机构评级来看，近10日共有3家机构对该股进行评级，9月1日华创证券发布的研报给予公司目标价为 37.50元。 公司发布的半年报数据显示，上半年公司共实现营业收入14.16亿元，同比增长13.38%，实现净利润 1.08亿元，同比增长27.19%，基本每股收益为0.2900元，加权平均净资产收益率4.37%。（数据宝） （文章来源：证券时报网） 宇瞳光学股价创出历史新高，截至13:08，该股上涨15.50%，股价报35.54元，成交量3201.45万股，成交 金额10.51亿元，换手率9.86%，该股最新A股总市值达132.96亿元，该股A股流通市值115.37亿元。 证券时报·数据宝统计显示，宇瞳光学所属的计算机行业，目前整体涨幅为1.21%，行业内，目前股价上 涨的有284只，涨幅居前的有宇瞳光学、淳中科技、新炬网络等，涨幅分别为15.50%、10.00%、 10.00%。股价下跌的有65只，跌幅居前的有安博通、信安世纪、海联讯等，跌幅分别为4.22%、 3.76%、3.60%。 ...

Core Viewpoint - Yutong Optical experienced a significant stock price increase of 15.47%, reaching a new high of 35.53 CNY per share, with a total market capitalization surpassing 13.292 billion CNY and a trading volume of 1.036 billion CNY [2] Company Summary - Yutong Optical's stock price rose by 15.47% on September 10, indicating strong market performance [2] - The company's market capitalization exceeded 13.292 billion CNY, reflecting investor confidence and interest [2] - The trading volume reached 1.036 billion CNY, suggesting active trading and liquidity in the stock [2]

Investment Rating - The report initiates coverage with a "Buy" rating for the company [4]. Core Views - The company has established a solid market leadership position in the security field and is strategically expanding into automotive optics and other intelligent driving sectors, which is expected to open up future growth opportunities [4][14]. - The demand for molded glass aspheric lenses is surging, driven by emerging markets such as automotive, AI glasses, drones, and machine vision, indicating a significant growth potential [2][3]. - The company is one of the few in China capable of large-scale production of molded glass aspheric lenses, positioning it well to meet the increasing market demand [2]. Summary by Sections Section 1: From Security Leader to Multi-Field Layout - The company has diversified its operations from security lenses to automotive optics, creating new growth avenues [14]. - Established in September 2011, the company initially focused on security video surveillance equipment and has since expanded into various sectors, including automotive and industrial optics [14]. - The company has formed a solid market position in the security field, with a comprehensive product line that includes fixed-focus, zoom, and 4K black light lenses [3][14]. Section 2: Strong Demand for Molded Glass Aspheric Lenses - The molded glass aspheric lens market is experiencing a supply-demand imbalance due to high technical barriers and limited domestic production capacity [2]. - The increasing requirements for high-definition, wide field of view, and lightweight optical lenses in applications such as smart cars and security systems are driving demand [2]. Section 3: Core Competitiveness and High Barriers - The company emphasizes technology research and development as its core driving force, maintaining a competitive edge through strategic partnerships with leading global firms [3][14]. - The company has a stable shareholding structure and an experienced management team, which supports its strategic initiatives [18]. Section 4: Profit Forecast and Investment Recommendations - The company is projected to achieve revenues of 33.5 billion, 44.1 billion, and 57.0 billion yuan in 2025, 2026, and 2027, respectively, with year-on-year growth rates of 22.0%, 31.9%, and 29.1% [4][5]. - The net profit attributable to the parent company is expected to reach 3.0 billion, 5.0 billion, and 7.0 billion yuan in the same years, with significant growth rates of 62.6%, 66.4%, and 40.3% [4][5].

Core Viewpoint - Dongguan Yutong Optical Technology Co., Ltd. has announced the public disclosure and verification opinions regarding the 2025 Restricted Stock Incentive Plan, indicating that the plan has been approved by the board and supervisory committee [1][2]. Group 1: Incentive Plan Disclosure - The company held meetings on August 28, 2025, to approve the draft of the 2025 Restricted Stock Incentive Plan [1]. - The public disclosure of the incentive objects' names and positions occurred from August 29 to September 7, 2025, with no objections received during this period [2][4]. - The verification process included checking the identity documents, employment contracts, and positions of the incentive objects [3]. Group 2: Verification Opinions - The remuneration and assessment committee confirmed that all incentive objects meet the qualifications as per relevant laws and regulations [4]. - The basic information of the incentive objects was verified to be accurate, with no falsehoods or significant misunderstandings [5]. - The incentive objects consist of current directors, senior management, foreign employees, core management personnel, and other individuals deemed necessary for incentives by the board [6]. - None of the incentive objects fall under disqualified categories as defined by regulatory authorities [7]. Group 3: Fundraising and Management - The company issued 6 million convertible bonds on August 11, 2023, with a total fundraising amount of RMB 600 million, netting RMB 588.75 million after expenses [9]. - The company has established a management system for the use of raised funds, ensuring compliance with relevant laws and regulations [10]. - The company decided to cancel a special fundraising account after the funds were fully utilized, with remaining balances transferred to its own accounts [12].

证券代码：300790 证券简称：宇瞳光学 公告编号：2025-060 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国 证券法》（以下简称"《证券法》"）以及《上市公司股权激励管理办法》（以下简称 "《管理办法》"）、《深圳证券交易所创业板上市公司自律监管指南第 1 号》（以下 简称"《自律监管指南第 1 号》"）等有关法律法规、规范性文件以及《公司章程》的 相关规定，公司对《2025 年限制性股票激励计划（草案）》（以下简称"《激励计划（草 案）》"或"本次激励计划"）的激励对象的姓名和职务在公司内部进行了公示。公司 董事会薪酬与考核委员会结合公示情况对激励对象名单进行了核查，相关公示情况及核 查意见如下： 一、公示情况 （1）公示内容：激励对象姓名及职务； （2）公示时间：2025 年 8 月 29 日至 2025 年 9 月 7 日； 东莞市宇瞳光学科技股份有限公司 董事会薪酬与考核委员会关于2025年限制性股票激励计划 激励对象名单的公示情况说明及核查意见 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 ...

股票代码：300790 股票简称：宇瞳光学 公告编号：2025-061 东莞市宇瞳光学科技股份有限公司 关于注销募集资金账户的公告 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。 | 上饶宇瞳光电科技 | 兴业银行股份有限公 | 395020100100266898 | 195.28 | 精密光学镜头生产 | | --- | --- | --- | --- | --- | | 有限公司 | 司东莞分行 | | | 建设 | | 东莞市宇瞳光学科 | 中信银行股份有限公 | 8110901012501813484 | 1,391.97 | 精密光学镜头生产 | | 技股份有限公司 | 司东莞分行 | | | 建设 | （二）募集资金专户注销情况 上述募集资金专户存入的募集资金已按计划使用完毕，为方便账户管理，公司决定 将上述募集资金专户进行注销，账户中的结余资金分别划入自有资金账户。 一、募集资金基本情况 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）同意注册，东莞 ...

Summary of Yutong Optical Conference Call Company Overview - Yutong Optical has over a decade of experience in the optical lens field, covering applications in security, automotive, and machine vision, with a global market share of nearly 40% in the security lens market, positioning it as a leader in the industry [2][3] Core Business Strategy - The company is transitioning from security optics to automotive optics through the acquisition of Kyushu Optical, entering the vehicle lens market with products including ADAS, surround view, DMS, and HUD, establishing a dual-core business strategy [2][4] - Yutong Optical has strong supply chain integration capabilities, with a high degree of self-manufacturing for upstream components, including plastic, metal parts, and aspheric glass lens molding processes, effectively reducing costs and enhancing competitive advantages [2][10] Customer Base and Market Expansion - The company has a diversified customer base, establishing long-term partnerships with leading security firms like Hikvision and Dahua, as well as automotive manufacturers such as BYD and Toyota, while actively exploring emerging applications in machine vision and smart home sectors for diversified growth [2][10] Industry Trends - The security industry is experiencing a clear trend towards intelligence, with the smart security market expected to reach 130 billion yuan in 2024, growing by 26% year-on-year. The performance improvement of smart security lenses directly impacts the imaging quality of monitoring systems, potentially increasing their added value [2][13] Financial Projections - The global automotive lens market is projected to grow from over 800 million USD in 2020 to approximately 1.9 billion USD by 2027, driven by the increasing demand for hardware in smart driving [14][15] - The company anticipates profits of approximately 290 million yuan in 2025, 480 million yuan in 2026, and 640 million yuan in 2027, with revenue growth expected to exceed 30% [4][22] Competitive Advantages - Yutong Optical's unique advantages include strong supply chain management and the ability to produce standardized products at scale, which allows for cost advantages compared to competitors [11] - The company’s self-manufactured molding glass provides cost advantages in the automotive lens sector, with strong demand expected from various applications including drones, action cameras, and AI glasses [18][19] Emerging Applications - The company is expanding its product line into machine vision, mirrorless cameras, film lenses, and video conferencing, continuously deepening its optical ecosystem [5] - The demand for molded glass is expected to grow significantly, driven by the increasing pixel specifications for ADAS lenses and the rapid growth of new consumer products like panoramic action cameras [17][18] Management Team - The management team, led by Chairman Zhang Pin and General Manager Jin, possesses extensive industry experience and a strong technical foundation, which supports strategic execution and continuous innovation [7] Conclusion - Yutong Optical is well-positioned for future growth with its dual focus on security and automotive optics, strong supply chain capabilities, and a diversified customer base, making it a compelling investment opportunity in the optical lens market [22]

Market Performance - The computer equipment sector increased by 2.13% on September 5, with BoShijie leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Highlights - BoShijie (301608) saw a closing price of 102.05, with a significant increase of 20.00% and a trading volume of 40,200 shares, amounting to a transaction value of 384 million yuan [1] - Kalete (301391) closed at 55.25, up 10.72%, with a trading volume of 34,800 shares [1] - Entropy Technology (301330) closed at 33.15, up 8.02%, with a trading volume of 143,100 shares [1] - Other notable stocks include Huihan Co. (301600) at 120.95 (+5.55%), and Jin Yi Technology (002869) at 31.30 (+5.39%) [1] Fund Flow Analysis - The computer equipment sector experienced a net inflow of 437 million yuan from institutional investors, while retail investors saw a net outflow of approximately 99.7 million yuan [1] - Major stocks like Zhongke Shuguang (603019) had a net inflow of 1.53 billion yuan from institutional investors, while China Great Wall (000066) had a net inflow of 70.17 million yuan [2] - In contrast, stocks like BoShijie (301608) and Yutong Optical (300790) experienced net outflows from retail investors of 4.06 million yuan and 4.45 million yuan, respectively [2]

Core Viewpoint - Yutong Optical (300790) emphasizes its commitment to solid operational management and aims to enhance its business performance, company quality, and investment value [1] Company Summary - The company is focused on improving operational management to boost performance [1] - Yutong Optical is dedicated to increasing the overall quality of the company [1] - The company aims to enhance its investment value for stakeholders [1]

Group 1 - The core viewpoint of the news is that Yutong Optical has shown significant stock price growth and strong financial performance in recent months, indicating a positive market sentiment towards the company [1][2]. - As of September 3, Yutong Optical's stock price increased by 73.03% year-to-date, with a 21.43% rise in the last five trading days and a 61.39% increase over the past 60 days [1]. - The company has a market capitalization of 12.29 billion yuan and has seen a net inflow of 1.88 million yuan in main funds on September 3 [1]. Group 2 - Yutong Optical, established on September 6, 2011, specializes in the design, research, production, and sales of optical lenses, with a primary revenue composition of 55.21% from security products [2]. - For the first half of 2025, Yutong Optical reported a revenue of 1.416 billion yuan, representing a year-on-year growth of 13.38%, and a net profit of 108 million yuan, up 27.19% [2]. - The company has distributed a total of 2.21 billion yuan in dividends since its A-share listing, with 70.34 million yuan distributed in the last three years [3].