Recently, the 'Announcement on the Results of the 2026-42 New Energy Vehicle License Plate Raw Material Procurement Project by the Guangdong Provincial Special Certificate Production Center' disclosed that Daoming Optics Co., Ltd. (002632.SZ) emerged as the successful bidder for the procurement project on September 18, 2026, with a winning bid amounting to 15.3068 million yuan.

Securing the contract for the raw material supply in Guangdong’s new energy vehicle license plate project has further cemented the company's existing market share in the automotive safety sector.

In addition to reinforcing its traditional core business, Daoming Optics has also been actively expanding into AR optics, enhancing its new material capabilities, and upgrading its operational efficiency. Regarding strategic investments, in March 2026, Daoming Optics made a strategic capital injection of 30 million yuan into Hefei Shoujing Technology using its own funds, acquiring an 11% stake. This move officially marked its entry into the AR smart glasses complete device and optical module sector. Shoujing Technology specializes in the research and development of AR smart terminal technologies, with its products already deployed in various scenarios, including security, industry, and education. The capital injection will be specifically allocated to the construction of a 'production line capable of manufacturing 25,000 sets of AR glasses optical modules annually.'

In terms of production capacity and technological advancements, in the first quarter of 2026, the company's subsidiary, Longyou Daoming Optics, initiated an investment of 101 million yuan in the 'production line equipment upgrade and intelligent transformation project for reflective materials, with an annual capacity of 34 million square meters.' Concurrently, Daoming New Materials embarked on an investment of 105 million yuan in the 'production line project for 12,000 tons of high-end double-coated and double-silicon release paper annually,' aiming to further solidify its cost advantages and maintain its leading position in the industry through intelligent transformation.

In the first half of 2026, the company reported revenue of 637 million yuan, representing a year-on-year decrease of 13.20%. Net profit attributable to shareholders stood at 88 million yuan, down by 22.97% year-on-year, with a return on equity of 3.97%. In terms of the composition of its main business, reflective materials accounted for 68.07%, optical display materials for 16.21%, new materials for 12.62%, and other products for 3.11%.