301101 明月镜片
已收盘 02-09 15:00:00
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国泰海通：智能眼镜产业链有望步入快速成长期 推荐明月镜片(301101.SZ)等
智通财经 · 01-21
国泰海通：智能眼镜产业链有望步入快速成长期 推荐明月镜片(301101.SZ)等
股市必读：明月镜片（301101）1月20日董秘有最新回复
证券之星 · 01-21
股市必读：明月镜片（301101）1月20日董秘有最新回复
明月镜片：公司各项业务开展顺利
证券之星 · 01-20
明月镜片：公司各项业务开展顺利
明月镜片涨8.45%，民生证券二个月前给出“买入”评级
证券之星 · 01-14
明月镜片涨8.45%，民生证券二个月前给出“买入”评级
明月镜片（301101）披露董事会换届完成及聘任高级管理人员、证券事务代表公告，12月17日股价上涨0.73%
证券之星 · 2025-12-17
明月镜片（301101）披露董事会换届完成及聘任高级管理人员、证券事务代表公告，12月17日股价上涨0.73%
明月镜片（301101）披露董事会换届选举结果，12月16日股价下跌1.78%
证券之星 · 2025-12-16
明月镜片（301101）披露董事会换届选举结果，12月16日股价下跌1.78%
明月镜片（301101）披露召开2025年第三次临时股东会通知，11月25日股价上涨2.89%
证券之星 · 2025-11-25
明月镜片（301101）披露召开2025年第三次临时股东会通知，11月25日股价上涨2.89%
明月镜片（301101）披露召开2025年第二次临时股东会通知，11月12日股价下跌1.65%
证券之星 · 2025-11-12
明月镜片（301101）披露召开2025年第二次临时股东会通知，11月12日股价下跌1.65%
明月镜片（301101）2025年三季报简析：营收净利润同比双双增长，公司应收账款体量较大
证券之星 · 2025-10-28
明月镜片（301101）2025年三季报简析：营收净利润同比双双增长，公司应收账款体量较大
明月镜片(301101)9月30日股东户数2万户，较上期减少20.59%
证券之星 · 2025-10-26
明月镜片(301101)9月30日股东户数2万户，较上期减少20.59%
股市必读：明月镜片（301101）10月20日董秘有最新回复
证券之星 · 2025-10-21
股市必读：明月镜片（301101）10月20日董秘有最新回复
明月镜片：维适渐进系列全面焕新
证券之星 · 2025-10-20
明月镜片：维适渐进系列全面焕新
明月镜片（301101）披露更换持续督导保荐代表人公告，10月16日股价下跌1.45%
证券之星 · 2025-10-16
明月镜片（301101）披露更换持续督导保荐代表人公告，10月16日股价下跌1.45%
明月镜片公布国际专利申请：“一种微透镜的布置方法”
证券之星 · 2025-10-13
明月镜片公布国际专利申请：“一种微透镜的布置方法”
明月镜片：9月10日高管谢公晚、谢公兴减持股份合计35.4万股
证券之星 · 2025-09-11
明月镜片：9月10日高管谢公晚、谢公兴减持股份合计35.4万股
9月10日明月镜片现10笔折价11.88%的大宗交易 合计成交3329.2万元
证券之星 · 2025-09-10
9月10日明月镜片现10笔折价11.88%的大宗交易 合计成交3329.2万元
天风证券：给予明月镜片增持评级
证券之星 · 2025-09-09
天风证券：给予明月镜片增持评级
明月镜片：9月5日高管谢公晚减持股份合计4.07万股
证券之星 · 2025-09-08
明月镜片：9月5日高管谢公晚减持股份合计4.07万股
明月镜片：9月3日高管谢公晚减持股份合计6000股
证券之星 · 2025-09-04
明月镜片：9月3日高管谢公晚减持股份合计6000股
明月镜片：预计下半年高折产品表现将持续提升
格隆汇 · 2025-09-02
明月镜片：预计下半年高折产品表现将持续提升
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公司概况
公司名称：
明月镜片股份有限公司
所属行业：
专用设备制造业
上市日期：
2021-12-16
主营业务：
明月镜片股份有限公司的主营业务是镜片、镜片原料、成镜和镜架等眼视光产品研发、设计、生产和销售。公司的主要产品是中高档光学树脂镜片。公司先后荣膺“国家知识产权优势企业”“专精特新小巨人”等称号。
发行价格：
26.91
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推荐明月镜片(301101.SZ)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2605768901","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605768901?lang=zh_cn&edition=full","pubTime":"2026-01-21 14:55","pubTimestamp":1768978533,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国泰海通发布研报称，AI眼镜由于融入了更多的电子元件，其产业链的上下游环节规模更为庞大。智能眼镜产业链有望步入快速成长期，产业链相关公司将迎接景气上行周期。技术突破+新品驱动之下，我国AI眼镜销量逐季快速增长。该行推荐国内镜片品牌龙头明月镜片以及英派斯。国泰海通主要观点如下：Ray-Ban Meta开启智能眼镜产品新周期2023年9月28日，MetaConnect2023拉开帷幕，Meta和依视路陆逊梯卡合作的新款智能眼镜Ray-Ban Meta也正式发布。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1395539.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["301101","02611","BK0028","601211","BK0012","BK0184","BK0251","BK1147","BK1564","BK0188","BK0183","BK0276","BK0201"],"gpt_icon":0},{"id":"2605148817","title":"股市必读：明月镜片（301101）1月20日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2605148817","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605148817?lang=zh_cn&edition=full","pubTime":"2026-01-21 01:20","pubTimestamp":1768929621,"startTime":"0","endTime":"0","summary":"截至2026年1月20日收盘，明月镜片报收于44.36元，上涨0.82%，换手率3.2%，成交量6.11万手，成交额2.71亿元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012100000610.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","301101"],"gpt_icon":0},{"id":"2604603701","title":"明月镜片：公司各项业务开展顺利","url":"https://stock-news.laohu8.com/highlight/detail?id=2604603701","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604603701?lang=zh_cn&edition=full","pubTime":"2026-01-20 15:51","pubTimestamp":1768895466,"startTime":"0","endTime":"0","summary":"证券之星消息，明月镜片01月20日在投资者关系平台上答复投资者关心的问题。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012000019085.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301101","BK0251"],"gpt_icon":0},{"id":"2603653698","title":"明月镜片涨8.45%，民生证券二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2603653698","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603653698?lang=zh_cn&edition=full","pubTime":"2026-01-14 15:41","pubTimestamp":1768376482,"startTime":"0","endTime":"0","summary":"今日明月镜片涨8.45%，收盘报46.98元。2025年10月28日，民生证券研究员解慧新发布了对明月镜片的研报《2025年三季报点评：核心大单品放量引领增长，新业务新产品持续推进》，该研报对明月镜片给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算，该研报作者对此股的盈利预测准确度为86.74%。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为中金公司的徐卓楠。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011400020762.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161027","301101"],"gpt_icon":0},{"id":"2592915306","title":"明月镜片（301101）披露董事会换届完成及聘任高级管理人员、证券事务代表公告，12月17日股价上涨0.73%","url":"https://stock-news.laohu8.com/highlight/detail?id=2592915306","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592915306?lang=zh_cn&edition=full","pubTime":"2025-12-17 22:15","pubTimestamp":1765980938,"startTime":"0","endTime":"0","summary":"截至2025年12月17日收盘，明月镜片报收于38.86元，较前一交易日上涨0.73%，最新总市值为78.31亿元。公司近日发布公告称，明月镜片股份有限公司于2025年12月16日完成董事会换届选举，选举谢公晚为董事长，谢公晚、谢公兴、王雪平为非独立董事，苏勇、刘一平、董毅为独立董事，朱海峰为职工代表董事。公司聘任谢公兴为总经理，王雪平为副总经理，江肃伟为董事会秘书，尉静妮为财务总监，李鹤然为证券事务代表，任期均与本届董事会一致。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025121700039478.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161027","BK0251","301101"],"gpt_icon":0},{"id":"2591980222","title":"明月镜片（301101）披露董事会换届选举结果，12月16日股价下跌1.78%","url":"https://stock-news.laohu8.com/highlight/detail?id=2591980222","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591980222?lang=zh_cn&edition=full","pubTime":"2025-12-16 22:14","pubTimestamp":1765894468,"startTime":"0","endTime":"0","summary":"截至2025年12月16日收盘，明月镜片报收于38.58元，较前一交易日下跌1.78%，最新总市值为77.74亿元。公司近日发布公告称，明月镜片股份有限公司于2025年12月16日召开2025年第三次临时股东大会，会议采用现场与网络投票相结合方式，审议通过董事会非独立董事、独立董事换届选举议案，选举谢公晚、谢公兴、王雪平为非独立董事，苏勇、刘一平、董毅为独立董事。表决结果合法有效，无否决议案，不涉及变更以往决议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025121600040669.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","301101"],"gpt_icon":0},{"id":"2586791484","title":"明月镜片（301101）披露召开2025年第三次临时股东会通知，11月25日股价上涨2.89%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586791484","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586791484?lang=zh_cn&edition=full","pubTime":"2025-11-25 22:17","pubTimestamp":1764080272,"startTime":"0","endTime":"0","summary":"截至2025年11月25日收盘，明月镜片报收于40.55元，较前一交易日上涨2.89%，最新总市值为81.71亿元。该股当日开盘39.69元，最高41.18元，最低39.66元，成交额达1.39亿元，换手率为1.8%。公司近日发布公告称，将于2025年12月16日召开2025年第三次临时股东大会，会议由董事会召集，现场会议时间为当日15:00，网络投票时间为当日9:15至15:00。股权登记日为2025年12月11日。股东可于2025年12月12日通过现场、传真、信函或电子邮件方式进行登记。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025112500039035.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","301101"],"gpt_icon":0},{"id":"2582861377","title":"明月镜片（301101）披露召开2025年第二次临时股东会通知，11月12日股价下跌1.65%","url":"https://stock-news.laohu8.com/highlight/detail?id=2582861377","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582861377?lang=zh_cn&edition=full","pubTime":"2025-11-12 22:14","pubTimestamp":1762956866,"startTime":"0","endTime":"0","summary":"截至2025年11月12日收盘，明月镜片报收于41.64元，较前一交易日下跌1.65%，最新总市值为83.91亿元。该股当日开盘42.33元，最高42.51元，最低41.2元，成交额达9233.32万元，换手率为1.16%。近日，明月镜片股份有限公司发布公告称，公司将于2025年11月28日召开2025年第二次临时股东大会，会议由董事会召集，现场会议时间为当日15:30，网络投票时间为上午9:15至15:00。股权登记日为2025年11月24日。会议采取现场表决与网络投票相结合方式，登记时间截至2025年11月26日16:00。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025111200041201.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","301101"],"gpt_icon":0},{"id":"2578674438","title":"明月镜片（301101）2025年三季报简析：营收净利润同比双双增长，公司应收账款体量较大","url":"https://stock-news.laohu8.com/highlight/detail?id=2578674438","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2578674438?lang=zh_cn&edition=full","pubTime":"2025-10-28 06:11","pubTimestamp":1761603077,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期明月镜片发布2025年三季报。截至本报告期末，公司营业总收入6.26亿元，同比上升7.39%，归母净利润1.49亿元，同比上升8.83%。按单季度数据看，第三季度营业总收入2.27亿元，同比上升14.59%，第三季度归母净利润5359.5万元，同比上升11.56%。本报告期明月镜片公司应收账款体量较大，当期应收账款占最新年报归母净利润比达86.59%。去年的净利率为24.4%，算上全部成本后，公司产品或服务的附加值高。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025102800006718.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301101"],"gpt_icon":0},{"id":"2578639312","title":"明月镜片(301101)9月30日股东户数2万户，较上期减少20.59%","url":"https://stock-news.laohu8.com/highlight/detail?id=2578639312","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2578639312?lang=zh_cn&edition=full","pubTime":"2025-10-26 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您好，公司于2025年上半年发布全新矩阵产品，其中针对中老年人的功能性镜片“维适渐进”系列迎来全面焕新。近年来，60后、70后群体逐步迈入老视阶段，成为消费主力。交易信息汇总资金流向10月20日主力资金净流出396.17万元；游资资金净流入5.94万元；散户资金净流入390.23万元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025102100001276.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0251","301101"],"gpt_icon":0},{"id":"2576831880","title":"明月镜片：维适渐进系列全面焕新","url":"https://stock-news.laohu8.com/highlight/detail?id=2576831880","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2576831880?lang=zh_cn&edition=full","pubTime":"2025-10-20 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风险提示：宏观经济环境风险；主要原材料价格波动风险；经销商管理风险最新盈利预测明细如下：该股最近90天内共有7家机构给出评级，买入评级4家，增持评级3家；过去90天内机构目标均价为60.0。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025090900017697.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301101","601162"],"gpt_icon":0},{"id":"2565468429","title":"明月镜片：9月5日高管谢公晚减持股份合计4.07万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2565468429","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2565468429?lang=zh_cn&edition=full","pubTime":"2025-09-08 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