公司产品商业模式偏向定制化、多品种、小批量，应用领域广泛且相对分散。光刻机相关光学元组件业 务占公司营收比重较小，占公司营业收入比重不足1%，目前不是公司的核心业务，不会对公司当期业 绩产生重大影响。 敬请投资者审慎对待，谨防热点概念型炒作，注意投资风险。 （文章来源：国际金融报） 9月18日，永新光学(603297.SH)发布股票交易异常波动公告称，经公司自查，未发现对公司股票交易价 格产生重大影响的媒体报道。 公司关注到部分媒体将公司列入半导体、光刻机（胶）概念。公司主营业务为光学显微镜及光学元组件 产品，业务模式未发生重大变化。 ...

Group 1 - Yongxin Optical (603297.SH) announced on September 18 that it did not find any media reports significantly impacting its stock price after an internal review [1] - The company noted that some media outlets have categorized it within the semiconductor and lithography machine sectors, which have recently become active [1] - On September 9, the Ministry of Industry and Information Technology published a document listing the first major technical equipment promotion application guidance catalog for 2024, which includes fluorinated krypton and fluorinated argon lithography machines under electronic special equipment [1] Group 2 - According to Yongxin Optical's 2025 semi-annual report, its semiconductor optical business has secured multiple projects for lithography and measurement equipment from leading companies due to its technological advantages [1] - The optical components and modules are expected to gradually convert starting from the second half of the year [1] - In the first half of 2025, the company achieved operating revenue of 441 million yuan, a year-on-year increase of 2.95%, and a net profit attributable to shareholders of 108 million yuan, a year-on-year increase of 8.75% [1]

Core Viewpoint - Yongxin Optical (603297) has clarified that its main business is optical microscopes and optical components, and it has not undergone significant changes in its business model. The company is not primarily involved in the semiconductor or lithography machine sectors, despite media speculation [1] Group 1: Business Overview - The company's product business model is characterized by customization, a variety of products, and small batch production [1] - The application fields of the company's products are broad and relatively dispersed [1] Group 2: Financial Impact - The revenue contribution from optical components related to lithography machines is minimal, accounting for less than 1% of the company's total revenue [1] - The current business focus will not have a significant impact on the company's performance for the current period [1]

Core Viewpoint - Yongxin Optical announced that its stock price has deviated significantly, with a cumulative increase of over 20% over three consecutive trading days, indicating unusual trading volatility [1] Group 1: Company Overview - The company has conducted a self-examination and found no significant media reports that would impact its stock trading price [1] - Yongxin Optical's main business focuses on optical microscopes and optical components, with no major changes in its business model [1] Group 2: Business Model and Revenue - The company's product business model is characterized by customization, a variety of products, and small batch production, with applications across diverse fields [1] - The revenue contribution from optical components related to lithography machines is minimal, accounting for less than 1% of the company's total revenue, and is not a core business that would significantly affect current performance [1]

每经AI快讯，9月18日，永新光学（603297）(603297.SH)发布股票交易异常波动公告称，经公司自查， 未发现对公司股票交易价格产生重大影响的媒体报道。公司关注到部分媒体将公司列入半导体、光刻机 (胶)概念。公司主营业务为光学显微镜及光学元组件产品，业务模式未发生重大变化。公司产品商业模 式偏向定制化、多品种、小批量，应用领域广泛且相对分散。光刻机相关光学元组件业务占公司营收比 重较小，占公司营业收入比重不足1%，目前不是公司的核心业务，不会对公司当期业绩产生重大影 响。敬请投资者审慎对待，谨防热点概念型炒作，注意投资风险。 ...

永新光学股票交易异常波动的公告，公司关注到部分媒体将公司列入半导体、光刻机（胶）概念。公司 主营业务为光学显微镜及光学元组件产品，业务模式未发生重大变化。公司产品商业模式偏向定制化、 多品种、小批量，应用领域广泛且相对分散。光刻机相关光学元组件业务占公司营收比重较小，占公司 营业收入比重不足1%，目前不是公司的核心业务，不会对公司当期业绩产生重大影响。敬请投资者审 慎对待，谨防热点概念型炒作，注意投资风险。 ...

（原标题：福光股份成立光学科技公司，含光电子器件制造业务） 企查查APP显示，近日，福建福光寰宇光学科技有限公司成立，法定代表人为何文波，注册资本为1000 万元，经营范围包含：数字技术服务；光学仪器制造；光学仪器销售；光电子器件销售；光电子器件制 造等。企查查股权穿透显示，该公司由福光股份（688010）全资持股。 ...

"我是从车间走出来的，在多个部门都轮转过。"日前，宁波永新光学股份有限公司（以下简称"永新光 学"）实控人之一、副董事长曹志欣接受上海证券报记者专访时说。 "我是从车间走出来的，在多个部门都轮转过。"日前，宁波永新光学股份有限公司（以下简称"永新光 学"）实控人之一、副董事长曹志欣接受上海证券报记者专访时说。 2009年从清华大学法学院毕业后，他选择回到宁波，从永新光学市场部一名普通员工起步，践行曹 家"从实业做起，从基层做起"的家训。在宁波的三年半时间里，他不仅深入产线、熟悉运营，还承担起 公司基础管理的多项工作，积累了丰富的实践经验。 基层的淬炼赋予了曹志欣敏锐的洞察力，这让他在执掌企业后展现出卓越的战略远见。他不仅助力永新 光学从传统的光学显微镜制造商成功转型为科技型的高端科学仪器公司，还在2025年任职董事长的溢倡 （上海）管理有限公司（简称"溢倡"）中，以新能源电站项目吸引外资，构建"产业+金融"双轮驱动新 模式。 光学镜头是AI的"眼睛" 曹志欣的父亲曹其东从公司1997年成立初期就参与了永新光学的经营管理，并于2007年接任永新光学董 事长一职。公司成立之初，在经营方面面临诸多困难。曹志欣回忆道 ...

Core Viewpoint - The article highlights the transformation of Yongxin Optical from a traditional microscope manufacturer to a high-end scientific instrument company, driven by strategic leadership and innovation in the optical field, particularly in AI and medical optics [3][5][6]. Group 1: Company Background and Leadership - Yongxin Optical was founded in 1997 and initially faced challenges in profitability, primarily focusing on traditional microscopes [4]. - The company made significant investments in R&D to enhance product competitiveness and expand into new fields, such as barcode scanning optical components in collaboration with Symbol [4]. - The acquisition of Jiangnan Optical Instrument Factory in 2008 marked a pivotal moment, providing valuable technological assets and expertise [4]. Group 2: Strategic Transformation - Under the leadership of Cao Zhixin, Yongxin Optical has shifted from being an optical component supplier to a provider of intelligent visual solutions, focusing on machine vision and medical optics [5]. - The company aims to fill domestic gaps in medical optical components and promote high-end domestic alternatives for optical microscopes, aligning with national manufacturing goals [5]. Group 3: Investment Strategy - In 2025, Yichang established an investment department to implement a "dual-wheel drive" strategy combining industry and finance [6]. - The company emphasizes a clear role in investment, leveraging its understanding of industry needs to guide strategic direction and establish industry acquisition funds [6]. - Yichang's investment approach includes a "3+1" strategy, focusing on industry-leading funds, acquisition funds for mature companies, and stable cash flow assets [6]. Group 4: Renewable Energy Initiatives - Yichang is actively involved in renewable energy projects, such as a 3 billion yuan solar power station, which serves as a channel for innovation and foreign investment [8]. - The company notes that the payback period for solar power stations can be reduced to around 8 years, making them attractive to long-term capital investors [8]. - Yichang is exploring innovative models that combine asset securitization, foreign investment, and industrial upgrades to enhance local government capabilities and attract foreign capital [8][9].

Group 1 - The company, Phoenix Optical (600071.SH), has established product layouts in two main areas: optics and intelligent control [1] - Some of the company's products are applied in fields related to artificial intelligence [1]