高端显微镜

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永新光学:聚焦细分市场竞争优势 深化“2+2”业务布局
Zheng Quan Ri Bao Wang· 2025-05-22 06:47
本报讯 (记者吴奕萱)5月21日,宁波永新光学股份有限公司(以下简称"永新光学")在证券日报网举办2024年年度网上 业绩说明会,公司管理层向投资者介绍了主营业务、行业趋势及年度工作等。 据悉,在车载激光雷达领域,永新光学已深耕近10年,经过技术迭代和市场验证,公司已成为禾赛、图达通、法雷奥等全 球头部企业的重要合作伙伴。2024年,公司激光雷达光学元组件业务正式进入规模化量产阶段,收入突破"亿元"大关。 在医疗光学领域,永新光学对标国外中高端产品,以国产替代为目标,致力于突破内窥镜、手术显微镜、高端病理诊断设 备等国产化难题。2024年,内窥镜核心光学元部件业务保持快速增长,产品已覆盖国内70%以上重要内窥镜系统厂家,并实现 复杂模组产品出货。应用于手术显微镜的关键核心光学部组件产品取得技术突破,并开发多款应用于病理诊断的高端医疗设 备。 截至目前,永新光学自主研发的高端显微镜在国内的渗透率已达5%,带动了公司显微镜业务毛利上升。 (编辑 张明富) 2024年,永新光学实现营业收入8.92亿元,同比增长4.41%;归属于上市公司股东的扣除非经常性损益的净利润1.85亿元, 同比增长14.25%。2025年, ...
永新光学:2024年高端显微镜与激光雷达成新增长点,营收再创新高
Zheng Quan Shi Bao Wang· 2025-04-27 15:55
Core Viewpoint - Yongxin Optical has announced a record-high cash dividend distribution for 2024, reflecting strong confidence in future operations and a commitment to shareholder value [1] Financial Performance - In 2024, Yongxin Optical achieved a revenue of 892 million RMB, marking a year-on-year increase of 4.41%, setting a new historical high for revenue [4] - The net profit attributable to shareholders was 209 million RMB, a decrease of 11.37% year-on-year, while the net profit excluding non-recurring items increased by 14.25% to 185 million RMB [4] - In Q1 2025, the company reported a revenue growth of 1.77% and a net profit increase of 22.16% year-on-year, indicating a positive trend in performance [4] Dividend Distribution - The total proposed cash dividend for 2024 is 94.2962 million RMB (including tax), which accounts for 45.21% of the net profit attributable to shareholders, the highest dividend payout ratio since the company went public [1] Business Segments - The core business includes scientific instruments and optical components, with a focus on high-end microscopes and LiDAR optical components as key growth areas [1] - Sales revenue from optical microscopes reached 356 million RMB, a year-on-year decline of 13.92%, primarily due to weak industry demand; however, the sales proportion of high-end microscopes increased to 40% [1] - The LiDAR optical components business surpassed 100 million RMB in revenue, becoming a new growth driver for the company [1] R&D and Innovation - In 2024, R&D investment reached 98.5 million RMB, a year-on-year increase of 7.34%, accounting for 11.33% of main business revenue [2] - The company is leading multiple national-level technology projects, including a major project on multi-modal nano-resolution microscope equipment [2] - Collaborations with prestigious universities have been established to create a closed-loop ecosystem for research, talent cultivation, and market feedback [2] Strategic Focus - For 2025, the company aims to enhance its position in the optical perception field through a strategy focused on precision manufacturing and innovation [3] - The company plans to accelerate domestic high-end replacement and improve operational efficiency through enhanced information technology in sales, supply chain, and production processes [3]