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舜宇光学科技总裁王文杰: 加快布局“光学+AI”赛道 重构智能终端未来
Zhong Guo Zheng Quan Bao· 2026-01-05 21:57
"人类70%的信息通过眼睛获取,未来各类机器和设备也需要'光学眼睛'来感知物理世界。"舜宇光学科 技总裁王文杰在接受中国证券报记者专访时的这句话,精准概括了这家从余姚小城走出的光学巨头四十 余年的核心坚守。从1984年靠6万元贷款起步的乡镇小厂,到如今年营收突破380亿元、手握全球多 个"市占率第一"的港股上市企业,舜宇的成长轨迹,既是中国制造业专精特新的典范,也折射出光学技 术与时代需求同频共振的发展逻辑。 ● 本报记者 罗京 从乡镇小厂到全球光学巨头 舜宇的追光之路,始于一次精准的起点选择。1984年,公司创始人王文鉴带着8名高中生创办余姚市第 二光学仪器厂时,国内光学产业尚处萌芽阶段。"1988年下半年,国外照相机渐渐进入中国市场,我们 敏锐地觉察到行业市场将发生重大变化。"王文杰告诉记者,"我们实行了两个转变,即'由单一的元部 件加工转变为元部件加工与整机生产并举''由单一的面向国内市场转变为国内、国际市场并举'。" 富有前瞻目光的"两个转变",构筑了企业的外向型、国际化思路,开启了公司与科研院校合作、与外资 企业联营的全新局面,带来了企业长达十年的蓬勃兴旺和快速发展。 与此同时,舜宇也通过自身成长积 ...
加快布局“光学+AI”赛道 重构智能终端未来
Zhong Guo Zheng Quan Bao· 2026-01-05 20:05
"人类70%的信息通过眼睛获取,未来各类机器和设备也需要'光学眼睛'来感知物理世界。"舜宇光学科 技总裁王文杰在接受中国证券报记者专访时的这句话,精准概括了这家从余姚小城走出的光学巨头四十 余年的核心坚守。从1984年靠6万元贷款起步的乡镇小厂,到如今年营收突破380亿元、手握全球多 个"市占率第一"的港股上市企业,舜宇的成长轨迹,既是中国制造业专精特新的典范,也折射出光学技 术与时代需求同频共振的发展逻辑。 一座城与一个产业的相互成就 ● 本报记者 罗京 从乡镇小厂到全球光学巨头 舜宇的追光之路,始于一次精准的起点选择。1984年,公司创始人王文鉴带着8名高中生创办余姚市第 二光学仪器厂时,国内光学产业尚处萌芽阶段。"1988年下半年,国外照相机渐渐进入中国市场,我们 敏锐地觉察到行业市场将发生重大变化。"王文杰告诉记者,"我们实行了两个转变,即'由单一的元部 件加工转变为元部件加工与整机生产并举''由单一的面向国内市场转变为国内、国际市场并举'。" 富有前瞻目光的"两个转变",构筑了企业的外向型、国际化思路,开启了公司与科研院校合作、与外资 企业联营的全新局面,带来了企业长达十年的蓬勃兴旺和快速发展。 2 ...
从“冠军之城”到“新质之城”
Zhong Guo Zheng Quan Bao· 2026-01-05 20:05
Core Insights - Ningbo has demonstrated robust economic growth, achieving a GDP of 1.35 trillion yuan in the first three quarters of 2025, with a year-on-year increase of 5.0% [1] - The city is home to 119 national manufacturing champions, maintaining its position as the leader in this category for eight consecutive years [2][3] - Emerging industries such as artificial intelligence, robotics, and high-tech services have seen significant investment growth, with increases of 9.3%, 41.2%, and 56.7% respectively [1] Economic Performance - Ningbo's GDP reached 1.35 trillion yuan in the first three quarters of 2025, reflecting a 5.0% year-on-year growth [1] - The city has a diverse economic structure, with strong performance in manufacturing, foreign trade, and logistics [1] Innovation and Technology - Approximately 90% of R&D institutions, personnel, and investments, as well as over 80% of invention patents, originate from enterprises in Ningbo [2] - The number of high-tech enterprises in Ningbo has reached 8,855, with an average annual growth rate exceeding 30% over the past three years [2] - Ningbo's innovation landscape includes significant contributions from companies like Long阳科技, which has captured a 55% market share in optical reflection films globally [3] Industry Development - The humanoid robot industry in Ningbo has expanded rapidly, with the number of companies capable of producing humanoid robots increasing from 3 to 8 since 2025 [5] - The city has established a strong presence in the new energy vehicle supply chain, housing 22 single-item champions and 97 specialized "little giant" enterprises [4][5] Financial Support and Investment - The financial sector in Ningbo has shown robust growth, with a value added of 1,224.3 billion yuan in the first three quarters of 2025, marking a 13.8% increase [12] - As of October 2025, the balance of loans to the manufacturing sector reached 8,175.3 billion yuan, a 7.3% year-on-year increase [12] - Ningbo has implemented various financial tools to support technology-driven enterprises, including loans and financing policies [12][19] Market Expansion - Ningbo's exports to Central and Eastern European countries reached 45.45 billion yuan in the first three quarters of 2025, growing by 7% [11] - The city has organized over 300 enterprises to participate in exhibitions across 12 countries, achieving an intended transaction amount exceeding 500 million USD [10] Strategic Initiatives - Ningbo aims to establish 10 national-level innovation platforms and over 1,000 provincial-level R&D institutions by 2030 [7] - The city has introduced policies to enhance the integration of technology and industry, focusing on core technology breakthroughs and high-end brand development [14][16]
舜宇光学科技:建议分拆本集团车载相关光学业务并在香港联合交易所有限公司主板独立上市
Xin Lang Cai Jing· 2026-01-05 10:32
每经AI快讯,1月5日,舜宇光学科技港股公告,建议分拆本集团车载相关光学业务并在香港联合交易 所有限公司主板独立上市。 每经AI快讯,1月5日,舜宇光学科技港股公告,建议分拆本集团车载相关光学业务并在香港联合交易 所有限公司主板独立上市。 ...
舜宇光学科技:建议分拆集团车载相关光学业务并在港交所主板独立上市
Xin Lang Cai Jing· 2026-01-05 10:32
舜宇光学科技1月5日在港交所公告,建议分拆本集团车载相关光学业务并在香港联合交易所有限公司主 板独立上市。 舜宇光学科技1月5日在港交所公告,建议分拆本集团车载相关光学业务并在香港联合交易所有限公司主 板独立上市。 ...
苏大维格(300331.SZ):与语荻光电签署合作框架协议
Ge Long Hui A P P· 2026-01-05 10:28
Core Viewpoint - Su Dawei Ge (300331.SZ) has reached an agreement with Shanghai Yudi Optoelectronics Co., Ltd. to collaborate on innovative technologies and industrial development needs in the field of precision optical lenses and systems, aiming for mutual benefits and enhanced market expansion strategies [1] Group 1: Collaboration Details - The collaboration will involve joint research and development, priority procurement under the same conditions, expanded investment scale, industrial integration, and sharing of industry resources [1] - Both companies aim to leverage their respective advantages to establish an effective information and resource-sharing mechanism [1] Group 2: Strategic Goals - The partnership is designed to enhance the self-controllable capabilities of the supply chain and industrial chain [1] - The ultimate goal is to create greater commercial value for both parties, achieving complementary advantages and a win-win cooperation [1] Group 3: Agreement Framework - A Strategic Cooperation Framework Agreement has been signed based on mutual benefit and honesty principles, which both parties will adhere to [1]
苏大维格与语荻光电达成战略合作框架协议
Zhi Tong Cai Jing· 2026-01-05 10:06
公告显示,苏大维格已通过参股方式投资了上海语荻,并约定了优先认购权、优先购买权、优先并购权 等相关权利。双方将围绕精密光学物镜及系统领域的创新技术和产业发展需求,进行多方面的合作,通 过合作研发、同条件下优先采购、扩大投资规模、产业整合、共享行业资源等方式,充分发挥和利用各 自优势,建立有效的信息和资源共享机制,进行精诚和紧密的合作,增强产业链供应链的自主可控能 力。 语荻光电主营产品为大口径非球面光学镜片及非球面光学系统,其主要客户包括部分国内半导体设备、 商业卫星等领域的头部公司,受益于半导体国产化趋势,以及商业航天和低轨通信卫星行业的发展,近 年来订单规模和销售规模实现了较快增长。 苏大维格(300331)(300331.SZ)公告,公司与上海语荻光电有限公司(简称"语荻光电")签署了《战略合 作框架协议》。本次合作方上海语荻是国内领先的精密光学物镜及系统生产商,主要涉及半导体设备精 密光学物镜及组件、卫星激光通信光学系统等领域。 ...
苏大维格(300331.SZ)与语荻光电达成战略合作框架协议
智通财经网· 2026-01-05 10:05
语荻光电主营产品为大口径非球面光学镜片及非球面光学系统,其主要客户包括部分国内半导体设备、 商业卫星等领域的头部公司,受益于半导体国产化趋势,以及商业航天和低轨通信卫星行业的发展,近 年来订单规模和销售规模实现了较快增长。 智通财经APP讯,苏大维格(300331.SZ)公告,公司与上海语荻光电有限公司(简称"语荻光电")签署了 《战略合作框架协议》。本次合作方上海语荻是国内领先的精密光学物镜及系统生产商,主要涉及半导 体设备精密光学物镜及组件、卫星激光通信光学系统等领域。 公告显示,苏大维格已通过参股方式投资了上海语荻,并约定了优先认购权、优先购买权、优先并购权 等相关权利。双方将围绕精密光学物镜及系统领域的创新技术和产业发展需求,进行多方面的合作,通 过合作研发、同条件下优先采购、扩大投资规模、产业整合、共享行业资源等方式,充分发挥和利用各 自优势,建立有效的信息和资源共享机制,进行精诚和紧密的合作,增强产业链供应链的自主可控能 力。 ...
舜宇光学科技:拟分拆车载相关光学业务在港交所主板独立上市
Di Yi Cai Jing· 2026-01-05 09:53
舜宇光学科技在港交所公告,为促进车载相关光学业务快速发展,公司正考虑分拆其分拆业务(将透过 分拆公司营运)并在联交所主板独立上市。若进行建议分拆,根据上市规则第15项应用指引,将构成一 项分拆,且根据上市规则第14章,可能构成本公司一项须予公布交易。建议分拆后,分拆公司仍为本公 司的一间附属公司,公司将继续于账目内合并分拆公司的财务业绩。 ...
舜宇光学科技:为促进车载相关光学业务的快速发展,公司正考虑分拆其分拆业务并在香港联交所主板独立上市
Ge Long Hui· 2026-01-05 09:53
格隆汇1月5日|舜宇光学科技(2382.HK):为促进本公司车载相关光学业务的快速发展,本公司正考虑 分拆其分拆业务并在香港联交所主板独立上市。 ...