证券日报网讯凤凰光学（600071）11月26日在互动平台回答投资者提问时表示，公司部分光学仪器及镜 头产品在性能与品质方面达到行业领先水平，并广泛应用在对应的国内主流市场，公司将继续加大研发 投入力度和加强国内外销售渠道建设，提高新客户、新产品的市场开拓能力，进一步提升市场占有率， 努力提高产品市场表现及竞争能力。 ...

Core Insights - Yongxin Optical achieved a revenue of 674 million yuan in the first three quarters of 2025, representing a year-on-year growth of 3.59%, and a net profit attributable to shareholders of 151 million yuan, up 7.69% year-on-year [2] - The company attributed its steady growth in revenue and net profit to optimized product structure and meticulous cost control [2] - The medical optics segment saw significant revenue growth, particularly in high-end microscope sales, which now account for over 40% of the company's overall microscope sales [2] Financial Performance - Revenue for the first three quarters of 2025: 674 million yuan, a 3.59% increase year-on-year [2] - Net profit for the same period: 151 million yuan, a 7.69% increase year-on-year [2] - The company effectively controlled operational costs through product optimization and expense management [2] Product Development and Market Position - The sales proportion of medical optical products and high-end microscopes is expected to continue increasing due to ongoing product upgrades and accelerated domestic substitution [2] - The high-end microscope business is characterized by high technical and complexity barriers, maintaining a high gross margin and stable profit performance [2] - Yongxin Optical focuses on technological innovation, planning to continuously iterate superior products in the high-end microscope field and develop high-value core components in the medical optics sector [2] Industry Collaboration - Yongxin Optical is a key partner for companies like Hesai Technology and Tudatong Intelligent Technology in the LiDAR sector [3] - The company's products are widely used in high-growth markets such as mobile robots, delivery robots, cleaning robots, and lawn mowing robots [3] - Yongxin Optical has established close partnerships with leading companies in the robotics industry [3]

本报讯 （记者舒娅疆）11月19日，四川君逸数码科技股份有限公司（以下简称"君逸数码"）披露公告 称，该公司与广东光宏精密科技有限公司（以下简称"光宏精密"）及其原股东签署增资协议，将以自有 资金1.2亿元对光宏精密进行增资。 光宏精密在近年来的业务发展迅速。经审计的财务数据显示，光宏精密2024年的营业收入为1665.53万 元，净利润257.24万元；2025年1月份至8月份，其营业收入已达2004.25万元，净利润389.6万元，增长 势头较为强劲。此次君逸数码投入的1.2亿元增资款，将主要用于扩大生产设备等固定资产投入，快速 达成光宏精密产能的跨越式增长，为其未来的业务扩张与业绩增长提供坚实保障。 君逸数码的相关负责人表示，本次战略控股光宏精密，是君逸数码基于对光学仪器领域发展的前瞻性判 断，以及对未来市场需求和公司多元化发展战略的深思熟虑后作出的重要决策。交易完成后，君逸数码 将向光宏精密输出先进的管理经验，并在治理结构、资金、市场资源等方面给予全力支持，充分发挥双 方的协同效应，共同把握光学精密元组件市场的巨大机遇，为全体股东创造长期、稳定的价值回报。 光宏精密的核心竞争力在于其掌握的模造玻璃非球 ...

Core Viewpoint - The metallographic optical microscope industry is experiencing a shift towards automation and intelligence, with significant advancements in technology and increasing demand from emerging markets [6][8][10]. Product Definition and Statistical Scope - Metallographic optical microscopes are high-precision instruments designed for observing the microstructure of metal materials, utilizing optical imaging principles to magnify the surface morphology of metal samples [2]. Inverted Metallographic Microscope - The inverted metallographic microscope features a unique structure with the objective lens facing down, allowing for the observation of larger and heavier samples without the need for cutting [4]. Upright Metallographic Microscope - The upright metallographic microscope is the classic form in metallographic observation, suitable for examining thin or standard-sized metal samples with high surface flatness requirements [5]. Integration of Intelligent and Automated Technologies - The industry is rapidly integrating AI and machine vision technologies, enhancing detection efficiency and precision, with automated laboratories emerging to reduce human error [6]. Acceleration of Domestic Production, Facing Core Technology Bottlenecks - Chinese companies have made significant progress in the metallographic microscope sector, but still rely on imports for core components, with high-end markets dominated by international giants [7]. Expanding Application Scenarios and Growing Demand in Emerging Markets - Traditional applications in metal processing and automotive manufacturing are being supplemented by rapid growth in demand from semiconductor packaging and new energy materials [8]. Intensifying Industry Competition and Market Segmentation - The market shows a clear polarization, with high-end segments led by international brands and mid-to-low-end segments facing price wars among domestic companies [9]. Development Trends of Metallographic Optical Microscopes - Future trends include deeper integration of AI and automation, multi-modal imaging capabilities, and high-resolution observation to meet the evolving demands of material science [10][11][12]. Global Market Scale Analysis - The global market for metallographic optical microscopes is projected to reach $373.52 million in 2024, with an expected CAGR of 4.67% from 2025 to 2031, reaching $527.77 million by 2031 [13]. Consumption and Production Insights - North America is the largest consumer market, expected to hold 33.48% of the market share in 2024, while China and Japan are significant production regions, with shares of 29.68% and 26.36% respectively [15].

目标公司专注于研发、生产和销售精密光学元组件等产品。目标公司主要产品为精密光学元件及组件， 是各类光纤器件、摄像模组和光模块的基础，通过光学元件的不同组合，可使光纤器件、摄像模组、光 模块实现不同的特定功能。目标公司的产品主要应用于消费电子、汽车电子、安防、光通讯等领域。 君逸数码（301172）(301172.SZ)公告，公司于2025年11月18日与广东光宏精密科技有限公司(简称"光宏 精密")签署《广东光宏精密科技有限公司增资协议书》，公司将以自有资金1.2亿元人民币对光宏精密 进行增资，其中3315.30万元计入注册资本，剩余部分计入资本公积。 公司称，本次对外投资是构建"智能物联+大数据+AIGC应用"协同生态战略的重要举措，是基于对光学 仪器领域发展的前瞻性共识、未来的市场需求以及公司多元化发展等多方面因素而作出的决定。 ...

格隆汇11月19日丨君逸数码(301172.SZ)公布，公司于2025年11月18日与广东光宏精密科技有限公司（简 称"光宏精密"或"目标公司"）签署《广东光宏精密科技有限公司增资协议书》，公司将以自有资金 12,000万元人民币对光宏精密进行增资，其中3,315.30万元计入注册资本，剩余部分计入资本公积。本 次增资完成后，公司将持有光宏精密60%的股权，光宏精密将成为公司控股子公司，纳入公司合并报表 范围。 公司本次对外投资是构建"智能物联+大数据+AIGC应用"协同生态战略的重要举措，是基于对光学仪器 领域发展的前瞻性共识、未来的市场需求以及公司多元化发展等多方面因素而作出的决定。本次投资使 用公司自有资金，不会对公司现有财务状况和正常经营造成不利影响。本次交易将会导致公司的合并报 表范围发生变化，从长期来看，该投资将产生积极的战略推动效应，符合公司整体发展规划和全体股东 的利益。 ...

目标公司专注于研发、生产和销售精密光学元组件等产品。目标公司主要产品为精密光学元件及组件， 是各类光纤器件、摄像模组和光模块的基础，通过光学元件的不同组合，可使光纤器件、摄像模组、光 模块实现不同的特定功能。目标公司的产品主要应用于消费电子、汽车电子、安防、光通讯等领域。 公司称，本次对外投资是构建"智能物联+大数据+AIGC应用"协同生态战略的重要举措，是基于对光学 仪器领域发展的前瞻性共识、未来的市场需求以及公司多元化发展等多方面因素而作出的决定。 智通财经APP讯，君逸数码(301172.SZ)公告，公司于2025年11月18日与广东光宏精密科技有限公司(简 称"光宏精密")签署《广东光宏精密科技有限公司增资协议书》，公司将以自有资金1.2亿元人民币对光 宏精密进行增资，其中3315.30万元计入注册资本，剩余部分计入资本公积。 ...

Core Insights - Ningbo has achieved significant recognition in quality development, winning multiple national awards, including the China Quality Award and various nominations, highlighting its commitment to high-quality production and innovation [1][2][3] Quality Enhancement - Ningbo has implemented a "quality first" philosophy, leading to the establishment of quality management systems and initiatives that have improved the quality compliance rate of 12 categories of consumer goods [2][4] - The city has received 1 China Quality Award, 7 nominations, and numerous provincial quality awards, showcasing its dedication to quality improvement [2] Brand Development - The brand value of Fotile Group, located in Ningbo, reached 20.156 billion yuan, maintaining its leadership in the kitchen appliance industry for five consecutive years [3][4] - Ningbo has cultivated over 1,800 key brand enterprises with a total output value of 15 trillion yuan, emphasizing the city's focus on brand enhancement and internationalization [4] Standardization Efforts - Ningbo is actively promoting the integration of standardization with industry, having led or participated in the revision of 8,150 international, national, and industry standards [5][6] - The city has developed national standards in various sectors, including automotive safety, which enhances the competitiveness of Ningbo products in international markets [5][6] Intellectual Property Initiatives - Ningbo has implemented the "Head Goose Project" to drive high-value patent creation and utilization, resulting in over 72,000 invention patents and a high per capita patent ownership rate [7] - The city has seen significant commercialization of patented technologies, with sales of a high-precision placement machine reaching approximately 350 million yuan [6][7]

Core Viewpoint - The article discusses the relationship between advanced microscopy technology and breakthroughs in life sciences, the development of domestic optical instrument brands in China, the connection between innovative enterprises and venture capital, and the role of government support in the high-end optical microscope industry [3][4][20][24]. Group 1: Advanced Microscopy Technology and Life Sciences - The relationship between advancements in microscopy technology and continuous breakthroughs in life sciences is crucial, as traditional optical microscopes were limited by the Abbe diffraction limit of approximately 200 nanometers, which restricted the observation of fine cellular structures [7][8]. - The emergence of super-resolution imaging technologies has allowed scientists to observe dynamic processes in living cells, leading to significant discoveries in cellular structures and interactions [8][9]. - Naxi Technology aims to be a pioneer in optical technology, continuously releasing new products to meet the evolving demands of life sciences research [9][10]. Group 2: Domestic Optical Instrument Brands vs. International Brands - The domestic high-end optical microscope market has seen a shift, with local brands like Naxi Technology gaining a significant market share, accounting for 83% of bids in the super-resolution imaging segment, with Naxi holding a 37% market share [11][13]. - International brands face challenges in adapting to the specific needs of the Chinese market, leading to opportunities for domestic brands to innovate and respond more quickly to local demands [11][13]. - The establishment of local production by international brands, such as Zeiss and Leica, indicates their commitment to the Chinese market, which may increase competition for domestic brands [13][14]. Group 3: Innovation and Venture Capital - The relationship between continuous innovation in startups and venture capital is critical, as high-end optical microscope companies often struggle to secure funding due to perceived high risks and small market sizes [20][21]. - Recent shifts in the investment landscape have led to increased interest from venture capital in high-end scientific instruments, particularly those with proprietary technologies [21][23]. - Naxi Technology has successfully attracted investment from notable venture capital firms, enabling it to invest in R&D and market its products effectively [21][23]. Group 4: Government Support and Policy Environment - The high-end optical instrument sector benefits from significant positive externalities, with advancements in microscopy driving progress in related industries [24][25]. - Government policies at both central and local levels have been implemented to support the development of high-end optical instruments, with specific plans targeting rapid breakthroughs in this field [25][26]. - Naxi Technology collaborates closely with government entities to leverage these policies for strategic growth and innovation [26].

Core Viewpoint - The company has confirmed that it exports products to European countries, including Germany, Italy, and the Netherlands, as well as the UK, focusing on optical products used in medical beauty and industrial equipment [2]. Group 1 - The company has products exported to Europe, specifically to EU countries [2]. - The exported products include optical devices and optical modules [2]. - The primary applications of these products are in medical beauty and industrial equipment [2].