证券代码：301479 证券简称：弘景光电 公告编号：2026-001 广东弘景光电科技股份有限公司 关于与专业投资机构共同投资设立合伙企业的公告 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。 一、对外投资概述 为深化产业协同、落实战略布局，借助专业机构的能力与资源优势，在立足主 业的同时进行新兴产业股权投资，推进产业与资本的有效融合，广东弘景光电科技 股份有限公司（以下简称"公司"）于 2026 年 2 月 3 日与上海慕华金誉股权投资管 理合伙企业（有限合伙）（以下简称"慕华金誉""普通合伙人"）及其他有限合 伙人签署了《共青城慕智合创创业投资合伙企业（有限合伙）合伙协议》（以下简 称"合伙协议""本协议"），拟共同投资设立共青城慕智合创创业投资合伙企业 （有限合伙）（以下简称"慕智合创""合伙企业"）。合伙企业的目标认缴规模 为人民币 29,000 万元，其中首关规模为人民币 7,250 万元，公司作为有限合伙人拟 以自有资金出资 300 万元认购合伙企业的基金份额。 公司控股股东、实际控制人、持股 5%以上的股东、董事、高级管理人员未参与 认购慕智合 ...

Core Viewpoint - Hongjing Optoelectronics primarily focuses its overseas sales on clients' foreign factories and designated partner manufacturers of end customers [2] Group 1 - The company engages in overseas sales targeting foreign factories of clients [2] - The company collaborates with partner manufacturers specified by end customers for its overseas sales [2]

Core Viewpoint - Hongjing Optoelectronics has established comprehensive product solutions in the smart automotive sector, covering various applications in intelligent driving and smart cockpits, and maintains optimistic growth expectations for its smart automotive business by 2026 [1] Group 1: Company Partnerships - The company has formed long-term stable partnerships with numerous well-known automotive manufacturers such as Mercedes-Benz, Chery, Great Wall, and Xpeng, as well as Tier 1 suppliers [1] Group 2: Market Trends - The trend of "equal access to intelligent driving" is accelerating the penetration of advanced intelligent driving features into mid- to low-end vehicle models [1]

证券代码：301479 证券简称：弘景光电 广东弘景光电科技股份有限公司投资者关系活动记录表 编号：2026-001 投资者关系活动 类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 其他 电话会议 参与单位名称 摩根基金、华安基金、汇添富基金、交银施罗德基金、汇丰晋信基金、 华泰保险、兴证全球基金、浦银安盛基金、国泰基金、国泰海通证券、 华金证券 时间 2026 年 1 月 5 日-1 月 30 日 地点 现场沟通、电话会议 公司接待人员 姓名 董事长兼总经理赵治平先生 董事会秘书林琼芸女士 证券事务代表钟倩文女士 投资者关系活动 主要内容介绍 1、公司在全景/运动相机领域为头部客户提供光学镜头及模组产 品，拥有较高的市场份额，公司依托哪些差异化的竞争优势持续巩固 在该领域的行业地位？预计该业务 2026 年的增速如何？ 公司是行业内最早进入并深耕全景/运动相机领域的专业光学制 造商之一，拥有深厚的技术沉淀。公司不仅掌握光学镜头设计，还具 备从光学设计、精密制造到摄像模组集成的全链条核心技术与制程工 艺，能为客户提供"光学镜头+摄像模组"的一体化、深层次协同解 ...

Group 1 - The article discusses the recent policy measures issued by Guangdong province aimed at promoting high-quality development in transportation through artificial intelligence [4][5] - The policy encourages enterprises to focus on core technology breakthroughs and innovation in areas such as end-to-end remote driving, intelligent decision-making, and precise prediction and control [4][5] - The initiative aims to create high-quality data sets, toolchains, and algorithm libraries to facilitate the application of large models in autonomous driving [4][5] Group 2 - The article lists various companies involved in the development of key technologies related to autonomous driving, including 威帝股份, 凯众股份, and 大华股份 [6] - It highlights the importance of advanced systems such as steer-by-wire systems, vehicle-mounted cameras, and heads-up displays (HUD) in the context of intelligent driving [6]

Group 1 - The core viewpoint of the news is that Hongjing Optoelectronics has shown significant financial performance with a notable increase in revenue and net profit, alongside active trading in its stock [2][3] - As of January 19, Hongjing Optoelectronics experienced a stock price decline of 1.41% with a trading volume of 80.43 million yuan, and a net financing purchase of 6.00 million yuan [1] - The company has a total financing and margin trading balance of 151 million yuan, which constitutes 7.79% of its market capitalization [1] Group 2 - For the period from January to September 2025, Hongjing Optoelectronics achieved an operating income of 1.198 billion yuan, reflecting a year-on-year growth of 51.65%, and a net profit attributable to shareholders of 142 million yuan, up 12.19% year-on-year [2] - The company has distributed a total of 95.32 million yuan in dividends since its A-share listing [3] - As of September 30, 2025, the number of shareholders decreased by 25.58% to 13,300, while the average circulating shares per person increased by 41.92% to 1,584 shares [2]

Core Viewpoint - The article emphasizes the importance of enhancing five key professional capabilities to transform into a first-class modern investment bank, as articulated by Liu Jian, the Chairman of Shenwan Hongyuan Securities. This transformation is essential for supporting the development of the capital market and contributing to the construction of a financial power [1][13]. Group 1: Value Discovery Capability - Value discovery is identified as the first step in optimizing resource allocation in the capital market, necessitating higher professional discernment and value extraction capabilities from securities firms [2][14]. - Liu Jian highlights the need for securities companies to fulfill their role as gatekeepers by adapting due diligence systems to new technologies and business models, thereby enhancing the market's inclusivity and adaptability [2][14]. - Shenwan Hongyuan Securities has been recognized as an A-class firm in the 2024 evaluation of securities companies' investment banking quality, reflecting its commitment to improving professional standards [2][14]. Group 2: Product Creation Capability - The article discusses the necessity of enhancing product creation capabilities to better serve residents' wealth management needs, particularly in the context of transitioning from traditional brokerage to wealth management [5][17]. - Liu Jian stresses the importance of developing diverse, high-quality products that align with customer needs, particularly focusing on low-volatility, allocation-type products to meet long-term stable return expectations [5][17]. - Shenwan Hongyuan Securities has successfully issued various innovative financial products, providing a wider range of options for both individual and institutional investors [5][17]. Group 3: Risk Pricing Capability - The article underscores the significance of risk pricing in enhancing China's capital market's discourse power, especially as new technologies and assets emerge [7][19]. - Liu Jian advocates for securities firms to innovate valuation methodologies that accommodate the unique risk-return characteristics of new technologies and assets, thereby improving pricing rationality [7][19]. - The goal is to establish a pricing system that not only solidifies domestic core asset pricing power but also enhances international influence in asset valuation [7][20]. Group 4: Global Allocation Capability - The article highlights the need for securities firms to enhance their global resource allocation capabilities to better serve both Chinese investments and foreign investments in China [9][21]. - Liu Jian emphasizes the importance of creating a comprehensive cross-border financial service system that facilitates investment in China and supports Chinese investments abroad [9][22]. - Shenwan Hongyuan Securities has actively engaged in cross-border investment banking, successfully assisting several competitive technology companies in their listings [9][22]. Group 5: Reputation Management Capability - Reputation is deemed fundamental for the survival and development of the financial industry, with securities firms' integrity and public image directly impacting market confidence [11][23]. - Liu Jian asserts that reputation management should be deeply embedded in corporate governance and culture, promoting a healthy market environment [11][23]. - The article calls for securities firms to leverage their expertise to stabilize market expectations and build investor confidence through objective and insightful analyses [11][23].

Core Viewpoint - The article emphasizes the role of Shenwan Hongyuan Securities in supporting specialized and innovative enterprises in the capital market, highlighting its commitment to becoming a leading modern investment bank and enhancing its service capabilities in various dimensions [1][2]. Group 1: Value Discovery Capability - Value discovery is identified as the first step in optimizing resource allocation in the capital market, necessitating enhanced professional discernment and value extraction capabilities from securities firms [2]. - The company aims to cultivate and select high-tech and quality enterprises during the 14th Five-Year Plan period, thereby improving market inclusivity and adaptability [2]. - Shenwan Hongyuan Securities has been recognized as an A-class firm in the 2024 securities company investment banking business quality evaluation, reflecting its commitment to improving professional standards [2]. Group 2: Product Creation Capability - The company is focused on enhancing its product creation capabilities to better serve residents' wealth management needs, addressing challenges such as insufficient product supply and lack of stable long-term returns [4]. - It aims to provide a diverse range of low-volatility, allocation-type products to meet investors' demand for stable returns [5]. - The transition from traditional brokerage services to a buyer-oriented wealth management model is seen as crucial for enhancing investor satisfaction and trust [5]. Group 3: Risk Pricing Capability - Improving risk pricing capabilities is essential for enhancing China's capital market's influence and ensuring financial security [6]. - The company is tasked with developing innovative valuation methodologies that adapt to new technologies and economic conditions, thereby improving the pricing of new assets [6][7]. - It aims to guide listed companies in disclosing key information to reduce investor cognitive risks and promote rational price discovery [6]. Group 4: Global Allocation Capability - The company recognizes the need to enhance its international business capabilities to match China's economic scale and openness, facilitating foreign investment in China [8]. - It aims to create a comprehensive cross-border financial service system that serves both domestic and international markets [8]. - The focus is on optimizing its international network and strengthening cross-border investment banking expertise to support Chinese enterprises' growth globally [9]. Group 5: Reputation Management Capability - Reputation is deemed fundamental for the survival and development of the financial industry, with a focus on embedding compliance and professionalism into the company's culture [11]. - The company is encouraged to leverage its expertise to stabilize market expectations and build investor confidence through objective and insightful analyses [11][12]. - It aims to communicate rational and professional insights to both domestic and international markets, reinforcing its role as a trusted intermediary in the capital market [12].

Core Viewpoint - The article emphasizes the role of Shenwan Hongyuan Securities in supporting specialized and innovative enterprises in the capital market, highlighting its commitment to becoming a leading modern investment bank through enhanced professional capabilities and services [1][8]. Group 1: Value Discovery Capability - Value discovery is identified as the first step in optimizing resource allocation in the capital market, necessitating higher professional discernment and value extraction capabilities from securities firms [1][2]. - The company aims to cultivate and select more hard technology and quality enterprises during the 14th Five-Year Plan period, enhancing market inclusivity and adaptability [2]. Group 2: Product Creation Capability - The enhancement of product creation capabilities is crucial for better serving residents' wealth management needs, addressing challenges such as insufficient product supply and lack of stable long-term returns [3][4]. - The company is focused on providing diverse, high-quality products and adopting a buyer-oriented investment advisory service model to meet investor demands for stable returns [3][4]. Group 3: Risk Pricing Capability - Improving risk pricing capabilities is essential for enhancing China's capital market's influence and ensuring financial security amid the rise of new economic sectors [5][6]. - The company is tasked with innovating valuation methodologies to adapt to new technologies and business models, thereby reducing investor cognitive risks [5][6]. Group 4: Global Allocation Capability - The company recognizes the need to enhance its international business capabilities to match China's economic scale and openness, facilitating foreign investment in China [6]. - It aims to establish a comprehensive cross-border financial service system to support both inbound and outbound investments [6]. Group 5: Reputation Management Capability - Reputation management is deemed fundamental for the survival and development of the financial industry, with a focus on embedding compliance and professionalism into the company's culture [7]. - The company is committed to maintaining high-quality professional output and actively contributing to market stability and investor confidence [7][8].

Core Viewpoint - The article emphasizes the importance of the securities industry in contributing to China's financial strength and capital market development, as outlined in the 20th National Congress of the Communist Party of China. It highlights the need for securities firms to focus on their core responsibilities and enhance their professional capabilities to seize strategic opportunities in the evolving capital market landscape [1][2]. Group 1: Value Discovery Capability - Value discovery is crucial for optimal resource allocation in the capital market, and the market-oriented reforms led by the registration system have increased the demand for securities firms' professional identification and value extraction abilities [3]. - Securities firms are tasked with nurturing and selecting high-quality technology companies during the 14th Five-Year Plan period, enhancing market inclusivity and adaptability [3]. - The need for securities firms to evolve their due diligence systems to align with new technologies and business models is emphasized, requiring proactive engagement with innovation sources [3]. Group 2: Product Creation Capability - Enhancing product creation capabilities is essential for better serving residents' wealth management needs, as investment returns are a significant source of personal income [6]. - The key to breaking through current challenges lies in developing a diverse and high-quality product supply that meets customer needs, with a focus on low-volatility, allocation-type products [6][7]. - Securities firms should transition from traditional brokerage services to a comprehensive wealth management model centered on client needs, integrating product research, asset strategy, and professional advisory services [7]. Group 3: Risk Pricing Capability - Improving risk pricing capabilities is vital for enhancing China's capital market's influence and ensuring financial security amid the rise of new economic sectors [8]. - Securities firms must innovate valuation methodologies to address the unique characteristics of new assets and provide professional pricing services to investors [8][9]. - The goal is to establish a pricing system that holds international influence, particularly in the valuation of new economic assets, thereby enhancing China's role in global financial governance [9]. Group 4: Global Allocation Capability - The ability to allocate global resources is a key measure of a securities firm's strength and competitiveness, with significant growth potential for foreign investment in China's markets [11]. - Securities firms are encouraged to develop international business capabilities that align with China's economic scale and openness, facilitating foreign investment in China [11]. - A comprehensive cross-border financial service system is necessary to support both inbound and outbound investments, enhancing the firm's role as a bridge for global capital [11][12]. Group 5: Reputation Management Capability - Reputation is fundamental to the survival and development of the financial industry, with securities firms' integrity and public image directly impacting market confidence [13]. - Effective reputation management should be embedded in corporate governance and culture, ensuring compliance and professionalism throughout all business processes [13][14]. - Securities firms are urged to leverage their expertise to stabilize market expectations and build investor confidence through objective and insightful analyses [14].