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：2025-008 投资者关系活动 类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 其他 电话会议 参与单位名称及 人员姓名 国金基金：王小刚、边广洁、多飞帆； 开源证券：仇方君；中邮证券：吴文吉、翟一梦。 时间 2025 年 7 月 8 日 地点 公司会议室（电话会议） 公司接待人员 姓名 董事会秘书林琼芸女士 证券事务代表钟倩文女士 投资者关系活动 主要内容介绍 1、2025 年上半年各类业务的拓展情况如何？业务结构占比 有明显的变化吗？ 公司以智能汽车、智能家居、全景/运动相机三大业务领域为 业绩支撑，以人工智能硬件、机器视觉、工业检测与医疗等新兴 业务领域为业绩增长点。 2025 年，公司各类业务按照既定计划开展中，目前整体业务 结构未发生明显的变动，具体经营情况请关注公司后续披露的定 期报告。 2、公司的全景相机模组有什么特点？公司在这方面有什么 竞争优势。 公司全景相机摄像模组具有超高清、超广角、大光圈等特性， 1 4、公司对智能家居业务的未来展望如何 ...

证券研究报告 2025 年 06 月 06 日 晨会聚焦 | 一、财信研究观点 | | --- | | 【市场策略】市场温和放量，大盘延续涨势 | 【基金研究】基金数据日跟踪 【债券研究】债券市场综述 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 3384.10 | 0.23 | | 深证成指 | 10203.50 | 0.58 | | 创业板指 | 2048.62 | 1.17 | | 科创 50 | 996.41 | 1.04 | | 北证 50 | 1434.62 | -0.29 | | 沪深 300 | 3877.56 | 0.23 | 二、重要财经资讯 A 股市场概览 【宏观经济】中国 5 月财新服务业 PMI 为 51.1，较 4 月上升 0.4 个百分 点 | 类别 | 总市值 | 流通市 | 市盈率 | 市净率 | | --- | --- | --- | --- | --- | | | (亿元) | 值(亿元) | PE | PB | | 上证指数 | 652065 | 509212 | 11.98 | 1.24 | ...

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Group 1: Semiconductor Business Progress - In 2024, the company's revenue from semiconductor and related fields reached 51 million, an increase of 82% compared to the previous year [1] - Revenue from semiconductor business, including lithography and testing, was approximately 17.7 million, with products used in mature processes and advanced lithography equipment [1] - The company has deepened cooperation with existing semiconductor clients and increased both product categories and client numbers in 2024 [2] Group 2: Growth Points for 2025 - The company continues to implement the "Optics+" strategy, with projected revenue of approximately 33 million from PCB and display fields in 2024 [2] - The PCB laser micro-processing lens has significantly increased orders, indicating a shift towards domestic alternatives [2] - Revenue from consumer-grade optical products, particularly AR/VR, was about 5.5 million in 2024, with expectations for substantial growth in 2025 due to improved market demand [2] - The infrared imaging optical business underperformed in 2024 but is expected to recover in 2025 as market conditions stabilize [2] Group 3: Equipment and Manufacturing Capabilities - The company possesses over 20 years of precision optical processing experience and advanced manufacturing capabilities, including high-precision polishing and coating equipment [4] - Current equipment, primarily domestic with some imports, meets the demands of the semiconductor business, with processing precision reaching ultra-precision levels [4] - The company has established advanced manufacturing process centers and cleanroom environments to ensure high-quality production standards [4] Group 4: Risk and Disclosure - The company emphasizes that information disclosed during investor relations activities should be verified against official announcements on designated platforms [5] - No significant undisclosed information was involved in this investor relations activity [6]

Precision Optics Corporation, Inc. (NASDAQ:POCI) Q2 2025 Earnings Conference Call February 13, 2025 5:00 PM ET Corporate Participants Robert Blum - IR, Lytham Partners Joe Forkey - Chief Executive Officer Wayne Coll - Chief Financial Officer Conference Call Participants Operator Good day, and welcome to the Precision Optics report's Second Quarter Fiscal Year 2025 Results Conference Call. All participants will be in a listen-only mode. [Operator Instructions]. Please note this event is being recorded. I wou ...