（文章来源：证券日报） 陈孟浩表示，光峰科技始终专注于激光技术生态的构建与拓展。光峰科技以影院激光光源起家，目前国 内超过60%的影院采用其激光光源解决方案，在专业显示领域拥有较高行业知名度。近年来，基于激光 技术核心生态的延伸，公司业务布局进一步拓展至AR光机及水下激光雷达等新兴方向，未来将持续探 索激光技术在更多场景的创新应用。 当前，AR（增强现实）与机器人等热点领域展现出强劲的发展势头。在此背景下，激光核心器件供应 商将如何把握广阔的市场机遇？ 近日，证券日报记者采访了光峰科技创新中心总经理陈孟浩，他围绕技术适配、场景拓展、产业链协同 等关键内容，分享了公司应对行业变革的战略思考与实践路径。 ...

Core Insights - Shunyu Optics reported a revenue increase of 4.2% to RMB 19.65 billion for the first half of 2025, with net profit soaring by 52.6% to RMB 1.65 billion [1][4] - The company experienced a decline in mobile camera module shipments by 21.0%, but higher participation in high-end flagship models led to a 20.0% increase in average selling prices (ASP) for both mobile lenses and modules [1][2] - The automotive business emerged as a new growth engine, with revenue reaching RMB 3.4 billion, a year-on-year increase of 18.2% [2] Revenue and Profitability - Total revenue for the first half of 2025 was RMB 19.65 billion, compared to RMB 18.86 billion in the same period of 2024 [1][4] - Gross profit increased by 20.0% to RMB 3.89 billion, with a gross margin of 19.8%, up 2.6 percentage points year-on-year [1][4] - Operating cash flow net amount was RMB 2.36 billion, reflecting a year-on-year growth of 13.9% [4] Business Segmentation - The automotive segment showed significant growth, with car-related product revenue at RMB 3.4 billion, a growth of approximately 18.2% [2] - Mobile-related product revenue saw a slight increase of 1.7% to RMB 13.25 billion, despite a decline in shipment volumes [2] - XR-related products generated revenue of RMB 1.20 billion, marking a growth of approximately 21.1% [2] Cost and Margin Improvements - The notable improvement in gross margin was attributed to three main factors: structural improvement in mobile products, increased revenue share from high-margin automotive business, and cost optimization from economies of scale [5] - The gross margin for optical components was 31.0%, while the optoelectronic products segment saw a gross margin of 10.6%, up 2.4 percentage points year-on-year [5] Research and Development - R&D expenditure reached RMB 1.634 billion, an increase of 11.3%, representing 8.3% of total revenue [6] - The growth in R&D investment was primarily focused on automotive, XR, IoT, and smartphone-related businesses [6]