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福晶科技(002222):至期收入增长超预期 钒酸钇晶体匹配OCS应用万事俱备
Xin Lang Cai Jing· 2025-12-11 08:30
Group 1 - The company maintains a strong position in its traditional business, being the largest global producer of LBO and BBO crystals and components, with a market share of 1st globally [1] - In the precision optics sector, the company has achieved mass production of new prism gratings for dynamic control modules in high-speed optical networks, reaching international advanced performance levels [1] - The company has successfully developed self-researched acousto-optic and magneto-optic devices, breaking the monopoly of foreign suppliers in the laser device market [1] Group 2 - The subsidiary, Zhiqi Photon, focuses on ultra-precision optics, planning to develop and manufacture optical components for high-end applications in analysis instruments, detection equipment, and life sciences [2] - Zhiqi Photon reported revenue of 49.05 million yuan in H1 2025, a year-on-year increase of 73.66%, and achieved profitability, indicating positive future prospects in ultra-precision optics [2] - The company has extensive experience in the field of Yttrium Vanadate (YVO4) crystals, being one of the first to research and achieve mass production, positioning itself well in the OCS market [2] Group 3 - Revenue projections for the company are estimated at 1.115 billion yuan in 2025, 1.339 billion yuan in 2026, and 1.503 billion yuan in 2027, with net profits expected to be 302 million yuan, 406 million yuan, and 494 million yuan respectively [3] - The company is expected to see steady growth across its various business segments, with positive developments in ultra-precision optics from its subsidiary Zhiqi Photon [3]