智能汽车业务方面，公司车载镜头产品同样表现优异，拥有高清、广角、大光圈等核心优势，契合车规 级影像系统对高可靠性与高性能的严格要求。 9月5日，弘景光电在接受机构调研时表示，公司N业务主要包括工业检测与医疗、人工智能硬件、机器 视觉等新业务领域。2025 年上半年，该部分业务收入约5000万元，占总营收比例约 7.55%。公司积极 寻求合作机会，在机器视觉业务领域取得初步成效，实现了割草机器人、体感游戏机等项目的批量出 货。 作为国内较早采用玻塑混合技术的企业，弘景光电光学产品以高性能、高技术指标获得市场认可，并在 新兴消费电子与智能汽车领域持续拓展应用边界。 在新兴消费业务方面，公司智能家居光学镜头基于玻塑混合技术打造，具备广角、超薄和优质夜视性 能；全景及运动相机摄像模组则结合玻璃球面与非球面镜片，实现超高清、超广角、低眩光与无热化特 性。 2025年上半年，公司新兴消费摄像模组业务毛利率为15.48%，较去年同期出现一定程度下降。主要原 因包括新产品上市后良率仍处于爬升阶段、制造复杂度高导致返工成本增加，以及外购材料价值量高、 价格波动明显，对毛利形成挤压。 弘景光电表示，目前毛利率水平仍处于合理区间， ...

证券代码：301479 证券简称：弘景光电 广东弘景光电科技股份有限公司投资者关系活动记录表 编号：2025-015 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 其他 电话会议 参与单位名称及 人员姓名 圆信永丰基金：胡春霞、田玉铎 申万宏源证券：陈俊兆 时间 2025 年 9 月 5 日 地点 电话会议 公司接待人员 姓名 董事会秘书林琼芸女士 证券事务代表钟倩文女士 投资者关系活动 主要内容介绍 1、公司产品有什么特点？ 新兴消费业务方面,公司的智能家居光学镜头是国内较早采 用玻塑混合技术的产品，同时具有广角、超薄和夜视效果好等性 能特点；全景/运动相机摄像模组采用了玻璃球面和非球面镜片混 合技术，具备超高清、超广角、低眩光、无热化的特性。 智能汽车业务方面,公司生产的车载镜头具有高清、广角、大 光圈等性能优势。 2、公司新兴消费摄像模组毛利率波动的原因是什么？目前 的毛利率处于合理水平吗？ 2025 年上半年，新兴消费摄像模组毛利率为 15.48%，较去年 同期有所下降，主要原因是产品结构有所调整，新产品销售占比 明显增加，但上半年 ...

Group 1: Financial Performance - The gross profit margin for 2024 decreased by 0.76 percentage points compared to 2023, primarily due to a 2.85 percentage point increase in the sales proportion of lower-margin emerging consumer camera modules and a 2.77 percentage point decrease in the gross profit margin of automotive optical lenses [1] - In Q1 2025, the company achieved a revenue of CNY 27,863.99 million, representing a year-on-year growth of 41.14%, and a net profit attributable to shareholders of CNY 3,462.79 million, with a year-on-year increase of 11.79% [2] Group 2: Product Characteristics - The company's smart home optical lenses are among the first in China to adopt glass-plastic hybrid technology, featuring wide-angle, ultra-thin, and excellent night vision capabilities [2] - The panoramic/sports camera modules utilize a combination of glass spherical and aspherical lenses, offering ultra-high definition, wide-angle, low glare, and no thermal distortion [2] - The automotive lenses are characterized by high definition, wide-angle, and large aperture [2] Group 3: Collaboration and Market Position - The primary collaboration model with Ying Shi Innovation involves responding to customer needs with corresponding product development, maintaining a high market share in lens and module supply [2] - The company possesses core technologies and production processes for optical lenses and camera modules, providing customized production equipment for major clients, thus offering integrated solutions [2] - The company aims to enhance its comprehensive strength to maintain its supply position amidst market competition, leveraging high technical barriers in the panoramic/sports camera product segment [2] Group 4: Future Development Goals - The company aspires to be a leading provider of optical imaging and video imaging solutions in the global optoelectronic niche, adhering to its core values of innovation, integrity, and value creation [3] - Future strategies include focusing on precision manufacturing, lean production, and expanding marketing networks, particularly in smart automotive, smart home, and panoramic sports camera sectors, while also exploring opportunities in AI hardware, robotics, industrial inspection, and medical fields [3]