证券代码：301479 证券简称：弘景光电 广东弘景光电科技股份有限公司投资者关系活动记录表 编号：2025-017 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | 其他 2025 年广东辖区投资者网上集体接待日活动 | | 参与单位名称及 | 通过全景网"投资者关系互动平台"（https://rs.p5w.net）参与本 | | 人员姓名 | 次活动的广大投资者 | | 时间 | 2025 年 9 月 19 日 | | 地点 | 全景网"投资者关系互动平台"（https://rs.p5w.net） | | 公司接待人员 | 董事长兼总经理赵治平先生 | | 姓名 | 董事会秘书林琼芸女士 | | | 财务总监周伟刚先生 | | | 1、2025 年上半年摊销了多少上市费用，需要几年才能把上市 费用摊销完？ | | | 公司上市相关费用已全部计入 2025 年上半年管理费用。 | | | 2、公司在机器人眼睛这块有何研发储备，未来这边将进入产品 | | 投资 ...

高雅光学(00907)跌超40%，截至发稿，跌42.31%，报0.045港元，成交额109.42万港元。 消息面上，高雅光学公布，于2025年9月19日接获联交所函件，指公司未能符合上市规则第13.24条规 定，即未能维持足够业务运作水平及足够价值资产支持营运。根据函件要求，若公司未能在9月30日前 提出复核申请，股份将于10月2日上午9时起暂停买卖。联交所给予公司18个月补救期重新符合上市规 则，若期限届满仍未达要求，联交所可能取消上市地位。公司表示正审阅函件并与专业顾问讨论，将考 虑是否要求上市委员会复核该决定。 ...

业内人士认为，这是对永新光学"三线聚焦-展开-实现"质量管理模式及其在质量、效率、创新等方面处 于行业领先地位的肯定，也标志着其质量管理实践获得了国家层面的高度认可。永新光学长期以来坚持 质量提升之路，加强全面质量管理，秉承"见微知著、永续创新"的质量文化理念，是其从传统制造成功 转型升级至科技创新的关键点之一。 对此，永新光学相关人士也表示，公司将以此次中国质量奖提名作为新起点，持续深化全面质量管理， 推进质量、效率和动力变革，不断提升企业核心竞争力，为中国光学制造业的高质量发展树立标杆。 本报讯 （记者吴奕萱）9月17日，宁波永新光学（603297）股份有限公司（以下简称"永新光学"）通过 官方公众号发布消息，在近日举行的中国质量大会上，公司荣获第五届"中国质量奖提名奖"。此次获 奖，是永新光学继2023年获得第九届浙江省人民政府质量奖之后，在质量领域再获的一项国家级重要荣 誉。 ...

9月11日，苏大维格涨5.48%，截至发稿，报31.58元/股，成交6.32亿元，换手率10.18%，总市值82.00亿 元。 资料显示，苏州苏大维格科技集团股份有限公司位于江苏省苏州工业园区新昌路68号，成立日期2001年 10月25日，上市日期2012年6月28日，公司主营业务涉及微纳光学产品的设计、开发与制造,关键制造设 备的研制和相关技术的研发服务。主营业务收入构成为：微纳光学产品及设备87.32%，反光材料产品 12.00%，其他0.68%。 从苏大维格十大流通股东角度 数据显示，睿远基金旗下1只基金位居苏大维格十大流通股东。睿远成长价值混合A（007119）二季度 减持26.18万股，持有股数1241.36万股，占流通股的比例为6.02%。根据测算，今日浮盈赚取约2035.82 万元。 睿远成长价值混合A（007119）成立日期2019年3月26日，最新规模168.39亿。今年以来收益50.77%， 同类排名563/8175；近一年收益77.66%，同类排名865/7982；成立以来收益80.2%。 睿远成长价值混合A（007119）基金经理为傅鹏博、朱璘。 截至发稿，傅鹏博累计任职时间16年24 ...

Group 1 - The core point of the article is that Jiangxi Shengfulai Optical Technology Co., Ltd. has officially terminated its IPO application after three rounds of inquiries, highlighting the challenges faced by companies in the current capital market [1][2]. - Shengfulai's IPO journey began on December 26, 2023, with plans to raise 204 million yuan for a project to produce 3,000 tons of high-refractive-index glass microspheres and to establish a research and development center [1]. - The company's financial performance has shown instability, with revenues of 256 million yuan, 266 million yuan, and 243 million yuan from 2022 to 2024, reflecting year-on-year growth rates of -7.62%, 3.73%, and -8.37% respectively [1]. Group 2 - Domestic sales revenue for Shengfulai has been declining, dropping from 215 million yuan in 2022 to 188 million yuan in 2024 [2]. - The growth in external sales in 2023 was largely dependent on a single customer, with a significant decline in sales to that customer in the first half of 2024 due to reduced demand influenced by the German economy, resulting in a year-on-year decrease of 71.82% [2]. - The termination of the IPO reflects the stringent requirements of the capital market regarding the stability of performance and market competitiveness of prospective listed companies, serving as a warning to other companies seeking to go public [2].

Core Viewpoint - The article discusses the recent A+ round financing of "Maitalans," a manufacturer of superlenses, highlighting its potential applications in various fields such as mobile camera, automotive electronics, and sensors. The financing will support the mass production of superlenses and the expansion of infrared lens production and visible light research [6]. Group 1: Company Overview - "Maitalans," established in 2020, specializes in the design and manufacturing of superlenses, being the first globally to achieve mass production in both far-infrared and near-infrared fields, as well as breakthroughs in visible light technology [6]. - The company has developed a comprehensive range of products, from proprietary superlens design software to the establishment of production lines for mass production of superlens lenses [6]. Group 2: Technology and Applications - Superlenses are two-dimensional lenses that manipulate light parameters such as amplitude, phase, and polarization, characterized by being thin, light, simple, low-cost, high-performance, and stable. They are expected to be widely used in mobile cameras, automotive electronics, and sensors [6]. - The demand for lightweight, compact, and low-cost optical lenses is increasing due to the rapid development of emerging consumer electronics, automotive electronics, and drones. Superlenses address the limitations of traditional lenses, utilizing semiconductor chip processes for high yield and stability [6]. Group 3: Market Potential and Product Development - Currently, Maitalans' commercial superlenses are primarily focused on the infrared field, with applications in infrared temperature measurement, security monitoring, and facial recognition. These products are already in mass production and being delivered to industry clients [7]. - In the promising visible light sector, Maitalans has achieved technological breakthroughs and completed the design of key lens products, including consumer electronics and automotive lenses, which are expected to enter mass production next year [7]. - The company is also developing color routing products for CIS image sensors, which can enhance light efficiency by 1 to 2 times, improving image quality under the same lighting conditions [7]. Group 4: Production Capacity - In January 2025, Maitalans established the world's first mass production line for superlenses in Huzhou, covering an area of 6,000 square meters. The production line is operational and has a monthly capacity sufficient to meet the demand for millions of lenses [8].

Core Viewpoint - The report highlights how Postal Savings Bank of China (PSBC) in Hubei Province is leveraging inclusive finance to support the high-quality development of the real economy, particularly focusing on technology-driven small and medium-sized enterprises (SMEs) [1] Group 1: Economic Growth and Financial Support - Hubei Province's GDP grew by 6.2% year-on-year in the first half of the year, outperforming the national average by 0.9 percentage points, driven by technological innovation from numerous SMEs [1] - In the first seven months of the year, PSBC issued a total of 15.1 billion yuan in technology financial loans in Hubei, ranking first among financial institutions in the province [1][3] Group 2: Innovative Financing Solutions - PSBC introduced a "pure credit loan" policy that significantly streamlined the loan application process for SMEs, exemplified by a case where a company received 5 million yuan within a day [2] - As of July 31, PSBC had issued 5.535 billion yuan in knowledge value credit loans, with a total credit line exceeding 8 billion yuan, marking a leading growth rate among provincial financial institutions [3] Group 3: Tailored Financial Services - PSBC is providing customized financial solutions to support the growth of technology-driven enterprises, such as issuing 40 million yuan in "technology credit loans" to a packaging company to facilitate expansion and upgrades [4] - The bank's proactive approach includes direct engagement with SMEs to understand their unique challenges, leading to timely financial support [6] Group 4: Digital Transformation Support - PSBC is promoting a one-stop digital management platform, "Yiqiying 2.0," to help SMEs reduce costs and improve efficiency in various operational aspects, with over 4,000 new clients served in the first half of the year [7] - The bank aims to provide at least 200 billion yuan in loans to the real economy by 2025, focusing on sectors like new materials and artificial intelligence [7][8]

Core Viewpoint - 康耐特光学 has been selected for inclusion in 13 indices, including the Hang Seng Composite Index and the Hang Seng Stock Connect Index, effective from September 8, 2025, reflecting strong market recognition of the company's business performance and value [1] Group 1 - The inclusion in the Hang Seng Composite Index is seen as a significant acknowledgment of the company's business performance and value [1] - This move is expected to help expand the shareholder base and increase the liquidity of its shares [1] - The company anticipates that this will enhance its investment value and reputation in the capital market [1]

Core Viewpoint - Anhui Dihua Optical Technology Co., Ltd. has been established with a registered capital of 10 million RMB, indicating a new player in the optical industry focusing on various manufacturing and sales activities [1] Company Summary - The company is legally represented by Zhang Jinkai [1] - The registered capital is 10 million RMB [1] - The business scope includes manufacturing and sales of glasses, optical glass, and various technical services [1] Industry Summary - The company operates in the optical industry, which includes the manufacturing and sales of eyewear and optical products [1] - The business activities also encompass a wide range of sectors such as machinery, metal products, and electronic measuring instruments [1] - The company is involved in both domestic sales and international trade, indicating a potential for market expansion [1]

Core Viewpoint - 康耐特光学 reported a revenue of RMB 1.084 billion for the six months ending June 30, 2025, representing a year-on-year increase of 11.04% [1] - The profit attributable to the owners of the parent company was RMB 273 million, an increase of 30.73% year-on-year [1] - The company proposed an interim dividend of RMB 0.15 per ordinary share (tax included) [1] Revenue and Profit Growth - The increase in revenue and profit is attributed to the orderly expansion of both international and domestic businesses [1] - Sales of high value-added products have shown stable growth [1] - Upgrades to automated production lines have effectively improved production and labor efficiency while reducing production costs [1]