Shenzhen O-Film Tech Co Ltd

002456.CS▼

O-Film's 2026 interim report shows net loss of 444 million yuan, widening year on year

O-Film released its 2026 interim report. Total operating revenue was 7.841 billion yuan, down 20.29 percent year on year. Net profit attributable to the parent company was negative 444 million yuan, a decrease of 335 million yuan compared with the same period last year, with the loss widening. Net cash inflow from operating activities was 694 million yuan. The asset-liability ratio rose to 77.48 percent, gross margin fell to 7.77 percent, return on equity was negative 9.96 percent, and diluted earnings per share was negative 0.13 yuan. The company had 455,400 shareholders, and the top ten shareholders held 15.78 percent of total share capital.

002456.CS ▼

Jiemian·1dRead more ▾

002456.CS▼6

O-film clarifies allegations of actual controller hollowing out listed company, says it has reported the case to protect its rights

O-film issued a clarification announcement, denying point by point the online whistleblower report that actual controller Cai Rongjun hollowed out the listed company's assets through off-book entities. The announcement stressed that the company's transactions with Xinfeiguang and Xinsikao were fairly priced, and there were no instances of benefit transfer, free technology transfer, or fund misappropriation. It has also sent retraction notice letters to relevant media and reported the case. Specifically, O-film stated that its research and development focuses on its own business and it has not shared technology with Xinfeiguang or Xinsikao. In the past three years, it had only one transaction with Xinfeiguang, a factory rental deal worth 1.2348 million yuan. The amount of motor products purchased from Xinsikao in the past three years was approximately 324 million yuan, 432 million yuan, and 595 million yuan respectively, but the pricing was dominated by end customers and the company does not control pricing power. Previously, the company estimated a net loss attributable to the parent company of 360 million to 460 million yuan for the first half of 2026, affected by factors such as rising memory chip prices and weakening downstream demand.

002456.CS ▼

证券时报·17dRead more ▾

002456.CS▲2

O-Film Clarifies It Did Not Suppress Prices or Transfer Profits to Companies Controlled by Its Actual Controller

O-Film issued an announcement to clarify media reports titled "O-Film Reported! Actual Controller Cai Rongjun Accused of Setting Up Off-Balance-Sheet Companies to Hollow Out Listed Company Assets." The company stated that it differs from Xinfeiguang and Xinsikao, which are controlled by actual controller Cai Rongjun, in terms of research and development objectives, technical routes, and product application scenarios. There is no sharing or common use of R&D technologies and patents, nor is there any situation where the company bears the risk of R&D losses while mature processes are directly reused without reasonable authorization for Xinfeiguang's optical module products. The company has not produced or contract-manufactured optical module components or other products mentioned in the reports for Xinfeiguang. There is no artificial suppression of component prices or transfer of profits to Xinfeiguang, nor is there any situation where the core VCM motor business was spun off from O-Film in earlier years, with O-Film bearing all R&D costs while the high-margin business went to Xinsikao. The company stated that the relevant reports are online rumors, and it has sent a retraction notice to the relevant media, demanding the removal of false reports and cessation of dissemination. It has also reported the false reports and misleading information to the police and will pursue legal liability in accordance with the law.

002456.CS ▲

CLS·17dRead more ▾

002456.CS▼

O-Film appoints post-90s Li Yin as board secretary, first-half loss expected to exceed 360 million yuan

O-Film announced the appointment of Li Yin, born in 1991, as vice president and board secretary, succeeding Zhou Liang, who resigned due to job adjustments. Li previously served as vice president and board secretary at Xiangfenghua and Kexin Technology, joined O-Film in July 2026, and holds no company shares. The personnel change comes as the company faces performance pressure, with an estimated first-half net loss attributable to the parent of 360 million to 460 million yuan, and a non-recurring net loss of 376 million to 476 million yuan, mainly due to rising memory chip prices, weakening downstream demand, and reduced government subsidies. The company's non-recurring net profit has been negative for six consecutive years, with cumulative losses approaching 10 billion yuan since being removed from Apple's supply chain in 2020. As of the close on August 6, O-Film shares traded at 7.99 yuan per share, down about 25 percent year-to-date, with a total market value of approximately 27.93 billion yuan.

002456.CS ▼

读创财经·21dRead more ▾

002456.CS▼3

O-Film controlling shareholder releases 20.64 million shares from pledge, cumulative pledged shares still exceed 50% of holdings

O-Film announced that its controlling shareholder, O-Film Holdings, has released 20.64 million shares from pledge, accounting for 10.63% of its holdings and 0.59% of the company's total share capital. As of the disclosure date, O-Film Holdings has a cumulative pledged share count of 105 million shares, representing 54.03% of its holdings and 3.00% of the company's total share capital. In the first quarter of 2026, O-Film achieved revenue of 3.729 billion yuan and a net loss attributable to the parent company of 247 million yuan.

002456.CS ▼

财中社·35dRead more ▾

Artificial Intelligence▲

Himax Launches HE Series iToF Depth Decoder ICs for AI Vision and Robotics

Himax Technologies launched its HE Series indirect Time-of-Flight Depth Decoder ICs, designed to enhance 3D sensing for robotics, industrial automation, and AI vision. The hardware-based architecture delivers low-latency, high-precision processing at up to 240 frames per second, offering a more responsive alternative to software-based solutions. The ICs include noise reduction and temporal filtering to maintain accuracy in complex environments, and come with SDKs and calibration tools to simplify integration. The advanced HE-2 model integrates an RGB ISP and an edge AI Neural Processing Unit, enabling features like eye tracking and gesture recognition. The solution is already being implemented by partners such as OFILM in advanced robotics applications.

HIMX ▲002456.CS ▲

Artificial Intelligence Robotics & Physical AI ▲Semiconductors

Insider Monkey·42dRead more ▾