车载：智能驾驶发展迅速，驱动2025年车载镜头、摄像模组市场快速增长。车载镜头方面， 公司 预计2024-2025年全球新车单车镜头搭载量将从3.5颗增至超4.3颗，预计2025年全球车载镜头总 需求量超过4亿颗；看好公司凭借自身高技术、高质量、高性价比和快速反应优势，实现全球市占 率进一步提升。 车载摄像模组方面， 公司起步较晚，当前市占率距离全球第一仍有较大差距和成 长空间；公司将从产品结构升级拓展（如像素提升、从环境感知拓展到智能座舱产品线等）、从国 内拓展到欧洲、日韩等国际市场、技术创新引领等持续拓展，目标3-5年成长为全球前三的车载视 觉方案提供商。此外公司 激光雷达、HUD、智能大灯 等亦在快速发展，目前激光雷达项目已有20 多个量产定点、项目总金额超15亿人民币；多款智能车灯产品实现量产交付；新增多个AR-HUD PGU模组项目定点。 手机：高端机型光学影像创新趋势持续，驱动公司产品结构持续改善升级。 全球经济温和复苏，公 司预计25年全球智能手机出货量增速同比微增0.2%至11.75亿部，中国市场同比+2.2%至2.84亿 部；小型化/轻薄化/高性能视频等需求将驱动手机摄像头模组采购金额同比+ ...

新光光电688011 时间: 2025年6月24日星期二 64.41分综合得分 较强 趋势方向 主力成本分析 5日主力成本 23.52 元 当日主力成本 26.31 元 21.65 元 20日主力成本 18.60 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 1次 跌停 0 次 技术面分析 28.98 短期压力位 21.89 短期支撑位 28.98 中期压力位 17.77 中期支撑位 目前短线趋势不慎明朗，静待主力资金选择方向； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 ★跳空缺口★ 注意向上还是向下跳空，出现向上跳空缺口，并伴有较大的成交量时，可积极参与；若出现向下 跳空缺口，说明市况已发生逆转，原来的升势已经结束，继续下跌的可能性很大 资金流数据 2025年06月24日的资金流向数据方面 | 主力资金净流出2723.30万元 | | --- | | 占总成交额-18% | | 超大单净流出475.93万元 | | 大单净流出2247.36万元 | | 散户资金净流出142.23万 | 关联行业/概念板块 光学光电子 1.87%、国家安防 1.22%、军工 1.31%、军民融合 0.8 ...

罗博特科(300757.SZ)公告称，公司全资子公司ficonTEC Service GmbH和ficonTEC Automation GmbH与 同一交易对手美国某头部公司A及其子公司签订日常经营合同，合同金额约为1,710万欧元（折合人民币 已超过1亿元），占公司2024年度经审计 营业收入的比例超过了12.82%，达到公司自愿披露日常重大经 营合同的披露标准。上述合同的履行有助于公司提升在光电子封测设备前沿领域的技术水平，巩固领先 优势，提升核心竞争力。本合同的顺利履行预计将对公司本年度及未来年度经营业绩产生积极影响。 ...

今年以来，江西赣州兴国县坚持把招商引资作为加快县域经济发展的重中之重，聚焦"招大引强、培优 育新"，着力引进一批具有引领性、示范性的优质项目，助力县域经济高质量发展。 该县还聚焦"三大攻坚行动"，全面提升招商引资质效。聚焦外资外贸短板开展攻坚，为应对当前经济形 势，该县及时制定"一对一"外资项目引进专项方案，积极开展与境外投资促进机构的紧密合作，全力支 持外贸企业积极拓展新兴市场，积极推动出口转内销，稳住外资外贸基本盘；聚焦项目落地提速开展攻 坚，全面对标对表深圳规则规制，落实"一个项目、一名领导、一套专班、一抓到底"的全过程跟踪服 务，对三一筑工、亿讯光电等在建亿元项目，进一步加强调度，及时协调解决项目建设过程中遇到的困 难和问题，确保各个重点项目年内顺利投产达效；聚焦优惠政策创新赋能开展攻坚，紧密围绕企业数字 化转型、物流降本、融资支持等发展痛点，研究出台惠企政策措施，建立政策兑现绿色通道，简化办事 流程，提高工作效率，确保企业能够及时、足额享受到各项政策红利。(邓君) 兴国县坚持高位推动，构建招商工作新常态。县委、县政府主要领导带头，频繁走出去，密集请进来； 县级领导定期听取招商引资工作汇报，研究部署招 ...

2025年6月23日，深圳市瑞丰光电子股份有限公司（以下简称"瑞丰光电"）召开第五届董事会第二十一 次会议与第五届监事会第十七次会议，审议通过了《关于调整2024年股票期权与限制性股票激励计划股 票期权行权价格和限制性股票回购价格的议案》。此次调整在2024年第一次临时股东大会对董事会的授 权范围内。 公司于2025年6月13日披露《2024年度分红派息实施公告》，以现有总股本686,402,353股为基数，向全 体股东每10股派发现金红利0.2元（含税），合计派发现金红利13,728,047.06元，派息于6月23日实施完 毕。 根据《2024年股票期权与限制性股票激励计划》规定，若在行权前有派息等事项，需对行权价格与回购 价格进行相应调整。 -股票期权行权价格调整方法：P＝P0 - V，P0为调整前行权价格，V为每股派息 额，P为调整后行权价格，且调整后P仍须为正数。 -限制性股票回购价格调整方法：P＝P0 - V，P0为调 整前每股限制性股票回购价格，V为每股派息额，P为调整后每股限制性股票回购价格，且调整后P仍须 大于1。 调整后价格首次授予部分股票期权行权价格：调整前为3.93元/股，经计算P＝（3 ...

证券研究报告 电子 | 光学光电子 非金融|公司点评报告 hyzqdatemark 2025 年 06 月 23 日 证券分析师 投资评级： 买入（维持） ——注销减资+股权激励，彰显长期稳定发展信心 投资要点： 风险提示。宏观经济下行；市场需求不及预期；产能扩张不及预期等。 | 盈利预测与估值（人民币） | | | | | | | --- | --- | --- | --- | --- | --- | | | 2023 | 2024 | 2025E | 2026E | 2027E | | 营业收入（百万元） | 2,481 | 2,760 | 3,342 | 3,750 | 4,361 | | 同比增长率（%） | 22.30% | 11.23% | 21.12% | 12.19% | 16.30% | | 归母净利润（百万元） | 121 | 196 | 305 | 348 | 401 | | 同比增长率（%） | 291.09% | 61.44% | 56.04% | 13.94% | 15.31% | | 每股收益（元/股） | 0.18 | 0.29 | 0.45 | 0.51 | 0.59 | | ...

Core Viewpoint - The stock of 8Yuan Shikong (688181) shows strong potential for short-term gains as it has recently broken through short-term resistance levels, although the mid-term trend remains uncertain, awaiting direction from major capital flows [1][2]. Group 1: Price and Cost Analysis - The current main cost for the stock is 29.43 Yuan, with a 5-day main cost of 28.93 Yuan, a 20-day main cost of 29.24 Yuan, and a 60-day main cost of 28.21 Yuan [1]. - The stock has experienced one instance of hitting the upper limit and one instance of hitting the lower limit in the past year [1]. Group 2: Technical Analysis - The short-term pressure level is at 29.28 Yuan, while the short-term support level is at 28.22 Yuan [2]. - The stock is exhibiting a "Bullish Cannon" pattern, indicating potential for upward movement at the bottom, continuation in the middle, and a composite peak signal at the top [2]. Group 3: Capital Flow Data - On June 23, 2025, the net inflow of major capital was 635.43 million Yuan, accounting for 8% of the total transaction volume [2][3]. - The net inflow from large orders was 292.35 million Yuan, while the net inflow from retail investors was 86.66 million Yuan [2][3]. Group 4: Financial Data - The latest financial report indicates earnings per share of 0.18 Yuan and an operating profit of 0.30 billion Yuan [4]. - The net profit reported is approximately 23.04 million Yuan, with a sales gross margin of 42.626% [4]. - The stock is associated with sectors such as optical optoelectronics (2.21%), lithography machines (2.60%), new materials (1.74%), and LED (1.94%) [4].

Group 1 - Jiangsu Province has officially released a list of 500 small and medium-sized enterprises (SMEs) included in the national patent industrialization model enterprise cultivation database, with 95 enterprises from Suzhou, accounting for 19% of the total, ranking first in the province [1] - In 2024, the National Intellectual Property Administration and related departments will implement the "Patent Industrialization Promotion Plan for SME Growth," focusing on cultivating high-growth SMEs and promoting patent industrialization as a pathway for their development [1] - Suzhou's Market Supervision Administration is systematically advancing patent transformation and application, aiming to bridge the gap for high-value patents to reach industrial application [1] Group 2 - Suzhou has cultivated a total of 185 national intellectual property advantage and demonstration enterprises, leading the province, and has developed 1,863 intellectual property-intensive enterprises through tiered cultivation [2] - The city is focusing on the "1030" industrial system and actively building key industry intellectual property operation centers, including the "Yangtze River Delta Optical Communication Industry Intellectual Property Alliance," to support over 1,500 enterprises [2] - A total of 2,499 patent-intensive products from 1,443 enterprises have been registered on national platforms, with 235 products recognized, showcasing the significant impact of patents on enhancing product competitiveness [2] Group 3 - Suzhou is focusing on high-value patent cultivation to drive transformation, establishing the first national research center for standard-essential patents in strategic emerging industries [3] - The city has initiated a project for guiding intellectual property operations and has completed inventory work for nearly 14,000 patents from 37 universities and research institutions, involving 7,577 enterprises, which is 26% of the province's total [3] - Efforts are being made to create replicable licensing rules and models to facilitate patent transformation channels [3] Group 4 - Suzhou is leveraging the Jiangsu International Intellectual Property Operation and Trading Center to build an efficient online and offline intellectual property trading system and resource docking platform [4] - The city has established 38 intellectual property workstations, providing services to over 8,000 enterprises through training and support for patent applications and brand building [4] - The Market Supervision Administration will continue to enhance patent transformation and application, aiming to convert more patent results into core competitiveness and inject "intellectual property" momentum into the development of new productive forces [4]

长江商报消息 ●长江商报记者 徐靓丽 "全国向民间资本推介项目平台"数据显示，截至今年6月20日，全国向民间资本推介项目达11745个，总 投资额10.14万亿元。 多地发布重大项目清单 国家统计局日前发布的数据显示，随着一系列促进民营经济发展的政策措施落地实施，民间项目投资稳 定增长。1—5月份，民间投资同比持平。其中，民间项目投资（扣除房地产开发民间投资）同比增长 5.8%。分行业看，住宿和餐饮业民间投资增长25.3%，增速比1—4月份加快2.6个百分点；文化、体育和 娱乐业民间投资增长10.0%，增速加快2.1个百分点；基础设施民间投资增长10.0%，增速加快0.4个百分 点；制造业民间投资增长8.1%。 2025年以来，多地持续面向民间资本推介投资项目清单，鼓励和吸引民间资本参与重大项目建设。湖北 省发展改革委发布的2025年第一批面向民间资本的投资项目清单，229个项目入选，计划引入民间资本 916.7亿元，涉及光电子、新材料等重点产业领域。山西省发布的2025年第一批向民间资本推介项目名 单，共有项目60个，计划总投资622亿元，计划引入民间资本227亿元，包含产业类项目（含重点产业链 供应链项目 ...

Core Points - The establishment of the first commercial secret financial service alliance in Wuhan marks a significant step in implementing the "commercial secret protection system" reform and represents a milestone in the collaboration between government, banks, and enterprises to support innovative development [1][2] - Wuhan is one of the first pilot regions in the country for commercial secret protection, actively exploring new financing models centered around corporate commercial secrets [1][2] Financing Model Reconstruction - The alliance will introduce specialized products such as "R&D Secret Loan" to quantify the value of technical secrets for credit [1] - Innovative risk mitigation tools like "Infringement Loss Insurance" will be developed to reduce the cost of rights protection for enterprises [1] - Services like "Asset Bundling Financing" will be offered to provide integrated support for protection and funding [1] Service Mechanism Upgrade - The alliance aims to accelerate pledge registration and open a green channel for administrative services [1] - A risk-sharing coverage system will be established to create a closed-loop insurance guarantee system [1] - The goal is to transform secrets into capital and provide "active water" for innovation [1] Ecosystem Development - The alliance is expected to create a new ecosystem for the circulation of technical assets by integrating commercial secret services across the entire chain [2] - The collaboration will promote the dual flow of high-quality commercial secret technology assets and financial resources, fostering the integration of technological and industrial innovation in Wuhan [2] - Emphasis is placed on the continuous protection of commercial secrets, highlighting the importance of proactive measures in addition to post-violation rights protection [2]