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 ...

（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。 ...

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 ...

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 ...

Core Insights - The article highlights the ongoing developments in Qianhai, Shenzhen, which is enhancing its global high-end production factor allocation capabilities through various initiatives and projects [1][2]. Group 1: Economic Development - The Qianhai area has seen significant growth in modern service industries, with a focus on high-end factor aggregation and radiation effects, achieving its first-phase goals ahead of schedule [2]. - The area has expanded to 120.56 square kilometers, with administrative reforms allowing for a separation of economic and administrative functions, leading to a new governance mechanism [1][2]. Group 2: Financial Sector - Qianhai has established itself as a financial hub, attracting 503 financial institutions, with nearly 30% being foreign and Hong Kong capital [3]. - The financial sector in Qianhai has maintained double-digit growth from 2022 to 2024, with a steady growth rate of 13.8% in the first half of 2025 [3]. Group 3: Arbitration and Legal Services - Shenzhen International Arbitration Court has increased its international credibility, with 733 foreign arbitrators from 129 countries, and is expected to handle arbitration cases worth 142.2 billion yuan in 2024 [4][5]. - Shenzhen has been recognized as a popular arbitration location in the Asia-Pacific region, alongside Hong Kong and Singapore [5]. Group 4: Technology and Innovation - The area is integrating financial, legal, and technological services, with companies like YingShi Innovation and DaiMeng Robotics leading the charge in tech innovation and service-oriented manufacturing [6][7]. - The establishment of a comprehensive "embodied intelligence port" is underway, focusing on the entire supply chain from core components to application [7]. Group 5: Logistics and Trade - Shenzhen's international logistics system is being upgraded to match its manufacturing capabilities, with significant growth in air cargo throughput, reaching 188,000 tons in 2024, a 17.6% increase [9][10]. - The introduction of the "MCC Qianhai Air Cargo Service Center" is expected to reduce comprehensive costs for enterprises by approximately 30% [10]. Group 6: Urban Development and Quality of Life - Qianhai is evolving into a new urban center, with significant investments in cultural and tourism projects, leading to a 56.9% increase in inbound tourists and a 93.2% rise in international tourism revenue in 2024 [11][12]. - The area is developing into a fourth-generation industrial park, with infrastructure costs exceeding 10 billion yuan per square kilometer, enhancing its status as a central business, technology, and living district [13].

Core Viewpoint - Hongjing Optoelectronics is actively expanding its business in industrial inspection, medical applications, artificial intelligence hardware, and machine vision, with a projected revenue of approximately 50 million yuan from these sectors in the first half of 2025, accounting for about 7.55% of total revenue [1] Group 1: Business Segments - The company has achieved initial success in machine vision, with mass production of projects such as lawnmowers and motion-sensing game consoles [1] - Hongjing Optoelectronics is recognized for its optical products that utilize glass-plastic hybrid technology, which has been well-received in emerging consumer electronics and smart automotive applications [1] - In the emerging consumer business, the company's smart home optical lenses are designed with glass-plastic hybrid technology, offering wide-angle, ultra-thin, and high-quality night vision capabilities [1] - The panoramic and action camera modules combine glass spherical and aspherical lenses to achieve ultra-high definition, ultra-wide angle, low glare, and non-thermal characteristics [1] - The automotive segment features high-definition, wide-angle, and large aperture vehicle-mounted lens products that meet the stringent reliability and performance requirements of automotive imaging systems [1] Group 2: Financial Performance - In the first half of 2025, the gross margin for the emerging consumer camera module business was 15.48%, showing a decline compared to the same period last year [1] - The decline in gross margin is attributed to the ramp-up phase of new product yields, increased rework costs due to manufacturing complexity, and significant fluctuations in the value and prices of purchased materials [1] - The company maintains that its current gross margin level is within a reasonable range and plans to enhance profitability through continuous improvements in production processes, driving down core material costs, and optimizing product structure [2]

Core Viewpoint - Hongjing Optoelectronics (301479.SZ) is expanding its N business, which includes industrial inspection, medical applications, artificial intelligence hardware, and machine vision, aiming for significant revenue growth by 2025 [1] Business Overview - The N business segment is projected to generate approximately 50 million yuan in revenue by the first half of 2025, accounting for about 7.55% of the total revenue [1] - The company is actively seeking collaboration opportunities and has achieved initial success in the machine vision sector, with projects such as lawnmowers and motion-sensing gaming devices entering mass production [1]

Group 1 - Hongjing Optoelectronics (SZ 301479) announced that on September 5, 2025, it will accept investor research from Yuanxin Yongfeng Fund and others, with the company secretary Lin Qiongyun participating in the reception and answering investor questions [1] - For the year 2024, the revenue composition of Hongjing Optoelectronics is as follows: camera module manufacturing accounts for 50.91%, optical lens manufacturing accounts for 48.18%, and other businesses account for 0.91% [1] - As of the report date, the market capitalization of Hongjing Optoelectronics is 8.5 billion yuan [2]

Core Viewpoint - Hongjing Optoelectronics (301479.SZ) reported a decline in gross margin for new consumer camera modules to 15.48% in the first half of 2025 compared to the same period last year, primarily due to adjustments in product structure and an increase in the sales proportion of new products, which are currently in a yield ramp-up phase and face higher manufacturing difficulties and rework costs [1] Group 1 - The gross margin for new consumer camera modules is 15.48% in the first half of 2025 [1] - There is a year-on-year decline in gross margin attributed to product structure adjustments [1] - The sales proportion of new products has significantly increased [1] Group 2 - New products are currently in a yield ramp-up phase [1] - Manufacturing difficulties have increased, leading to higher rework costs [1]

Core Viewpoint - Hongjing Optoelectronics (301479.SZ) is actively expanding its N business, which includes industrial inspection, medical applications, artificial intelligence hardware, and machine vision, aiming for significant revenue growth in these sectors by 2025 [1] Business Overview - The N business segment is projected to generate approximately 50 million yuan in revenue by the first half of 2025, accounting for about 7.55% of the total revenue [1] - The company is seeking collaboration opportunities and has achieved initial success in the machine vision sector, with projects such as lawnmowers and motion-sensing gaming devices entering mass production [1]