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]

Group 1 - The company has received multiple orders from mainstream lidar module customers and several projects have begun mass delivery [2] - The delivery progress of the projects is currently not meeting expectations, as indicated by investor inquiries [2] - The company is actively collaborating with major lidar module manufacturers in the domestic market [2]

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]

天眼查商业履历信息显示，东莞市宇瞳光学科技股份有限公司，成立于2011年，位于东莞市，是一家以 从事仪器仪表制造业为主的企业。企业注册资本37411.8981万人民币，实缴资本6818.1818万人民币。公 司法定代表人为张品光。 通过天眼查大数据分析，东莞市宇瞳光学科技股份有限公司共对外投资了8家企业，参与招投标项目8 次，知识产权方面有商标信息296条，专利信息855条，此外企业还拥有行政许可45个。 来源：金融界 资金流向方面，今日主力资金净流入4374.37万元，占比成交额7.29%。其中，超大单净流入3311.80万 元、占成交额5.52%，大单净流入1062.57万元、占成交额1.77%，中单净流出流入989.59万元、占成交 额1.65%，小单净流出5363.95万元、占成交额8.94%。 宇瞳光学最新一期业绩显示，截至2025一季报，公司营业总收入6.15亿元、同比增长8.18%，归属净利 润4884.87万元，同比增长21.33%，扣非净利润4505.27万元，同比增长25.49%，流动比率1.088、速动比 率0.777、资产负债率54.37%。 金融界消息 截至2025年7月31日收盘， ...

Core Insights - The stock price of Yutong Optical (300790) closed at 22.43 yuan on July 29, 2025, down by 0.66% with a turnover rate of 6.57% and a trading volume of 195,000 hands, amounting to 436 million yuan in transaction value [1] Financial Performance - For the first quarter of 2025, the company reported total revenue of 615 million yuan, representing a year-on-year growth of 8.18% [1] - The net profit attributable to shareholders was 48.84 million yuan, showing a year-on-year increase of 21.33% [1] - The non-recurring net profit was 45.05 million yuan, reflecting a year-on-year growth of 25.49% [1] - The current ratio stood at 1.088, the quick ratio at 0.777, and the debt-to-asset ratio at 54.37% [1] Capital Flow - On the trading day, the net outflow of main funds was 43.13 million yuan, accounting for 9.89% of the transaction value [1] - Large orders saw a net outflow of 29.99 million yuan, which is 6.88% of the transaction value, while small orders had a net inflow of 65.58 million yuan, representing 15.09% of the transaction value [1] Company Background - Yutong Optical Technology Co., Ltd. was established in 2011 and is located in Dongguan, primarily engaged in the manufacturing of instruments and meters [2] - The company has a registered capital of 374.12 million yuan and a paid-in capital of 68.18 million yuan [2] - The legal representative of the company is Zhang Pingguang [2] Intellectual Property and Investments - The company has made investments in 8 external enterprises and participated in 8 bidding projects [2] - It holds 296 trademark registrations and 837 patents, along with 45 administrative licenses [2]