Market Overview - On October 24, the computer equipment sector rose by 2.05%, led by Aerospace Intelligence [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Aerospace Intelligence (300455) saw a closing price of 19.76 with a significant increase of 19.98% and a trading volume of 311,100 shares, amounting to a transaction value of 614 million [1] - Weihong Co., Ltd. (300508) closed at 31.98, up 12.61%, with a trading volume of 94,300 shares [1] - Dahua Intelligent (002512) closed at 4.46, up 10.12%, with a trading volume of 672,500 shares [1] - Other notable performers include Langke Technology (300042) with an 8.93% increase and a closing price of 33.18, and Jiayuan Technology (301117) with a 7.96% increase and a closing price of 43.25 [1] Capital Flow - The computer equipment sector experienced a net inflow of 1.494 billion in main funds, while retail funds saw a net outflow of 575 million [2] - The main funds' net inflow for Zhongke Shuguang (603019) was 914 million, accounting for 12.96% of the total, while retail funds had a net outflow of 578 million [3] - Dahua Intelligent (002512) had a main fund net inflow of 139 million, representing 46.50% of the total, with retail funds experiencing a net outflow of 64.93 million [3]

Core Insights - The event "Looking at Guangdong: Encountering the Beauty of Rural Areas" was held in Dongguan, showcasing the achievements of Chang'an Town in the "Hundred Million Thousand Project" [1] - Yutong Optical Technology Co., Ltd. has become a key player in the high-precision optical component market, driven by increasing demand for advanced technology [1][2] Company Overview - Yutong Optical was established in September 2011 and has grown into a professional optical solution provider, with a global market share exceeding 40% [2] - The company has applied for over 900 patents globally and has received more than 600 patent authorizations, covering various fields such as optical design and manufacturing processes [2] Business Segments - The traditional security business remains stable due to long-term partnerships with industry leaders like Hikvision and Dahua [3] - Yutong Optical is expanding into new consumer electronics markets, successfully entering the supply chains of several well-known companies [3] Financial Performance - The company's performance has surged, attributed to increased business volume in traditional security lenses, automotive lenses, and the recovery of gross profit margins [3] Regional Economic Development - Chang'an Town achieved a GDP of 1050.7 billion in 2024, marking a 5.5% growth and becoming a significant economic hub in Guangdong [5] - The town plans to initiate a "second entrepreneurship" phase, focusing on expanding quality enterprises and strengthening industrial clusters [5] Strategic Initiatives - The development strategy includes enhancing the scale of quality enterprises, refining the mold industry, and deepening emerging industries like AI and mobile integration [5] - The town aims to improve the business environment and foster technological innovation to maintain competitive advantages [5][6]

10月13日至14日，"看广东 遇'鉴'乡村之美"（东莞）主题新闻发布活动在东莞市长安镇正式启幕。多家 主流媒体记者沿着"产业赋能""教育提质""生态焕新"的探访路线，深入到东莞长安这座兼具"先进制造 基因"与"乡村烟火气息"的城镇，近距离感受长安镇在"百千万工程"推进中的成效。 首站是东莞市宇瞳光学（300790）科技股份有限公司（以下简称"宇瞳光学"），通过参观公司产品展厅 和精密实验室，让人直观地感受到"长安制造"的科技含量。从不断提升的自动驾驶等级，到日益精密的 智能监控，这些高新科技的背后，都离不开高精度光学镜头这一核心基石。随着市场对高精度光学元件 需求的日益激增，总部位于东莞长安的宇瞳光学科技股份有限公司凭借其深厚技术积淀，悄然成为参与 这场变革的重要企业力量。 公司研发中心总经理李赞向本报记者介绍，宇瞳光学成立于2011年9月，是一家"土生土长"的专业光学 解决方案提供商。通过持续地投入研发和技术积累创新，宇瞳光学业务规模不断扩大，产品现已覆盖安 防、汽车、车载等多个领域，全球市场占有率已超过40%，稳居行业前列。截至2024年12月，其在全球 范围内申请专利900余项，获专利授权600余项， ...

Market Overview - The computer equipment sector increased by 0.81% on September 30, with Hengwei Technology leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Top Performers - Hengwei Technology (603496) closed at 35.48, up 10.02% with a trading volume of 43,600 shares and a turnover of 155 million [1] - Yutong Optical (300790) closed at 33.51, up 7.34% with a trading volume of 232,400 shares and a turnover of 754 million [1] - Sanwei Xinan (688489) closed at 51.07, up 4.82% with a trading volume of 23,500 shares [1] Underperformers - Tonghui Information (430090) closed at 7.70, down 3.75% with a trading volume of 103,600 shares and a turnover of 81 million [2] - Shuguang Digital Innovation (872808) closed at 90.39, down 3.64% with a trading volume of 28,800 shares and a turnover of 266 million [2] - Kalait (301391) closed at 77.00, down 3.45% with a trading volume of 29,300 shares and a turnover of 225 million [2] Capital Flow - The computer equipment sector experienced a net outflow of 702 million from institutional investors, while retail investors saw a net inflow of 315 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Inspur Information (000977) had a net inflow of 160 million from institutional investors, while retail investors experienced a net outflow of 159 million [3] - Hikvision (002415) saw a net inflow of 137 million from institutional investors, with a minor net inflow of 1.59 million from retail investors [3] - Hengwei Technology (603496) had a significant net inflow of 86.72 million from institutional investors, but retail investors faced a net outflow of 50.67 million [3]

资料显示，东莞市宇瞳光学科技股份有限公司位于广东省东莞市长安镇靖海东路99号，成立日期2011年 9月6日，上市日期2019年9月20日，公司主营业务涉及光学镜头等相关产品设计、研发、生产和销售。 主营业务收入构成为：安防类55.21%，车载类11.55%，智能家居10.03%，汽车部品6.97%，新消费市场 5.84%，其他5.23%，应用光学3.43%，机器视觉1.75%。 9月30日，宇瞳光学涨5.19%，截至发稿，报32.84元/股，成交4.80亿元，换手率4.62%，总市值122.86亿 元。 截至发稿，李兵伟累计任职时间9年112天，现任基金资产总规模3.52亿元，任职期间最佳基金回报 66.73%， 任职期间最差基金回报-11.19%。 司马义买买提累计任职时间4年158天，现任基金资产总规模101.22亿元，任职期间最佳基金回报 33.53%， 任职期间最差基金回报-1.74%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十 ...

Core Insights - Yutong Optical announced that as of the date of the announcement, the actual guarantee balance of the company and its subsidiaries is 1,603.72 million yuan, which accounts for 66.62% of the company's audited net assets for 2024 [1] Summary by Categories - **Company Guarantees** - The actual guarantee balance of Yutong Optical and its subsidiaries is 1,603.72 million yuan [1] - This guarantee balance represents 66.62% of the company's audited net assets for the year 2024 [1] - There are no other external guarantees or overdue external guarantees reported by the company and its subsidiaries [1]

Group 1 - Company announced on September 26 that it will provide a business contract guarantee of up to 100 million yuan for its wholly-owned subsidiary, Dongguan Yutong Jiuzhou Optical Co., Ltd. [1] - The guarantee is intended to cover risks associated with the subsidiary's inability to fulfill contract obligations and is valid until the annual shareholders' meeting in 2025 [1] - As of the announcement date, the actual guarantee balance for the company and its subsidiaries is approximately 1.604 billion yuan, representing 66.62% of the company's audited net assets for 2024 [1] Group 2 - For the first half of 2025, the revenue composition of Yutong Optical is 93.94% from optical lens manufacturing and 6.06% from other businesses [1] - The company's market capitalization is currently 11.6 billion yuan [2]

证券代码：300790 证券简称：宇瞳光学 公告编号：2025-070 根据东莞市宇瞳光学科技股份有限公司（以下简称"公司"）《2025年限制性股 票激励计划（草案）》的规定，公司2025年限制性股票激励计划（以下简称"本激励 计划"）规定的授予条件已经成就，根据公司2025年第二次临时股东大会的授权，公 司于2025年9月26日召开第四届董事会第七次会议，审议通过了《关于向激励对象授 予限制性股票的议案》，确定以2025年9月26日为授予日，向符合条件的360名激励对 象授予384.6万股限制性股票。现将有关事项具体如下： 一、本激励计划简述及已履行的相关审批程序 （一）本激励计划简述 东莞市宇瞳光学科技股份有限公司 关于向激励对象授予限制性股票的公告 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。 1、股权激励方式：第二类限制性股票 2、授予数量：本激励计划授予的限制性股票为384.6万股，约占公司股本总额的 1.0280%。 重要内容提示： 本激励计划授予的限制性股票的分配情况如下表所示： ● 限制性股票授予日：2025年9月26日 ● 限制性股票授予数 ...

证券代码：300790 证券简称：宇瞳光学 公告编号：2025-069 东莞市宇瞳光学科技股份有限公司 关于调整2025年限制性股票激励计划相关事项的公告 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。 东莞市宇瞳光学科技股份有限公司（以下简称"公司"）于2025年9月26日召开第 四届董事会第七次会议，审议通过了《关于调整2025年限制性股票激励计划相关事项的 议案》，根据公司《2025年限制性股票激励计划（草案）》（以下简称"本激励计划"） 相关规定以及2025年第二次临时股东大会的授权，公司董事会对本激励计划授予激励对 象名单及授予数量进行调整，现将相关调整事项说明如下： 一、本激励计划已履行的相关审批程序 1、2025年8月28日，公司召开了第四届董事会第六次会议，审议并通过《关于公司 <2025年限制性股票激励计划（草案）>及其摘要的议案》《关于公司<2025年限制性股 票激励计划实施考核管理办法>的议案》《关于提请公司股东大会授权董事会办理2025 年限制性股票激励计划相关事宜的议案》。 同日，公司召开第四届监事会第五次会议，审议通过了《关于公司< ...

证券代码：300790 证券简称：宇瞳光学 公告编号：2025-068 东莞市宇瞳光学科技股份有限公司 关于为全资子公司开展业务提供担保的公告 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、担保情况概述 东莞市宇瞳光学科技股份有限公司（以下简称"公司"、"宇瞳光学"）于 2025 年 9 月 26 日召开第四届董事会第七次会议，审议通过了《关于为全资子公司开 展业务提供担保的议案》，同意公司为东莞市宇瞳玖洲光学有限公司（以下简称"宇 瞳玖洲"）提供不超过 1 亿元的业务合同担保额度，用于开展业务过程中无法履行合 同义务风险提供最高额保证担保。上述担保额度的期限为自公司董事会审议通过之日 或董事会审议通过后签署的相关协议（函件）生效之日起至 2025 年度股东会召开之 日止，在有效期限内，额度可循环使用。 二、被担保人基本情况 1、公司名称：东莞市宇瞳玖洲光学有限公司 2、成立时间：2015 年 9 月 24 日 7、经营范围：研发、产销：光学产品、电子产品；货物进出口、技术进出口。 (依法须经批准的项目，经相关部门批准后方可开展经营活动) 8、最近一年又 ...