10月23日晚，光智科技发布2025年三季报。前三季度，公司实现营业收入14.43亿元，同比增长 51.11%，其中第三季度实现营业收入4.23亿元，同比增长10.60%。 2025年以来，光智科技在红外光学业务领域依托垂直一体化产业链布局与精准市场拓展策略，不断提升 产品交付能力与综合竞争力，为公司高质量发展提供坚实支撑。 下游应用拓展层面，光智科技拓展聚焦场景化创新，针对安防监控、工业检测、户外观测、电力监测、 医疗诊断及辅助驾驶等领域需求开发多款终端产品。公司2025年新发布的SMART单目手持热像仪更凭 借设计创新斩获德国iF设计奖，显示出良好的市场接受度与品牌影响力。 公司表示，未来将持续强化全产业链协同优势，坚持以技术创新为引擎，深化上游材料领先地位，扩大 中游核心器件产能与竞争力，并积极开拓下游新兴应用场景。通过将一体化优势转化为持续的增长动 能，实现在红外市场中厚积薄发。（燕云） 在红外光学业务板块，公司已构建从材料到下游应用的红外全产业链布局，具备材料生长、芯片设计、 器件制备到系统集成的全产业链规模化生产能力。该模式不仅有效控制各环节成本，更在质量一致性、 交付效率方面构筑起差异化壁垒，推 ...

格隆汇10月24日丨光智科技(300489.SZ)在投资者互动平台表示，公司具备"材料生长、芯片设计、器件 制备到系统集成"的全产业链规模化生产能力。公司已建设8英寸硅基MEMS非制冷红外探测器芯片生产 线，突破了红外热成像核"芯"技术，并掌握了MEMS芯片设计和制造工艺技术及金属、陶瓷和晶圆级封 装技术。非制冷探测器已经实现最高百万像素级别，技术处于国内领先水平。 ...

Core Insights - The infrared technology industry is experiencing explosive growth due to the acceleration of global smart and digital transformation, particularly in security monitoring, new energy vehicles, and industrial testing [1] - Guangzhi Technology views innovation as its core strategy, leveraging deep technical expertise and continuous R&D investment to establish a significant technological advantage in optoelectronic materials, devices, and system integration [1] Group 1: Technological Advancements - Guangzhi Technology has achieved breakthroughs across the entire infrared industry chain, including the development of large-scale chemical vapor deposition systems for the production of zinc selenide/sulfur, and hot isostatic pressing processes for zinc sulfide [1] - The company has built an 8-inch silicon-based MEMS uncooled infrared detector chip production line, mastering MEMS chip design, manufacturing processes, and packaging technologies [2] - The uncooled detectors have reached a maximum pixel level of one million, showcasing the company's leading technology in the domestic market [2] Group 2: Product Development and Market Applications - Guangzhi Technology has developed various downstream terminal products, including handheld thermal imagers, industrial temperature measurement thermal imagers, security monitoring thermal imagers, gas detectors, and vehicle-mounted night vision systems [2] - The company’s products are widely used in border and coastal defense monitoring, industrial parks, forest fire prevention, and airport air defense scenarios [2] Group 3: Future Outlook - Guangzhi Technology is expected to continue its innovation-driven strategy, accelerating market penetration of infrared terminal products and expanding collaborations with industry leaders [3] - The company aims to deepen the application of material technology in emerging fields, positioning itself more prominently in the high-end manufacturing domestic substitution wave through a dual-driven approach of "technology + market" [3]