研报掘金丨中邮证券：维持弘景光电“买入”评级，全景/运动相机强劲增长

中金财经2025-12-30

中邮证券研报指出，弘景光电全景/运动相机强劲增长，新兴市场持续拓展。随着社交媒体内容的爆发和沉浸式体验需求的增长，全景相机和运动相机作为捕捉动态瞬间和分享沉浸式体验的智能设备，正从小众玩家的记录设备加速演变为大众用户的创意生产力工具。本土厂商的崛起重塑了行业格局，叠加政策红利、技术革新和应用拓展等多重利好因素，行业有望迎来跨越式增长。2025年前三季度，公司实现营收11.98亿元，同比增长...

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