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弘景光电(301479) - 关于对外投资建设弘景光电研发制造总部基地的进展公告
2025-09-26 10:48
关于对外投资建设弘景光电研发制造总部基地的进展公告 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。 一、对外投资概述 广东弘景光电科技股份有限公司(以下简称"公司")拟对外投资建设弘景光 电研发制造总部基地项目(以下简称"项目"或"本项目"),项目总投资额预计 为人民币 15.33 亿元,其中固定资产投资额预计为人民币 7.5 亿元(最终投资金额 以项目建设实际投入为准)。同时,公司拟在中山市取得土地使用权,并与中山火 炬工业集团有限公司(代中山火炬高技术产业开发区管理委员会履行招商引资洽谈、 园区服务等相应职责)签订《投资协议》。 上述事项已经公司第三届董事会第十四次会议、2025 年第二次临时股东会审议 通过,具体内容详见公司于巨潮资讯网(http://www.cninfo.com.cn/)披露的《关 于对外投资建设弘景光电研发制造总部基地暨签订投资协议的公告》(公告编号: 2025-035)。 二、对外投资进展情况 2025 年 9 月 25 日,公司以上网竞价出让方式竞得编号为 G15-2025-0101 地块的 建设用地使用权,该地块位于中山市火炬开 ...
弘景光电(301479) - 关于部分募集资金专户注销完成的公告
2025-09-26 10:48
证券代码:301479 证券简称:弘景光电 公告编号:2025-049 广东弘景光电科技股份有限公司 关于部分募集资金专户注销完成的公告 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。 为规范公司募集资金的管理和使用,保护投资者合法权益,根据《深圳证券交 易所创业板股票上市规则》《上市公司募集资金监管规则》等相关法律法规及公司 《募集资金管理制度》的相关要求,公司及子公司开设了募集资金专项账户,并分 别与保荐机构申万宏源证券承销保荐有限责任公司及存放募集资金的商业银行签署 了《募集资金三方/四方监管协议》,对募集资金进行专户存储和管理。具体内容详 见公司披露于巨潮资讯网(www.cninfo.com.cn)的《关于公司及子公司签订募集资 金三方及四方监管协议的公告》(公告编号:2025-001)。 截至本公告披露日,公司募集资金专户情况如下: | 序 | | | | 募集资金 | | | --- | --- | --- | --- | --- | --- | | 号 | 开户主体 | 开户银行 | 账号 | 用途 | 账户状态 | | 1 | 广东弘景光电 | ...
弘景光电9月24日获融资买入2183.57万元,融资余额1.85亿元
Xin Lang Cai Jing· 2025-09-25 01:41
截至6月30日,弘景光电股东户数1.78万,较上期减少0.76%;人均流通股1116股,较上期增加41.08%。 2025年1月-6月,弘景光电实现营业收入7.01亿元,同比增长55.72%;归母净利润7552.43万元,同比增 长10.22%。 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6月30日,弘景光电十大流通股东中,中邮信息产业灵活配置混合A (001227)位居第二大流通股东,持股22.69万股,为新进股东。圆信永丰兴诺(012064)位居第五大 流通股东,持股20.73万股,为新进股东。永赢成长领航混合A(010562)位居第八大流通股东,持股 9.77万股,为新进股东。 责任编辑:小浪快报 9月24日,弘景光电涨0.22%,成交额1.51亿元。两融数据显示,当日弘景光电获融资买入额2183.57万 元,融资偿还2401.34万元,融资净买入-217.77万元。截至9月24日,弘景光电融资融券余额合计1.85亿 元。 融资方面,弘景光电当日融资买入2183.57万元。当前融资余额1.85亿元,占流通市值的8.88%。 融券方面,弘景光电9月24日融券偿还 ...
调研速递|弘景光电接受广大投资者调研 聚焦业务布局与市场表现要点
Xin Lang Cai Jing· 2025-09-22 10:25
Core Insights - Guangdong Hongjing Optoelectronics Technology Co., Ltd. held an online investor reception day on September 19, 2023, to engage with investors and address various inquiries [1] Group 1: Financial and Operational Highlights - The company has fully accounted for its listing-related expenses in the management costs for the first half of 2025 [2] - In the first half of 2025, the emerging consumer business generated revenue of 560.98 million yuan, while the smart automotive business achieved revenue of 132.50 million yuan [2] - The company maintains stable product gross margins through improved yield rates and reduced material costs [2] Group 2: Product Development and Market Strategy - Hongjing Optoelectronics is actively developing machine vision technology for various applications, including outdoor work robots and service robots [2] - The company is focusing on lightweight products and high-resolution cameras, with ongoing projects in 48MP and above sports cameras and panoramic modules [2] - The company has a strategic partnership with Yingstone Innovation, which was established in 2015, and a strategic cooperation agreement was signed in 2022 [2] Group 3: Market Position and Future Outlook - The company ranks seventh globally in the automotive optical lens market with a market share of 3.70% in 2024, covering applications in smart driving and smart cockpits [2] - The demand for ADAS and AVM lenses is driving revenue growth in the smart automotive sector due to the industry's development [2] - The company is one of the main drafters of the national standard GB 15084 - 2022 for electronic rearview mirrors, with its CMS lens being among the first to receive certification [2]
弘景光电(301479) - 2025年9月19日投资者关系活动记录表(2025年广东辖区投资者网上集体接待日活动)
2025-09-22 09:30
Group 1: Financial Performance - The company has fully accounted for its listing-related expenses in the management costs for the first half of 2025 [2] - In the first half of 2025, the emerging consumer business generated revenue of CNY 560.98 million, while the smart automotive business achieved revenue of CNY 132.50 million [4] - The company's revenue from automotive products increased by over 70% in the first half of 2025, driven by strong demand for ADAS and AVM cameras [6] Group 2: Research and Development - The company is actively developing new products in the fields of lightweight design, 48MP and above sports cameras, and consumer machine vision modules [3] - The company has initiated R&D in machine vision, focusing on outdoor operation robots, companion robots, and humanoid robots [2] - The company plans to continue expanding its R&D efforts to enhance new business contributions [2] Group 3: Strategic Partnerships - The company established a strategic partnership with YingShi in 2015, which was deepened with a cooperation agreement in 2022 [3] - The company is exploring further collaboration opportunities with YingShi in various imaging-related fields [5] Group 4: Market Position and Competition - The company holds a 3.70% market share in the global automotive optical lens market, ranking seventh globally [6] - The company is one of the early entrants in the smart automotive sector, covering applications in smart driving and smart cockpit [6] - The company is a key contributor to the national standard for electronic rearview mirrors, with its CMS lens recognized for advanced technology [6] Group 5: Business Outlook - The company is focusing on maintaining its leading position in smart automotive, smart home, and panoramic/sports camera sectors while expanding into industrial inspection, medical, and AI hardware [4] - The company is actively seeking to mitigate risks associated with product direction errors during its current growth phase [3] - The company is monitoring industry trends to enhance its technology development and market expansion in high-pixel products [6]
弘景光电(301479) - 2025年9月18日投资者关系活动记录表
2025-09-19 09:46
Company Overview - Guangdong Hongjing Optoelectronics Technology Co., Ltd. specializes in the R&D, design, production, and sales of optical lenses and camera modules since its establishment in 2012 [1] - Main products include optical lenses and camera modules for smart cars and emerging consumer markets, with applications in smart cockpits, intelligent driving, smart homes, and panoramic/sport cameras [1] Financial Performance - In the first half of 2025, the company achieved a revenue of CNY 701.14 million, representing a year-on-year growth of 55.72% [1] - Net profit attributable to shareholders was CNY 75.52 million, with a year-on-year increase of 10.22% [1] - Revenue breakdown: - Panoramic/sport camera business: 49.66% - Smart home business: 22.80% - Smart car business: 18.90% - New business: 7.55% [1] Customer Base - Established a diverse customer base in the smart car sector, supplying to brands like Chery, Changan, Xiaopeng, and SAIC through partners such as Desay SV and Hikvision [2] - In the smart home sector, the company is a key supplier for mid-to-high-end brands like Ring and Blink in the European and American markets [2] - Long-term partnership with Ying Shi Innovation in the panoramic/sport camera field [2] Collaboration with Ying Shi Innovation - Collaboration began in 2015, driven by mutual needs and market potential [3] - In 2022, the company developed a leading 48-megapixel panoramic camera lens and module, which received positive market feedback [3] Profitability Analysis - Overall gross margin for the first half of 2025 was 24.43% [4] - Gross margins by product: - Smart car optical lenses: 25.12% - Emerging consumer optical lenses: 46.06% - Emerging consumer camera modules: 15.48% [4] - Camera modules have lower gross margins due to reliance on externally sourced components [4] Future Development Outlook - The company aims to implement a "3+N" product strategy over the next 3-5 years, focusing on increasing market share in smart cars, smart homes, and panoramic/sport cameras [6] - Plans to expand into emerging fields such as AI hardware, machine vision, industrial inspection, and medical applications [6]
弘景光电(301479) - 关于参加广东辖区2025年投资者网上集体接待日活动的公告
2025-09-16 08:31
证券代码:301479 证券简称:弘景光电 公告编号:2025-048 届时公司高管将在线就公司 2025 年半年度业绩、公司治理、发展战略、经 营状况等投资者关心的问题,与投资者进行沟通与交流,欢迎广大投资者踊跃参 与! 特此公告! 广东弘景光电科技股份有限公司董事会 2025 年 9 月 17 日 — 1 — 关于参加广东辖区 2025 年投资者网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流,广东弘景光电科技股份有限公司(以下 简称"公司")将参加由中国证券监督管理委员会广东监管局、广东上市公司协 会联合举办的"向新提质 价值领航--2025 年广东辖区投资者集体接待日暨辖区 上市公司中报业绩说明会",现将相关事项公告如下: 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站 (http://rs.p5w.net)参与本次互动交流,活动时间为 2025 年 9 月 19 日(周 五)15:30-17:00。 广东弘景光电科技股份有限公司 ...
弘景光电:1116904股限售股将于9月18日上市流通
Zheng Quan Ri Bao· 2025-09-15 14:08
(文章来源:证券日报) 证券日报网讯 9月15日晚间,弘景光电发布关于首次公开发行网下配售限售股份上市流通的提示性公告 称,本次解除限售并上市流通的股份为公司首次公开发行网下配售限售股份;本次申请解除限售股东户 数为6,516户,股份数量为1,116,904股,占公司总股本的1.26%,限售期为自公司首次公开发行并 上市之日起6个月;本次解除限售股份的上市流通日期为2025年9月18日。 ...
弘景光电(301479) - 关于首次公开发行网下配售限售股份上市流通的提示性公告
2025-09-15 10:52
证券代码:301479 证券简称:弘景光电 公告编号:2025-047 广东弘景光电科技股份有限公司 关于首次公开发行网下配售限售股份上市流通的提示性公告 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、本次解除限售并上市流通的股份为广东弘景光电科技股份有限公司(以下简 称"公司")首次公开发行网下配售限售股份; 2、本次申请解除限售股东户数为 6,516 户,股份数量为 1,116,904 股,占公司 总股本的 1.26%,限售期为自公司首次公开发行并上市之日起 6 个月; 3、本次解除限售股份的上市流通日期为 2025 年 9 月 18 日。 一、首次公开发行网下配售股份概况 经中国证券监督管理委员会(以下简称"中国证监会")《关于同意广东弘景光 电科技股份有限公司首次公开发行股票注册的批复》(证监许可〔2024〕1747 号)同 意注册,公司首次公开发行人民币普通股(A 股)15,886,667 股,并于 2025 年 3 月 18 日在深圳证券交易所创业板上市。首次公开发行股票后,公司总股本为 63,546,667 股,其中有限售条件股 ...
弘景光电(301479) - 申万宏源证券承销保荐有限责任公司关于广东弘景光电科技股份有限公司首次公开发行网下配售限售股份上市流通的核查意见
2025-09-15 10:52
申万宏源证券承销保荐有限责任公司 关于广东弘景光电科技股份有限公司 首次公开发行网下配售限售股份上市流通的核查意见 申万宏源证券承销保荐有限责任公司(以下简称"申万宏源承销保荐"或"保 荐人")作为广东弘景光电科技股份有限公司(以下简称"弘景光电"或"公司") 首次公开发行股票并在创业板上市的保荐人,根据《证券发行上市保荐业务管理 办法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监 管指引第 2 号——创业板上市公司规范运作》等法律法规和规范性文件的要求, 对弘景光电的首次公开发行网下配售限售股份上市流通事项进行了核查,具体核 查情况及意见如下: 一、首次公开发行网下配售股份概况 经中国证券监督管理委员会(以下简称"中国证监会")《关于同意广东弘景 光电科技股份有限公司首次公开发行股票注册的批复》(证监许可〔2024〕1747 号)同意注册,公司首次公开发行人民币普通股(A 股)15,886,667 股,并于 2025 年 3 月 18 日在深圳证券交易所创业板上市。首次公开发行股票后,公司总股本 为 63,546,667 股,其中有限售条件股份数量为 49,343,230 股,占发行后 ...