（文章来源：证券日报） 证券日报网讯 1月13日，沃格光电发布公告称，公司预计2025年年度实现营业收入240，000.00万元到 270，000.00万元，与上年同期相比，预计增加17，916.71万元到47，916.71万元，同比增长8.07%到 21.58%；预计实现归属于母公司所有者的净利润为-10，000.00万元到-14，000.00万元，将出现亏损。 ...

Group 1 - The company has supplied optical products to the robotics sector, which is currently in a nurturing stage with relatively low sales volume [2] - The company has established a research and development team focused on robotic vision [2]

Core Viewpoint - Lianchuang Electronics has diversified its application of lenses and camera modules beyond traditional uses, indicating a broad market potential in various sectors [2] Group 1: Company Overview - Lianchuang Electronics produces lenses and camera modules for multiple applications, including automotive, mobile phones, and drones [2] - The company's products are also utilized in sports cameras, law enforcement equipment, and robotics, showcasing its versatility [2]

每经AI快讯，1月13日，乐凯胶片（600135）(600135.SH)公告称，公司控股子公司乐凯光电拟投资 9766.75万元建设TAC功能膜涂布生产线项目，项目位于江苏省宿迁市宿城经济开发区西片区，主要生 产TAC功能膜(防眩光硬化膜(AG))，设计产品最大幅宽1,540mm，生产车速30m/min，达产后具备年产 TAC功能膜1,800万平方米的生产能力。项目建设周期24个月，预计开工时间为2026年3月2日。该项目 符合公司战略发展方向，旨在解决液晶显示产业关键原材料国产化"卡脖子"的问题，满足偏光片功能膜 国产化替代的需求。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300269 | 联建光电 | 8.42 | -10.81% | 147.19万 | | 12.74亿 | | 301183 | 东田微 | 146.52 | -9.75% | 9.20万 | | 14.08亿 | | 688010 | 福米股份 | 33.52 | -8.91% | - 12.39万 | | 4.27亿 | | 600703 | 三安光电 | 14.43 | -8.67% | 281.58万 | | 41.39亿 | | 603773 | 沃格光电 | 34.43 | -8.21% | 15.18万 | | 5.36亿 | | 300102 | 乾照光电 | 35.92 | -7.64% | 215.82万 | | 78.68亿 | | 603703 | 盛洋科技 | 17.46 | -7.62% | 107.00万 | | 19.23亿 | | 920438 | 戈碧迦 | 41.08 | -6.91% | 5. ...

Core Viewpoint - Honghe Technology's stock has experienced a decline in recent trading sessions, with a notable drop of 2.02% on January 13, 2025, reflecting broader market trends and company-specific challenges [1]. Group 1: Stock Performance - As of January 13, 2025, Honghe Technology's stock price was 29.62 yuan per share, with a total market capitalization of 7.009 billion yuan [1]. - Year-to-date, the stock has decreased by 2.15%, with a 1.66% decline over the last five trading days and a 0.60% decline over the last 20 days, although it has increased by 15.25% over the last 60 days [1]. - The net outflow of main funds was 11.1258 million yuan, with significant selling pressure observed [1]. Group 2: Financial Performance - For the period from January to September 2025, Honghe Technology reported a revenue of 2.457 billion yuan, representing a year-on-year decrease of 11.14% [2]. - The net profit attributable to shareholders was 82.2857 million yuan, down 66.42% compared to the previous year [2]. Group 3: Shareholder Information - As of January 9, 2025, the number of shareholders for Honghe Technology was 16,900, a decrease of 1.46% from the previous period [2]. - The average number of circulating shares per shareholder increased by 1.48% to 11,647 shares [2]. - The company has distributed a total of 701 million yuan in dividends since its A-share listing, with consistent payouts over the last three years [3]. Group 4: Company Overview - Honghe Technology, established on May 28, 2010, and listed on May 23, 2019, is based in Beijing and specializes in the design, research and development, production, and sales of smart interactive display products and audio-visual solutions [1]. - The company's main business revenue composition includes 73.68% from IWB products, 18.91% from other smart interactive products, and 7.42% from smart audio-visual solutions [1]. - Honghe Technology is categorized under the electronic-optical optoelectronics-panel industry and is associated with various concept sectors, including social security heavy positions, Huawei concepts, the Internet of Things, gesture recognition, and childcare concepts [1].

Group 1 - The company, Lianchuang Electronics, engages in the production of lens and camera modules, which are utilized in various applications beyond just automotive, mobile phones, and drones, including sports cameras, law enforcement equipment, and robotics [2] - The company confirmed its involvement in machine vision research, indicating a broader technological focus beyond being merely a lens module manufacturer [2]

Core Viewpoint - Tianlu Technology is making steady progress on the Anhui Jiguang TAC film project, with the construction of the factory advancing as planned and expected to obtain the construction permit by June 2025 [1] Group 1: Project Development - The construction of the factory for the Anhui Jiguang TAC film project is progressing steadily [1] - The project is expected to receive the construction engineering permit by June 2025 [1] - Major equipment is anticipated to be installed and tested in the first half of 2026 [1] Group 2: Production Capacity - The first phase of the project plans to build one TAC optical film production line with an annual capacity of approximately 60 million square meters [1] - Future expansion plans for the second phase will depend on the progress of the first phase [1] Group 3: Funding Sources - The funding for the project comes from shareholder contributions, government subsidies, and future financing arrangements [1] - Overall funding for the project is considered to be sufficient [1]

每经AI快讯，有投资者在投资者互动平台提问：硅光技术渗透率快速提升，公司适配硅光模块的光学 元件研发与量产进展如何？ 腾景科技（688195.SH）1月12日在投资者互动平台表示，公司已推出多款适配硅光模块的无源光学元 组件和多款适用于可插拔光模块的硅光COB光引擎等产品。子公司GouMax/高迈可为硅光模块/硅光器 件厂商提供光测试解决方案。 （文章来源：每日经济新闻） ...

Group 1 - The optical optoelectronics sector increased by 1.81% on January 12, with Lianjian Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Key stocks in the optical optoelectronics sector showed significant price increases, with Lianjian Optoelectronics rising by 15.12% to a closing price of 9.44 [1] Group 2 - The main capital flow in the optical optoelectronics sector showed a net outflow of 1.489 billion yuan, while retail investors had a net inflow of 1.197 billion yuan [2] - The trading volume and turnover for leading stocks in the sector were substantial, with Lianjian Optoelectronics achieving a turnover of 1.515 billion yuan [1][2] - The stock performance varied, with some stocks like Shengyang Technology and Kaisheng Technology also showing notable gains of 10.01% and 9.99% respectively [1] Group 3 - The capital flow analysis indicated that major funds had a net inflow in stocks like Shengyang Technology, while other stocks experienced net outflows from major and retail investors [3] - The data revealed that the net inflow for Shengyang Technology was 254 million yuan, while Lianjian Optoelectronics had a net inflow of 102 million yuan from major funds [3] - The overall sentiment in the sector appears mixed, with some stocks facing selling pressure from major investors despite retail interest [3]