"'十四五'期间，我们公司完成了转型，从做特种、安防镜头，横向拓展到红外镜头、车载镜头、 AR/VR、机器视觉、投影光机等方面。下一个五年的规划我们也做好了，车载镜头和红外镜头将是业 务发展较快的领域。"福建福光股份有限公司党委书记、董事长何文波接受证券时报记者专访时表示。 在光学元件领域，福光股份为国内知名品牌高端手机摄像头提供的模压非球面镜片已经进入量产阶段。 同时，公司在业内率先使用激光切割技术加工玻璃透镜，应用于国内知名品牌手机，产品已通过客户验 证。 在车载镜头领域，福光股份持续丰富产品线，成功研制侧视玻塑混合镜头、 1.3M/2.3M不同规格DMS （驾驶员监测系统）镜头，完成新款ADAS（高级驾驶辅助系统）镜头设计。"车载是一个大行业，福 光的优势在于原本在定制化产品中的积累更强，产品在高端车型以及国外车企的产品上应用会更好。这 一块市场成熟，产品也成熟，跑起来的速度会比较快。"何文波表示。 红外镜头也是重要的增量市场。何文波表示："红外整个行业刚刚进入成长初期。目前整个红外探测器 的芯片价格通过国产化正在下降，前端的成像质量在提升，让后端的算法可以更好运用，图像从'给人 看'变成了'给电脑看' ...

"'十四五'期间，我们公司完成了转型，从做特种、安防镜头，横向拓展到红外镜头、车载镜头、AR/VR、机器视觉、投影光机等方面。下一个五年的规划 我们也做好了，车载镜头和红外镜头将是业务发展较快的领域。"福建福光股份有限公司党委书记、董事长何文波接受证券时报记者专访时表示。 据了解，福光股份曾为"神舟系列""嫦娥探月""天问一号"等国家重大任务提供光学镜头，其定制产品业务正助力大国重器"上天入海"。公司起源于1958年的国 营八四六一厂，在2006年完成改制，2019年公司登陆科创板，成为了"闽企科创板第一股"。 "科创板上市对我们这样的创新型企业助力非常明显，当初募集金额接近10亿元，大部分被用于投资光学元件的最前沿技术。"何文波表示。据他介绍，福光 股份正加速推进半导体精密光学领域的研发。 福光股份董事长何文波 宋春雨/摄 宋春雨/摄 半年报显示，在机器视觉领域，福光股份已经完成连续变焦显微系统镜头的方案设计，变焦显微镜实现0.9um分辨率，在光学成像领域达到亚微米级工业检测 水平，可用于精密零件缺陷检测、半导体电路等领域。据了解，公司研制的中继镜镜头也填补了国内空白，可应用于半导体设备领域。 在航天和天文 ...

威胜信息：9月中标5个项目 金额合计2.87亿元 10月9日，威胜信息（688100）发布公告称，公司9月份中标中国南方电网有限责任公司2025年计量设备 第一批框架招标、国家电网有限公司2025年第五十三批采购（营销项目第二次计量设备招标采购）等5 个项目，以上项目中标金额合计为2.87亿元，占公司2024年度经审计的营业总收入的10.45%。 资料显示，威胜信息成立于2004年5月，主营业务是生产和销售电监测终端、水气热传感终端、通信模 块、通信网关、智慧公用事业管理系统产品。 所属行业：通信–通信设备–通信终端及配件 福田汽车：9月份汽车产品总销量同比增长6.08% 10月9日，福田汽车（600166）发布公告称，公司9月汽车产品销量为5.53万辆，同比增长6.08%；1-9月 累计销量达48万辆，同比增长10.94%。其中，新能源汽车9月销量达8624辆，同比增长47.09%；1-9月累 计销量7.43万辆，同比大增113.36%。 资料显示，福田汽车成立于1996年8月，主营业务是车辆与移动装备、零部件、数字科技和商业生态。 所属行业：汽车–商用车–商用载货车 *ST建艺：拟签订《单晶硅项目投资合作 ...

10月9日，弘景光电盘中上涨2.06%，截至11:22，报95.26元/股，成交6033.35万元，换手率3.04%，总市 值84.75亿元。 弘景光电所属申万行业为：电子-光学光电子-光学元件。所属概念板块包括：近端次新、小盘、次新 股、光学、智能座舱等。 截至6月30日，弘景光电股东户数1.78万，较上期减少0.76%；人均流通股1116股，较上期增加41.08%。 2025年1月-6月，弘景光电实现营业收入7.01亿元，同比增长55.72%；归母净利润7552.43万元，同比增 长10.22%。 分红方面，弘景光电A股上市后累计派现9532.00万元。 机构持仓方面，截止2025年6月30日，弘景光电十大流通股东中，中邮信息产业灵活配置混合A （001227）位居第二大流通股东，持股22.69万股，为新进股东。圆信永丰兴诺（012064）位居第五大 流通股东，持股20.73万股，为新进股东。永赢成长领航混合A（010562）位居第八大流通股东，持股 9.77万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流入84.85万元，特大单买入0.00元，占比0.00%，卖出181.72万元，占比 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [4] Core Views - The company has shown steady progress in its barcode module and semiconductor optics businesses, with expectations for recovery in the microscope business in the second half of the year [5][9] - The company’s revenue for H1 2025 was 441 million yuan, representing a year-on-year increase of 3.0%, while the net profit attributable to shareholders was 108 million yuan, up 8.8% year-on-year [6] - The optical components business generated 265 million yuan in revenue for H1 2025, accounting for 60.1% of total revenue, with a year-on-year growth of 4.4% [7] Summary by Sections Financial Performance - For H1 2025, the company reported a revenue of 441 million yuan, with a gross margin of 40.3% and a net margin of 24.6% [6] - The company’s revenue projections for 2023A to 2027E show a growth trajectory, with expected revenues of 1,763 million yuan by 2027, reflecting a compound annual growth rate [4][11] Business Segments - The barcode scanning and machine vision segments are experiencing steady growth, with the company maintaining its position as the global leader in optical component shipments [8] - The automotive LiDAR segment is expected to see accelerated growth in shipments, contributing significantly to profits in the second half of the year [8] - The medical optics segment is also projected to maintain high growth, with increasing penetration rates and collaborations with leading companies [8] - The semiconductor optics business is anticipated to gradually realize revenue from multiple key projects in the second half of the year [8] Market Position - The company has achieved a market share increase in high-end microscopes, with over 40% of its microscope shipments being high-end products [9] - The company’s barcode scanning business has transitioned from Tier 2 to Tier 1 status, indicating a significant improvement in its market position [8] Investment Recommendations - Based on the mid-year performance, the company’s profit forecasts for 2025-2027 have been adjusted to 270 million, 348 million, and 457 million yuan respectively, with corresponding P/E ratios of 45, 35, and 27 [9][11]

截至6月30日，奥来德股东户数8923.00，较上期增加15.85%；人均流通股27004股，较上期增加3.37%。 2025年1月-6月，奥来德实现营业收入2.81亿元，同比减少17.87%；归母净利润2700.49万元，同比减少 70.59%。 分红方面，奥来德A股上市后累计派现4.56亿元。近三年，累计派现2.73亿元。 机构持仓方面，截止2025年6月30日，奥来德十大流通股东中，金信深圳成长混合A（002863）位居第 九大流通股东，持股207.58万股，为新进股东。香港中央结算有限公司位居第十大流通股东，持股 186.23万股，相比上期增加11.95万股。大成互联网思维混合A（001144）退出十大流通股东之列。 责任编辑：小浪快报 9月29日，奥来德盘中下跌2.03%，截至13:18，报25.08元/股，成交7748.11万元，换手率1.26%，总市值 62.52亿元。 资金流向方面，主力资金净流出1264.96万元，特大单买入211.07万元，占比2.72%，卖出624.85万元， 占比8.06%；大单买入1737.20万元，占比22.42%，卖出2588.38万元，占比33.41%。 奥来德 ...

Company Overview - Yongxin Optical is located in Ningbo, Zhejiang Province, established on February 21, 1997, and listed on September 10, 2018. The company primarily engages in the research, production, and sales of optical microscopes, optical components, and other optical products [1][2] - The main revenue composition includes optical components series (57.56%), microscope series (39.97%), and others (2.47%) [1] Financial Performance - As of June 30, 2025, Yongxin Optical achieved a revenue of 441 million yuan, representing a year-on-year growth of 2.95%. The net profit attributable to the parent company was 108 million yuan, with a year-on-year increase of 8.75% [2] - Since its A-share listing, Yongxin Optical has distributed a total of 555 million yuan in dividends, with 307 million yuan distributed over the past three years [3] Stock Performance - On September 29, Yongxin Optical's stock price increased by 2.00%, reaching 112.03 yuan per share, with a trading volume of 194 million yuan and a turnover rate of 1.60%. The total market capitalization is 12.428 billion yuan [1] - Year-to-date, the stock price has risen by 20.50%, but it has decreased by 7.41% in the last five trading days and by 3.74% in the last 20 days. Over the past 60 days, the stock price has increased by 35.68% [1] Shareholder Information - As of June 30, 2025, the number of shareholders is 15,200, a decrease of 8.33% from the previous period. The average circulating shares per person increased by 9.09% to 7,306 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 715,200 shares, an increase of 63,800 shares compared to the previous period [3] Market Position - Yongxin Optical belongs to the Shenwan industry classification of electronics-optics optoelectronics-optical components. The company is associated with sectors such as photolithography machines, optics, unmanned driving, semiconductors, and machine vision [1]

格隆汇9月28日｜有投资者在互动平台向中润光学提问：戴斯光电有车裁的相关产品吗？ 中润光学回复称，戴斯光电可以为车载激光雷达提供柱面镜、楔形片等全套光学元件，产品具有光洁度 高等特点，公司已经与车载激光雷达头部客户实现对接，并且通过了部分客户的工厂资质审验，分别处 于小批量产、送样测试等阶段。后续戴斯光电将尽快推进现有客户批量采购，并积极开拓新的客户。 ...

Core Viewpoint - Zhongrun Optical (688307.SH) is actively engaging in the automotive lidar market by providing a full set of optical components, including cylindrical mirrors and wedge prisms, which are characterized by high surface quality [1] Company Developments - The company has established connections with leading customers in the automotive lidar sector and has passed some customers' factory qualification audits [1] - Currently, the company is in the stages of small batch production and sample testing with these customers [1] - Zhongrun Optical aims to expedite the bulk procurement process with existing clients and is also focused on expanding its customer base [1]

Company Overview - Phoenix Optical is located in Shangrao City, Jiangxi Province, established on May 23, 1997, and listed on May 28, 1997. The company specializes in optical component processing and lithium battery cell processing [1] - The main business revenue composition includes: controllers 35.82%, optical components 34.24%, precision processing 25.56%, optical instruments 2.59%, and others 1.79% [1] Financial Performance - For the first half of 2025, Phoenix Optical achieved operating revenue of 741 million yuan, a year-on-year decrease of 6.00%. The net profit attributable to the parent company was 21.63 million yuan, a year-on-year increase of 281.67% [2] - Since its A-share listing, the company has distributed a total of 119 million yuan in dividends, with no dividends distributed in the last three years [3] Stock Performance - As of September 26, Phoenix Optical's stock price increased by 2.03%, reaching 24.59 yuan per share, with a total market capitalization of 6.924 billion yuan [1] - Year-to-date, the stock price has risen by 17.94%, with a 2.97% increase over the last five trading days, 5.54% over the last 20 days, and 18.51% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 13.75 million yuan on January 3 [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 23,800, a decrease of 4.35% from the previous period, with an average of 11,849 circulating shares per person, an increase of 4.55% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest shareholder, holding 3.2148 million shares, an increase of 1.6562 million shares from the previous period [3] Industry Context - Phoenix Optical belongs to the electronic industry, specifically in the optical optoelectronics sector, with concepts including automotive electronics, security, machine vision, optics, and Huawei concepts [2]