EVENT DOSSIER
On September 8, 2026, Fuguang Co., Ltd. announced that its new generation high-definition mobile phone projection projector had been mass-produced. This product is not only used in the smartphone sector but has also been expanded to emerging application scenarios such as robotics and automobiles. This mass production marks the company’s breakthrough in micro MicroLED projection lamp technology, successfully entering new markets for robotics and automobiles.
福光股份新一代高清手机投影光机已量产，小于 0.05cc 微型投影光机批量交付。上半年营收 26,127.84 万元，同比下降 12.54%，但定制产品收入同比增长 22.11%；归母净利润减亏至 1,295.33 万元，研发费用同比增长 10.64%。公司推出基于自研 MicroLED 光路与超微型光机技术的高性价比投影灯，支持像素级精准控光及动态迎宾动画，切入 AI 机器人、汽车迎宾等新场景；另推出浸没式 LCD 液冷散热投影光机以拓展应用。针对 AI 光学“供强需弱”现状，公司认为若算法泛化与边缘算力突破，将形成软硬件协同增长拐点。航天领域方面，产品应用于神舟二十三号载人飞船，新一代地基望远镜光谱范围提升 50%、重量减轻 20%，箭载镜头及激光通信新型号已完成设计优化并实现批量交付。