声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 昆山仪电显示材料有限公司，成立于2019年，位于苏州市，是一家以从事软件和信息技术服务业为主的 企业。企业注册资本6000万人民币。通过天眼查大数据分析，昆山仪电显示材料有限公司专利信息30 条，此外企业还拥有行政许可11个。 国家知识产权局信息显示，上海仪电显示材料有限公司和昆山仪电显示材料有限公司取得一项名为"滤 光片及其形成方法"的专利，授权公告号CN116413943B，申请日期为2021年12月。 天眼查资料显示，上海仪电显示材料有限公司，成立于2007年，位于上海市，是一家以从事计算机、通 信和其他电子设备制造业为主的企业。企业注册资本132409.065万人民币。通过天眼查大数据分析，上 海仪电显示材料有限公司共对外投资了1家企业，参与招投标项目22次，专利信息93条，此外企业还拥 有行政许可105个。 ...

（文章来源：证券日报） 证券日报网讯 1月5日，五方光电在互动平台回答投资者提问时表示，公司经过在精密光电薄膜元器件 行业多年的深耕细作，积累了丰富的行业经验，成熟掌握光学镀膜等核心技术及完整生产制程，并具备 较强的研发创新实力，能够为下游客户提供高品质、多样化产品，已成为国内领先的滤光片厂商，与行 业内主要摄像头模组厂商建立了良好的合作关系。 ...

楼宇外观时尚新潮，在通道两侧整齐排列；园区规划高端大气，充满现代气息……记者近日在位于昆明经济技术开发区的沪滇临港昆明科技 城看到，这个崭新的高标准产业园已有许多企业入驻，园区正悄然热闹起来。 沪滇临港昆明科技城由昆明经济技术开发区和上海临港集团共建，占地282.5亩，分为功能配套区、总部功能区、智能智造区、研发智造区和 生产制造区五大区域，计划重点发展先进制造、生物医药、工业互联网和新材料等产业，于2023年12月正式建成开园。 "上海有品牌和市场优势，云南有资源和气候优势，园区有优质高效的服务，我们商谈后迅速确定在这里建生产基地。"上海米蜂激光科技有 限公司昆明生产基地负责人欧正洪一边操作设备一边说，公司是高新技术企业，主要生产高精度红外热像仪核心元器件，目前已在沪滇临港昆明 科技城建成生产基地，生产的高精度红外光窗、红外镜头、滤光片等产品供不应求。 上海米蜂激光科技有限公司昆明生产基地工作人员在操作设备。新华社记者浦超 摄 云南巴莱咖啡有限公司是近年来快速发展壮大的一家咖啡企业。这家企业在沪滇临港昆明科技城租下一栋楼，建立生产中心、研发中心和培 训基地。"我2023年就计划进行产业升级，寻找新的生产基地 ...

2025年 光学元件零组件行业词条报告 头豹分类/制造业/计算机、通信和其他电子设备制造业/电子 器件制造/光电子器件制造 Copyright © 2025 头豹 光芯筑梦——光学元件零组件在元宇宙时代下的精密制造突围与产业 赋能 头豹词条报告系列 万岳松 · 头豹分析师 2025-11-28 未经平台授权，禁止转载 万 行业分类： 制造业/光电子器件制造 行业定义 光学元件零组件是用于改变光路、调控光谱或完成光电能量转换的核心器件，涵盖透镜、棱镜、光栅、反射镜、滤光片、光纤、激光器、 LED、光电二极管及微纳衍射元件等。它们决定光束质量、成像精度与信号灵敏度，是条码扫描、运动光学、摄影摄像、自动驾驶LiDAR、高端 相机、AR/VR、高清放映、教学设备、生命科学仪器、光通信及半导体曝光设备升级迭代的基石，支撑元宇宙、智能制造、医疗诊断等未来产 业，是光电产业链中具有高技术壁垒与关键支撑作用的核心环节。 行业分类 光学元件零组件分为成像类和非成像类 成像类光学元件 主要用于成像系统中，实现光线的聚焦、成像、放大或缩小等功能。 透镜 聚焦或发散光线以实现成像与光束调控 利用折射或反射改变光路方向与色散分光 棱镜 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，深圳智岩科技股份有限公司、深圳市千岩科技有限公司取得一项名为"滤光 片、摄像头和电视系统"的专利，授权公告号CN120686393B，申请日期为2025年8月。 天眼查资料显示，深圳智岩科技股份有限公司，成立于2017年，位于深圳市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本36903.9942万人民币。通过天眼查大数据分析，深圳智岩科技股 份有限公司共对外投资了6家企业，参与招投标项目1次，财产线索方面有商标信息296条，专利信息909 条，此外企业还拥有行政许可22个。 深圳市千岩科技有限公司，成立于2018年，位于深圳市，是一家以从事其他制造业为主的企业。企业注 册资本5000万人民币。通过天眼查大数据分析，深圳市千岩科技有限公司共对外投资了3家企业，参与 招投标项目2次，专利信息692条，此外企业还拥有行政许可6个。 ...

Core Insights - The report from Huaxi Securities indicates that Crystal Optoelectronics achieved a net profit attributable to shareholders of 983 million yuan in Q1-Q3 2025, representing a year-on-year increase of 14.13% [1] - In Q3, the net profit attributable to shareholders was 483 million yuan, showing a year-on-year increase of 10.98% and a quarter-on-quarter increase of 72.48% [1] - The company is steadily advancing its various business segments, with a continuous enhancement of its core competitiveness [1] Business Segments - In the consumer electronics sector, the company has successfully overcome multiple technical challenges in the coating filter project for a major North American client, achieving mass production in H1 2025. This is expected to significantly contribute to performance growth through increased penetration rates while maintaining stable product quality [1] - For micro-prism products, the company is actively competing for market share and solidifying its position as a core supplier to clients. It is strategically collaborating with leading domestic and international companies to capitalize on the opportunities presented by the intelligent and lightweight development trends in the AR/VR industry, achieving several key breakthroughs in reflective waveguides, diffractive waveguides, and optical-mechanical technologies [1] - The report maintains a "buy" rating for the company, reflecting confidence in its growth prospects [1]

Core Viewpoint - The article discusses the emerging market for Optical Circuit Switching (OCS) technology, highlighting its advantages over traditional electronic switches and the potential for significant market growth, particularly in data centers and AI clusters [2][4][30]. Summary by Sections OCS Technology Overview - OCS enables direct switching of optical signals between fiber ports without the need for optical-electrical-optical conversion, resulting in lower latency, reduced power consumption, and improved compatibility [2][10]. - The technology faces limitations such as longer switching times and lower channel flexibility, making it less suitable for high-concurrency communication loads [10][11]. Industry Adoption and Market Potential - Google has been a pioneer in adopting OCS technology, integrating it into its Jupiter data center network and AI clusters, which has led to significant improvements in network efficiency and cost reduction [3][19][22]. - Cignal AI projects that the OCS market could exceed $1.6 billion by 2029, with Coherent identifying a $2 billion potential market opportunity for OCS switches [4][30]. Key Players and Technological Developments - Major companies involved in OCS technology include Google, Lumentum, and Coherent, with various technological approaches such as MEMS, digital liquid crystal, and piezoelectric systems being explored [11][13][15]. - The OCS industry is moving towards open standards and collaboration, as evidenced by the establishment of the OCS sub-project under the Open Compute Project (OCP) [29]. Initial Revenue and Future Growth - Companies like Lumentum and Coherent have reported initial revenues from OCS, with expectations for continued growth as demand increases from large-scale cloud providers [30][31]. - The article emphasizes the importance of monitoring the OCS industry's trends and the potential for significant contributions to the supply chain as OCS technology becomes more widely adopted in data centers [32].

Investment Rating - The report maintains a "Buy" rating for the company [4][7]. Core Views - The company achieved steady growth in the first half of 2025, with revenue of 3.02 billion yuan, a year-on-year increase of 13.8%, and a net profit of 500 million yuan, up 17.3% year-on-year [1]. - The company is focusing on three core business areas: consumer electronics, automotive optics, and AR/VR, expanding its product matrix from components to modules and solutions [1][4]. - The company is committed to R&D innovation, with R&D investment reaching 190 million yuan in the first half of 2025, a year-on-year increase of 9.2% [4]. Summary by Sections Consumer Electronics - In the first half of 2025, the consumer electronics segment generated revenue of 2.54 billion yuan, a year-on-year increase of 12.8%, with a gross margin of 29.5% [2]. - The company is enhancing cooperation with major North American and Korean clients, optimizing product structure, and expanding its production capacity in Vietnam [2]. - The semiconductor optics segment is also expanding into new applications, maintaining a strong market share in key products [2]. Automotive Optics and AR/VR - The automotive electronics (AR+) business achieved revenue of 240 million yuan in the first half of 2025, a year-on-year increase of 79.1% [3]. - The company has made significant breakthroughs in AR-HUD technology and is expanding its market presence through collaborations with major domestic clients [3]. - In the AR/VR sector, the company has achieved key breakthroughs in reflective and diffractive waveguide technologies, positioning itself to capture market opportunities in smart glasses [3]. Financial Forecast and Investment Recommendations - The company is projected to achieve revenues of 7.59 billion yuan, 9.02 billion yuan, and 10.35 billion yuan in 2025, 2026, and 2027, respectively, with year-on-year growth rates of 20.9%, 18.8%, and 14.8% [4][6]. - The expected net profits for the same years are 1.27 billion yuan, 1.57 billion yuan, and 1.83 billion yuan, with growth rates of 23%, 24%, and 16% [4][6]. - The current stock price corresponds to a PE ratio of 30, 24, and 21 for 2025, 2026, and 2027, respectively [4].

Group 1 - The core viewpoint of the news highlights the recent research conducted by Kaifeng Investment on a listed company, Crystal Optoelectronics, focusing on its strategic planning and operational advancements [1] - Crystal Optoelectronics emphasizes forward-looking layout and risk prevention in its 14th Five-Year Plan, engaging top global consulting firms for framework design and establishing a special team for implementation [1] - The company is evolving from OEM to ODM, deepening collaboration with major clients, and covering various stages from mass production to early product development [1] Group 2 - Management adjustments are underway for generational succession, aiming for a global, professional, and youthful team [1] - Lin Min has stepped down as chairman but remains involved in global layout and strategic project promotion, while Li Xiayun is responsible for specific work design and implementation [1] - The construction of the Singapore operational headquarters and the Vietnam base is progressing steadily, with the second phase of the Vietnam base already in production, focusing on cover plates and optical filters [1] Group 3 - The company has made progress in reflective waveguide technology and is exploring opportunities with industry giants, which may become a significant choice in the market [1] - Talent development is being enhanced through external recruitment and internal training, with the establishment of leadership and engineering colleges to cultivate management and technical talent [1] - Key business growth points for 2026 include mass production projects from external circulation, contributions from the Vietnam base, and the Android market and automotive business in internal circulation [1]

Group 1: Jingbeifang - Jingbeifang has made significant progress in AI technology, particularly in banking business scenarios, with multiple innovative cases expected to be implemented by the first half of 2025 [1] - The company aims to deepen its AI layout, focusing on technology research and development, product innovation, and business scenario implementation, leveraging its AI platform to empower financial institutions comprehensively [1] - There is a growing demand for AI technology from clients, leading to a continuous increase in AI-related business orders [1] Group 2: Crystal Optoelectronics - Crystal Optoelectronics emphasizes forward-looking layout and risk prevention in its 14th Five-Year Plan, engaging a top global consulting firm to design its framework [2] - The company is evolving from OEM to ODM in collaboration with major clients, covering various stages from mass production to early development of new products [2] - The management team is undergoing generational transition, with a focus on building a global, professional, and youthful team [2]