According to the Guosheng Securities Research Report, Uhomi Optics' revenue and profit both increased in the first half of the year, and vehicles+new consumption were the engines of growth. 26H1 achieved net profit of 122 million yuan, up 13.65% year on year; 26Q2 net profit from mother was 65 million yuan, up 11.58% year on year and 15.45% month on month. The main security industry is growing steadily, providing a solid foundation for new business expansion; automotive optics are growing rapidly, promoting ADAS development and mass production. Rapid breakthroughs in the field of new consumer optics have opened up new development space. Precision optical components are just what optical communication needs, and the company is expanding at an accelerated pace. The company has established a solid leading position in the field of security and strategically lays out smart driving fields such as automotive lenses. At the same time, with the advantages of mass production of molded glass and years of optical technology accumulation, the company has entered a new consumer field of card slots, and is expected to bring great performance flexibility. Maintain a “buy” rating.

According to the Guosheng Securities Research Report, Uhomi Optics' revenue and profit both increased in the first half of the year, and vehicles+new consumption were the engines of growth. 26H1 achieved net profit of 122 million yuan, up 13.65% year on year; 26Q2 net profit from mother was 65 million yuan, up 11.58% year on year and 15.45% month on month. The main security industry is growing steadily, providing a solid foundation for new business expansion; automotive optics are growing rapidly, promoting ADAS development and mass production. Rapid breakthroughs in the field of new consumer optics have opened up new development space. Precision optical components are just what optical communication needs, and the company is expanding at an accelerated pace. The company has established a solid leading position in the field of security and strategically lays out smart driving fields such as automotive lenses. At the same time, with the advantages of mass production of molded glass and years of optical technology accumulation, the company has entered a new consumer field of card slots, and is expected to bring great performance flexibility. Maintain a “buy” rating.