11月26日，欧菲光盘中上涨2.02%，截至13:27，报11.61元/股，成交6.68亿元，换手率1.77%，总市值 390.09亿元。 资金流向方面，主力资金净流出4799.64万元，特大单买入5784.35万元，占比8.66%，卖出6267.86万 元，占比9.38%；大单买入1.05亿元，占比15.72%，卖出1.48亿元，占比22.18%。 欧菲光今年以来股价跌3.09%，近5个交易日跌0.34%，近20日跌2.60%，近60日跌16.95%。 今年以来欧菲光已经1次登上龙虎榜，最近一次登上龙虎榜为5月20日，当日龙虎榜净买入3.11亿元；买 入总计5.79亿元 ，占总成交额比12.23%；卖出总计2.69亿元 ，占总成交额比5.67%。 资料显示，欧菲光集团股份有限公司位于广东省深圳市南山区蛇口商海路91号太子湾商务广场T6栋9 层，成立日期2001年3月12日，上市日期2010年8月3日，公司主营业务涉及智能手机、智能汽车及新领 域业务,包括光学影像模组、光学镜头、微电子及智能汽车相关产品等,广泛应用于以智能手机、智能家 居及智能VR/AR设备等为代表的消费电子和智能汽车领域。主营业务收入构成为 ...

Core Viewpoint - Liding Optoelectronics has shown a significant increase in stock price this year, but recent trends indicate a decline in the short term, with a notable drop over the past 20 and 60 days [1][2]. Financial Performance - For the period from January to September 2025, Liding Optoelectronics achieved a revenue of 617 million yuan, representing a year-on-year growth of 35.63% [2]. - The net profit attributable to the parent company for the same period was 216 million yuan, reflecting an impressive year-on-year increase of 86.62% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Liding Optoelectronics reached 14,300, an increase of 27.75% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 21.73% to 28,503 shares [2]. Dividend Distribution - Since its A-share listing, Liding Optoelectronics has distributed a total of 548 million yuan in dividends, with 438 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 11.98 million shares, an increase of 6.24 million shares from the previous period [3]. - New institutional shareholders include Jiao Yin Growth Mixed A and Bo Dao Growth Intelligent Navigation Stock A, holding 570,700 shares and 500,600 shares respectively [3].

[Table_Info1] 证券研究报告 [Table_Title] 证券研究报告/债券研究报告 茂莱转债定价：首日转股溢价率 40%~45% ---东北固收转债分析 报告摘要： [Table_Summary] 11 月 19 日，茂莱光学发布公告，拟于 2025 年 11 月 21 日通过网上发行 可转债，公司本次计划发行可转换公司债券募集资金总额不超过 5.63 亿 元。扣除发行费用后，4.2 亿元拟用于超精密光学生产加工项目，1.2 亿 元拟用于超精密光学技术研发中心项目，剩余 0.2 亿元拟用于补充流动 资金。 茂莱转债发行方式为优先配售,网上发行，债项和主体评级 A+。发行规 模为 5.63 亿元，初始转股价格为 364.43 元，参考 11 月 20 日正股收盘价 格 345 元，转债平价 94.67 元，参考同期限同评级中债企业债到期收益 率（11 月 20 日）为 6.08%，到期赎回价 113 元，计算纯债价值为 83.19 元。博弈条款方面，下修条款（15/30，85%）正常、赎回条款（15/30， 130%）正常、回售条款（30/30，70%）正常。综合来看，债券发行规模 一般，流动性一 ...

Core Viewpoint - The stock of Liding Optoelectronics has experienced fluctuations, with a year-to-date increase of 53.66% but a recent decline in the short term, indicating potential volatility in the market [1][2]. Financial Performance - For the period from January to September 2025, Liding Optoelectronics achieved a revenue of 617 million yuan, representing a year-on-year growth of 35.63% [2]. - The net profit attributable to the parent company for the same period was 216 million yuan, showing an impressive year-on-year increase of 86.62% [2]. Stock Market Activity - As of November 19, Liding Optoelectronics' stock price was 26.43 yuan per share, with a market capitalization of 10.854 billion yuan [1]. - The stock has seen a trading volume of 29.3086 million yuan on the same day, with a turnover rate of 0.27% [1]. - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent occurrence on July 21 [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Liding Optoelectronics increased by 27.75% to 14,300 [2]. - The average number of circulating shares per shareholder decreased by 21.73% to 28,503 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 6.2441 million shares [3]. Dividend Distribution - Since its A-share listing, Liding Optoelectronics has distributed a total of 548 million yuan in dividends, with 438 million yuan distributed over the past three years [3].

本次IPO的辅导机构为国投证券股份有限公司，律师事务所为北京市中伦律师事务所，会计师事务所为立信会计师事务所(特殊普通合伙)。 | JID A IHA A IHAN 辅导协议签署时间 | 2025年11月12日 | | --- | --- | | 辅导机构 | 国投证券股份有限公司 | | 律师事务所 | 北京市中伦律师事务所 | | 会计师事务所 | 立信会计师事务所(特殊普通合伙) | 瑞财经 吴文婷11月17日，广东金鼎光学技术股份有限公司（以下简称"金鼎光学"）启动IPO。 公开资料显示，金鼎光学成立于2011年8月10日，致力于精密光学智能生产设备及精密光学器件研发、生产销售。 经过多年持续研发，公司开发出全自动非球面精密模压机(系列)、超精密单点金刚石车床、超精密非球面磨削机床、光学冷加工设备及其自动化等设备；此 外公司具有光学镜片、光学镜头、镀膜技术等精密光电子产品的生产能力。公司产品销往日本、美国、德国等国家和中国香港、中国台湾地区。 值得注意的是，公司股票曾于2016年8月8日起在全国中小企业股份转让系统挂牌公开转让，自2019年4月11日起终止在全国股转系统挂牌，期间不到3年。 | 辅导对 ...

每经AI快讯，弘景光电（SZ 301479，收盘价：86.1元）11月18日晚间发布公告称，公司第四届第二次 董事会会议于2025年11月17日在公司会议室以现场结合通讯表决方式召开。会议审议了《关于调整独立 董事津贴的议案》等文件。 2024年1至12月份，弘景光电的营业收入构成为：摄像模組制造业占比50.91%，光学镜头制造业占比 48.18%，其他业务占比0.91%。 每经头条（nbdtoutiao）——段睿：我与蔡磊是 "找钥匙的人"，纵使生前寻不到，也要为其他渐冻症患 者铺就近路 截至发稿，弘景光电市值为77亿元。 （记者 王晓波） ...

11月17日，欧菲光跌0.98%，成交额10.04亿元。两融数据显示，当日欧菲光获融资买入额1.20亿元，融 资偿还1.13亿元，融资净买入672.08万元。截至11月17日，欧菲光融资融券余额合计27.13亿元。 融资方面，欧菲光当日融资买入1.20亿元。当前融资余额27.06亿元，占流通市值的6.70%，融资余额超 过近一年80%分位水平，处于高位。 融券方面，欧菲光11月17日融券偿还4200.00股，融券卖出11.71万股，按当日收盘价计算，卖出金额 141.81万元；融券余量58.13万股，融券余额703.95万元，低于近一年10%分位水平，处于低位。 截至11月10日，欧菲光股东户数51.66万，较上期减少1.33%；人均流通股6417股，较上期增加1.35%。 2025年1月-9月，欧菲光实现营业收入158.16亿元，同比增长9.29%；归母净利润-6804.86万元，同比减 少244.42%。 分红方面，欧菲光A股上市后累计派现6.48亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，欧菲光十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股5440.38万 ...

Core Viewpoint - Yutong Optical has shown a significant increase in stock price this year, with a year-to-date rise of 58.07%, despite recent fluctuations in trading performance [1][2]. Group 1: Company Overview - Yutong Optical Technology Co., Ltd. was established on September 6, 2011, and went public on September 20, 2019. The company specializes in the design, research and development, production, and sales of optical lenses and related products [2]. - The company's revenue composition includes: Security products 55.21%, Automotive 11.55%, Smart home 10.03%, Automotive parts 6.97%, New consumer market 5.84%, Other 5.23%, Applied optics 3.43%, Machine vision 1.75% [2]. - As of September 30, 2025, the number of shareholders is 30,700, a decrease of 40.84% from the previous period, with an average of 10,579 circulating shares per person, an increase of 69.03% [2]. Group 2: Financial Performance - For the period from January to September 2025, Yutong Optical achieved operating revenue of 2.362 billion yuan, representing a year-on-year growth of 18.49%. The net profit attributable to the parent company was 188 million yuan, up 40.99% year-on-year [2]. - The company has distributed a total of 240 million yuan in dividends since its A-share listing, with cumulative distributions of 88.93 million yuan over the past three years [3]. Group 3: Market Activity - As of November 12, Yutong Optical's stock price was 29.94 yuan per share, with a market capitalization of 11.201 billion yuan. The stock experienced a trading volume of 66.6494 million yuan and a turnover rate of 0.69% [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on February 10, where it recorded a net buy of -151 million yuan [1].

Group 1 - The core viewpoint of the news is that OFILM Technology Co., Ltd. has experienced fluctuations in stock price and trading volume, with a recent decline of 2.01% in its share price, reaching 12.19 CNY per share, and a total market capitalization of 40.958 billion CNY [1] - As of November 11, the net outflow of main funds was 119 million CNY, with significant selling pressure observed, as large orders sold 180 million CNY, accounting for 27.05% of total trading [1] - Year-to-date, OFILM's stock price has increased by 1.75%, but it has seen a decline of 2.01% over the past five trading days [1] Group 2 - OFILM was established on March 12, 2001, and went public on August 3, 2010. The company specializes in optical imaging modules, optical lenses, microelectronics, and products related to smart vehicles, with 75.60% of its revenue coming from smartphone products [2] - As of October 20, 2025, the number of shareholders decreased by 1.25% to 521,300, while the average circulating shares per person increased by 1.27% to 6,359 shares [2] - For the period from January to September 2025, OFILM reported a revenue of 15.816 billion CNY, representing a year-on-year growth of 9.29%, but the net profit attributable to shareholders was a loss of 68.0486 million CNY, a decrease of 244.42% compared to the previous year [2] Group 3 - Since its A-share listing, OFILM has distributed a total of 648 million CNY in dividends, with no dividends paid in the last three years [3] - As of September 30, 2025, the largest circulating shareholder was Hong Kong Central Clearing Limited, holding 54.4038 million shares, an increase of 13.2388 million shares from the previous period [3] - Other notable shareholders include Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, with slight reductions in their holdings compared to the previous period [3]

Core Viewpoint - The company is expanding into emerging fields such as drones and imaging devices, leveraging its expertise in optical technology to drive significant revenue growth [1][2]. Group 1: Business Expansion - The company specializes in optical technology, with capabilities in developing various types of lenses, including all-glass, glass-plastic, and all-plastic lenses [1]. - The product line includes a range of zoom and fixed-focus lenses, with applications extending from smart security and defense to drones and robotic vacuum cleaners [1]. - The company has established relationships with leading firms in the smart imaging device sector, positioning itself to benefit from the increasing demand for optical lenses in drones and action cameras [1]. Group 2: Acquisition and Strategic Partnerships - The company plans to acquire a 51% stake in Dais Optoelectronics, which will allow it to consolidate and expand its presence in advanced fields such as semiconductor equipment and quantum communication [2]. - Dais Optoelectronics has committed to achieving net profits of 0.21, 0.29, and 0.40 billion yuan for the years 2025 to 2027, respectively [2]. - The partnership is expected to enhance product offerings and customer relationships, with Dais Optoelectronics specializing in precision optical components and having established collaborations with notable clients in various sectors [2]. Group 3: Financial Performance - For the first three quarters of 2025, the company reported revenues of 460 million yuan, a year-on-year increase of 44%, and a net profit of 40 million yuan, up 5% year-on-year [3]. - In the third quarter alone, revenues reached 210 million yuan, reflecting a 65% year-on-year growth and a 51% quarter-on-quarter increase, with net profits of 20 million yuan, a 10% year-on-year rise and an 86% quarter-on-quarter increase [3]. - The company is projected to achieve revenues of 680 million, 1.2 billion, and 1.62 billion yuan, and net profits of 60 million, 160 million, and 230 million yuan for the years 2025 to 2027, respectively [3].