南财智讯2月2日电，弘景光电在投资者关系活动中表示，在智能汽车领域，公司产品解决方案已全面覆 盖智能驾驶（ADAS、AVM、CMS）和智能座舱（DVR、DMS、OMS）的各个应用场景，与奔驰、奇 瑞、长城、小鹏等众多知名车企及Tier1厂商建立了长期稳定的合作关系；在"智驾平权"趋势下，高阶 智能驾驶功能加速向中低端车型渗透，公司对2026年智能汽车业务的增速保持较为乐观的预期。 ...

证券代码：301479 证券简称：弘景光电 广东弘景光电科技股份有限公司投资者关系活动记录表 编号：2026-001 投资者关系活动 类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 其他 电话会议 参与单位名称 摩根基金、华安基金、汇添富基金、交银施罗德基金、汇丰晋信基金、 华泰保险、兴证全球基金、浦银安盛基金、国泰基金、国泰海通证券、 华金证券 时间 2026 年 1 月 5 日-1 月 30 日 地点 现场沟通、电话会议 公司接待人员 姓名 董事长兼总经理赵治平先生 董事会秘书林琼芸女士 证券事务代表钟倩文女士 投资者关系活动 主要内容介绍 1、公司在全景/运动相机领域为头部客户提供光学镜头及模组产 品，拥有较高的市场份额，公司依托哪些差异化的竞争优势持续巩固 在该领域的行业地位？预计该业务 2026 年的增速如何？ 公司是行业内最早进入并深耕全景/运动相机领域的专业光学制 造商之一，拥有深厚的技术沉淀。公司不仅掌握光学镜头设计，还具 备从光学设计、精密制造到摄像模组集成的全链条核心技术与制程工 艺，能为客户提供"光学镜头+摄像模组"的一体化、深层次协同解 ...

1月19日，弘景光电跌1.41%，成交额8042.73万元。两融数据显示，当日弘景光电获融资买入额1557.72 万元，融资偿还957.55万元，融资净买入600.17万元。截至1月19日，弘景光电融资融券余额合计1.51亿 元。 分红方面，弘景光电A股上市后累计派现9532.00万元。 机构持仓方面，截止2025年9月30日，弘景光电十大流通股东中，圆信永丰兴诺（012064）位居第八大 流通股东，持股10.55万股，相比上期减少10.18万股。中邮信息产业灵活配置混合A（001227）、永赢 成长领航混合A（010562）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，广东弘景光电科技股份有限公司位于广东省中山市火炬开发区勤业路27号，成立日期2012年 8月14日，上市日期2025年3月18日，公司主营业务涉及从事光学镜头及摄像模组产品的研发、设计、生 产和销售。主营业务收入构成为：新兴消费摄像模组56.87%，新兴消费光学镜头23.14%，智能汽车光 学镜头18.16%，其他1.09%，智能汽车摄像模组0.74%。 截至9月30日，弘景光电股东户数1.33万，较上期减少25.58%；人均流通股1 ...

Group 1 - The core viewpoint of the news is that Hongjing Optoelectronics has shown a positive stock performance, with a 1.08% increase, reaching a price of 86.88 yuan per share and a total market capitalization of 7.729 billion yuan [1] - Hongjing Optoelectronics, established on August 14, 2012, specializes in the research, design, production, and sales of optical lenses and camera module products, with its main revenue sources being emerging consumer camera modules (56.87%), emerging consumer optical lenses (23.14%), smart automotive optical lenses (18.16%), and others [1] Group 2 - From the perspective of the top circulating shareholders, the fund under Yuanxin Yongfeng ranks among the top shareholders of Hongjing Optoelectronics, having reduced its holdings by 10,180 shares in the third quarter, now holding 10,550 shares, which represents 0.5% of the circulating shares [2] - Yuanxin Yongfeng Xingnuo (012064) has a current scale of 1.621 billion yuan and has achieved a year-to-date return of 31.44%, ranking 2986 out of 8085 in its category [2]

Core Viewpoint - The report from Zhongyou Securities highlights the strong growth of Hongjing Optoelectronics in the panoramic and action camera market, driven by the explosion of social media content and the increasing demand for immersive experiences [1] Industry Summary - The panoramic and action camera market is evolving from niche recording devices to mainstream creative tools for users, influenced by the rise of local manufacturers and various favorable factors such as policy benefits, technological innovation, and application expansion [1] - The industry is expected to experience significant growth, with a forecast for a leap in development due to these combined factors [1] Company Summary - In the first three quarters of 2025, the company achieved revenue of 1.198 billion yuan, representing a year-on-year growth of 51.65% [1] - The growth in revenue is attributed to increased demand from key customers and the successful introduction of new products, with the panoramic/action camera business seeing over 50% year-on-year revenue growth [1] - The company plans to focus on capacity release and customer development to strengthen its leading position in this niche market [1] - Over the next 3-5 years, the company will actively implement a "3+N" product strategy to enhance market share in three main business areas: smart cars, smart homes, and panoramic/action cameras, while also expanding into emerging fields such as AI hardware, machine vision, industrial inspection, and healthcare [1]

Investment Rating - The report maintains a "Buy" rating for the company, expecting significant growth in stock performance relative to the benchmark index [5][8]. Core Insights - The panoramic and action camera business is experiencing significant growth, driven by the explosion of social media content and the increasing demand for immersive experiences. The company achieved a revenue of 1.198 billion yuan in the first three quarters of 2025, representing a year-on-year growth of 51.65% [3]. - The company is implementing a "3+N" product strategy, focusing on expanding its market share in smart automotive, smart home, and panoramic/action camera sectors, while also exploring emerging fields such as AI hardware and industrial inspection [4]. - The company has secured stable partnerships with major automotive manufacturers and high-end smart home brands, indicating a strong order backlog and market capacity to absorb new production [4]. Financial Projections - Revenue projections for 2025, 2026, and 2027 are 1.594 billion yuan, 2.177 billion yuan, and 2.800 billion yuan, respectively, with net profits expected to be 202 million yuan, 283 million yuan, and 368 million yuan [5][9]. - The company anticipates a revenue growth rate of 41.24% in 2024, 45.98% in 2025, and a gradual decline to 28.63% by 2027 [9][12]. - The projected earnings per share (EPS) for the same years are 2.27 yuan, 3.18 yuan, and 4.14 yuan, with a decreasing price-to-earnings (P/E) ratio from 46.20 in 2024 to 20.75 in 2027 [9][12].

Group 1 - The core viewpoint of the news is that Hongjing Optoelectronics has shown significant trading activity and financial performance, with a notable increase in stock price and trading volume on December 19, 2023 [1] - On December 19, 2023, Hongjing Optoelectronics' stock price increased by 4.43%, with a trading volume of 159 million yuan. The net financing purchase was 3.2165 million yuan, with a total financing and securities balance of 150 million yuan [1] - The company specializes in the research, design, production, and sales of optical lenses and camera module products, with its main revenue sources being emerging consumer camera modules (56.87%), emerging consumer optical lenses (23.14%), and smart automotive optical lenses (18.16%) [1] Group 2 - As of September 30, 2023, Hongjing Optoelectronics reported a total revenue of 1.198 billion yuan, representing a year-on-year growth of 51.65%, and a net profit attributable to shareholders of 142 million yuan, with a year-on-year increase of 12.19% [2] - The number of shareholders decreased by 25.58% to 13,300, while the average circulating shares per person increased by 41.92% to 1,584 shares [2] - The company has distributed a total of 95.32 million yuan in dividends since its A-share listing [3]

Group 1 - The core viewpoint of the news is that Hongjing Optoelectronics has shown significant financial performance with a notable increase in revenue and net profit, while also experiencing changes in shareholder structure and trading activity [1][2]. Group 2 - As of December 18, Hongjing Optoelectronics' stock price decreased by 0.84%, with a trading volume of 51.55 million yuan. The financing buy-in amount was 6.24 million yuan, while the financing repayment was 5.21 million yuan, resulting in a net financing buy of 1.03 million yuan. The total financing and securities balance reached 147 million yuan [1]. - The financing balance of Hongjing Optoelectronics is 146 million yuan, accounting for 8.27% of its circulating market value. The company had a securities lending balance of 26.97 million yuan with 3,200 shares available for lending [1]. - For the period from January to September 2025, Hongjing Optoelectronics achieved an operating income of 1.198 billion yuan, representing a year-on-year growth of 51.65%. The net profit attributable to the parent company was 142 million yuan, with a year-on-year increase of 12.19% [2]. - The number of shareholders for Hongjing Optoelectronics as of September 30 was 13,300, a decrease of 25.58% from the previous period, while the average circulating shares per person increased by 41.92% to 1,584 shares [2]. - Since its A-share listing, Hongjing Optoelectronics has distributed a total of 95.32 million yuan in dividends [2].

二〇二五年十二月 深圳市福田区深南大道 4011 号香港中旅大厦 21-26 楼 法律意见书 广东华商律师事务所 关于广东弘景光电科技股份有限公司 2025 年第四次临时股东会的 法律意见书 法律意见书 广东华商律师事务所 关于广东弘景光电科技股份有限公司 2025 年第四次临时股东会的 法律意见书 致：广东弘景光电科技股份有限公司 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》"）《上市公司股东会规则》（以下简称 "《股东会规则》"）等法律、行政法规、规范性文件以及《广东弘景光电科技 股份有限公司章程》（以下简称"《公司章程》"）的规定，广东华商律师事务 所（以下简称"本所"）接受广东弘景光电科技股份有限公司（以下简称"公司"） 委托，指派本所律师出席公司 2025 年第四次临时股东会（以下简称"本次股东 会"或"本次会议"），对本次股东会的相关事项进行见证，并据此出具本法律 意见书。 本法律意见书仅对本次会议召集和召开的程序、召集人资格、出席本次会议 的人员资格及表决程序是否符合相关法律事项和公司章程的规定以及本次会议 审议议案的表决结果是否有效进行 ...

2025 年第四次临时股东会决议公告 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。 特别提示： 1、本次股东会没有出现否决议案的情形。 证券代码：301479 证券简称：弘景光电 公告编号：2025-067 广东弘景光电科技股份有限公司 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、会议召开时间： （1）现场会议时间：2025 年 12 月 05 日（星期五）14:30 （2）网络投票时间：2025 年 12 月 05 日 其中，通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 12 月 05 日 9:15-9:25，9:30-11:30，13:00-15:00；通过证券交易所互联网投票系统投票的具 体时间为 2025 年 12 月 05 日 9:15-15:00 2、会议召开地点：广东省中山市火炬开发区勤业路 27 号会议室 3、召开方式：本次股东会采用现场表决与网络投票相结合的方式召开 4、召集人：公司董事会 5、主持人：董事长赵治平先生 6、本次股东会会议召开符合相关法律法规、深圳证券交易 ...