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凤凰光学斥资6000万进军越南!海外生产基地布局加速,剑指全球光电市场
仪器信息网· 2025-06-13 05:39
Core Viewpoint - Phoenix Optical plans to invest 85 million USD (approximately 60 million RMB) to establish a wholly-owned subsidiary in Vietnam, marking a significant step in its overseas strategic layout to meet the diversified supply chain needs of international clients and further expand its global market presence [2][3]. Investment Overview - The new company, tentatively named "Phoenix Optical (Vietnam) Co., Ltd.", will have a registered capital of 85 million USD and will be located in Vinh City, Nghe An Province, Vietnam. Its main business will include the production, processing, sales, and import-export of optoelectronic products. The project is expected to be completed and put into operation by 2026, with investment funds allocated for factory renovation, equipment procurement, and working capital [4]. Strategic Significance - This investment is a key move for Phoenix Optical to extend its industrial chain and enhance its international competitiveness. The establishment of the production base in Vietnam will help the company better serve overseas clients, respond to the global supply chain diversification trend, optimize cost structure, and improve market responsiveness. The company emphasizes that its current financial condition is stable, and this investment will not adversely affect its main business or cash flow [5]. Industry Impact - Phoenix Optical's move to establish a base in Vietnam reflects the accelerating trend of Chinese optoelectronic companies "going global." With the restructuring of global supply chains, Vietnam is becoming a hotspot for manufacturing investment due to its labor cost advantages and favorable policies. This initiative may serve as a reference for peers in the industry and promote the internationalization process within the sector [6].
中国光电企业多元策略开拓海外市场
Zhong Guo Xin Wen Wang· 2025-06-12 08:21
Group 1 - The 2025 Changchun International Optoelectronic Expo showcases advanced technologies, including a metal and non-metal laser cutting machine that can replicate images on acrylic with smooth edges, attracting significant attention from visitors [1] - A laser technology company from Jinan has established a strong presence in overseas markets, with over 80% of its business coming from international sales, particularly to small and medium-sized enterprises in developing countries and emerging markets [1] - The expo features over 800 exhibitors from various countries, highlighting the increasing focus of Chinese optoelectronic companies on international markets through differentiated competition strategies [1] Group 2 - A Changchun-based optoelectronic company has introduced the industry's first 0.7mm pixel pitch MIP Micro LED splicing display, which effectively addresses common issues in traditional displays and has garnered interest from international buyers [2] - The overseas market share of this company has reached parity with its domestic market share, indicating a shift from an OEM model to independent innovation within the Chinese optoelectronic industry [2] - A Shenzhen company has successfully expanded into new markets with its naked-eye 3D products, emphasizing personalized customization as a key competitive advantage in the Southeast Asian market [2] - Industry experts believe that the ongoing Belt and Road Initiative and the acceleration of global digitalization present a golden opportunity for Chinese optoelectronic companies to expand their overseas markets, reflecting the transformation and upgrading of China's manufacturing sector [2]
弘景光电(301479) - 2025年6月11日投资者关系活动记录表
2025-06-11 09:44
Group 1: Financial Performance - The gross profit margin for 2024 decreased by 0.76 percentage points compared to 2023, primarily due to a 2.85 percentage point increase in the sales proportion of lower-margin emerging consumer camera modules and a 2.77 percentage point decrease in the gross profit margin of automotive optical lenses [1] - In Q1 2025, the company achieved a revenue of CNY 27,863.99 million, representing a year-on-year growth of 41.14%, and a net profit attributable to shareholders of CNY 3,462.79 million, with a year-on-year increase of 11.79% [2] Group 2: Product Characteristics - The company's smart home optical lenses are among the first in China to adopt glass-plastic hybrid technology, featuring wide-angle, ultra-thin, and excellent night vision capabilities [2] - The panoramic/sports camera modules utilize a combination of glass spherical and aspherical lenses, offering ultra-high definition, wide-angle, low glare, and no thermal distortion [2] - The automotive lenses are characterized by high definition, wide-angle, and large aperture [2] Group 3: Collaboration and Market Position - The primary collaboration model with Ying Shi Innovation involves responding to customer needs with corresponding product development, maintaining a high market share in lens and module supply [2] - The company possesses core technologies and production processes for optical lenses and camera modules, providing customized production equipment for major clients, thus offering integrated solutions [2] - The company aims to enhance its comprehensive strength to maintain its supply position amidst market competition, leveraging high technical barriers in the panoramic/sports camera product segment [2] Group 4: Future Development Goals - The company aspires to be a leading provider of optical imaging and video imaging solutions in the global optoelectronic niche, adhering to its core values of innovation, integrity, and value creation [3] - Future strategies include focusing on precision manufacturing, lean production, and expanding marketing networks, particularly in smart automotive, smart home, and panoramic sports camera sectors, while also exploring opportunities in AI hardware, robotics, industrial inspection, and medical fields [3]
2025长春光博会开幕 中外展商携创新成果亮相
Zhong Guo Xin Wen Wang· 2025-06-10 08:39
Group 1 - The 2025 Changchun International Optoelectronic Expo, also known as the "Changchun Light Expo," opened on June 10, featuring over 800 exhibitors from countries including China, the USA, the UK, Germany, Japan, Italy, and South Korea, showcasing cutting-edge technologies and products in the optoelectronic information field [1][6] - The expo includes six major optoelectronic industry clusters and 15 industry directions, with an exhibition area of 80,000 square meters, highlighting both static displays and dynamic showcases of low-altitude flight and unmanned driving technologies [3][5] - A technology company from Zhejiang presented a multispectral vegetation monitoring instrument that uses intelligent algorithms to analyze plant growth and pest conditions, capable of covering a radius of 2 kilometers and surveying over 10,000 acres of farmland in one hour, indicating strong demand from farmers amid China's push for high-standard farmland construction [3][5] Group 2 - A CNC equipment company from Shandong showcased high-precision laser cutting equipment with a deviation of only 0.01 millimeters, aiming to penetrate the automotive parts market in Changchun, which has a well-developed automotive manufacturing industry [5] - The Changchun Institute of Optics, Fine Mechanics and Physics displayed breakthroughs in fields such as photonics, applied optics, optical engineering, and precision machinery, while also presenting multiple achievements in "light+" sectors like automotive, agriculture, healthcare, and embodied intelligence [5][6] - The Light International Conference is being held in conjunction with the Changchun Light Expo for the first time, with nearly 1,000 academicians and experts from 26 countries attending, alongside the Chinese Optical Society Academic Conference [6]
信濠光电: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-09 11:51
本公司 2024 年年度权益分派方案为:以公司现有总股本 169,202,880 股为基 数,向全体股东每 10 股派 0.500000 元人民币现金(含税;扣税后,通过 QFII、 RQFII 以及持有首发前限售股的个人和证券投资基金每 10 股派 0.450000 元;持 有首发后限售股、股权激励限售股及无限售流通股的个人股息红利税实行差别化 税率征收,本公司暂不扣缴个人所得税,待个人转让股票时,根据其持股期限计 算应纳税额【注】;持有首发后限售股、股权激励限售股及无限售流通股的证券 投资基金所涉红利税,对香港投资者持有基金份额部分按 10%征收,对内地投资 者持有基金份额部分实行差别化税率征收),同时,以资本公积金向全体股东每 【注:根据先进先出的原则,以投资者证券账户为单位计算持股期限,持股 年(含 1 年)的,每 10 股补缴税款 0.050000 元;持股超过 1 年的,不需补缴税 款。】 证券代码:301051 证券简称:信濠光电 公告编号:2025-045 深圳市信濠光电科技股份有限公司 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。 深圳市信 ...
深圳市联域光电股份有限公司关于回购股份的进展公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:001326 证券简称:联域股份 公告编号:2025-026 深圳市联域光电股份有限公司 关于回购股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚假记载、误导性陈述或重大遗 漏。 具体内容详见公司于2025年4月26日及2025年5月22日在巨潮资讯网(www.cninfo.com.cn)披露的《关 于回购公司股份方案的公告》《2024年年度权益分派实施公告》。 二、回购股份的进展情况 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第9号--回购股份》等有关规 定,公司应当在每个月的前三个交易日内披露截至上月末的回购进展情况。现将公司截至2025年5月31 日的回购进展情况公告如下: 截至2025年5月31日,公司尚未开始实施本次股份回购。 三、其他说明 一、回购股份的基本情况 深圳市联域光电股份有限公司(以下简称"公司""本公司"或"联域股份")于2025年4月24日召开的第二 届董事会第八次会议、第二届监事会第七次会议,审议通过了《关于回购公司股份方案的议案》,同意 公司使用自有资金或自筹资金,通 ...
联创光电: 关于股份回购进展公告
Zheng Quan Zhi Xing· 2025-06-03 09:34
《2025 年第一次临时股东大会决议公告》 二、 回购股份的进展情况 证券代码:600363 证券简称:联创光电 公告编号:2025-047 江西联创光电科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 回购方案首次披露日 2025/1/24 回购方案实施期限 2025 年 2 月 10 日~2026 年 2 月 9 日 预计回购金额 10,000万元~15,000万元 √减少注册资本 □用于员工持股计划或股权激励 回购用途 □用于转换公司可转债 累计已回购股数 113,400股 累计已回购股数占总股本比例 0.03% 累计已回购金额 6,094,749.00元 实际回购价格区间 53.44元/股~54.00元/股 一、 回购股份的基本情况 江西联创光电科技股份有限公司(以下简称"公司")于 2025 年 1 月 23 日召开 第八届董事会第十九次临时会议,并于 2025 年 2 月 10 日召开 2025 年第一次临时 股东大会,分别审议通过了关于《以集中竞价交易方式回购股份方案》的议案, 同 ...
联创光电2024年营收利润双降,董事长伍锐年薪290万元、占董监高总薪酬近半
Sou Hu Cai Jing· 2025-05-27 01:49
Core Insights - Lianchuang Optoelectronics (SH600363) reported a decline in revenue and net profit for the year 2024, with total revenue at 3.10 billion yuan, down 4.17% year-on-year, and net profit attributable to shareholders at 241.19 million yuan, down 27.86% year-on-year [1][2] Financial Performance - The company's operating income for 2024 was 3,104,397,590.88 yuan, a decrease from 3,239,646,728.54 yuan in 2023 [1] - Net profit attributable to shareholders was 241,190,045.32 yuan, down from 334,326,097.80 yuan in 2023, marking a 27.86% decline [1] - The net profit after deducting non-recurring gains and losses was 190,833,624.65 yuan, a significant drop of 41.19% compared to the previous year [1] - Basic earnings per share were reported at 0.53 yuan [1] Profitability Metrics - The gross profit margin for 2024 was 18.17%, showing a slight increase of 0.02% year-on-year [2] - The net profit margin was 9.29%, which represents a decrease of 3.11% from the previous year [2] Expense Management - Total operating expenses for 2024 were 503 million yuan, a reduction of 6.1 million yuan compared to the previous year [2] - The expense ratio increased to 16.19%, up by 0.49% year-on-year [2] - Sales expenses decreased by 4.78%, while management expenses increased by 1.81%, R&D expenses decreased by 1.25%, and financial expenses decreased by 8.38% [2] Shareholder Information - The total remuneration for directors, supervisors, and senior management in 2024 was 5.99 million yuan, with the chairman and president receiving the highest salary of 2.90 million yuan, accounting for 48.40% of the total remuneration [3]
聚焦先进材料领域强链增效 又一协同创新中心落户苏州
Su Zhou Ri Bao· 2025-05-26 00:27
Group 1 - The establishment of the Intellectual Property and Standards Collaborative Innovation Center for high-performance advanced metal packaging and materials in Suzhou marks a significant step in promoting collaborative innovation in advanced materials following similar initiatives in special cables, optoelectronics, and nanotechnology [1] - The Suzhou Market Supervision Administration (Intellectual Property Office) integrates resources from research institutes, industrial platforms, and professional service organizations to build a comprehensive development system that promotes "technology innovation—patent creation—standard transformation—industry development" [1] - The first national research center for standard essential patents in strategic emerging industries has been established, focusing on the collaboration between patents and standards, research on standard essential patents, and the dual layout of core patents and international standards [1] Group 2 - The city plans to further focus on strengthening industrial chains and enhancing efficiency while ensuring development safety by deepening the collaborative linkage between intellectual property and standards [2] - Continuous improvement of the collaborative innovation development mechanism, establishment of a "standard-linked patent pool," and creation of an industrial intellectual property and standards innovation consortium are among the innovative measures to be implemented [2] - The aim is to strengthen the coordination of international standard formulation and overseas patent layout, making collaborative innovation a crucial institutional guarantee and technical support for the development of new productive forces [2]
联域股份: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-05-21 10:12
证券代码:001326 证券简称:联域股份 公告编号:2025-025 深圳市联域光电股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有 虚假记载、误导性陈述或重大遗漏。 深圳市联域光电股份有限公司(以下简称"公司""本公司")2024 年年度权 益分派方案已获 2025 年 5 月 16 日召开的 2024 年年度股东会审议通过,现将权 益分派事项公告如下: 一、股东会审议通过利润分配方案等情况 公司 2024 年年度股东会于 2025 年 5 月 16 日召开,审议通过了《关于公司 月 31 日总股本 73,200,000 股为基数,每 10 股派发现金红利 2.80 元(含税), 不送红股,不以资本公积金转增股本,共派发现金红利 20,496,000 元(含税)。 本次股利分配后未分配利润余额结转以后年度分配。 三、股权登记日与除权除息日 本次权益分派股权登记日为:2025 年 5 月 27 日,除权除息日为:2025 年 5 月 28 日。 四、权益分派对象 本次分派对象为:截止 2025 年 5 月 27 日下午深圳证券交易所收市后,在中 国证券登记结算有限责任公司深圳分公 ...