永新光學(603297.SH):加大了與機器視覺頭部企業康耐視的合作,目前已成為其定製類光學產品第一大供應商
格隆匯6月9日丨有投資者向永新光學(603297.SH)提問,“1、公司解釋一季度營收下降主要是因為掃描機這部分不如去年同期,請問二季度是否已恢復正常?2、公司在醫療光學上也佈局不少產品,請問公司看好哪個產品能支撐這兩年的營收發展?建議向成品發展,只提供光學模組受制於下游廠家,而且營收太小。3、AI是未來科技的重點之一,公司對於AR,機器視覺類產品,是否會出更針對機器人/AI化的成品或模組?”
永新光學回複稱,在條碼掃描領域,受全球宏觀經濟下行等因素影響,需求暫緩,目前相關負面影響已有所緩解,預計需求將逐步回暖。在醫療光學領域,公司將不斷建設醫療光學核心能力,差異化開拓醫療光學事業。公司向蔡司、美國BD醫療器械公司供應超聲影像光學元組件產品,在2022年度同比增長超40%;研發生產的內窺鏡鏡頭已與國內數家醫療細分領域上市公司建立合作並實現批量出貨;應用於手術顯微鏡的核心光學部組件產品快速增長,並且已經完成了手術顯微鏡整機樣機的生產。在條碼機器視覺領域,公司加速切入條碼掃描複雜部組件業務,目前已向行業頭部客户批量出貨。同時,公司加大了與機器視覺頭部企業康耐視的合作,目前已成為其定製類光學產品第一大供應商。
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