Guangdong Hongjing Optoelectronic Technology Inc.(301479)

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弘景光电(301479.SZ):上半年摄像模组产量明显提升,同比增幅超80%
Ge Long Hui· 2025-09-01 10:13
Core Viewpoint - The company, Hongjing Optoelectronics (301479.SZ), is experiencing significant growth in its optical lens and camera module production, with a notable increase in camera module output exceeding 80% year-on-year as of mid-2025 [1] Group 1: Production Growth - The total production of optical lenses and camera modules is expected to increase year-on-year in the first half of 2025 [1] - The production of camera modules has shown a remarkable year-on-year growth rate of over 80% [1] Group 2: Investment Progress - As of June 30, 2025, the investment progress for the "Optical Lens and Module Capacity Expansion Project" stands at 34.82% [1] - The investment progress for the "Research and Development Center Construction Project" is at 53.75% [1] Group 3: Future Plans - The company plans to accelerate the release of production capacity to alleviate the current capacity constraints [1]
弘景光电(301479) - 2025年9月1日投资者关系活动记录表
2025-09-01 09:52
Company Overview - Guangdong Hongjing Optoelectronics Technology Co., Ltd. specializes in the R&D, design, production, and sales of optical lenses and camera modules, focusing on smart automotive and emerging consumer products [1]. - 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]. - The net profit attributable to shareholders was CNY 75.52 million, with a year-on-year increase of 10.22% [1]. Revenue Breakdown - Revenue from panoramic/sport camera business accounted for approximately 49.66% [1]. - Revenue from smart home business represented about 22.80% [1]. - Revenue from smart automotive business made up around 18.90% [1]. - New business revenue contributed approximately 7.55% [1]. Gross Margin and Production Capacity - The gross margin for emerging consumer camera modules was 15.48%, a decline compared to the previous year, primarily due to product structure adjustments and increased costs from new product development [2]. - Total production of optical lenses and camera modules increased year-on-year, with camera module production rising by over 80% [2]. - As of June 30, 2025, the investment progress for the optical lens and module capacity expansion project was 34.82%, and the R&D center construction project was 53.75% [2]. Market Outlook and Competitive Position - The company is not currently a supplier for DJI, and the launch of DJI's panoramic camera is not expected to impact the company significantly [3]. - The panoramic and sport camera market is anticipated to expand rapidly due to increased consumer awareness, the entry of well-known manufacturers, and favorable policies and technological advancements [3].
弘景光电(301479) - 2025年8月29日投资者关系活动记录表
2025-08-29 09:28
Group 1: Company Overview and Financial Performance - The company specializes in the R&D, design, production, and sales of optical lenses and camera modules, focusing on smart automotive and emerging consumer products [1] - In the first half of 2025, the company achieved a revenue of 701.14 million yuan, representing a year-on-year growth of 55.72% [1] - The net profit attributable to shareholders was 75.52 million yuan, with a year-on-year increase of 10.22% [1] - Revenue breakdown: panoramic/sport camera business accounted for approximately 49.66%, smart home business 22.80%, smart automotive business 18.90%, and new business 7.55% [1] Group 2: Business Expansion and Customer Acquisition - The panoramic/sport camera business saw revenue growth due to new customer projects and increased sales of new products [2] - The company is enhancing customer cooperation while actively seeking new partnerships, although some new customers contribute minimally to overall performance [2] Group 3: R&D Investment and Talent Development - R&D expenses in the first half of 2025 were 38.43 million yuan, reflecting a year-on-year increase of 28.34% [3] - The company is expanding its talent acquisition channels and has established employee stock ownership plans to incentivize management and key technical personnel [3] Group 4: Production Capabilities and Market Strategy - The company produces 80-90% of its non-spherical glass lenses in-house, meeting most of its own needs [4] - The company will not enter the smartphone lens market, maintaining focus on high-growth and differentiated segments, specifically smart automotive, smart home, and panoramic/sport camera businesses [5]
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2025半年度持续督导跟踪报告
2025-08-27 10:46
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 2025半年度持续督导跟踪报告 | 保荐人名称:申万宏源证券承销保荐有限责任公司 | 被保荐公司简称:弘景光电 | | --- | --- | | 保荐代表人姓名:汪伟 | 联系电话:0755-33089885 | | 保荐代表人姓名:温立勇 | 联系电话:0755-33089885 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | (1)是否及时审阅公司信息披露文件 | 是,保荐人已对弘景光电从 30 日 | | | 2025 年 1 月 1 日至 6 月 | | | 披露的定期报告和临时报告 | | | 等各类信息披露文件及时进 | | | 行了审阅 | | (2)未及时审阅公司信息披露文件的次数 | 无 | | 2.督导公司建立健全并有效执行规章制度的情况 | | | (1)是否督导公司建立健全规章制度(包括但不限于防止 | 是,保荐人已督导弘景光电建 立健全防止关联方占用公司 | | 关联方占用公司资源的制度、募集资金管理制度、内控制 | 资源的制度、募集资金管理制 ...
弘景光电(301479) - 2025年8月27日投资者关系活动记录表
2025-08-27 09:46
Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 701.14 million yuan, a year-on-year increase of 55.72% [1] - The net profit attributable to shareholders was 75.52 million yuan, reflecting a year-on-year growth of 10.22% [1] Group 2: Gross Margin Analysis - The decline in gross margin was primarily due to the increased proportion of lower-margin camera modules and the ongoing ramp-up of new product yields [2] - The company plans to improve overall gross margin through continuous production process enhancements and material cost reductions [2] Group 3: Smart Home Business Expansion - Smart home business revenue accounted for approximately 22.80% of total operating revenue in the first half of 2025 [2] - The company is focusing on both consolidating foreign clients and increasing domestic market investments, successfully securing multiple domestic and international project allocations [2] Group 4: Production Capacity and Future Plans - Total production of optical lenses and camera modules increased year-on-year, with camera module output rising by over 80% [2] - As of June 30, 2025, the investment progress for the "Optical Lens and Module Capacity Expansion Project" was 34.82%, and for the "R&D Center Construction Project," it was 53.75% [2] - The company aims to accelerate capacity release to alleviate production constraints [2] Group 5: Pricing Pressure and AI Glasses Development - The company faces pricing pressure from product price reductions, but plans to mitigate this impact through improved yields and reduced material costs [2] - Current AI glasses projects are in the product validation stage, with some initial implementations, though they contribute minimally to overall performance [2]
弘景光电跌2.01%,成交额1.97亿元,主力资金净流出2949.14万元
Xin Lang Cai Jing· 2025-08-27 06:56
Group 1 - The stock price of Hongjing Optoelectronics has decreased by 10.82% this year, with a recent drop of 2.01% on August 27, 2023, trading at 101.01 CNY per share and a market capitalization of 8.986 billion CNY [1] - The company has seen a net outflow of 29.49 million CNY in principal funds, with significant selling pressure observed [1] - Hongjing Optoelectronics has appeared on the trading leaderboard three times this year, with the most recent net buy of 22.62 million CNY on April 28, 2023 [1] Group 2 - Hongjing Optoelectronics, established on August 14, 2012, specializes in the research, design, production, and sales of optical lenses and camera module products, with a revenue composition of 56.87% from emerging consumer camera modules [2] - As of June 30, 2023, the company reported a revenue of 701 million CNY for the first half of 2023, reflecting a year-on-year growth of 55.72%, and a net profit of 75.52 million CNY, up 10.22% year-on-year [2] - The company has distributed a total of 95.32 million CNY in dividends since its A-share listing [3] Group 3 - As of June 30, 2023, the number of shareholders for Hongjing Optoelectronics was 17,800, a decrease of 0.76% from the previous period, with an average of 1,116 circulating shares per person, an increase of 41.08% [2] - The top ten circulating shareholders include new entrants such as Zhongyou Information Industry Flexible Allocation Mixed A and Yuanxin Yongfeng Xingnuo, indicating a shift in institutional holdings [3]
弘景光电(301479) - 2025年8月26日投资者关系活动记录表(2025年半年度业绩说明会)
2025-08-26 10:40
Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 701.14 million yuan, a year-on-year increase of 55.72% [1] - The net profit attributable to shareholders was 75.52 million yuan, reflecting a year-on-year growth of 10.22% [1] - The revenue breakdown includes approximately 49.66% from panoramic/action camera business, 22.80% from smart home business, 18.90% from smart automotive business, and 7.55% from new business [1] Group 2: Gross Margin Analysis - The gross margin for emerging consumer optical lenses was 46.06%, showing a decline compared to the previous year due to an increase in the sales proportion of lower-margin products [2] - The gross margin for emerging consumer camera modules was 15.48%, also down from the previous year, primarily due to product structure adjustments and increased rework costs during the new product ramp-up phase [2] Group 3: Smart Automotive Business - The smart automotive business generated operating revenue of 132.50 million yuan in the first half of 2025, marking a year-on-year increase of 56.44% [3] - Revenue from smart automotive lenses reached 127.30 million yuan, with a year-on-year growth of 70.40% [3] - The company is actively expanding its customer base and has secured multiple domestic and international projects, enhancing production efficiency through automation [3] - The market for automotive cameras in China is projected to exceed 100 million units with a market size of 23.7 billion yuan by 2025 [3] Group 4: New Business Development - The "N" business segment, which includes industrial inspection, medical applications, AI hardware, and machine vision, accounted for approximately 7.55% of total revenue [4] - Initial successes in machine vision projects have been achieved, including mass production of robotic lawn mowers and motion-sensing game consoles, although overall contribution to revenue remains small [4] Group 5: Panoramic/Action Camera Business - The panoramic/action camera business contributed approximately 49.66% to total revenue, driven by new customer projects and increased sales of new products [5] - The company is enhancing customer collaboration while seeking new partnerships, although additional customers currently contribute minimally to overall performance [5] Group 6: Production Capacity - The company is progressing with investment projects to boost production capacity, with total output of optical lenses and camera modules increasing year-on-year [5] - Camera module production saw a significant increase of over 80% year-on-year, primarily from the panoramic/action camera and "N" business segments [5]
弘景光电(301479) - 2025年第二次临时股东会决议公告
2025-08-25 11:31
证券代码:301479 证券简称:弘景光电 公告编号:2025-046 广东弘景光电科技股份有限公司 2025 年第二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。 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)现场会议时间:2025 年 8 月 25 日(星期一)14:30 (2)网络投票时间:2025 年 8 月 25 日 其中,通过深交所交易系统进行网络投票的时间为 2025 年 8 月 25 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 8 月 25 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 1、会议召开时间: 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、深圳证券交易所(以下简称"深 ...
弘景光电(301479) - 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年第二次临时股东会的法律意见书
2025-08-25 11:21
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 年第二次临时股东会的 法律意见书 二〇二五年八月 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 年第二次临时股东会的 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 年第二次临时股东会(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核 ...
弘景光电8月22日获融资买入2844.87万元,融资余额2.44亿元
Xin Lang Cai Jing· 2025-08-25 02:12
Group 1 - The core viewpoint of the news highlights the financial performance and stock trading activities of Hongjing Optoelectronics, indicating a mixed trading day with a slight increase in stock price and a net financing outflow [1] - As of August 22, Hongjing Optoelectronics had a total financing and securities balance of 244 million yuan, which accounts for 11.80% of its market capitalization [1] - The company reported a revenue of 701 million yuan for the first half of 2025, representing a year-on-year growth of 55.72%, and a net profit attributable to shareholders of 75.52 million yuan, up 10.22% year-on-year [2] Group 2 - The company has distributed a total of 95.32 million yuan in dividends since its A-share listing [3] - As of June 30, 2025, the number of shareholders for Hongjing Optoelectronics was 17,800, a decrease of 0.76% from the previous period, while the average circulating shares per person increased by 41.08% to 1,116 shares [2] - Notable new institutional shareholders include Zhongyou Information Industry Flexible Allocation Mixed A, holding 226,900 shares, and Yuanxin Yongfeng Xingnuo, holding 207,300 shares [3]