Core Viewpoint - Beilong Precision Technology Co., Ltd. reported challenges in its business performance for the first half of 2025, primarily due to delays in the release of mainstream smartphone models and increased competition leading to price reductions on older products, although the company anticipates recovery in profitability in the future [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 180 million yuan, with the second quarter revenue reaching 94.64 million yuan, a quarter-on-quarter increase of 10.59% [1]. - The net profit attributable to shareholders was 10.59 million yuan, with a net profit of 6.01 million yuan after deducting non-recurring gains and losses [1]. - In July 2025, the company recorded sales revenue of 40.52 million yuan, reflecting a month-on-month growth of 23.11% [1]. Group 2: R&D and Technological Capabilities - The company emphasized its focus on R&D, particularly in VCM motors and IMMT products, with R&D investment amounting to 12.71 million yuan, a year-on-year increase of 6.15% [2]. - Beilong Precision is recognized as a high-tech enterprise with a provincial-level technology center and has participated in multiple national and industry standards drafting [2]. - The company has obtained a total of 114 patent authorizations, including 34 invention patents, showcasing its strong innovation capabilities [2]. Group 3: Product Development and Market Position - The company has expanded its product line from lens components and camera module components to include smartphone motor components, achieving sales revenue of 38.29 million yuan in this new area, a year-on-year increase of 13.33% [3]. - Beilong Precision's precision mold development and manufacturing capabilities are critical for producing high-value structural components, which are essential for various applications in smartphones and other electronic devices [2][3].

金融界2025年8月8日消息，国家知识产权局信息显示，江西欧菲光学有限公司取得一项名为"镜片、镜 头组件、摄像模组及终端设备"的专利，授权公告号CN223205709U，申请日期为2024年10月。 天眼查资料显示，江西欧菲光学有限公司，成立于2017年，位于南昌市，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100000万人民币。通过天眼查大数据分析，江西欧菲光 学有限公司参与招投标项目16次，财产线索方面有商标信息1条，专利信息1081条，此外企业还拥有行 政许可24个。 专利摘要显示，本申请公开了一种镜片、镜头组件、摄像模组及终端设备，该镜片包括主体部分、连接 于主体部分的外周部分以及多个凸起结构，多个凸起结构设置于外周部分的外周面上并绕主体部分的中 心间隔设置，凸起结构包括抵接面、连接面以及导引面，抵接面用于在镜片装配于镜筒时与镜筒的内壁 面抵接，连接面连接于抵接面和外周面，导引面连接于抵接面、外周部分的第一表面和外周面，导引面 用于在镜片装配于镜筒时导引镜片在镜筒上的安装位置。 ...