一季度营收48.82亿元 欧菲光经营现金流转正

Group 1 - The core viewpoint of the articles highlights O-Film's strategic focus on enhancing operational capabilities and profitability through a significant asset restructuring involving the acquisition of a stake in O-Film Microelectronics [1][2] - In Q1 2025, O-Film reported revenue of 4.882 billion yuan, a year-on-year increase of 5.07%, but faced a net loss attributable to shareholders of 58.9498 million yuan [1] - The company achieved a positive cash flow from operating activities of 375.494 million yuan, marking a substantial year-on-year growth of 111.43% [1] Group 2 - The restructuring aims to strengthen the synergy within the supply chain, focusing on the optical and optoelectronic sectors, with O-Film's main business including optical camera modules and smart automotive products [2] - O-Film Microelectronics, a key subsidiary, has demonstrated strong profitability with net profits of 238 million yuan and 280 million yuan for 2023 and 2024, respectively [1][2] - The acquisition is expected to enhance O-Film's control over O-Film Microelectronics, contributing positively to the company's overall strategic layout and profitability [2] Group 3 - O-Film plans to solidify its innovation foundation by increasing R&D investment and establishing a central research institute to foster technological breakthroughs [3] - The company aims to create a "think tank" of experts to enhance its core competitiveness and respond to industry trends and customer needs [3] - O-Film intends to leverage its vertical integration across the supply chain to provide comprehensive solutions that meet customer demands, thereby increasing customer loyalty [3]