（文章来源：证券日报） 证券日报网1月7日讯 ，福光股份在接受调研者提问时表示，公司是专业从事特种及民用光学镜头、光 电系统、光学元组件等产品科研生产的高新技术企业，是全球光学镜头的重要制造商。公司产品包括激 光、紫外、可见光、红外系列全光谱镜头及光电系统，主要分为"定制产品""非定制产品"两大系 列。"定制产品"系列主要包含特种光学镜头及光电系统，广泛应用于"神舟系列""嫦娥探月""天问一 号"等国家重大航天任务及高端装备，核心客户涵盖中国科学院及各大集团下属科研院所、企业，为国 内最重要的特种光学镜头、光电系统提供商之一；"非定制产品"主要包含安防镜头、车载镜头、红外镜 头、机器视觉镜头、投影光机等，广泛应用于平安城市、智慧城市、物联网、车联网、智能制造、 AR/VR等领域。 ...

证券日报网讯12月12日，福光股份在互动平台回答投资者提问时表示，公司产品包括激光、紫外、可见 光、红外系列全光谱镜头及光电系统，主要分为"定制产品""非定制产品"两大系列。"定制产品"系列主 要包含特种光学镜头及光电系统，广泛应用于"神舟系列""嫦娥探月""天问一号"等国家重大航天任务及 高端装备。 ...

Core Viewpoint - Fuguang Co., Ltd. is focusing on expanding both customized and non-customized product lines, leveraging digitalization and intelligence to meet new demands in optical technology and products, while seizing opportunities in artificial intelligence and big data [1][2]. Group 1: Business Strategy - The company aims to enhance its core competitiveness and market share in non-customized products such as security cameras, automotive lenses, infrared lenses, optical components, and projection machines [2]. - Fuguang plans to deepen its industry chain layout by advancing key national research projects, accelerating product upgrades, and optimizing manufacturing processes [2]. - The company is committed to increasing the scale and standardization of customized product production to ensure rapid revenue growth [2]. Group 2: Financial Performance - In the first half of 2025, Fuguang achieved nearly 300 million yuan in revenue, a year-on-year increase of approximately 10%, while the net profit attributable to shareholders was around -28.77 million yuan, indicating a narrowing loss compared to the previous year [1]. - Revenue from non-customized infrared lenses grew by 147% year-on-year, marking a significant highlight as key projects entered mass production [1]. Group 3: Product Development - Fuguang has made progress in various product lines, including the mass production of laser radar mirrors for domestic robotics projects and new products for sports TV lenses [3]. - The company has entered mass production of molded aspheric lenses for high-end smartphone cameras and has optimized multiple products in the commercial aerospace sector [3]. - The customized product market is expected to see stable and continuous growth as it evolves from mechanization and informatization to digitalization, networking, and intelligence [3]. Group 4: Future Outlook - Fuguang is establishing Fujian Xiaoxiang Optical Technology Co., Ltd. to focus on the research, production, and sales of ultra-thin micro-projection machines, enhancing its presence in automotive projection and AR fields [2]. - The company is also targeting high-end technology sectors such as infrared thermal imaging, machine vision, and medical optics, aiming to capture emerging development opportunities [2].

Core Insights - The company reported a revenue of 299 million yuan for the first half of 2025, representing a year-on-year increase of 10.47% [1] - The net profit attributable to shareholders was a loss of 28.77 million yuan, showing an improvement in loss by 6.21 million yuan compared to the same period last year [1] - The increase in revenue was primarily driven by the growth in both customized and non-customized product sales [1]

Core Viewpoint - Fuguang Co., Ltd. reported a revenue increase in the first half of 2025, driven by growth in both customized and non-customized products, despite a net loss attributed to the company's ongoing adjustments and market conditions [1] Financial Performance - The company achieved an operating revenue of 299 million yuan, representing a year-on-year growth of 10.47% [1] - The net profit attributable to shareholders was a loss of 28.77 million yuan, which reflects a reduction in losses by 6.21 million yuan compared to the same period last year [1] - Basic earnings per share were reported at -0.1837 yuan [1]