君逸数码拟以1.2亿元控股光宏精密 切入光学精密元组件赛道

Core Viewpoint - Sichuan Junyi Digital Technology Co., Ltd. has signed a capital increase agreement with Guangdong Guanghong Precision Technology Co., Ltd., investing 120 million yuan to acquire a 60% stake, making Guanghong Precision a subsidiary and expanding into the optical precision components market [2][5]. Group 1: Investment and Strategic Moves - The capital increase will allow Junyi Digital to strategically enter the promising optical precision components sector, which is part of its broader strategy to build a collaborative ecosystem around "smart IoT + big data + AIGC applications" [2][6]. - Junyi Digital's investment of 120 million yuan will primarily be used to expand production capacity, ensuring rapid growth for Guanghong Precision [6]. Group 2: Market Potential and Industry Growth - The global optical components market is expected to grow from over 300 billion yuan in 2024 to over 700 billion yuan by 2030, indicating a doubling of market size and presenting a significant opportunity for Junyi Digital [3]. - The global aspheric optical lens market is projected to grow from approximately 9.119 billion USD in 2024 to 14.92 billion USD by 2031, with a compound annual growth rate of 7.3% from 2025 to 2031 [4]. Group 3: Guanghong Precision's Competitive Edge - Guanghong Precision, established in 2021, specializes in the research, production, and sales of precision optical components, leveraging advanced technology in aspheric lens manufacturing to meet the demands of various high-tech applications [3][4]. - The company has successfully entered the supply chains of leading industry players, showcasing strong market recognition and growth potential [4].