Core Viewpoint - The company Yutong Optical (300790.SZ) primarily focuses on optical lenses and optical components, which are utilized in various sectors including security, automotive, smart home, and consumer electronics, and does not engage in the fire safety equipment sector [1] Group 1 - The main products of the company are optical lenses and optical components [1] - The applications of these products span across security, automotive, smart home, and consumer electronics industries [1] - The company has explicitly stated that it does not involve itself in the fire safety equipment field [1]

Group 1 - Artificial intelligence (AI) has become an essential element across various industries, driving significant transformations and promoting high-quality economic development [1] - The "AI+" initiative is being accelerated by multiple policy measures in China, with a focus on developing new intelligent terminals and applications [1] - By 2027, China aims to establish three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots, encouraging the development of AI-enabled products [1] Group 2 - The AI sector is projected to contribute over one hundred trillion yuan to the global economy by 2030, marking it as a key growth driver [2] - The intelligent agent market is expected to reach 3.3 trillion yuan by 2028, with China's AI terminal market sales projected to reach 1.48 trillion yuan by 2030, reflecting a compound annual growth rate of 37.33% from 2024 to 2030 [2] Group 3 - There are over 260 AI-related concept stocks in the A-share market, with 17 stocks having doubled in value this year [3] - Among AI application concept stocks, 80 have reported a net profit growth of over 20% year-on-year in the first three quarters, with 22 stocks expected to maintain a net profit growth rate exceeding 20% from 2025 to 2027 [3] - Many of the high-growth potential AI application stocks have significant upside potential, with 15 stocks showing an upside of over 20% [3] Group 4 - Wen Tai Technology has an upside potential of 62.57%, with a net profit of 1.513 billion yuan in the first three quarters, reflecting a year-on-year growth of 265.09% [4] - Yu Chip Technology has an upside potential of 56.36%, achieving a net profit of 152 million yuan, a year-on-year increase of 113.85% [4] - Yutong Optical has an upside potential of 50.79%, with a net profit of 188 million yuan, growing by 40.99% year-on-year [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 此次变更后，公司持续督导的保荐代表人为林苏钦女士和吴梅山先生（简历附后）。 公司董事会对丁慧女士在公司向不特定对象发行可转换公司债券及持续督导期间所做的工作表示衷心的 感谢。 特此公告。 东莞市宇瞳光学科技股份有限公司董事会 证券代码：300790 证券简称：宇瞳光学 公告编号：2025-076 东莞市宇瞳光学科技股份有限公司 关于更换持续督导保荐代表人的公告 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"）近日收到保荐机构东兴证券股份有限公司（以下 简称"东兴证券"）出具的《关于更换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 券项目持续督导保荐代表人的情况说明》，东兴证券系公司持续督导的保荐机构，原已委派保荐代表人 丁慧女士和林苏钦女士具体负责公司持续督导期间保荐工作。 丁慧女士因工作安排调整，不再担任持续督导保荐代表人。为保证持续督导工作的有序进行，东兴证券 委派保荐代表人吴梅山先生接替丁慧女士负责项目后续的持续督导工作，继续履行持续督导职责 ...

证券日报网讯11月27日晚间，宇瞳光学（300790）发布公告称，此次变更后，公司持续督导的保荐代表 人为林苏钦女士和吴梅山先生。 ...

证券代码：300790 证券简称：宇瞳光学 公告编号：2025-076 东莞市宇瞳光学科技股份有限公司 东莞市宇瞳光学科技股份有限公司董事会 2025 年 11 月 27 日 丁慧女士因工作安排调整，不再担任持续督导保荐代表人。为保证持续督导工作的 有序进行，东兴证券委派保荐代表人吴梅山先生接替丁慧女士负责项目后续的持续督导 工作，继续履行持续督导职责。 此次变更后，公司持续督导的保荐代表人为林苏钦女士和吴梅山先生（简历附后）。 公司董事会对丁慧女士在公司向不特定对象发行可转换公司债券及持续督导期间 所做的工作表示衷心的感谢。 特此公告。 关于更换持续督导保荐代表人的公告 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"）近日收到保荐机构东兴证 券股份有限公司（以下简称"东兴证券"）出具的《关于更换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项目持续督导保荐代表人的情况说明》，东 兴证券系公司持续督导的保荐机构，原已委派保荐代表人丁慧女士和林苏钦女士具体负 责公司持续督导期间保荐工作。 附件：吴 ...

Group 1: Industry Performance and Market Trends - The automotive industry in China has shown a continuous growth trend in the first three quarters of 2025, with total revenue reaching 30,088.47 billion yuan, a year-on-year increase of 10.13% [12] - The net profit attributable to shareholders reached 1,222.52 billion yuan, growing by 7.46% year-on-year, while the net profit excluding non-recurring items was 1,026.63 billion yuan, up by 12.97% [12] - The strong performance is driven by policy support, the penetration of new energy vehicles (NEVs), and structural consumption upgrades due to intelligent and new product cycles [12][23] Group 2: Passenger Vehicle Market Growth - The passenger vehicle market has seen sustained growth, with wholesale sales of narrow-sense passenger vehicles reaching 2.932 million units in the first ten months of 2025, a year-on-year increase of 12.16% [31] - NEV sales exceeded 11 million units, marking a significant year-on-year growth of 32.75% [31] - The penetration rate of NEVs in retail sales has consistently surpassed 50% from March to October 2025, indicating strong market demand [23][31] Group 3: Laser Radar Demand and Technology - The cost of laser radar has significantly decreased, with prices dropping from tens of thousands to between 2,000 and 3,000 yuan, facilitating increased demand [43] - The penetration of Navigation On Autopilot (NOA) technology is rising, which is expected to drive the demand for laser radar and other key components [56] - The delivery volume of laser radar has surged, with companies like Hesai Technology reporting a 228.9% year-on-year increase in deliveries [50] Group 4: Robotaxi Market Expansion - The Robotaxi market is expanding rapidly, with companies like Pony.ai and WeRide seeing significant revenue and order growth [38] - The cost of core components for Robotaxi is decreasing, enhancing the feasibility of commercial operations [38] - The potential market for Robotaxi services is vast, indicating a transformative shift in transportation methods [38][43] Group 5: Investment Recommendations - The report maintains an overweight rating for the automotive sector, highlighting strong demand driven by policies and technological advancements [4] - Recommended companies include leading domestic luxury SUV manufacturers and key players in the laser radar and Robotaxi supply chains, such as Seres and Great Wall Motors [4][5]

Group 1 - In the past five trading days, a total of 218 companies were investigated by institutions, with a significant number of institutions focusing on Yutong Optical, Rongbai Technology, and Optoelectronics [1][2] - Among the companies investigated, 45 received attention from more than 20 institutions, with Yutong Optical being the most popular, attracting 167 institutions [1][2] - The types of institutions involved in the investigations included 199 securities companies, 143 fund companies, and 76 private equity firms [1] Group 2 - In terms of capital inflow, 15 out of the 20 companies that attracted more than 20 institutions saw net capital inflows, with Yinglian Co., Ltd. receiving the highest net inflow of 130 million yuan [1] - The stock performance of investigated companies showed that 10 out of them increased in value, with Rongbai Technology leading with a rise of 16.23% [2] - Conversely, 35 companies experienced declines, with World Co., Ltd. showing the largest drop of 16.55% [2]

11月20日，宇瞳光学大宗交易成交27万股，成交额642.6万元，占当日总成交额的1.8%，成交价23.8 元，较市场收盘价27.91元折价14.73%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-11-20 | 300790 | 宇瞳光学 | 23.80 | 27.00 | | 642.60 粤开证券股份有限 | 联储证券股份有限 | | | | | | | | 公司深圳深南大道 | 公司深圳金田路证 | | | | | | | | 证券营业部 | 券营业部 | ...

11月19日，宇瞳光学大宗交易成交23万股，成交额570.4万元，占当日总成交额的1.41%，成交价24.8元，较市场收盘价28.67 元折价13.5%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-11-19 | 300790 | 宇瞳光学 | 24.80 | 23.00 | | 570.40 粤开证券股份有限 | 联储证券股份有限 | | | | | | | | 公司深圳深南大道 | 公司深圳金田路证 | | | | | | | | 证券营业部 | 券营业部 | ...

Summary of Key Points Core Viewpoint - In the past five trading days, approximately 240 companies have been investigated by institutions, with significant interest in companies like Yutong Optical, Rongbai Technology, and Industrial Fulian, indicating a trend of concentrated institutional research activity [1][2]. Group 1: Institutional Research Activity - A total of 240 companies were investigated by institutions from November 12 to November 18, with 90.83% of these companies being researched by securities firms [1]. - Among the companies, 52 received attention from more than 20 institutions, with Yutong Optical being the most researched, attracting 167 institutions [1][2]. - Other notable companies include Rongbai Technology with 134 institutions and Industrial Fulian with 122 institutions participating in the research [1]. Group 2: Fund Flow and Market Performance - Out of the companies that received attention from more than 20 institutions, 17 experienced net inflows of funds in the past five days, with Dongxin Co. seeing the highest net inflow of 645 million yuan [2]. - The market performance of these companies showed that 17 stocks increased in value, with Fu Xiang Pharmaceutical leading with a rise of 30.36% [2]. - Conversely, 35 stocks declined, with the largest drop seen in World Co. at 22.48% [2]. Group 3: Detailed Company Insights - Yutong Optical (300790) had 1 research instance with 167 institutions, closing at 29.55 yuan with a slight increase of 0.75% [2]. - Rongbai Technology (688005) was researched once by 134 institutions, closing at 33.80 yuan with a significant increase of 14.38% [2]. - Industrial Fulian (601138) was also researched once by 122 institutions, closing at 64.72 yuan with a decrease of 4.87% [2].