根据市场公开信息及5月13日披露的机构调研信息，知名私募禾永投资近期对1家上市公司进行了调研， 相关名单如下： 1）中润光学 （禾永投资管理(北京)有限公司参与公司特定对象调研&电话会议） 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 调研纪要：公司安防板块业务成长良好，产品线从变焦镜头拓展至定焦产品线，应用端从球机延伸到 IPC和ITS领域。除安防外，无人机、投影、视频会议及智能家居等领域增速较快。智能家居产品主要 为扫地机器人和智能门铃，现阶段营收较大为扫地机器人。智能穿戴类产品主要为智能手表，尚在小批 量阶段。戴斯光电专注于精密光学元件、器件及光学模组的研发、生产和销售，产品应用于激光加工设 备、光通讯器件与设备等多个领域，并在半导体检测领域取得进展。戴斯光电预计2025-2027年三年合 计实现净利润9000万元。 机构简介： 禾永投资管理（北京）有限公司（以下简称"禾永投资"），成立于2014年11月27日，注册资本1000万 元。公司为私募证券投资基金管理人，中国证券投资基金业协会观察会员，基金业协会编号 P100655 ...

我们正站在一个影像表达全面进化的时代。现在，画面"清晰"已经不再是唯一的标准。真正拉开差距 的，是作品能否带来共鸣与情绪，能否营造出节奏和氛围。当人人都能拍出高画质的画面，"感觉"，才 是打动人心、脱颖而出的关键。 现场摄制团队使用EOS C400直播画面 在这样的创作理念下，佳能电影机专业直播解决方案应运而生，并不断进化。而其中的核心设备之一 ——佳能新一代电影机EOS C400，正是将"画质"与"感觉"结合得恰到好处的代表。 EOS C400 搭载 6K全画幅背照堆栈式CMOS图像感应器，具备 HDR 宽色域表现并兼容佳能系列伺服电 影镜头，画质细腻，色彩自然。更重要的是，它的操作设计贴合创作者习惯，系统兼容性强，能轻松应 对多场景拍摄需求。从操控逻辑、色彩一致性到系统稳定性，每一个细节都在为创作者减负提效，让技 术不再是束缚，而成为真正的助力。可以说，这不仅是一套"设备组合"，更是一整套帮助影像创作"拍 得清、拍得稳，更拍得对"的解决方案。 接下来，本文将以四个典型应用场景为例，深入解析佳能电影机专业直播解决方案的核心优势，看看它 如何在实际拍摄中帮助创作者打破技术瓶颈，实现更高级、更有情绪的影像表达。 ...

Core Viewpoint - Zhongrun Optical plans to acquire 51% of Hunan Dais Optical Co., Ltd. to enhance its optical technology research and product development platform, accelerating strategic implementation [1] Group 1: Acquisition Details - The total funding required for the acquisition is 158.10 million yuan, with part of the funds coming from over-raised capital and the rest from self-owned funds and acquisition loans [1] - Dais Optical's projected revenue and net profit for 2024 are 122 million yuan and 1.62 million yuan, respectively, while for Q1 2025, they are expected to be 28.61 million yuan and 1.07 million yuan [1] - The profit commitment for Dais Optical from 2025 to 2027 is a total of 90 million yuan, with specific annual commitments of 21 million yuan for 2025, 29 million yuan for 2026, and 40 million yuan for 2027 [1] Group 2: Dais Optical's Market Position - Dais Optical has established stable partnerships with well-known domestic and international clients across various sectors, including industrial lasers, optical communications, and biomedical applications [2] - The company’s products, such as high-power cylindrical lenses and polarization beam splitters, are widely used in industrial laser applications and automotive LiDAR markets, with major clients including Chuangxin Laser and KAPL [2] - Dais Optical collaborates with numerous research institutions, including Tsinghua University and the Chinese Academy of Sciences, in cutting-edge fields like quantum communication and biomedical applications [2] Group 3: Strategic Implications for Zhongrun Optical - The acquisition is expected to enhance Zhongrun Optical's technical capabilities and core competitiveness in the optical field, allowing for mutual support in product design and manufacturing [3] - The transaction aligns with the company's strategy to strengthen its supply chain and pursue external growth opportunities, which is in line with capital market trends [3] - Zhongrun Optical aims to leverage its platform and resources to seek complementary acquisition targets that can enhance operational efficiency and drive growth [4]