国家知识产权局信息显示，舜宇光学（浙江）研究院有限公司取得一项名为"近眼显示设备"的专利，授 权公告号CN116643401B，申请日期为2022年2月。 天眼查资料显示，舜宇光学（浙江）研究院有限公司，成立于2016年，位于杭州市，是一家以从事水利 管理业为主的企业。企业注册资本5000万人民币。通过天眼查大数据分析，舜宇光学（浙江）研究院有 限公司共对外投资了11家企业，参与招投标项目14次，财产线索方面有商标信息17条，专利信息375 条，此外企业还拥有行政许可4个。 本文源自：市场资讯 作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

12月31日，弘景光电涨1.08%，截至发稿，报86.88元/股，成交3109.29万元，换手率1.72%，总市值 77.29亿元。 责任编辑：小浪快报 圆信永丰兴诺（012064）基金经理为胡春霞、浦宇佳。 截至发稿，胡春霞累计任职时间7年287天，现任基金资产总规模22.22亿元，任职期间最佳基金回报 62.07%， 任职期间最差基金回报-25.6%。 浦宇佳累计任职时间1年273天，现任基金资产总规模16.44亿元，任职期间最佳基金回报57.84%， 任职 期间最差基金回报37.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，广东弘景光电科技股份有限公司位于广东省中山市火炬开发区勤业路27号，成立日期2012年 8月14日，上市日期2025年3月18日，公司主营业务涉及从事光学镜头及摄像模组产品的研发、设计、生 产和销售。主营业务收入构成为：新兴消费摄像模组56.87%，新兴消费光学镜头23.14%，智能汽车光 学镜头18.16%，其他1.09%， ...

鸿天股份成功收购并完成四川至臻光学工商变更，尽管面临他股东优先 权和国资股东流程复杂等挑战，但为未来合作奠定基础，符合公司在高 端光学领域的战略布局。 四川至臻光学是华为新凯来的核心供应商，已完成 14 纳米光刻机产品 交付，并积极推进 7 纳米和 5 纳米产品的研发，同时涉足星链计划和激 光通信等高端光学应用领域。 至臻科技已向国内多家核心院所交付商业航天产品，尤其在激光通信领 域，已成功交付多个组件和终端，获得良好反馈，并预计 2026 年迎来 扩张爆发期。 鸿天股份在航天领域具备高技术和高精度产品能力，与科研院所长期合 作完成严格验证，客户对产品品质要求极高，供应商一旦确定很难被替 代。 至臻科技 2025 年商业航天订单已达千万量级，且谈判中的订单数量较 大，预计未来订单将显著增加，主要竞争对手为国家队及少数技术实力 雄厚的企业。 Q&A 鸿天股份近期在股权发展方面有哪些进展和战略规划？ 鸿天股份近期完成了对四川至臻光学的国资股东的股权收购，尽管此次收购的 股权比例不大，但意义重大。首先，此次收购通过公司控制的南京博源昆鹏股 东平台进行，其他股东享有优先权，但我们仍然顺利完成了这项收购并完成工 商变更 ...

12月18日，弘景光电跌0.84%，成交额5155.27万元。两融数据显示，当日弘景光电获融资买入额623.78 万元，融资偿还520.51万元，融资净买入103.27万元。截至12月18日，弘景光电融资融券余额合计1.47 亿元。 融资方面，弘景光电当日融资买入623.78万元。当前融资余额1.46亿元，占流通市值的8.27%。 截至9月30日，弘景光电股东户数1.33万，较上期减少25.58%；人均流通股1584股，较上期增加 41.92%。2025年1月-9月，弘景光电实现营业收入11.98亿元，同比增长51.65%；归母净利润1.42亿元， 同比增长12.19%。 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9月30日，弘景光电十大流通股东中，圆信永丰兴诺（012064）位居第八大 流通股东，持股10.55万股，相比上期减少10.18万股。中邮信息产业灵活配置混合A（001227）、永赢 成长领航混合A（010562）退出十大流通股东之列。 责任编辑：小浪快报 融券方面，弘景光电12月18日融券偿还100.00股，融券卖出0.00股，按当日收盘价计算，卖出金额 ...

Group 1 - The company, Yutong Optical (300790.SZ), primarily focuses on optical lenses and optical glass, which are applied in various fields such as security, automotive, smart home, and consumer electronics [2] - The company provides supporting products for action cameras, panoramic cameras, AI glasses, drones, and mirrorless cameras, but has not ventured into the AI telescope camera sector [2]

Core Viewpoint - Hongjing Optoelectronics experienced a decline of 1.84% on November 20, with a trading volume of 38.86 million yuan, indicating a potential market reaction to recent financial data and stock performance [1] Financing Summary - On November 20, Hongjing Optoelectronics had a financing buy-in amount of 3.67 million yuan, with a net financing buy of 1.30 million yuan after 2.37 million yuan in financing repayments [1] - The total financing and securities balance for Hongjing Optoelectronics reached 154 million yuan, accounting for 8.76% of its circulating market value [1] - There were no securities sold or repaid on that day, with a remaining securities balance of 0.00 shares [1] Company Overview - Hongjing Optoelectronics, established on August 14, 2012, is located in Zhongshan, Guangdong Province, and specializes in the research, design, production, and sales of optical lenses and camera module products [1] - The company's revenue composition includes 56.87% from emerging consumer camera modules, 23.14% from emerging consumer optical lenses, 18.16% from smart automotive optical lenses, and smaller contributions from other segments [1] Financial Performance - As of September 30, the number of shareholders for Hongjing Optoelectronics was 13,300, a decrease of 25.58% from the previous period, while the average circulating shares per person increased by 41.92% to 1,584 shares [2] - For the period from January to September 2025, the company reported a revenue of 1.20 billion yuan and a net profit attributable to shareholders of 142 million yuan, reflecting a year-on-year growth of 12.19% [2] - Since its A-share listing, Hongjing Optoelectronics has distributed a total of 95.32 million yuan in dividends [2] Institutional Holdings - As of September 30, 2025, the eighth largest circulating shareholder of Hongjing Optoelectronics is Yuanxin Yongfeng Xingnuo, holding 105,500 shares, which is a decrease of 101,800 shares from the previous period [2] - Two funds, Zhongyou Information Industry Flexible Allocation Mixed A and Yongying Growth Navigation Mixed A, have exited the list of the top ten circulating shareholders [2]

Core Insights - The 8th China International Import Expo (CIIE) is currently being held in Shanghai, with Zeiss participating for the eighth consecutive year, highlighting China's significant market potential and favorable business environment [1][2] Group 1: Market Position and Investment - Zeiss has identified China as its largest single market globally, emphasizing the increasing importance of this market for the company [1] - The company plans to enhance its investment in China, including the opening of a new R&D and manufacturing base in Suzhou in 2024 and the acquisition of land in Shanghai for a comprehensive headquarters [2] - The new headquarters will be the largest single infrastructure investment by Zeiss in China, aimed at improving service capabilities and acting as a global innovation center [2] Group 2: Collaboration and Innovation - Zeiss aims to deepen collaboration with local innovation forces, having signed a memorandum of understanding with the Shanghai Science and Technology Entrepreneurship Center to join the Shanghai innovation network [3] - The company intends to integrate resources and share experiences to promote the research and industrial application of cutting-edge technologies [3] - Zeiss is focusing on "industry-education integration" to cultivate versatile talents and accelerate the incubation and implementation of innovative technologies [3] Group 3: Workforce and Product Offerings - Zeiss currently employs over 7,000 staff in the Greater China region, with more than 60 production bases, sales and service centers, and R&D centers [4] - At the CIIE, Zeiss showcased over 60 cutting-edge products and solutions, reflecting its commitment to sharing innovation with the Chinese market [4]

Core Viewpoint - Hongjing Optoelectronics announced on October 31 that its optical lens and camera module production is expected to increase year-on-year in the first half of 2025, with a significant rise in camera module output, exceeding an 80% increase compared to the previous year [1] Group 1 - The company reported a substantial increase in camera module production, with a year-on-year growth rate of over 80% [1] - In the third quarter, the company expanded the implementation location of its fundraising project "Optical Lens and Module Capacity Expansion Project," accelerating capacity release [1]

Core Viewpoint - Hongjing Optoelectronics announced its capability in mastering core technologies and production processes for optical lenses and camera modules, providing integrated solutions for major clients [1] Group 1 - The company has developed customized production equipment for specific products of major clients, enhancing its service offerings [1] - Hongjing Optoelectronics is committed to continuous collaboration with clients in research, design, and manufacturing improvements [1] - The company is actively exploring cutting-edge fields and reserving relevant core technologies for future advancements [1]

Core Insights - Hongjing Optoelectronics experienced a slight increase of 0.01% in stock price on October 28, with a trading volume of 82.67 million yuan [1] - The company reported a net financing purchase of 1.83 million yuan on the same day, with a total financing and securities balance of 173 million yuan [1][2] - As of September 30, 2025, the company achieved a revenue of 1.198 billion yuan and a net profit of 142 million yuan, marking a year-on-year growth of 12.19% [2] Financing and Trading Activity - On October 28, Hongjing Optoelectronics had a financing purchase of 8.44 million yuan, with a current financing balance of 173 million yuan, representing 8.70% of the circulating market value [1] - There were no short selling activities reported on the same day, with a short selling balance of 0 [1] Company Profile and Business Segments - Hongjing Optoelectronics, established on August 14, 2012, is located in Zhongshan, Guangdong Province, and specializes in the research, design, production, and sales of optical lenses and camera module products [1] - The revenue composition of the company includes emerging consumer camera modules (56.87%), emerging consumer optical lenses (23.14%), smart automotive optical lenses (18.16%), and other segments [1]