在发展布局上，公司除了推进现有产能释放，还计划通过并购扩大产业版图，重点寻找技术、产品、资源互补的优良标的，探索外延式发展机会。 近日，中润光学在接受机构调研时表示，2025年下半年，公司募投项目"高端光学镜头智能制造项目"已投产，目前公司的产能利用率水平正常，为业务拓展 提供坚实支撑。 调研信息显示，中润光学主营业务涵盖高精密光学镜头、光学元件及光电器件的设计、制造与销售，产品可定制开发，广泛应用于智慧安防、无人机、生物 医疗、人工智能等多个领域。 此外，公司表示，通过基金投资的蓝星光域、致瑞科技等企业，分别聚焦航天航空光机载荷、功能型树脂显示材料领域，目前正积极推进业务协同与合作。 （校对/黄仁贵） ...

（文章来源：证券日报） 证券日报网1月7日讯 ，福光股份在接受调研者提问时表示，公司是专业从事特种及民用光学镜头、光 电系统、光学元组件等产品科研生产的高新技术企业，是全球光学镜头的重要制造商。公司产品包括激 光、紫外、可见光、红外系列全光谱镜头及光电系统，主要分为"定制产品""非定制产品"两大系 列。"定制产品"系列主要包含特种光学镜头及光电系统，广泛应用于"神舟系列""嫦娥探月""天问一 号"等国家重大航天任务及高端装备，核心客户涵盖中国科学院及各大集团下属科研院所、企业，为国 内最重要的特种光学镜头、光电系统提供商之一；"非定制产品"主要包含安防镜头、车载镜头、红外镜 头、机器视觉镜头、投影光机等，广泛应用于平安城市、智慧城市、物联网、车联网、智能制造、 AR/VR等领域。 ...

Core Viewpoint - Fuguang Co., Ltd. (688010.SH) has made significant advancements in the commercial aerospace sector since 2025, particularly in the production and optimization of arrow-mounted lenses and various satellite technologies [1] Group 1: Product Developments - The company has achieved mass production of arrow-mounted lenses and continues to upgrade and optimize these products [1] - The low-orbit satellite's star sensor has delivered sample models for visible light products, while the short-wave infrared products have completed their design phase [1] - The low-orbit satellite's ground observation lens has successfully implemented a cartridge lens system that provides clear imaging of ground observation targets [1] - Small batch deliveries of low-orbit satellite laser communication products have been made [1]

Core Viewpoint - The company Yutong Optical (300790.SZ) primarily focuses on optical lenses and optical components, serving various sectors including security, automotive, smart home, and consumer electronics [1] Product Applications - The main products are utilized in sports cameras, panoramic cameras, AI glasses, drones, and mirrorless cameras [1] - The company does not engage in the field of AI telescope cameras [1]

Core Viewpoint - The company Yutong Optical (300790.SZ) primarily focuses on optical lenses and optical components, which are utilized in various sectors including security, automotive, smart home, and consumer electronics, and does not engage in the fire safety equipment sector [1] Group 1 - The main products of the company are optical lenses and optical components [1] - The applications of these products span across security, automotive, smart home, and consumer electronics industries [1] - The company has explicitly stated that it does not involve itself in the fire safety equipment field [1]

Core Viewpoint - Hongjing Optoelectronics announced the results of its second board meeting on November 17, 2025, discussing the adjustment of independent director allowances and other documents [1] Company Summary - For the fiscal year 2024, Hongjing Optoelectronics' revenue composition is as follows: camera module manufacturing accounts for 50.91%, optical lens manufacturing for 48.18%, and other businesses for 0.91% [1] - As of the report date, Hongjing Optoelectronics has a market capitalization of 7.7 billion yuan [1]

Company Overview - Hongjing Optoelectronics (SZ 301479) announced that on November 10, 2025, it will be participating in a research meeting hosted by Galaxy Securities, with the company’s board secretary Lin Qiongyun and securities affairs representative Zhong Qianwen attending to answer investor questions [1] Financial Performance - For the fiscal year 2024, the revenue composition of Hongjing Optoelectronics is as follows: camera module manufacturing accounts for 50.91%, optical lens manufacturing accounts for 48.18%, and other businesses account for 0.91% [1] - As of the report date, Hongjing Optoelectronics has a market capitalization of 7.9 billion yuan [1]

Group 1 - Yutong Optical (SZ 300790) announced on October 28 that its fourth board meeting was held to review the proposal for the 2025 Q3 report [1] - For the first half of 2025, Yutong Optical's revenue composition was 93.94% from optical lens manufacturing and 6.06% from other businesses [1] - As of the report date, Yutong Optical's market capitalization was 11.5 billion yuan [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after ten years of stagnation, with a new "slow bull" market pattern emerging [1]

Group 1 - The company Hongjing Optoelectronics (SZ 301479) held its 16th meeting of the third board of directors on September 27, 2025, to review documents including the proposal to revise the "Working Rules of the Board Audit Committee" [1] - For the fiscal year 2024, the revenue composition of Hongjing Optoelectronics is as follows: 50.91% from camera module manufacturing, 48.18% from optical lens manufacturing, and 0.91% from other businesses [1] - As of the report date, the market capitalization of Hongjing Optoelectronics is 8.3 billion yuan [1]

Group 1: Company Overview and Business Direction - The company has the capability for research and production of smart glasses, with current supply meeting customer demand, but overall sales volume is limited, having minimal impact on company performance [2][3] - In 2024, the company expanded into AR/AI glasses, establishing a deep partnership with Yiwentech, with expectations for increasing product shipment as market scales grow [3] - The company has a multi-driven business structure focusing on optical imaging, display, and perception, with security video monitoring as a strong foundation and new display and smart driving as potential growth areas [4] Group 2: Financial and Project Updates - The company is actively progressing on its fundraising project for "New Display and Smart Wearable Products Manufacturing," with completion timelines subject to actual progress [4][5] - The acquisition of Changyi Optoelectronics is underway, but the company acknowledges uncertainties in the merger process and will provide updates as necessary [5] - For the first half of 2025, the company reported no revenue from self-developed robotic dog products, with service robots contributing minimally to overall income [6][7] Group 3: Product Development and Market Position - The company does not currently engage in the development of optical lithography machines and has no plans to enter this market [6] - The company is committed to enhancing its main optical business and improving performance to benefit shareholders [6] - There are ongoing efforts to optimize the company website for better product information display, addressing concerns about product visibility [7]