专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 数据显示，截止7月29日，A股市场共有5817家上市公司。董秘作为连接投资者与上市公司的"桥梁"， 在上市公司资本运作中发挥着关键作用。据2024年年报显示，去年A股董秘薪酬合计达40.86亿元，平均 薪酬75.43万元。 分行业来看，计算机设备行业共有103家上市公司，2024年董秘平均薪酬为69.05万元，在125个申万二 级行业中排名第73位，董秘薪资水平处于行业中游。此外， 2024年计算机设备行业董秘平均薪资水平 相较上年下降3.29万元，薪酬增幅在125个申万一级行业中排名第102位，处于行业尾部。 从计算机设备行业的薪酬分布角度来看，103位董秘中有45位的薪酬水平位于50-100万元区间，占比超 四成，而薪酬超过100万元的董秘仅有18位，占比不到两成。计算机设备行业中，薪酬最高的董秘为浪 潮信息许燕燕，薪酬达到320.60万元，远超其他董秘。尾随其后的是海康威视黄方红，其薪资为229.75 万元。2024年始终在任的董秘中薪酬最低的为中船汉光王冬雪，其薪资为23.81万元。 从年龄角度来看，除去2位年龄信息缺失 ...

Core Viewpoint - Yutong Optics confirmed that its aspheric glass lens products are indirectly supplied to DJI for their first panoramic camera, highlighting the company's role in the optical lens industry [1] Company Overview - Yutong Optics is a leading company in the optical lens sector, with main business areas including security monitoring lenses, automotive lenses, machine vision lenses, and helmet display eyepieces [1] - The company maintains a global leading position in the security monitoring field, achieving a market share of 43.25% in 2023, marking nine consecutive years at the top [1] - In the automotive optical business, Yutong Optics focuses on key components such as ADAS front-view lenses and CMS electronic rear-view mirrors, with revenue contribution from this segment rising to 9.51% in the first half of 2024 [1] - The company is actively expanding into emerging application areas such as AR/VR optical modules, smart home devices, and medical equipment [1] Technological Advancements - Yutong Optics has applied for over 900 global patents, with more than 600 patents granted [1] - The company has established a CNAS-certified ultra-precision testing laboratory and has achieved an automation production rate exceeding 90% [1] - Current monthly production capacity includes 5 million aspheric glass lenses and 80 million aspheric plastic lenses, reinforcing its advantages in supply chain collaboration [1]

证券日报网讯 8月6日有投资者在互动平台向宇瞳光学提问"公司是不是影石无人机，全景相机镜头核心 供应商？"，公司回复"公司与上述客户的合作处于前期阶段，存在不确定性，具体的经营和客户情况敬 请查阅公司已披露的公告和定期报告"。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯宇瞳光学8月6日在互动平台回答投资者提问时表示，关于股东人数公司会按照相关规定在 定期报告披露，请关注公司定期报告。 ...

Core Viewpoint - Yutong Optical (300790.SZ) has confirmed that its aspheric glass lenses are indirectly supplied to DJI, indicating a partnership that may enhance the company's market position and product offerings [1] Company Summary - Yutong Optical's aspheric glass lenses are utilized in DJI's first panoramic camera, showcasing the company's technological capabilities and potential for growth in the optical components market [1]

Core Viewpoint - Yutong Optical's stock price has shown a positive trend, reflecting investor confidence in the company's growth potential in the optical and optoelectronic industry [1] Company Overview - Yutong Optical operates in the optical and optoelectronic industry, with business segments including security monitoring lenses, vehicle-mounted lenses, and laser radar optical components [1] - The company is focused on high-end optical lens research and development, with products widely used in security, consumer electronics, drones, and automotive markets [1] Recent Developments - Yutong Optical has responded to investor inquiries, indicating that it has secured multiple fixed-point projects from mainstream laser radar module clients, with some products already in mass delivery [1] - The company's products have applications in the civilian drone sector, although there are currently no development plans for photoresist and PCB products [1] Market Activity - On August 4, the stock price of Yutong Optical was reported at 23.99 yuan, an increase of 0.80% from the previous trading day, with a trading volume of 351,000 hands and a transaction value of 845 million yuan [1] - Over the past five trading days, the main funds have seen a cumulative net inflow of 3.106 million yuan, despite a net outflow of 21.7215 million yuan on August 4 [1]

Core Viewpoint - The company is increasing its product development efforts in ADAS lenses, glass aspheric lenses, high-end security lenses, and emerging application areas, aiming to enhance high value-added products and deepen collaboration with customers [1] Group 1 - The company is focusing on product development in advanced driver-assistance systems (ADAS) lenses [1] - The company is enhancing its offerings in glass aspheric lenses [1] - The company is expanding its high-end security lens product line [1] Group 2 - The company is actively pursuing new applications in emerging fields [1] - The company is increasing collaboration depth and breadth with customers [1]

Group 1 - The company, Yutong Optics, produces optical components for LiDAR, including mirrors and lenses [2] - The company has secured multiple contracts with mainstream LiDAR module customers, and several projects have begun mass delivery [2]

宇瞳光学（300790.SZ）8月4日在投资者互动平台表示，公司目前已获得主流激光雷达模组客户多个定 点，多个项目已开始批量交付。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司与国内主流激光雷达模组厂商均有项目合作，但 交付进展不及预期，请问目前什么情况？ ...

Group 1 - LiDAR is a core sensor for autonomous driving, offering significant advantages in performance, anti-interference, and information capacity compared to cameras and millimeter-wave radars [3][15][23] - The cost of LiDAR has significantly decreased from tens of thousands of yuan to around 2000-3000 yuan, leading to increased shipments from major manufacturers [3][23][28] - The demand for LiDAR is expected to surge in 2024, driven by the explosion of mid-to-high-level autonomous driving needs represented by NOA (Navigation on Autopilot) [3][52][56] Group 2 - The penetration rate of NOA is steadily increasing, which is driving the rise in LiDAR installations [42][43] - Robotaxi services are rapidly developing, with significant market recognition, further pushing the demand for LiDAR [56][63] - The mandatory implementation of AEB (Automatic Emergency Braking) systems is expected to enhance the usage rate of LiDAR in vehicles [66][72] Group 3 - The market for LiDAR is entering a golden period of "volume and price rise," with Chinese manufacturers leading globally in scale, cost, and production rhythm [4][28][40] - Major companies in the LiDAR sector include Juxing Technology, Yongxin Optical, Yutong Optical, and Junsheng Electronics, which are recommended for investment [4][3][40] - The overall market for LiDAR is projected to grow significantly, with the penetration of LiDAR in lower-priced vehicles expected to increase [28][37][40]