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  证券之星消息,森赫股份(301056)04月21日在投资者关系平台上答复投资者关心的问题。

  投资者:尊敬的董秘你好衷心感谢你们不厌其烦回答投资者的提问。请问贵公司2025年4月20日A股股东人数是多少?谢谢

  森赫股份董秘:尊敬的投资者您好,根据中国结算深圳分公司的最新数据,截至2025年4月18日,公司股东人数为11124人,感谢您的关注。

投资者:请问贵公司截止到四月二十日股东人数是多少?谢谢

  森赫股份董秘:尊敬的投资者您好,根据中国结算深圳分公司的最新数据,截至2025年4月18日,公司股东人数为11124人,感谢您的关注。

  投资者:董秘您好,请问截止到4月20日公司股东人数是多少?

  森赫股份董秘:尊敬的投资者您好,根据中国结算深圳分公司的最新数据,截至2025年4月18日,公司股东人数为11124人,感谢您的关注。

  2025大阪世博会,中国馆内惊呼不断。

  光影交织中,270度环幕上正在展示我们的科技成果:全球首次月球正背月壤对比、探月火箭载祝福破空升腾、深海蛟龙第一视角遨游,馆内的国际游客们不由得发出阵阵感叹。

  中国馆的“九天揽胜”和“五洋遨游”两大展项,妥妥的全场焦点。得益于先进的工程投影技术,展馆现场的光影效果缤纷绚丽,让人流连忘返。

  由此,笔者突然意识到,不知从何时起,中国的高科技企业变得比以前更愿意展示自己的硬实力了。

  大阪是松下总部所在地,而松下的投影业务则全球知名。是谁敢在日本本土,松下的大本营“砸场子”?

  自然是来自中国的科技公司。

  这次负责中国馆光影视觉方案的,其实就是半导体激光领域的龙头企业:光峰科技。

  光影先行,中国硬科技走向世界

  世博会是一场国家风采展示会。

  自1851年伦敦万国工业博览会开创先河,世博会始终是各国展示科技实力的顶级舞台。

  聊起世博会,大家印象最深肯定得是上海世博会。

  2010年上海世博会曾创下很多个“最”,参观人数最多,展厅面积最大,参展国家与组织最多,带来的经济效益是奥运会的3.49倍。

  也由此,人们意识到了世博会的两大价值,一个是展示科技和文化成果,另一个是带货。

  拿下世博会的项目,本身就是一张耀眼名片。

  当初上海世博会期间,海尔集团作为山东馆、美国馆、新西兰馆、意大利馆的赞助商,海尔在山东馆构筑了“U—home物联网生活”体验中心,让全球人民体验产品,世博会后,海尔进一步打开了海外市场。

  安防巨头大华股份,承接多个场馆监控设备供应任务,提供了包括高清网络摄像机、视频存储设备、视频管理平台等在内的高品质、高可靠性和高适应性的监控设备。

  上海世博会期间展现出的技术实力,由此同样推动了大华海外业务的发展。相关数据显示,参展企业后续获得的国际订单平均增长达45%。

  于企业而言,世博会是一个难得的增量机会。

  掘这个增量机会的前提,是技术、产品的硬实力够强。

  大阪世博会上,“九天揽胜”和“五洋遨游”大放异彩,搭配全息投影交互装置,可以通过交互系统写下对航天事业的美好寄语,这些寄语还会随着火箭升空的模拟场景,化作漫天的璀璨星光。

  这一刻,中国几十年的科技创新积累,无数科研人员付出的意义被具象化了。

  这背后的底座,其实也是我们半导体激光领域的硬实力。

  敢在松下老家“砸场子”,光峰科技有足够底气。

  展示技术风采的背后,市场格局也在悄然发生变化。

  洛图科技统计数据显示,全球投影市场中,中国大陆市占据货量全球市场份额第一。从2022年起,日系品牌在国内商用投影市场的份额不断下降,从2022年初的59.9%降至2024年第一季度的47.7%。

  ToB市场,变化更明显。奥维睿沃的数据显示,2023年在工程激光市场份额上,光峰科技稳坐第一。

  硬实力够强,出海才能更有的放矢。

  这次大阪世博会有一个很重要的细节:在中国馆之外,光峰科技还负责了柬埔寨馆和非洲加蓬馆的光影呈现方案。

  这意味着两件事儿:

以此为起点,未来光峰科技出海就有了更多空间。

  2、光峰科技在世界舞台上不断亮相。其实也是打破和重建海外市场认知的一个过程。

  实力对比的变化、市场份额的变化,其实远远比人们对品牌感知的变化要快。尤其是海外市场。

  不仅投影这一个领域,很多领域都是如此,我们实力很强,虽然社媒已经十分发达,但因为种种原因,在海外的品牌认知一时难以改变。

  比如汽车行业,我们有比亚迪,有问界,但因为产品没有走出去,没有充分展示出来,很多国家民众对我们的认识还停留在汽车荒漠的阶段。

  但是无论是智能驾驶,还是整车的制造上,只要体验过新能源车的消费者,无论中外,都直呼已经回不到油车上了。

  鉴于此,就更需要展示硬科技的舞台,世博会这样的舞台,最具性价比影响力也足够大。

  我们社会经济发展到今天,迫切地需要向外增长,当遇到了这样的舞台,该怎么去操盘,怎么去把我们的硬实力更多地转化为软实力?

  这次大阪世博会上的光峰科技,给国内的科技企业打了个样。

  双轮驱动下的科技股

  老粉丝都知道,我关注光峰科技很久了,也很了解光峰的技术、产品实力都在线,放眼国际也很能打,光峰其实一直都缺一个充分展示自己的机会。

  光峰科技在这次大阪世博会,牢牢抓住了这个机会。

  由此带来的价值增量,在于两个方面:

  一个是业务端,ToB的激光工程业务可能会更容易获客。

  光峰科技本身就是中国工程激光投影领域的领军企业,2023年上半年:光峰科技在工程激光投影市场销量份额15%、销额份额14.4%,排名行业第一。

  这次通过中国展馆,光峰再次树立了标杆。

  国内的各种赛事活动,各种大型会议都以世博会为样板,承接中国馆的工程业务所代表的意义不言自明,接下来,政商市场、教育市场的订单更容易拿到了。

  肉眼可见的未来,光峰在这部分市场的优势大概率会进一步扩大。世博会作为名片的含金量,也会继续提升。

  二是ToB海外业务,工程业务的想象空间大大增强。

  世博会作为标杆案例影响力也能拓展到海外。

  在政策上,欧盟可能在2026年全面禁汞,新规的实施将刺激更多的投影品牌在非家用市场从汞灯转向激光光源的布局。

  在这方面的技术,光峰其早就有布局,其全系工程投影产品均采用激光光源,原创的ALPD半导体激光光源技术,解决了传统激光显示的高成本、散斑等问题,奠定了行业主流技术路线。

  也就是说,接下来海外市场ToB市场增长还有很多想象空间。

  长远看,这两个增量都很重要,关乎实打实的业绩成长,也关乎二级市场的价值重估。

  从科技企业出海的范例来看,海外收入和国内收入的最终比例会趋近于1:1。未来这些增量,有可能会逐步地释放出来体现到估值上。

  从机构对光峰科技态度来看,也是持有类似观点的。天风证券,浙商证券等券商团队,也给出了“增持”“买入”的评级。

  随着中国工业体系的不断发展,工程师人才红利不断涌现,越来越多的科技企业有了走向世界的实力,有时候需要的只是一个契机而已。

  这次是光峰科技,下一次会是谁呢?

  免责声明:本文基于公司法定披露内容和已公开的资料信息,展开评论,但作者不保证该信息资料的完整性、及时性。另:股市有风险,入市需谨慎。文章不构成投资建议,投资与否须自行甄别。

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