit decreased by 24.09% [4][42] - Meta is set to launch a new smart glasses product priced over $1,000, expected to debut by the end of the year [4][42]

欧菲光"四战"重组 作者 | 于婞 编辑丨高岩 来源 | 野马财经 "倔强地活着"，是董事长蔡荣军对欧菲光(002456.SZ)命运的注解。 "活着"不容易，2020年被踢出苹果供应链后，欧菲光营收从519亿元暴跌至148亿元，员工从4万人锐减 至1.1万人。 4月2日，欧菲光发布2024年度报告，数据显示，公司全年营收204.37亿元，同比增长21.19%；净利润 5838.18万元，同比下降24.09%；扣非净利润-1272.11万元，虽已是连续第五年亏损，但同比收窄 95.66%。 第四次重组也在争议中登场，4月1日，公司因筹划重大资产重组紧急停牌。根据公告，欧菲光拟以发行 股份及支付现金方式收购控股子公司欧菲微电子（南昌）（下称"欧菲微电子"）28.25% 股权及江西晶 浩光学有限公司（下称"江西晶浩"）48.93% 股权，交易完成后两家子公司将实现全资控股。同时公司 拟发行股份募集配套资金。 蔡荣军的光学帝国能否借这场资本手术刀，切开产业铁幕？ 对于公司2024年净利润下滑，欧菲光在年报中表示，原因之一是报告期内公司少数股东损益同比增加， 导致归属于上市公司股东的净利润减少。 数据显示，2023年欧 ...

Group 1 - The core viewpoint of the article is that OFILM Technology Co., Ltd. is undergoing a significant asset restructuring to enhance resource allocation and improve synergy effects through the acquisition of minority stakes in its subsidiaries [1] - The restructuring aims to optimize the company's competitive position in the industry chain and is driven by a technology-focused strategy [1][2] - OFILM emphasizes the importance of balancing shareholder interests during the fundraising process, ensuring that any financing plans will focus on optimizing capital structure and supporting business development [1] Group 2 - The company has been enhancing its technical competitiveness and customer structure through increased R&D investment, focusing on high value-added products, and improving cost control and supply chain collaboration [2] - OFILM plans to accelerate the transformation of innovative results in response to market demand, aiming for performance recovery [2]