高端光学镜头

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茂莱光学股价跌5.08%,国投瑞银基金旗下1只基金重仓,持有2.73万股浮亏损失58.15万元
Xin Lang Cai Jing· 2025-10-10 02:27
国投瑞银产业升级两年持有混合A(014488)基金经理为施成、李威。 截至发稿,施成累计任职时间6年198天,现任基金资产总规模73.47亿元,任职期间最佳基金回报 179.67%, 任职期间最差基金回报-23.28%。 李威累计任职时间1年360天,现任基金资产总规模2.22亿元,任职期间最佳基金回报51.05%, 任职期 间最差基金回报49.35%。 10月10日,茂莱光学跌5.08%,截至发稿,报398.58元/股,成交2.23亿元,换手率3.29%,总市值210.45 亿元。 资料显示,南京茂莱光学科技股份有限公司位于江苏省南京市江宁开发区铺岗街398号,成立日期1999 年8月24日,上市日期2023年3月9日,公司主营业务涉及精密光学器件、高端光学镜头和先进光学系统 的研发、设计、制造及销售。主营业务收入构成为:光学器件44.03%,光学镜头28.34%,光学系统 27.00%,服务0.61%,其他0.03%。 从基金十大重仓股角度 数据显示,国投瑞银基金旗下1只基金重仓茂莱光学。国投瑞银产业升级两年持有混合A(014488)二 季度持有股数2.73万股,占基金净值比例为3.54%,位居第四大重仓 ...
茂莱光学股价跌5.23%,中银证券旗下1只基金重仓,持有7012股浮亏损失16.11万元
Xin Lang Cai Jing· 2025-10-09 02:06
资料显示,南京茂莱光学科技股份有限公司位于江苏省南京市江宁开发区铺岗街398号,成立日期1999 年8月24日,上市日期2023年3月9日,公司主营业务涉及精密光学器件、高端光学镜头和先进光学系统 的研发、设计、制造及销售。主营业务收入构成为:光学器件44.03%,光学镜头28.34%,光学系统 27.00%,服务0.61%,其他0.03%。 从基金十大重仓股角度 数据显示,中银证券旗下1只基金重仓茂莱光学。中银证券优势制造股票A(011269)二季度持有股数 7012股,占基金净值比例为2.61%,位居第十大重仓股。根据测算,今日浮亏损失约16.11万元。 中银证券优势制造股票A(011269)成立日期2021年7月8日,最新规模6016.65万。今年以来收益 63.56%,同类排名294/4221;近一年收益69.17%,同类排名301/3848;成立以来收益34.69%。 10月9日,茂莱光学跌5.23%,截至发稿,报416.02元/股,成交2.16亿元,换手率3.03%,总市值219.66 亿元。 中银证券优势制造股票A(011269)基金经理为张丽新。 截至发稿,张丽新累计任职时间2年291天,现任 ...
茂莱光学股价跌5.23%,国投瑞银基金旗下1只基金重仓,持有2.73万股浮亏损失62.68万元
Xin Lang Cai Jing· 2025-10-09 02:01
10月9日,茂莱光学跌5.23%,截至发稿,报416.02元/股,成交2.14亿元,换手率3.01%,总市值219.66 亿元。 国投瑞银产业升级两年持有混合A(014488)基金经理为施成、李威。 截至发稿,施成累计任职时间6年197天,现任基金资产总规模73.47亿元,任职期间最佳基金回报 179.67%, 任职期间最差基金回报-23.28%。 李威累计任职时间1年359天,现任基金资产总规模2.22亿元,任职期间最佳基金回报51.05%, 任职期 间最差基金回报49.35%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 资料显示,南京茂莱光学科技股份有限公司位于江苏省南京市江宁开发区铺岗街398号,成立日期1999 年8月24日,上市日期2023年3月9日,公司主营业务涉及精密光学器件、高端光学镜头和先进光学系统 的研发、设计、制造及销售。主营业务收入构成为:光学器件44.03%,光学镜头28.34%,光学系统 27.00%,服务0.61%, ...
茂莱光学股价涨5.02%,中银证券旗下1只基金重仓,持有7012股浮盈赚取15.24万元
Xin Lang Cai Jing· 2025-09-18 02:34
Group 1 - The core viewpoint of the news is the significant increase in the stock price of Maolai Optical, which rose by 5.02% to 454.99 CNY per share, with a trading volume of 4.57 billion CNY and a turnover rate of 6.13%, leading to a total market capitalization of 240.23 billion CNY [1] - Maolai Optical, established on August 24, 1999, specializes in the research, design, manufacturing, and sales of precision optical devices, high-end optical lenses, and advanced optical systems. The revenue composition is as follows: optical devices 44.03%, optical lenses 28.34%, optical systems 27.00%, services 0.61%, and others 0.03% [1] Group 2 - According to data from the top ten heavy stocks of funds, a fund under Bank of China Securities holds Maolai Optical as a significant investment. The fund, Bank of China Securities Advantage Manufacturing Stock A (011269), held 7,012 shares in the second quarter, accounting for 2.61% of the fund's net value, ranking as the tenth largest heavy stock. The estimated floating profit today is approximately 152,400 CNY [2] - The Bank of China Securities Advantage Manufacturing Stock A (011269) was established on July 8, 2021, with a latest scale of 60.1665 million CNY. Year-to-date returns are 66.78%, ranking 125 out of 4,222 in its category; the one-year return is 120.2%, ranking 178 out of 3,804; and since inception, the return is 37.34% [2]
茂莱光学股价涨5.02%,东方基金旗下1只基金重仓,持有2285股浮盈赚取4.97万元
Xin Lang Cai Jing· 2025-09-18 02:34
Group 1 - The core viewpoint of the news is the performance and market position of Maolai Optical, which saw a stock price increase of 5.02% to 454.99 yuan per share, with a total market capitalization of 24.023 billion yuan [1] - Maolai Optical specializes in the research, design, manufacturing, and sales of precision optical devices, high-end optical lenses, and advanced optical systems, with revenue composition as follows: optical devices 44.03%, optical lenses 28.34%, optical systems 27.00%, services 0.61%, and others 0.03% [1] Group 2 - From the perspective of fund holdings, one fund under Dongfang Fund has a significant position in Maolai Optical, with the Dongfang Specialized and New Mixed Fund A (015765) holding 2,285 shares, accounting for 3.77% of the fund's net value [2] - The Dongfang Specialized and New Mixed Fund A has achieved a year-to-date return of 32.73% and a one-year return of 87.63%, ranking 2584 out of 8172 and 919 out of 7980 respectively [2] Group 3 - The fund manager of Dongfang Specialized and New Mixed Fund A is Chen Hao, who has been in the position for nearly 4 years, with the fund's total asset size at 91.8407 million yuan [3] - During Chen Hao's tenure, the best fund return was 28.06%, while the worst return was -39.86% [3]
茂莱光学9月3日获融资买入4562.61万元,融资余额3.14亿元
Xin Lang Zheng Quan· 2025-09-04 01:25
Core Viewpoint - The financial performance and trading activity of Maolai Optical have shown significant growth, with a notable increase in revenue and net profit, alongside high levels of financing and margin trading activity [1][2]. Financial Performance - For the first half of 2025, Maolai Optical achieved a revenue of 319 million yuan, representing a year-on-year growth of 32.26% [2]. - The net profit attributable to shareholders reached 32.76 million yuan, marking a substantial increase of 110.36% compared to the previous period [2]. Trading Activity - On September 3, Maolai Optical's stock price increased by 0.72%, with a trading volume of 515 million yuan [1]. - The financing buy-in amount for the same day was 45.63 million yuan, while the financing repayment was 55.82 million yuan, resulting in a net financing outflow of 10.20 million yuan [1]. - As of September 3, the total margin trading balance for Maolai Optical was 316 million yuan, with the financing balance accounting for 4.43% of the circulating market value [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Maolai Optical was 6,945, an increase of 13.63% from the previous period [2]. - The average number of circulating shares per shareholder was 2,419, which decreased by 11.99% [2]. Dividend Distribution - Since its A-share listing, Maolai Optical has distributed a total of 82.32 million yuan in dividends [3]. Institutional Holdings - As of June 30, 2025, the largest circulating shareholder was Nuoan Growth Mixed A, holding 1.10 million shares, unchanged from the previous period [4]. - The second-largest shareholder, Yongying Semiconductor Industry Selected Mixed A, increased its holdings by 360,000 shares to 720,000 shares [4]. - New institutional shareholders include Financial通资管 Digital Economy Mixed Initiated A, holding 387,900 shares [4].
嘉兴中润光学科技股份有限公司第二届董事会第九次会议决议公告
Shang Hai Zheng Quan Bao· 2025-08-11 19:09
Group 1 - The company held its second board meeting on August 11, 2025, with all seven directors present, confirming the legality and validity of the meeting [2][6] - The board approved a proposal to increase capital for its wholly-owned subsidiary, Pinghu Zhongrun, using 200 million yuan of raised funds and 250 million yuan of self-owned funds, totaling 450 million yuan [3][4] - The capital increase will change Pinghu Zhongrun's registered capital to 100 million yuan, with 50 million yuan allocated to registered capital and 400 million yuan to capital reserves [3][4] Group 2 - The board also approved the sale of certain equipment to Pinghu Zhongrun for no more than 80 million yuan, with the actual amount based on the financial book value as of July 31, 2025 [4] - The proposal aligns with the strategic development plans of both the company and Pinghu Zhongrun, ensuring compliance with legal requirements and enhancing operational efficiency [4][10] - The proposal received unanimous approval from the board and the supervisory board, with all votes in favor [5][11]
联合光电并购长益光电,布局消费级光电市场
IPO日报· 2025-05-23 10:23
Core Viewpoint - The company, Zhongshan United Optoelectronics Technology Co., Ltd. (300691), plans to acquire 100% equity of Dongguan Changyi Optoelectronics Co., Ltd. through a share issuance and raise supporting funds [1]. Group 1: Company Overview - United Optoelectronics specializes in high-end optical lens products and solutions, focusing on research, design, production, and sales of optical lenses and related optoelectronic devices [4]. - The company's products are widely used in security video surveillance, new displays, intelligent driving, and artificial intelligence, with the security video surveillance sector being the core revenue driver [4]. - In 2024, the company achieved a 100% increase in production capacity for automotive electronics and over 50% increase in shipment volume, successfully entering the supply chains of major domestic and international automotive manufacturers [4]. Group 2: Financial Performance - For the year ending December 31, 2024, United Optoelectronics reported revenue of 1.88 billion yuan, a 14% increase from 1.65 billion yuan in 2023, but a net profit of 39 million yuan, down 39% from 64 million yuan in 2023, indicating a situation of revenue growth without profit increase [5]. - The company's accounts receivable have been rising alongside revenue growth, with accounts receivable increasing from 390 million yuan in 2022 to 663 million yuan in 2024, suggesting a potential relaxation of credit policies to boost revenue [8]. - Research and development costs have also increased, with R&D expenditure rising to 214 million yuan in 2024, a 25% increase from 171 million yuan in 2023, which may be limiting the company's profitability [11]. Group 3: Acquisition Details - Changyi Optoelectronics, established in 2009, ranks among the top five globally in optical lens production and top three domestically, with core products including mobile camera lenses, security monitoring lenses, and automotive lenses [13]. - The acquisition is expected to allow United Optoelectronics to leverage Changyi's technological expertise and customer resources, facilitating entry into the consumer-grade optoelectronic components market and complementing its existing high-end optical lens offerings [13]. - Specific details regarding the acquisition plan, including pricing, method, and performance commitments, have yet to be disclosed [14].
联合光电拟并购长益光电 光电产业整合提速
Xin Lang Zheng Quan· 2025-05-20 08:32
Core Viewpoint - The company, United Optoelectronics, plans to acquire 100% of Dongguan Changyi Optoelectronics through a share issuance and fundraising, aiming to enhance its growth amid declining performance [1][2]. Group 1: Company Performance - In Q1 2025, United Optoelectronics reported revenue of 369 million, a year-on-year decrease of 3.54%, and a net loss attributable to shareholders of 23.99 million, significantly widening from a loss of 1.47 million in the same period last year [2]. - The gross margin improved to 27.56%, but the net margin fell to -6.69%, with operating expenses rising to 14.38% of revenue, an increase of 5.40 percentage points year-on-year [2]. Group 2: Acquisition Rationale - The acquisition aims to integrate the supply chain and technology resources of Changyi Optoelectronics, reducing reliance on a single business line [2]. - The expected synergies include: 1. Technical complementarity, as United focuses on high-end optical lenses while Changyi specializes in consumer-grade optoelectronic components, allowing shared technology platforms [3]. 2. Customer expansion, with United's optical lens business currently accounting for 100% of its revenue, while Changyi's customer base may cover consumer electronics and security sectors [3]. 3. Cost optimization, as United's R&D expenses reached 214 million in 2024, a year-on-year increase of 24.71%, which could be diluted post-acquisition [3]. Group 3: Industry Impact - The acquisition reflects a trend of consolidation in the optoelectronic industry, where companies are expanding scale and reducing costs through mergers [4]. - Successful integration of Changyi could enhance United's market share, although challenges such as cultural clashes and technical integration must be managed [4]. Group 4: Future Outlook - During the suspension period, three key signals should be monitored: 1. Details of the transaction plan, including share issuance price, fundraising scale, asset valuation, and performance commitments [5]. 2. Progress of regulatory approvals, particularly whether the transaction triggers major asset restructuring requiring review by the securities regulatory authority [5]. 3. Market reaction post-resumption; if the acquisition logic is validated, United's stock price may see valuation recovery, otherwise, it could face pressure [5]. - This acquisition represents a strategic attempt by United to navigate the downturn in the optoelectronic industry, with success hinging on the true value of the acquired asset and integration effectiveness [5].
中润光学: 国信证券股份有限公司关于嘉兴中润光学科技股份有限公司2024年度募集资金存放与使用情况的专项核查意见
Zheng Quan Zhi Xing· 2025-03-28 14:30
Fundraising Overview - The company raised a total of RMB 525.36 million by issuing 22 million shares at RMB 23.88 per share, with a net amount of RMB 446.17 million after deducting issuance costs of RMB 79.19 million, which was deposited into a dedicated fundraising account on February 10, 2023 [1][2] - As of December 31, 2024, the balance in the fundraising account was RMB 4.27 million, with a total of RMB 44.62 million raised and utilized for various projects and working capital [2][3] Fund Utilization - The company allocated RMB 7.21 million for project investments and RMB 8 million for working capital, with an additional RMB 1.2 million from oversubscribed funds permanently supplementing working capital [2][3] - The total amount utilized for project investments reached RMB 10.30 million, while the cash management activities generated a net interest income of RMB 1.46 million [2][3] Fund Management - The company established a fundraising management system to ensure compliance with relevant regulations and protect investor interests, including a tripartite supervision agreement with banks and the sponsor [3][4] - As of December 31, 2024, the company had not used idle fundraising for temporary working capital and had engaged in cash management with a balance of RMB 24.65 million, primarily in high-security, liquid investment products [4][5] Project Status and Adjustments - The company approved the use of RMB 6.68 million of fundraising to replace pre-invested project funds and RMB 0.57 million for issuance costs [4][5] - The high-end optical lens intelligent manufacturing project and the R&D center upgrade project have been delayed, with the expected completion date adjusted to December 2026 due to market conditions and project progress [8][9] Compliance and Audit - The company has adhered to all relevant laws and regulations regarding fundraising usage, with no violations reported [10][11] - The sponsor confirmed that the management of fundraising and its usage complied with regulatory requirements, with no changes in the purpose of the funds that could harm shareholder interests [11]