Cubic(SH:688665) Sou Hu Cai Jing·2025-10-18 21:22Core Points - Sifang Optoelectronics (688665) closed at 55.92 yuan on October 17, 2025, down 9.63% from 61.88 yuan the previous week [1] - The company's current market capitalization is 5.623 billion yuan, ranking 94th out of 217 in the general equipment sector and 2930th out of 5158 in the A-share market [1] Company Announcements - Sifang Optoelectronics has received a project designation from a well-known international automotive manufacturer for the supply of automotive-grade PM2.5 sensors, with a total contract value estimated at 59 million yuan (pre-tax) [1] - The project is expected to commence deliveries in 2027 and has a lifecycle of 7 years, which is a recognition of the company's R&D technology, product quality, and supply chain capabilities [1] - This designation is anticipated to positively impact the company's future annual revenue and profitability, enhancing its global market brand influence and core competitiveness [1] - The designation does not constitute a substantial order, and actual supply timelines, prices, and quantities will be determined by subsequent formal agreements or orders [1] - The project is not expected to have a significant impact on the company's performance for the current year, and the company will continue to disclose further developments once disclosure standards are met [1]