证券日报网讯 2月12日，日久光电在互动平台回答投资者提问时表示，公司导电膜产品作为具有优异导 电性能及光学性能的薄膜材料，是目前制备触控屏、调光模组、调光玻璃等器件最常应用的高透光学导 电膜材料，可应用于各类触控方式的人机交互终端场景，其应用边界正随技术进步与需求升级持续拓 展，从传统消费电子、商用显示、工业控制等应用领域加速渗透至汽车电子、绿色建筑等场景。此外， 公司防反射光学膜作为目前显示领域要求较高的高端产品，在汽车显示、折叠屏幕和光学仪器等领域具 有广泛应用。公司于子公司投资建设年产600万平方米功能性膜项目正是为了解决调光导电膜、光学膜 及配套涂胶产品的产能需求。具体可以参见公司于2026年1月9日发布的《关于2026年度向特定对象发行 A股股票预案》。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 2月12日，腾景科技在互动平台回答投资者提问时表示，公司紧跟光交换+光互连（高速 光模块、CPO、OCS）等技术发展趋势，已前瞻布局适配各类技术路线的精密光学元组件产品，满足行 业多元化需求。 ...

Core Viewpoint - Sunny Optical Technology is expected to achieve significant growth in net profit for 2025, reaching between 45.89 billion to 47.24 billion yuan, representing a year-on-year increase of 70% to 75%, which exceeds market expectations [3][8]. Financial Performance Forecast - The projected revenue for Sunny Optical Technology is between 413.46 billion to 446.00 billion yuan, with a year-on-year growth of 8.0% to 16.5% [1][5]. - The forecasted net profit is estimated to be between 32.63 billion to 46.31 billion yuan, with a year-on-year growth of 20.9% to 71.6% [1][5]. - The adjusted net profit is anticipated to be 34.82 billion yuan [1][5]. Business Segments - **Smartphone Camera Upgrades**: The company continues to benefit from upgrades in flagship and mid-to-high-end smartphone camera specifications, including variable aperture and periscope cameras, driving the development of high-value products such as 6P and above lenses, glass-plastic hybrid lenses, and large format modules [4][9]. - **Automotive Business Growth**: With the deepening trend of smart driving, the company's automotive lens and module business is expanding in both domestic and overseas markets, with laser radar projects expected to achieve rapid growth [10]. - **AI/AR Glasses Business**: The company holds a leading global market share in imaging modules for smart glasses, with strong growth anticipated in AI/AR glasses from 2026 to 2027, which is expected to be a significant driver of business growth [10].

回购方案细节：价格9.29元/股，资金来源为自有资金 登录新浪财经APP 搜索【信披】查看更多考评等级 厦门力鼎光电股份有限公司（以下简称"力鼎光电"）近日公告，因部分激励对象不再符合激励条件，公 司将回购注销其持有的6.30万股限制性股票，回购价格为9.29元/股，涉及资金约58.53万元。福建至理 律师事务所已就该事项出具法律意见书，认为本次回购注销程序合规，符合相关法规及公司激励计划安 排。 回购注销原因：6名激励对象不再符合条件 根据公告，本次回购注销源于6名原激励对象因离职或违纪，已不再符合《厦门力鼎光电股份有限公司 2025年限制性股票激励计划》（以下简称《激励计划》）的激励条件。 《激励计划》明确规定，激励对象主动辞职的，其已获授但尚未解除限售的限制性股票不得解除限售， 由公司以授予价格回购注销；激励对象在职期间发生违反工作纪律等不适当行为的，相关限制性股票同 样由公司按授予价格回购注销。基于上述规定及公司与激励对象签署的授予协议，董事会决定对该6名 对象持有的6.30万股限制性股票进行回购注销。 公告显示，本次回购的股份为公司2025年限制性股票激励计划首次授予的限制性股票，回购数量共计 6. ...

经济观察网联合光电（300691）近期发布2025年业绩预告，净利润预计大幅下滑，同时公司收购长益光 电及出售子公司资产等事项仍在推进中。 业绩经营情况 联合光电于2026年1月29日发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为850万元 至1250万元，同比下降67.59%至77.96%；扣除非经常性损益的净利润预计为亏损3000万元至4350万 元。业绩变动主要因战略性投入增加、理财收益减少及非核心业务调整所致。 公司项目推进 公司于2025年12月披露重组草案，拟以2.6亿元收购长益光电100%股权，并发行股份支付对价。交易完 成后，预计2025年1-8月营收将增加29.75%。长益光电承诺2025-2027年累计净利润不低于9200万元，目 前交易仍在推进中。 子公司发展 2025年12月29日公告显示，子公司中山联合汽车技术有限公司以3000万元出售毫米波雷达业务资产，截 至2025年12月26日已完成大部分交割，并收到2000万元转让款，剩余1000万元将在协议签署后12个月内 按约定支付。 以上内容基于公开资料整理，不构成投资建议。 ...

证券日报网讯2月11日，五方光电（002962）在互动平台回答投资者提问时表示，公司主要从事精密光 学元器件的研发、生产和销售，目前主要产品为红外截止滤光片、生物识别滤光片、微棱镜等，核心技 术包括精密光学镀膜技术、TGV加工能力、冷加工能力、精密涂布技术、激光切割工艺、精密丝印工 艺、精密贴合工艺等。 ...

（原标题：宇瞳光学成立科技新公司，含集成电路芯片业务） 企查查APP显示，近日，东莞市宇瞳光智微纳科技有限公司成立，注册资本2000万元，经营范围包含： 集成电路芯片及产品制造；虚拟现实设备制造；智能车载设备制造等。企查查股权穿透显示，该公司由 宇瞳光学（300790）全资持股。 ...

Group 1 - The company emphasizes the importance of research and development innovation [1] - The company is actively engaged in the development and application of cutting-edge technologies related to polarizers, including nano-silver technology [1] - The company adheres to information disclosure rules and fulfills its disclosure obligations in a timely manner [1]

Market Overview - The A-share market showed mixed performance on February 11, with the Shanghai Composite Index slightly up by 0.22% while the ChiNext Index and the Sci-Tech Innovation Board Index fell by 0.91% and 0.48% respectively [4][5]. Sector Performance - The building materials sector led the gains, with an overall increase exceeding 4%, and several stocks within the sector hitting the daily limit up, including International Composite Materials (301526) which reached a 20% limit up [5][6]. - The non-ferrous metals sector also saw significant gains, with stocks like Haotong Technology rising by 11.99% and multiple stocks hitting the daily limit up [6][7]. - Other sectors such as petroleum and petrochemicals, basic chemicals, and steel also performed well, while sectors like communications, media, and social services experienced declines [7]. New Listings - A new stock, Easy Vision, was listed today, initially surging over 90% before the gains narrowed [2][9]. - Easy Vision specializes in the research, production, and sales of machine vision equipment for automotive manufacturing, holding a 22.5% market share in China, making it the leading domestic player in this field [11]. Notable Stocks - Key stocks in the building materials sector included: - International Composite Materials (301526) at 11.80, up 20.04% - Honghe Technology at 66.61, up 10.01% - China Jushi at 25.65, up 9.99% [6] - In the non-ferrous metals sector, notable performers included: - Haotong Technology at 34.75, up 11.99% - Dongfang Tantalum at 44.54, up 10.00% [7]

Core Viewpoint - The company, Yutong Optical, stated that its business operations are normal and advised investors to pay attention to future announcements for specific performance details [2] Group 1 - Yutong Optical responded to investor inquiries on February 10, indicating that the company's operational status is stable [2] - The company emphasized that detailed performance information will be provided in subsequent announcements [2]