证券代码：300790 证券简称：宇瞳光学 公告编号：2025-053 东莞市宇瞳光学科技股份有限公司 2025 年半年度募集资金存放与使用情况专项报告 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、募集资金基本情况 （一）实际募集资金金额、资金到位时间 经中国证券监督管理委员会《关于同意东莞市宇瞳光学科技股份有限公司向不特定 对象发行可转换公司债券注册的批复》（证监许可〔2023〕1382 号）核准，并经深圳证 券交易所同意，本公司于 2023 年 8 月 11 日公开发行 6,000,000.00 份可转换公司债券， 每份面值 100 元，发行总额 600,000,000.00 元，债券期限为 6 年。本次发行的可转换 公 司债 券募 集资 金总 额人 民币 600,000,000.00 元 ，扣 除发 行费 用总 额人 民币 11,249,651.93 元（不含税）后，实际募集资金净额为人民币 588,750,348.07 元。该募 集资金截至 2023 年 8 月 17 日已全部到账，华兴会计师事务所（特殊普通合伙）于 2023 年 8 月 17 ...

第四条 董事、高级管理人员不得利用职权收受贿赂或者其他非法收入，不准把经 营、管理活动中收取的折扣、中介费、礼金据为己有。 东莞市宇瞳光学科技股份有限公司 董事、高级管理人员自律守则 第一条 董事、高级管理人员是东莞市宇瞳光学科技股份有限公司(以下简称"公 司")重要机构的组成人员，其行为活动直接影响到公司、股东以及他人的利益，及社 会经济秩序。根据有关法律、法规和规范性文件和《东莞市宇瞳光学科技股份有限公司 章程》(以下简称《公司章程》)的规定，特制定本守则。 第二条 董事、高级管理人员必须刻苦学习专业技术、管理业务知识及社会主义市 场经济知识。 第三条 董事、高级管理人员应当遵守法律和《公司章程》，忠实履行职责，全心 全意处理公司事务，维护公司利益，对公司忠诚，不得利用在公司的地位、职位、职权 和内幕信息为自己谋私利。 第十条 董事、高级管理人员除依照法律规定或者经股东会同意外，不得泄露公司 商业及技术秘密。 第五条 董事、高级管理人员不得挪用公司资金。 第十一条 董事、高级管理人员执行公司职务或形成表决决议时违反法律、行政法 规或者《公司章程》的规定，给公司造成重大损害的，应当承担赔偿责任。 第六条 董 ...

Group 1 - The report maintains an overweight rating on the automotive industry, highlighting that Robotaxi is approaching a commercialization inflection point driven by policy support, technological maturity, and cost reductions [5][65]. - Robotaxi is defined as an autonomous taxi service that operates without human drivers, utilizing advanced technologies such as sensors, artificial intelligence, and high-precision maps for navigation and decision-making [14][16]. - The report indicates that the global market for Robotaxi services is expected to reach $1.6 billion by 2025, with exponential growth projected to $119.2 billion by 2030 and $462.7 billion by 2035, showcasing significant development potential [5][56]. Group 2 - The report emphasizes that Robotaxi can significantly reduce traffic accident rates and improve travel efficiency, with data showing that 94% of traffic accidents are caused by human error, which Robotaxi systems can mitigate through advanced algorithms and multi-sensor integration [29][30]. - The report notes that the cost of Robotaxi services is expected to decline significantly, with projections indicating that by 2030, the operating cost could drop to $1.0/km, which is 42% of the cost of human-driven taxis [50][56]. - The report identifies key players in the Robotaxi sector, including companies like Xiaoma Zhixing, Baidu's Luobo Kuaipao, and WeRide, which are leading the commercialization efforts in China [19][21]. Group 3 - The report highlights the importance of core components in the Robotaxi ecosystem, noting that the cost of essential parts like LiDAR has decreased significantly, with Xiaoma Zhixing's seventh-generation Robotaxi hardware costs dropping from 1 million yuan to 270,000 yuan [45][46]. - The report suggests that the Robotaxi model has the potential to transform transportation methods, with a market penetration rate of less than 2% currently, indicating substantial room for growth as costs decrease and consumer acceptance increases [49][50]. - The report recommends focusing on related component companies such as Juxing Technology, Yutong Optical, and Junsheng Electronics, which are positioned to benefit from the growth of the Robotaxi market [5][65].

证券日报网讯宇瞳光学8月26日在互动平台回答投资者提问时表示，第二季度经营状况请关注公司后续 的定期报告。 （文章来源：证券日报） ...

（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：公司有没有为DUV光刻机照明模块供应链提供产品？ 宇瞳光学（300790.SZ）8月26日在投资者互动平台表示，没有。 ...

Core Viewpoint - The stock price of Yutong Optical reached 26.36 yuan as of August 20, 2025, reflecting a 0.30% increase from the previous trading day, indicating positive market sentiment towards the company [1] Company Overview - Yutong Optical specializes in the research, development, production, and sales of optical lenses and components, with applications in security monitoring, consumer electronics, and automotive imaging [1] - The company operates in sectors including optical optoelectronics, Guangdong region, and national security [1] Financial Performance - On the trading day, Yutong Optical opened at 26.05 yuan, with a high of 26.71 yuan and a low of 25.70 yuan, achieving a trading volume of 5.98 billion yuan and a turnover rate of 7.70% [1] - The net outflow of main funds on that day was 11.93 million yuan, with a cumulative net outflow of 154 million yuan over the past five days, indicating potential selling pressure [1] Strategic Developments - The company has stated that it is not currently involved in products related to laser radar but has initiated preliminary cooperation with Ying Shi Innovation Supply Chain, with future scale yet to be determined [1] - The Thailand project is in the early stages of production, and future capacity will be adjusted based on market demand [1]

（文章来源：证券日报） 证券日报网讯宇瞳光学8月20日在互动平台回答投资者提问时表示，公司泰国项目目前处于投产初期， 后续根据市场情况调整产能规模。 ...

证券日报网讯宇瞳光学（300790）8月20日在互动平台回答投资者提问时表示，公司没有为和赛激光雷 达配套产品。 ...

Group 1 - The company responded to an investor inquiry regarding the impact of fiscal interest subsidy loans, stating that it will have no effect on its lens business [1]

Core Viewpoint - The company is actively exploring a second growth curve, with significant achievements in its core business and emerging sectors [2]. Group 1: Company Performance - The company has maintained the highest global shipment volume of security lenses for ten consecutive years, demonstrating strong competitive capabilities in the industry [2]. - According to the TSR industry survey report, the company ranks third globally in the shipment volume of automotive lenses for 2024, indicating a rapid enhancement in industry competitiveness [2]. Group 2: Growth Opportunities - The company is experiencing fast growth in the smart driving sector and diversified applications, which are expected to become a second profit growth point [2].