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福光股份:聚焦数字化、智能化光学新需求 深化产业链布局
Zheng Quan Shi Bao Wang· 2025-10-10 09:53
A股光学镜头供应商福光股份(688010)10月10日举办2025年度半年度业绩说明会,公司董事长兼总经理 何文波谈及未来规划时指出,公司将大力推动定制产品、非定制产品业务,聚焦数字化、智能化对光学 技术与产品提出的新需求,把握人工智能、大数据、新质生产力建设等机遇,深化产业链布局。 福光股份已经在多个产品、业务条线取得进展。 在9月接受机构调研中,福光股份高管介绍,在光学元器件业务,公司为国内知名企业机器人项目研制 激光雷达反射镜片并实现量产;成功开发应用于运动TV镜头的新产品并实现量产;为国内知名品牌高 端手机摄像头提供模压非球面镜片,进入量产阶段;在商业航天领域,多类产品已经实现批量生产和优 化。 展望定制产品市场,公司高管指出,该领域正在从机械化、信息化向数字化、网络化、智能化发展,定 制产品作为航天工程、空间探测、高端装备不可或缺的组成部分,伴随着行业的快速发展,预计市场需 求稳定持续增长。 对于未来三年发展规划, 福光股份大力推动定制产品、非定制产品业务,聚焦数字化、智能化对光学 技术与产品提出的新需求,把握人工智能、大数据、新质生产力建设等机遇,深化产业链布局。包括重 点推进国家重点研发项目的研 ...
大立光9月营收连四红 攀一年高点 10月出货动能不坠
Jing Ji Ri Bao· 2025-10-05 23:10
手机镜头龙头大立光10月5日公告9月合并营收62.3亿元新台币,攀上一年来高点,月增4%,反映iPhone 17系列新机上市铺货热潮,并且缴出连四月增长的成绩单。展望后市,大立光表示,10月客户拉货动能 和9月差不多,产品出货动能不坠。 大立光表示,9月镜头产品出货组合中,1000万像素占比约60%至70%最高,2000万像素以上产品占比 约10%至20%,800万像素产品占比约10%以下,其他产品则占10%至20%。 受惠苹果新机上市效应,大立光目前产能已达满载,新机拉货对第三季度毛利率有正面助益,加上第三 季度因新台币由升转贬,法人认为汇率走向对大立光上季毛利率表现较为有利。 大立光为全球手机镜头龙头,通吃苹果及非苹阵营旗舰机镜头订单,也是iPhone 17系列新机主力镜头 供应商,受惠新机铺货潮启动,加上苹果持续追加订单,营收连四月增长。 法人指出,iPhone 17系列新机9月中旬开卖后,销售状况优于预期,带动相关零组件需求持续增温,尤 其今年新机因相机功能大幅提升,成为主要卖点,推升大立光出货动能转强。 大立光9月业绩年减4%;第三季度合并营收176.7亿元新台币,季增51%,但较去年同期衰退7%; ...
宇瞳光学股价涨5.19%,东兴基金旗下1只基金重仓,持有1.1万股浮盈赚取1.78万元
Xin Lang Cai Jing· 2025-09-30 06:52
资料显示,东莞市宇瞳光学科技股份有限公司位于广东省东莞市长安镇靖海东路99号,成立日期2011年 9月6日,上市日期2019年9月20日,公司主营业务涉及光学镜头等相关产品设计、研发、生产和销售。 主营业务收入构成为:安防类55.21%,车载类11.55%,智能家居10.03%,汽车部品6.97%,新消费市场 5.84%,其他5.23%,应用光学3.43%,机器视觉1.75%。 9月30日,宇瞳光学涨5.19%,截至发稿,报32.84元/股,成交4.80亿元,换手率4.62%,总市值122.86亿 元。 截至发稿,李兵伟累计任职时间9年112天,现任基金资产总规模3.52亿元,任职期间最佳基金回报 66.73%, 任职期间最差基金回报-11.19%。 司马义买买提累计任职时间4年158天,现任基金资产总规模101.22亿元,任职期间最佳基金回报 33.53%, 任职期间最差基金回报-1.74%。 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。 责任编辑:小浪快报 从基金十 ...
全国融资活跃城市20强出炉,珠海嘉兴成黑马
Sou Hu Cai Jing· 2025-09-28 13:11
Core Insights - Chengdu's state-owned capital achieved a remarkable investment success with Haiguang Information, turning an investment of less than 1 billion yuan into a market value exceeding 100 billion yuan, showcasing the city's growing influence in venture capital [2] - The competition among "venture capital cities" in China is intensifying, with different cities adopting unique strategies in capital operations and industry investments [2][12] Investment Landscape - The majority of investment activities are concentrated in the eastern coastal regions, particularly in cities like Shanghai, Hangzhou, Nanjing, and Suzhou, which form a capital-dense area [3] - Beijing leads in financing scale with 26.2 billion yuan and transaction volume, followed by Shanghai and Guangdong, indicating a dual-core structure in the Beijing-Tianjin-Hebei region [4][6] Regional Financing Dynamics - The financing scale in Beijing, Shanghai, and Guangdong accounts for nearly 60% of the national total, highlighting a significant concentration effect [4] - The top three industries attracting capital investments are new energy vehicles, digital economy, and industrial internet [4][5] City Rankings and Performance - In the top 20 cities for financing activity, first-tier cities dominate, but non-first-tier cities like Zhuhai and Jiaxing have emerged due to favorable industrial policies and regional collaboration [8][11] - Chengdu ranks 11th in financing scale, with a focus on medical services and digital economy, reflecting its unique investment landscape [9] Investment Strategies - Different cities exhibit distinct investment strategies; for instance, Hefei's approach is characterized by large bets on key industries, while Chengdu's strategy focuses on smaller, high-potential investments [12][13] - The rise of cities like Zhuhai and Jiaxing illustrates the importance of regional integration and institutional advantages in attracting capital [12][13]
30年前中国企业有多野?四大行业的同年觉醒,如今命运天差地别
Sou Hu Cai Jing· 2025-09-27 08:37
前言 站在2025年的门槛回望,新能源汽车与AI机器人的浪潮正席卷全球。 但将时针拨回30年前的1995年,中国企业界正经历着一场静水深流的变革。 这一年有人在传统商业的废墟上悲壮落幕,有人在新兴领域的迷雾中摸索前行,更有人在时代的裂缝中 埋下改变世界的种子。 这些故事交织成一幅独特的商业图景,既带着计划经济的余温,又隐隐透出市场经济的曙光。 传统商业的黄昏 1995年的郑州二七广场,亚细亚商场的霓虹招牌依然闪耀,但背后的危机已如暗流涌动。 作为中国第一家引入"顾客就是上帝"理念的民营商场,王遂舟的亚细亚曾以微笑服务、人工瀑布、仪仗 队升旗等创新举措,彻底颠覆了国营商场的僵化模式。 那句"中原之行哪里去?郑州亚细亚"的广告语,通过央视传遍大江南北,甚至引发了全国范围内的"商 业观摩潮"。 然而这位企业家的野心远不止于此,他的心中还藏着更大的商业帝国。 1993年制定的"500亿销售额、25家大型商场、100家中型商场"的扩张计划,在今天看来更像是一场商业 狂想。 短短三年内,亚细亚在全国15个城市铺开连锁店,甚至将触角伸向房地产、航运等陌生领域。 这种"航母式"发展模式,最终因资金链断裂和管理失控而崩塌。 1 ...
联创电子:公司车载系产品下半年通常较上半年量大,110亿元是公司全年的营收目标
Mei Ri Jing Ji Xin Wen· 2025-09-19 01:27
Group 1 - The company reported a revenue of 4.2 billion for the first half of the year and has set an annual revenue target of 11 billion [2] - The CEO confirmed during the mid-year communication that the company needs to achieve 6.8 billion in revenue in the second half to meet the annual target [2] - The company anticipates that the revenue growth in the second half will primarily come from its automotive product line, which typically sees higher volume compared to the first half [2]
舜宇光学高管被免职,曾多次获省级劳动荣誉
Jing Ji Guan Cha Bao· 2025-09-18 12:58
Core Points - A recent announcement from Sunny Optical Technology (Group) Co., Ltd. revealed the dismissal of Zhang Chaojun from his position as General Manager of Zhejiang Sunny Optical Co., Ltd. due to violations of the company's management regulations [1] - The dismissal appears to be related to negative behavior rather than performance issues, as indicated by the company's internal communications [2] - Zhang Chaojun has a long history with the company, having held various positions and received multiple honors, including being named a "Labor Model" in Zhejiang Province [3] Summary by Sections - **Dismissal Announcement** - The company decided to terminate Zhang Chaojun's position based on violations of the group's "Cadre Management Measures" and "Negative Behavior List" [1] - The decision was proposed by the president and approved by the board, effective immediately upon the announcement [1] - **Reason for Dismissal** - The dismissal is primarily attributed to negative behavior rather than performance-related issues [2] - Following the announcement, the company issued a reminder regarding employees leaking internal documents, which violated information security management regulations [2] - **Background of Zhang Chaojun** - Zhang has been with Sunny Optical for many years, starting as Deputy Manager of the Technical Department and achieving significant milestones, such as leading a project that improved production efficiency [3] - He has also been involved in safety meetings and has been recognized for his contributions to the company [3] - Despite rumors regarding personal conduct issues, the official announcement only cited violations of management regulations without further details [4]
福光股份扣非连亏2年半 2019上市募9.8亿兴业证券保荐
Zhong Guo Jing Ji Wang· 2025-09-18 09:09
福光股份首次公开发行股票募集资金总额为97,853.60万元,扣除发行费用后,募集资金净额为91,769.65 万元。福光股份最终募集资金净额较原计划多26,661.91万元。福光股份于2019年7月16日发布的招股说 明书显示,该公司计划募集资金65,107.74万元,分别用于全光谱精密镜头智能制造基地项目(一期)、AI 光学感知器件研发及产业化建设项目、精密及超精密光学加工实验中心建设项目。 福光股份首次公开发行股票的发行费用为6,083.95万元,其中,承销与保荐费用4,637.13万元。 福光股份于2023年7月14日披露的2022年年度权益分派实施公告显示,每股派发现金红利0.058元,每股 派送红股0.05股。股权登记日为2023年7月19日,除权(息)日为2023年7月20日。 中国经济网北京9月18日讯福光股份(688010.SH)近日披露2025年半年度报告。报告期内,该公司实现营 业收入2.99亿元,同比增长10.47%;实现归属于上市公司股东的净利润-2877.23万元,上年同期 为-3498.55万元;实现归属于上市公司股东的扣除非经常性损益的净利润-4195.50万元,上年同期 为- ...
宇瞳光学股价涨5%,东兴基金旗下1只基金重仓,持有1.1万股浮盈赚取1.86万元
Xin Lang Cai Jing· 2025-09-17 02:08
Group 1 - The core viewpoint of the news is that Yutong Optical experienced a 5% increase in stock price, reaching 35.47 CNY per share, with a trading volume of 350 million CNY and a turnover rate of 3.12%, resulting in a total market capitalization of 13.27 billion CNY [1] - Yutong Optical, established on September 6, 2011, and listed on September 20, 2019, specializes in the design, research and development, production, and sales of optical lenses and related products [1] - The revenue composition of Yutong Optical includes: security products 55.21%, automotive 11.55%, smart home 10.03%, automotive parts 6.97%, new consumer market 5.84%, others 5.23%, applied optics 3.43%, and machine vision 1.75% [1] Group 2 - Dongxing Fund has one fund heavily invested in Yutong Optical, specifically the Dongxing Lianzhong One-Year Holding Period Mixed A Fund (017507), which held 11,000 shares in the second quarter, accounting for 0.46% of the fund's net value, ranking as the ninth largest holding [2] - The Dongxing Lianzhong One-Year Holding Period Mixed A Fund was established on July 18, 2023, with a latest scale of 36.8952 million CNY, achieving a year-to-date return of 10.36% and a one-year return of 15.48% [2] Group 3 - The fund manager of Dongxing Lianzhong One-Year Holding Period Mixed A Fund is Li Bingwei, who has a tenure of 9 years and 99 days, with a total fund asset size of 352 million CNY, achieving a best return of 64.67% during his tenure [3] - Co-manager Sima Yimai has a tenure of 4 years and 145 days, managing a total fund asset size of 10.122 billion CNY, with a best return of 34.14% during his tenure [3]
中润光学(688307.SH):暂无产品应用于苹果手机
Ge Long Hui· 2025-09-16 07:57
Group 1 - The company, Zhongrun Optical (688307.SH), primarily engages in the design and production of precision optical lenses [1] - Optical lenses have a wide range of applications, serving as the entry point for video and image information in various artificial intelligence devices [1] - The company offers customized development and mass production services for optical lens products to various clients [1] Group 2 - Currently, the company does not have any products applied in Apple smartphones [1]