Core Viewpoint - O-film Technology Co., Ltd. reported a revenue increase of 21.19% in 2024, reaching 20.437 billion yuan, but experienced a decline in net profit by 24.09%, indicating challenges in profitability despite revenue growth [1][3]. Financial Performance - In 2024, O-film achieved operating revenue of 20.437 billion yuan, a year-on-year increase of 21.19% [1]. - The net profit attributable to shareholders was 58.38 million yuan, down 24.09% from the previous year [1]. - The non-recurring net profit attributable to shareholders was -12.72 million yuan, marking the fifth consecutive year of losses [1][3]. - Historical revenue from 2020 to 2024 showed fluctuations: 48.35 billion yuan (2020), 22.84 billion yuan (2021), 14.83 billion yuan (2022), 16.86 billion yuan (2023), and 20.437 billion yuan (2024) [3]. - Historical net profit figures from 2020 to 2024 were -1.945 billion yuan, -2.625 billion yuan, -5.182 billion yuan, 7.7 million yuan, and 5.83 million yuan, respectively [3]. Executive Compensation - The total pre-tax remuneration for directors, supervisors, and senior management increased to 20.4866 million yuan in 2024, a rise of 45.64% from 14.0667 million yuan in 2023 [4]. - The chairman's remuneration rose significantly from 790,200 yuan in 2023 to 5.3574 million yuan in 2024 [4]. Strategic Moves - On April 1, 2024, O-film announced plans to acquire all shares of O-film Microelectronics and Jiangxi Jinghao Optical from minority shareholders through a combination of cash and stock issuance [7][9]. - O-film Microelectronics is a key subsidiary, contributing a net profit of 280 million yuan, while Jiangxi Jinghao has reported losses [7][8]. - The acquisition aims to address the company's ongoing profitability issues and improve operational efficiency [8]. Market Reactions - Following the announcement of the share transfer agreement in October 2023, O-film's stock price surged, with an increase of over 100% within a month [9]. - The transition from a non-major asset restructuring to a major asset restructuring indicates a strategic shift in the company's approach to its subsidiaries [10].

Group 1 - The global millimeter-wave radar market is projected to reach approximately $4.7 billion in 2024, up from $3.49 billion in 2022, indicating significant growth driven by advancements in autonomous driving technology [1][3] - By 2030, the market size is expected to expand to around $11.45 billion, reflecting the rapid penetration of millimeter-wave radar across various price segments in the automotive industry [3] - The demand for short- and mid-range millimeter-wave radar is the primary focus in the automotive market, with short- and mid-range mmWave accounting for 38% of the market share in 2023 [6] Group 2 - Level 3 autonomous vehicles typically utilize five millimeter-wave radars, while Level 5 vehicles are anticipated to employ eight radars, enhancing their sensing capabilities [5] - The current market composition for vehicle-mounted millimeter-wave radar includes 2% for LiDAR, 26% for camera modules, 34% for long-range mmWave, and 38% for short- and mid-range mmWave [6] - Major listed companies in the industry include Desay SV Automotive, Huayu Automotive Systems, Luxshare Precision, OFILM Group, Jingwei Hirain Technologies, and United Imaging [1]

截至2024年末，欧菲光的未分配利润亏损67.11亿元，连续数年亏损也使得欧菲光的分红能力缺失。 被踢出"果链"多年后，欧菲光（002456.SZ）仍在经历业绩阵痛期。2024年，全球智能手机市场温和复 苏之际，公司增收不增利，扣非净利润连续五年亏损。 2024年全年，欧菲光实现营业收入204.37亿元，同比增长21.19%，实现净利润5838.18万元，扣非净利 润续亏1272.11万元，同比减亏95.66%。 截至2024年末，欧菲光未分配利润亏损67.11亿元。连续数年亏损也使得欧菲光的分红能力不足，2024 年公司不进行现金分红。 业绩继续承压，扣非净利润续亏 欧菲光作为光学摄像头行业的头部企业，背靠智能手机市场起家，主营产品是摄像头模组、光学镜头、 指纹识别模组，一度是国内唯一一家覆盖安卓、苹果供应链的模组厂商，在被踢出果链名单后，公司尚 未在仅有安卓订单的情况实现盈利。 2024年全球智能手机市场温和复苏，出货量同比增长6.4%，欧菲光收入复苏，实现营收204.37亿元，同 比增长21.2%。其中，智能手机产品收入达161.92亿元，占营收比重79.23%，金额同比增长32.15%，毛 利率为11 ...

Core Insights - The company reported a revenue of 20.437 billion yuan for 2024, representing a year-on-year increase of 21.19%, with a net profit attributable to shareholders of 58.3818 million yuan [1] - The company focused on core business areas, increasing R&D investment to 1.591 billion yuan, a growth of 10.08%, which accounts for 7.79% of total revenue [1] - The company plans to rebuild its research institute in 2025 to enhance its technological capabilities and improve customer relationships through integrated solutions [1] Financial Performance - The company achieved a net profit attributable to shareholders of 58.3818 million yuan for 2024 [1] - The net profit after deducting non-recurring gains and losses was -12.7211 million yuan, indicating a significant reduction in losses compared to the previous year [1] R&D and Innovation - R&D personnel increased to 2,263, reflecting a year-on-year growth of 9.91% [1] - The company is focusing on various sectors including smartphones, smart cars, and new fields, with a commitment to continuous innovation [1] Market Expansion - The company is actively involved in the robotics sector, with products primarily used in vacuum and service robots, and has introduced a dual-source ToF patent architecture for enhanced navigation and obstacle avoidance [2] - Future plans include expanding into smart locks, action cameras, industrial and medical applications, and VR/AR, aiming to explore new growth opportunities [2]

4月2日，欧菲光集团股份有限公司（以下简称"欧菲光"，代码：002456）发布2024年年报。去年公司实 现营收204.37亿元，同比上升21.19%；归属于上市公司股东的净利润5838.18万元；扣非净利润亏损 1272.11万元，相较2023年的亏损2.93亿元大幅收窄。 欧菲微电子、江西晶浩是欧菲光两家重要的非全资子公司。公开资料显示，欧菲微电子是欧菲光旗下指 纹识别整体方案提供商，主要产品有指纹芯片封装、模组以及相关测试软件等，除应用于手机领域外， 还开拓金融支付、安防、汽车、健康等领域生物识别应用。江西晶浩经营范围较广，涉及电子设备制 造、人工智能行业应用系统集成服务等。 年报显示，2024年欧菲微电子营收达46.26亿元，净利润达2.80亿元；江西晶浩营收达73.72亿元，净利 润亏损1682.01万元，相比2023年亏损大幅收窄。 "并购重组作为促进实体经济转型升级、上市公司做大做强的重要方式之一，已经成为越来越多上市公 司的发展战略选择。而标的资产的资质优劣、盈利能力以及未来的发展潜力是影响并购重组能否成功的 关键因素。"中关村物联网产业联盟副秘书长袁帅在接受《证券日报》记者采访时表示，两家标 ...

行业分析人士指出，欧菲光此次资产重组延续了其聚焦光学主业的战略路径。通过整合上游光学元件资 源，公司有望提升垂直整合能力，在当前智能手机多摄像头趋势和光学系统升级的双重机遇下，进一步 增强产品竞争力。2023年年报显示，公司已实现扭亏为盈，此次重组或将为其业绩持续改善注入新动 能。 3月31日晚间，光学光电领域龙头企业()集团发布重大资产重组停牌公告，拟通过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）有限公司少数股权及江西晶浩光学有限公司股权，同时配套募 集资金。本次交易预计构成重大资产重组，但明确不涉及实际控制人变更及重组上市，充分体现了公司 优化产业布局的战略规划。 根据公告披露，本次交易具有三方面积极意义：其一，通过收购控股子公司剩余股权，有利于强化公司 对核心资产的控制力，提升决策效率，促进资源整合；其二，收购江西晶浩光学股权将进一步完善光学 产业链布局，与现有摄像头模组、光学镜头等业务形成协同效应；其三，配套融资将为后续技术研发和 产能扩张提供资金保障，符合公司"聚焦核心、创新驱动"的发展战略。 值得关注的是，本次重组严格遵循监管规范，交易方案明确不构成关联交易，有效避免了潜在利益输送 ...

Group 1: Company Performance - Western Gold achieved operating revenue of 7.001 billion yuan in 2024, a year-on-year increase of 56.68%, and net profit of 290 million yuan, turning from loss to profit [1] - Jihong Co. reported operating revenue of 5.529 billion yuan in 2024, a year-on-year decrease of 17.41%, with net profit down 47.28% to 182 million yuan [2] - Sanli Co. achieved operating revenue of 227 million yuan in 2024, a year-on-year increase of 14.35%, but reported a net loss of 49.88 million yuan, narrowing the loss by 56.50% [2] - Sanli Co. reported operating revenue of 2.590 billion yuan in 2024, a year-on-year increase of 25.25%, with net profit of 68.09 million yuan, up 59.07% [4] - Huaiqi Mountain achieved operating revenue of 1.631 billion yuan in 2024, a year-on-year increase of 15.60%, with net profit of 196 million yuan, up 17.74% [6] - Huayuan Holdings reported operating revenue of 2.449 billion yuan in 2024, a year-on-year increase of 1.60%, with net profit of 70.74 million yuan, up 739% [8] - Hangfa Power achieved operating revenue of 47.880 billion yuan in 2024, a year-on-year increase of 9.48%, but net profit decreased by 39.48% to 860 million yuan [10] - Zhongcai Energy reported operating revenue of 2.324 billion yuan in 2024, a year-on-year decrease of 24.21%, with net profit down 94.70% to 760,240 yuan [10] - Longxing Technology achieved operating revenue of 4.355 billion yuan in 2024, a year-on-year increase of 1.95%, with net profit of 142 million yuan, up 28.70% [11] - Jinying Co. reported operating revenue of 1.308 billion yuan in 2024, a year-on-year decrease of 4.52%, with net profit down 36.73% to 22.35 million yuan [12] - Zhujiang Co. achieved operating revenue of 1.558 billion yuan in 2024, a year-on-year decrease of 52.38%, but net profit turned to profit at 15.57 million yuan [12] - Chuanwang Media reported operating revenue of 288 million yuan in 2024, a year-on-year increase of 20.05%, but net profit decreased by 24.02% to 23.80 million yuan [13] - Ronglian Technology achieved operating revenue of 2.022 billion yuan in 2024, a year-on-year decrease of 14.91%, with net profit of 28.11 million yuan, up 107.87% [13] - Oufeiguang reported operating revenue of 20.437 billion yuan in 2024, a year-on-year increase of 21.19%, but net profit decreased by 24.09% to 58.38 million yuan [14] Group 2: Dividend Proposals - Western Gold proposed a cash dividend of 0.5 yuan per 10 shares [1] - Jihong Co. proposed a cash dividend of 1.58 yuan per 10 shares [2] - Sanli Co. proposed a cash dividend of 1.50 yuan per 10 shares [4] - Huaiqi Mountain proposed a cash dividend of 4.00 yuan per 10 shares [6] - Huayuan Holdings proposed a cash dividend of 1.00 yuan per 10 shares [8] - Hangfa Power proposed a cash dividend of 0.97 yuan per 10 shares [10] - Zhongcai Energy proposed a cash dividend of 0.05 yuan per 10 shares [10] - Longxing Technology proposed a cash dividend of 1.20 yuan per 10 shares [11] - Jinying Co. proposed a cash dividend of 1.00 yuan per 10 shares [12] - Zhujiang Co. proposed a cash dividend of 1.25 yuan per 10 shares [12] - Chuanwang Media proposed a cash dividend of 1.25 yuan per 10 shares [13] - Ronglian Technology proposed a cash dividend of 0.0425 yuan per share [13] - Oufeiguang proposed a cash dividend of 0.0178 yuan per share [14]

外资态度来看，本期较上一期持股增加的外资基金共计1个，即香港中央结算有限公司，持股增加占比 小幅上涨。本期较上一季度持股减少的外资基金共计1个，即裕高(中国)有限公司，持股减少占比达 1.60%。 公募基金方面，本期较上一期持股增加的公募基金共计1个，即嘉实中创400ETF，持股增加占比小幅上 涨。本期较上一季度持股减少的公募基金共计16个，主要包括南方中证1000ETF、华夏中证1000ETF、 广发中证1000ETF、富国中证1000ETF、富国中证智能汽车主题ETF等，持股减少占比达0.74%。本期较 上一季度新披露的公募基金共计142个，主要包括国泰中证A500ETF、南方中证A500ETF、华夏国证消 费电子主题ETF、华夏中证A500ETF、A500基金等。本期较上一季未再披露的公募基金共计3个，包括 国寿安保尊裕优化回报债券A、华宝中证1000指数、易方达中证1000ETF联接A。 2025年4月2日，欧菲光(002456.SZ)发布2024年年度报告。截至2025年4月01日，共有166个机构投资者 披露持有欧菲光A股股份，合计持股量达6.76亿股，占欧菲光总股本的20.43%。其中，前十大机 ...

证券代码：002456 证券简称：欧菲光 公告编号：2025-021 欧菲光集团股份有限公司 关于 2024 年度利润分配预案的公告 （一）公司2024年度分红方案不触及其他风险警示情形 | | | 第 | 1 | 页/共 | 4 页 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 项目 | 本年度 | | | | | 上年度 | 上上年度 | | 现金分红总额（元） | | | 0.00 | | | 0.00 | 0.00 | | 回购注销总额（元） | | | 0.00 | | | 0.00 | 50,009,244.93 | | 归属于上市公司股东的 | | | | | | | | | 净利润（元） | | | | | | | | | 合并报表本年度末累计 | | | | | | | | | | | | | | -6,710,739,374.66 | | | | 未分配利润（元） | | | | | | | | | 母公司报表本年度末累 | | | | | | | | | 计未分配利润（元） | | | | | | | | | 上市是否 ...

欧菲光集团股份有限公司（以下简称"公司"）第六届监事会第三次会议通知于 以现场与通讯相结合的方式召开并表决。本次会议应出席监事 3 名，实际出席监事 和国公司法》（以下简称"公司法"）和《公司章程》及《监事会议事规则》的有关 规定。 证券代码：002456 证券简称：欧菲光 公告编号：2025-015 欧菲光集团股份有限公司 第六届监事会第三次会议决议公告 本公司及监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、监事会会议召开情况 表决结果：3 票同意，0 票反对，0 票弃权。 本议案需提交 2024 年年度股东大会审议。 二、监事会会议审议情况 会议审议通过了如下议案： 经全体监事讨论，董事会编制和审议公司《2024年年度报告全文及摘要》的程 序符合法律、行政法规及中国证监会的规定，报告内容真实、准确、完整地反映了 上市公司的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 表决结果：3 票同意，0 票反对，0 票弃权。 本议案需提交 2024 年年度股东大会审议。 具体内容详见公司同日于巨潮资讯网（http://www.cninfo.com.cn/）和《 ...