随着本轮融资的完成，鲲游光电将继续加大研发投入，扩建生产基地，助力中国在下一代光子科技领域实现弯道 超车。 •3D成像与机器视觉：自2019年起至今，公司的相关产品已经连年在全球一线手机旗舰机中持续量产； •AR显示衍射光波导：鲲游光电推出了"逍遥系列"和"扶摇系列"全息光栅AR光波导。其中扶摇系列光波导厚度薄 至1.8毫米，成为市场上最薄的AR显示波导之一； •车载与激光雷达：相关产品在2021年完成车厂认证，2022年成功导入国内头部新能源车型，并成为少数通过 16949车规认证的相关企业之一。 鲲游光电的产品应用范围已覆盖多个前沿领域：在消费电子方面，公司的3D成像微纳光学元件已广泛应用于全球 一线手机品牌。AR光波导产品则已成功导入包括美国知名互联网公司在内的多家国内外一线客户。在工业应用领 域，鲲游光电的AR产品已应用于中石油、国家电网等B端行业的头盔头显设备上。通过AR技术实现信息提示、导 航、翻译等功能，为工业场景提供高效解决方案。在车载应用方面，公司的产品已通过严格的车规认证，并成功 导入国内头部新能源车型，展现出在智能汽车领域的应用潜力。 近日，上海鲲游光电科技有限公司（以下简称"鲲游光电" ...

Core Insights - The Photon Industry Summit at the 2025 Hard Technology Innovation Conference in Xi'an announced plans to tackle over 30 critical core technologies in the next two years, aiming to boost the output value of Shaanxi's photon industry to over 50 billion yuan [1] - The global photon market reached a scale of 920 billion USD in 2023 and is expected to exceed 1.2 trillion USD by 2027, driven by the explosion of AI technology [1] - The Shaanxi Photon Technology Laboratory, which has entered its cultivation phase with over 1 billion yuan in funding, aims to serve as a government think tank, innovation hub, and industry chain promoter [1] Development Plans - The laboratory's strategy is based on a dual approach of "source innovation + industry integration," with a spatial layout of "one laboratory and two bases" [2] - The core of "source innovation" is the advanced attosecond laser facility, which will integrate research resources from universities and institutes, focusing on fundamental research and technological breakthroughs [2] - The laboratory aims to establish a mechanism for "laying eggs along the way" to promote the industrial application of multiple achievements by 2030, aspiring to become a nationally influential photon technology laboratory [2] Industry Landscape - Since the launch of the "Chasing Light Plan" in 2021, Shaanxi has developed three core industrial clusters in photon materials and chips, advanced lasers and photon manufacturing, and photon sensing, with a total output value exceeding 35 billion yuan [2]

Core Insights - The "Photon Technology Laboratory" in Shaanxi aims to overcome over 30 key core technologies within two years, with a total investment exceeding 1 billion yuan, and to boost the province's photon industry output value to over 50 billion yuan by 2027 [1][5] Group 1: Laboratory Overview - The laboratory will serve as a "government think tank, innovation hub, and industry chain promoter," facilitating deep collaboration among research, industry, finance, and international resources [1][3] - The laboratory's construction plan includes a dual-driven approach of "source innovation + industry integration" and a spatial layout of "one laboratory and two bases" [3] Group 2: Technological Focus - The laboratory will focus on developing the most advanced ultrafast electronic dynamics research facility, characterized by attosecond time resolution and high spatial coherence [4] - The laboratory aims to achieve breakthroughs in key indicators, including a pulse width of 60 attoseconds and photon energy of 550 eV [4] Group 3: Industry Foundation - Shaanxi has established three core industrial clusters in photon materials and chips, advanced lasers and photon manufacturing, and photon sensing, with a total of 379 hard-tech enterprises in the photon field, generating over 35 billion yuan in total output [4] Group 4: Goals and Timeline - The laboratory aims to attract 30 top international scientists and over 100 research personnel, establish three pilot production lines, and two specialized incubation platforms within the short term [5] - By 2030, the goal is to create a nationally influential photon technology laboratory and establish a large-scale scientific facility, striving to become a source of original innovation and an international center for photon technology and industry [5]

Core Insights - The establishment of the photonics technology laboratory in Shaanxi aims to tackle over 30 critical core technologies within two years, with a total investment exceeding 1 billion yuan, and to boost the province's photonics industry output to over 50 billion yuan by 2027 [1][4] - The global photonics market reached $920 billion in 2023 and is expected to exceed $1.2 trillion by 2027, driven by the explosion of AI technology [1][2] Investment and Infrastructure - The laboratory will serve as a "think tank for the government, an innovation hub, and a promoter of the industrial chain," facilitating deep collaboration among research, industry, finance, and international resources [1][2] - The laboratory's construction is based on a dual approach of "source innovation + industrial integration," with a focus on advanced attosecond laser facilities and the integration of research resources from universities and institutes [2][3] Technological Development - The laboratory plans to develop a comprehensive ultrafast electronic dynamics research facility characterized by attosecond time resolution and high spatial coherence [3] - The laboratory has already achieved significant technological milestones, including the development of the attosecond streak camera, which set domestic records in 2019 and 2021 [3] Talent and Industry Growth - The laboratory aims to attract 30 top international scientists and over 100 researchers, while also focusing on overcoming key technological challenges in the photonics field [4] - The current industrial foundation in Shaanxi includes three core industry clusters in photonic materials and chips, advanced lasers, and photonic manufacturing, with 379 companies generating over 35 billion yuan in total output [3][4]