Core products and technological barriers: Strengthening competitive advantages through precision manufacturing
The company has been deeply engaged in the three core processes of "precision processing - vacuum coating - photolithography imaging", with product accuracy stably reaching the 0.1 micron level (nano-level calibration). The core products and technological advantages are as follows:
| Key technical parameters | Core strengths | Typical application scenarios |
|---|
High-precision optical encoder | Maximum resolution of 1024 lines/circle, eccentricity ≤0.002mm, temperature resistance -40℃~85℃ | Using laser lithography and chemical etching processes, its stability is 15% better than that of similar imported products | Industrial robot joint encoder, servo motor positioning system |
Vehicle-mounted LiDAR lens assembly | Transmittance ≥ 99.5%, anti-glare rate ≥ 80%, waterproof rating IP67 | The integrated injection molding + vacuum coating process reduces costs by 30% compared to imports | L2+ level intelligent driving LiDAR (supplier for Xiaopeng and Ideal) |
Customized optical system | Imaging distortion ≤ 0.5%, field of view angle up to 120°, supports multi-band adaptation | 7-day rapid sample production, seamlessly replaceable with existing customer equipment interfaces | Medical endoscope, aerospace remote sensing equipment, and high-definition security surveillance |
In terms of technological barriers, the company's independently developed "multi material compatible vacuum coating process" has solved the adhesion problem of traditional coatings on different substrates such as glass and ceramics, and the coating life has been increased to over 50000 hours; At the same time, a three in one detection system of "optical simulation environmental testing precision calibration" will be established, introducing high-end detection equipment such as the German Zeiss CONTURA G3 coordinate measuring instrument and the American Zygo interferometer to ensure a stable product yield of over 98%.
Application areas and customer ecology: Empowering multiple industries and building high-quality cooperation networks
The company's products have been deeply integrated into the four strategic emerging industries of industry, transportation, healthcare, and aerospace, forming a customer structure of "leading by top enterprises+deep cultivation in segmented markets":
In the field of industrial automation, core customers include leading enterprises such as Estun Robotics and Huichuan Technology, providing optical encoders and grating rulers for encoders, and supporting robots for applications such as automotive welding and 3C electronic assembly. The total supply will exceed 500000 sets by 2026.
In the field of intelligent driving and communication, we have reached an annual framework cooperation agreement with Desay SV and Huawei HiSilicon. The in vehicle optical components are matched with new energy vehicle models of mainstream domestic car companies, and the optical communication lenses are supplied to the 5G base station construction projects of China Mobile and China Telecom.
In the field of medical and high-end equipment, we have collaborated with Mindray Medical and Lianying Medical to develop precision medical optical components, among which the endoscope optical system has passed NMPA medical device component certification; The optical components of remote sensing equipment customized for a certain aerospace institute are applied to the ground detection system of Beidou navigation satellite.
Emerging track layout: Advance layout in AR/VR, metaverse and other fields. The near eye display optical module developed has completed prototype development and reached a joint research and development agreement with a leading domestic VR device manufacturer. It is expected to achieve mass production by 2027.
Capital Background and Development Plan: Relying on Industrial Capital, Achieving Strategic Goals Step by Step
1. Equity and capital support
The company has a clear equity structure, jointly owned by "industrial capital+technical team": listed company Xiangyuan New Materials (stock code: 300980) holds 12% of the shares, providing support for polymer material research and supply chain resources for the company; Wuhan Sanhai Keda Technology Partnership Enterprise (core technology team holding platform) holds 28% of the shares to ensure the stability of the technology route; The remaining 60% equity is held by the founding team and local government industry funds such as Hongshan Capital. In October 2025, Hongshan Capital received an exclusive angel round investment of 50 million yuan, which is mainly used for the construction of a 3000 square meter clean workshop and the procurement of high-end testing equipment.
2. Production base and capacity planning
The production base built by the company in Wuhan Iron and Steel Cloud Valley has been fully put into operation, equipped with 2 1000 level clean workshops, 4 vacuum coating production lines, and 3 laser lithography production lines, forming a production capacity of "80000 sets of optical code discs and 150000 pieces of vehicle mounted lenses per month". The second phase of expansion is planned to be launched in 2027, with a focus on increasing production capacity for vehicle mounted LiDAR components and AR/VR optical modules. It is expected that the annual revenue will exceed 300 million yuan after production.
3. Three year strategic plan (2026-2028)
Short term (2026-2027): Consolidate the market position of industrial encoder optical components and increase the target market share to 15%; Achieve bulk supply of vehicle mounted LiDAR components, with revenue accounting for over 40%.
Mid term (2027-2028): Complete mass production of AR/VR optical modules and enter the consumer electronics market; Initiate guidance for listing on the ChiNext board and build a nationwide layout of "research and development+manufacturing+brand".
Long term (after 2028): Layout in the field of optical chip packaging, connect the entire industry chain of "optical devices module system", and build a leading enterprise in the domestic high-end optical field.
