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光峰科技携手谷东智能推出全新AR光学方案
Core Insights - The collaboration between Guangfeng Technology and Gudong Intelligence has led to the launch of an innovative "LCoS (Silicon-based Liquid Crystal) + PVG Waveguide" optical solution for AR glasses, marking a significant advancement in the industry [1] - The strategic partnership includes a procurement order for 10,000 units of the new AR glasses, indicating strong market interest and potential for growth [1] - The retail price of the AR glasses has been reduced to the range of 1,500 to 2,000 yuan, making the technology more accessible to consumers [1]
歌尔光学多领域新品亮相中国光博会
Xin Lang Cai Jing· 2025-09-11 00:21
据歌尔股份消息,9月10日,第二十六届中国国际光电博览会(CIOE 中国光博会)在深圳开幕,歌尔 光学携XR光学、车载视觉、激光投影光机等领域多款新品参展,为行业注入新动能。 ...
商道创投网·会员动态|迈塔兰斯·完成数千万元A+轮融资
Sou Hu Cai Jing· 2025-09-05 23:10
Group 1 - The core point of the article is that Maita Lansi, the world's first design-house to mass-produce both far-infrared and near-infrared super lenses, has completed a multi-million A+ round financing led by Xiaomi's strategic investment, with participation from Shunwei Capital, Chengmei Capital, and Shanghai Angel Association [2] - Maita Lansi, established in Shenzhen in 2020, focuses on the "super surface" optical sector, utilizing semiconductor processes to compress traditional lenses into nano-level flat surfaces, achieving lightweight, low-cost, and high yield [3] - The company has built a 6,000 square meter mass production line in Huzhou, with a monthly capacity of millions of units, delivering infrared temperature measurement, security, and facial recognition lenses in bulk, while samples for visible light mobile phones, automotive, and beam splitter devices are set to be released next year [3] Group 2 - The CEO of Maita Lansi, Tan Fengze, stated that the funds will be used for three main purposes: expanding the Huzhou production line by adding two 12-inch nano-imprinting chambers to triple the monthly production capacity of infrared lenses; investing in reliability verification for visible light mobile phone main cameras and automotive ADAS lenses, with mass production expected in Q2 next year; and developing adjustable super surface optical computing chips, with an initial demo set to launch next year [4] - Xiaomi's strategic investment director, Gao Xue, emphasized that super lenses are a core path for reducing thickness, cost, and weight in consumer electronics optics, and Maita Lansi has proven its design and mass production capabilities in the infrared field, with the team's nano-imprinting technology being directly applicable to visible light [5] - The founder of Shandao Venture Capital, Wang Shuai, noted that recent government policies have highlighted super surface optics as a key common technology, and Maita Lansi's achievement of a closed loop from design software to mass production in three years aligns with the government's vision for "hard technology + true mass production" [6]
A股上市宁企“半年报”全部发布
Nan Jing Ri Bao· 2025-09-05 03:27
Core Viewpoint - The financial performance of A-share listed companies in Nanjing for the first half of the year shows strong growth, particularly in the banking and securities sectors, driven by their focus on serving the real economy and innovation in technology [1][2][3]. Financial Performance - Nanjing's A-share listed companies have a total market capitalization of approximately 1.81 trillion yuan, with Jiangsu Bank, Nanjing Bank, and Huatai Securities leading in net profits of 20.24 billion yuan, 12.62 billion yuan, and 7.55 billion yuan respectively [1][2]. - Jiangsu Bank reported a revenue of 44.86 billion yuan, an increase of 7.78% year-on-year, and a net profit growth of 8.05% [2]. - Nanjing Bank achieved a revenue of 28.48 billion yuan, with a year-on-year growth of 8.64%, and a net profit increase of 8.84% [2]. - Huatai Securities saw a revenue of 16.22 billion yuan, with a significant year-on-year increase of 31.01%, and a net profit growth of 42.16% [2]. Service to Real Economy - Jiangsu Bank's focus on supporting manufacturing and infrastructure projects led to a manufacturing loan balance of 360.6 billion yuan, growing by 18.90% year-on-year, and infrastructure loans reaching 691.2 billion yuan, up by 31% [3]. - Nanjing Bank emphasized service to key industries, with green finance, inclusive small and micro finance, and technology finance loans growing by 27.79%, 12.51%, and 12.42% respectively [3]. - Huatai Securities maintained a strong development trend by innovating its business and service models [3]. Innovation and Technology - Nanjing Steel's half-year report highlighted a net profit of 1.46 billion yuan, with advanced steel material sales contributing significantly to profits [4][5]. - Nanjing Steel's innovation strategy included breakthroughs in advanced steel materials and participation in national key research projects [5]. - Guodian NARI's report showcased its technological advancements, achieving a revenue of 24.24 billion yuan, up by 19.54% year-on-year, and a net profit of 2.95 billion yuan, growing by 8.82% [6]. Globalization Strategy - Companies like Maolai Optical and Nanwei Medical are leveraging globalization for growth, with Maolai Optical reporting a revenue of 319 million yuan, up by 32.26%, and a net profit increase of 110.36% [7][8]. - Nanwei Medical achieved a revenue of 1.565 billion yuan, with overseas revenue accounting for 58% of total income, reflecting its global expansion efforts [9].
蔡司中国客户体验中心亮相,以全链路生态赋能本土产业升级
Zhong Guo Jing Ji Wang· 2025-09-04 08:51
上海大学附属上海和平医院院长、中华医学会眼科学分会专家会员郭海科表示,展望未来,期待蔡司在 研发新产品、突破新技术的过程中,进一步融入中国智慧,实现更深层次的融合创新,在中国市场蓬勃 发展。 据了解,作为蔡司集团全球唯一整合全事业部科技资源的客户体验中心,此次焕新升级覆盖医疗技术、 半导体制造技术、研究显微镜解决方案、工业质量解决方案、消费品光学等所有业务板块。其中,研究 显微镜解决方案事业部展示了全线产品,工业质量解决方案事业部则设立了新能源全链路检测专区,系 统呈现全线多元创新业务生态。焕新后的中心实现了在空间规模、功能配置与协同能力的全方位升级, 以更丰富的体验场景、更强大的承载容量、更高效的跨部门协作,精准响应中国本土客户的业务需要和 创新需求。(经济日报记者 李治国) 9月1日,蔡司中国客户体验中心在上海焕新亮相。全新蔡司中国客户体验中心致力于深度融合本土需求 与蔡司全球技术资源,构建光学科技全链路生态,赋能中国科研、制造与医疗等领域的创新发展。 蔡司大中华区首席财务官兼临时总裁柯睿和(Axel Christian)介绍:"蔡司客户体验中心的升级彰显了 我们对中国市场的长期承诺,也标志着蔡司与中国客 ...
港股弱势分化,恒生科技探底回升,内银行反转走强
Ge Long Hui· 2025-09-02 11:31
Group 1 - The Hang Seng Index opened lower and is currently down 0.3%, with significant declines in the Hang Seng Utilities, Technology, ESG Enhanced, and Real Estate sectors [1] - The Hang Seng Technology sector has seen a slight recovery, currently down 0.36%, with notable declines in stocks such as Hua Hong Semiconductor down 4.11%, and Tongcheng Travel down 1.8% [3] - The Hang Seng Real Estate sector is also down 0.44%, with stocks like Wharf Real Estate down 0.78% and China Resources Land down 0.82% [3] Group 2 - The domestic banking sector has experienced a sharp increase, currently up 0.82%, with Chongqing Rural Commercial Bank rising by 2.25% and Agricultural Bank up 2.12% [3] - Other banks such as Postal Savings Bank, China Construction Bank, and Bank of China have also shown slight increases [3]
蔡司大中华区临时总裁Axel Christian:“我们的所有创新,皆服务于中国,并赋能全球”
Guo Ji Jin Rong Bao· 2025-09-01 12:30
一块光学镜片能做什么?从医疗技术、视力保健、消费者光学到工业质量解决方案、研究显微镜解 决方案和半导体制造技术,这一光学巨头不断创新光学技术和产品,给出了新的实践答案。 9月1日,全球光学和光电子行业巨头蔡司以"本土融合,创新升级"为主题,在上海举行首届科技创 新周,并揭幕蔡司中国客户体验中心。 "这一体验中心致力于深度融合中国本土需求与蔡司全球技术资源,构建光学科技全链路生态,赋 能中国科研、制造与医疗等领域的创新发展。"蔡司大中华区首席财务官兼临时总裁Axel Christian介 绍,蔡司此次还新增了半导体制造技术板块,重点呈现了首款国产高端手术显微镜PENTERO 800 S, 工业质量解决方案事业部则设立了新能源全链路检测专区,以及研究显微镜解决方案事业部的全线产 品。 从1846年的精密光学工坊起步,到成为全球光学巨头之一,蔡司持续推动产品和解决方案迭代更 新。据介绍,在2023/24财年,截至2024年9月30日,蔡司集团的全年营收达近110亿欧元,覆盖工业质 量与研究、医疗技术、光学消费品、半导体制造技术四大业务部门。目前,集团收入的15%用于科学和 研发。 而1957年进入中国市场后,蔡司坚 ...
东莞金融市场周报:捷荣技术半年亏1.97亿;宏工科技业绩双降
Financial News - Dongguan Rural Commercial Bank reported a net profit decline of 22.22% year-on-year, with total revenue of RMB 5.501 billion, down 14.02% [2] - The bank's total assets increased to RMB 760.445 billion, a growth of 1.95%, with total deposits at RMB 532.364 billion, up 2.33% [2] Company Dynamics - Jie Rong Technology's losses expanded to RMB 197 million, despite a revenue increase of 46% to RMB 812 million [3] - Macro Technology's revenue fell by 19.32% to RMB 775 million, with net profit down 15.7% to RMB 53.56 million [4] - Huilun Crystal reported a loss of RMB 66.58 million, a staggering decline of 2679.4%, with revenue at RMB 267 million, down 7.1% [5] - Urban People saw a revenue drop to RMB 1.436 billion, down from RMB 1.514 billion, with a net profit decrease of approximately 30% [6] - Yian Technology plans to invest in a wholly-owned subsidiary in Mexico with a total investment of USD 50 million [7] - Yutong Optical intends to invest JPY 30 million to establish a wholly-owned subsidiary in Japan, focusing on optical product development and sales [8]
IPO周报:泰金新能暂缓审议 业绩下滑风险被问询
Di Yi Cai Jing· 2025-08-31 13:53
Core Viewpoint - The article discusses the recent developments in the IPO market, particularly focusing on the new application from Changjin Photon Technology Co., Ltd. and the performance of other companies in the review process [1][2]. Group 1: IPO Applications and Approvals - During the week of August 25 to August 31, a new IPO application was accepted, marking the third such application in the second half of the year, all for the Sci-Tech Innovation Board [1]. - Changjin Photon aims to raise 780 million yuan and is classified as a special optical fiber manufacturer, applying for listing under the first set of standards on the Sci-Tech Innovation Board [1]. - Three companies passed the review during the week, including Xiamen Hengkang New Materials Technology Co., Ltd., Nabichuan New Energy Co., Ltd., and Jiangsu Jingchuang Electric Co., Ltd. [2]. Group 2: Financial Performance and Risks - Changjin Photon reported revenues of 108 million yuan, 145 million yuan, 192 million yuan, and 44.73 million yuan for the years 2022 to the first quarter of 2025, with net profits of 36.78 million yuan, 54.66 million yuan, 75.76 million yuan, and 15.18 million yuan respectively [1]. - The company highlighted a high customer concentration risk, with sales to its top five customers accounting for 88.03%, 82.26%, 73.19%, and 72.41% of total revenue during the reporting period [1]. - There is a risk of declining gross margins, with reported gross margins of 66.37%, 69.31%, 69.13%, and 68.70% over the same period, which could impact operational performance if market demand decreases or competition intensifies [2]. Group 3: Review Process and Challenges - The company Tai Jin New Energy faced a temporary suspension of its IPO application, with the review committee requesting clarification on potential future performance declines and revenue recognition policies [2][3]. - Tai Jin New Energy reported high asset-liability ratios of 91.35%, 92.04%, and 84.86% for the years ending 2022, 2023, and 2024, respectively, which are above the industry average [3]. - Jiangxi Shengfulai Optical Technology Co., Ltd. had its IPO application terminated after multiple rounds of inquiries regarding its declining performance and future growth sustainability [4].
舜宇光学转型“汽车+AI”:高增长背后的机会与隐忧
经济观察报· 2025-08-31 11:28
财报显示,2025年上半年,舜宇光学营收为 196.52亿元,同比增长4.2%;公司股东应占期内溢利 约16.46亿元,同比增长52.56%;毛利率提升至19.8%,同比增加2.6个百分点。 与财务端的全面增长不同,舜宇光学在业务端出现了"冰火两重天"的局面,其最依赖的手机镜头上 半年出现了下跌。 2025年6月,舜宇光学手机镜头出货量9505.6万件,环比减少3.1%,同比减少12.7%。舜宇光学在 公告中表示,出货量下降的原因之一是"公司专注于中高端案子,且产品结构较去年同期显著改 善"。 经济学家、中国金融智库特邀研究员余丰慧对经济观察报表示,手机光学市场现在的游戏规则已经 变了,要么追量、要么追质,没有中间路线。舜宇光学正在退出那些利润微薄、竞争惨烈的市场, 将资源倾注于高端镜头,试图尽可能守住利润水平。 从消费电子到新兴市场,舜宇光学的转身既充满机遇,也伴随 着前所未有的挑战与不确定性。 作者: 濮振宇 封图:图虫创意 全球光学巨头舜宇光学正站在转型的十字路口。2025年上半年,舜宇光学的业绩呈现出"冰火两重 天"的图景:传统支柱手机镜头业务在行业红海中主动收缩,出货量同比下滑;与此同时,包括车 载 ...