（文章来源：证券日报） 证券日报网2月12日讯 ，四方光电在接受调研者提问时表示，2026年，公司将通过自动化产线升级与运 营管理优化等方式提升人效，在职能部门与生产运营等环节合理控制人员总量。与此同时，为支持业务 拓展与技术创新，公司将重点加强营销与研发两端的人才配置：一方面补充市场开拓与客户服务等相关 岗位，以配套新兴业务布局、增强市场拓展能力；另一方面持续引进技术研发与产品创新领域的核心人 才，巩固并提升公司在关键业务领域的技术竞争力。整体来看，公司人员变动将与业务发展节奏相匹 配，坚持以效益为导向，实现人力资源效率与公司经营业绩的同步提升。 ...

（文章来源：证券日报） 证券日报网2月12日讯 ，四方光电在接受调研者提问时表示，冷媒泄漏监测传感器是公司近年来重要的 业务增长点，业务持续性具备坚实支撑，主要体现在以下几个方面：从市场基础来看，公司在全球刚需 阶段的冷媒泄漏监测传感器市场中，目前占据细分市场领先份额，客户需求稳定；从政策层面来看，随 着全球环保政策持续推进，覆盖地域将逐步扩大，市场需求也将持续提升；从应用场景来看，新型制冷 剂的应用正从家用空调向汽车空调、工业制冷等领域延伸，产品应用场景日益丰富，市场需求空间广 阔，为该项业务的持续增长提供了良好的外部环境。 ...

证券日报网2月12日讯 ，四方光电在接受调研者提问时表示，在半导体领域，公司自主研发的红外气体 传感器、微量氧分析仪在腔室气体监测解决方案方面已取得积极进展。其中，红外气体传感器产品已实 现批量供货，并形成持续的业务贡献，获得了国内主要半导体设备厂商的采购订单；同时，该产品正在 多家行业主流设备企业进行验证，客户导入工作稳步推进。在锂电领域，公司重点推出了露点传感器与 NMP传感器等产品。其中，基于NDIR技术的NMP传感器，凭借免维护、寿命长等优势展现出了强大的 竞争力，其实现国产化不仅有助于降低客户成本、保障供应链稳定，目前已在国内头部电芯生产企业及 涂布机厂商中实现批量配套。 （文章来源：证券日报） ...

证券日报网2月12日讯 ，四方光电在接受调研者提问时表示，公司始终重视人才团队建设与核心员工激 励，未来将根据战略发展需要、团队建设情况及相关法律法规与监管政策的要求，研究论证相应的激励 方案。如有具体进展，公司将严格按照《上市公司股权激励管理办法》及上海证券交易所相关规定，及 时履行内部决策程序并进行信息披露。 （文章来源：证券日报） ...

Core Viewpoint - The company is strategically investing in Suzhou Changhe Biotechnology Co., Ltd. to acquire a 57.14% stake, aiming to expand its business in the field of biosafety monitoring [2]. Group 1: Investment Strategy - The investment is based on the company's strategic development plan and is a cautious decision to enhance its market position in biosafety monitoring [2]. - The acquisition will allow for deep integration in product technology development, operational production, and sales channels between the company and Changhe Biotechnology [2]. Group 2: Market Position and Product Development - The company is a leading player in the gas sensor industry, with a strong market position in indoor and outdoor air quality sensors, including PM2.5, CO2, VOC, and formaldehyde sensors [2]. - The strategic integration with Changhe Biotechnology will enable the company to expand its sensor industry into high-end biosafety detection instruments [2]. - The company plans to leverage its core component advantages in the sensor field to develop low-cost biosafety sensors for mass applications in home appliances, automotive, and building sectors [2].

证券日报网2月12日讯 ，四方光电在接受调研者提问时表示，2025年，公司在业务规模稳步增长的同 时，持续强化费用管控，通过优化费用结构、提升资源使用效率，实现了期间费用率的有效控制与改 善。2025年前三季度，公司期间费用率上年同期下降2.15个百分点，取得阶段性成效。同时，公司已 将"降本增效"明确列为2026年度重点管理任务，计划系统性地推动低成本研发创新、供应链降本、制造 费用降本等方式，持续提升整体经营质量与盈利能力。 （文章来源：证券日报） ...

Core Viewpoint - The company is actively advancing its overseas investment strategy, establishing subsidiaries and joint ventures in key international markets to enhance its global service network [1] Group 1: Overseas Investment Initiatives - The company has established Sifang Optoelectronics Korea Co., Ltd. and Sifang Optoelectronics (USA) Co., Ltd. in South Korea and the United States, respectively, along with a joint venture named Sifang Optoelectronics Innovate Co., Ltd. [1] - A subsidiary, Nopu Thermal Energy, has set up a joint venture in Turkey to gradually build a global service and response network closer to customers [1] - The operational factory in Hungary has completed customer audit processes and is set to release production capacity in the first quarter of this year [1] Group 2: Future Plans - The company plans to continue researching and advancing new overseas investment projects based on market and business development needs to progressively enhance its global business network [1]

证券日报网2月12日讯，四方光电在接受调研者提问时表示，公司嘉善产业园的产能布局已基本完成并 处于稳定运营阶段，前期资本性支出已按计划落实到位。目前，嘉善产业园主要承担车载传感器、冷媒 泄漏监测传感器、超声波燃气表等公司核心产品的生产制造任务，产能利用率处于良好水平，能够有效 支持相关业务的订单交付。公司将继续通过精益生产、工艺优化和效率提升等措施，进一步发挥该基地 的规模化制造优势，为2026年整体的降本增效与稳健的客户交付提供支撑。 ...

Core Insights - The gas detection instrument market is experiencing continuous upgrades driven by NDIR, TDLAS, AI, and IoT technologies, with domestic companies accelerating the process of localization and replacement of imported products [1][2] - New products are focusing on multi-scenario applications, including sensors, analyzers, sampling equipment, and monitoring systems, promoting the development of intelligent, portable, and comprehensive solutions [1][2] Product Innovations - A variety of innovative gas detection products have been launched in 2025, showcasing advancements in technology and practical applications [3][4] - Key innovations include: - NDIR technology for multi-gas monitoring with high sensitivity and modular design for easy integration [3] - TDLAS technology for low-range measurement and enhanced accuracy through full calibration [3] - Portable and integrated systems that allow for flexible switching between different modes of operation [3][4] Industry Trends - The industry is showing three clear development trends: - Integration of intelligence and IoT as a new direction, with features like smart scanning and AI auto-calibration becoming standard [8] - Breakthroughs in technology by domestic companies such as Sifang Optoelectronics and Yiyun Tian, achieving performance levels comparable to international standards while offering better cost-effectiveness and localized service [8] - Customization for specific scenarios and deepening of multi-technology integration, addressing core needs in various fields such as semiconductor gas detection and environmental monitoring [8] Market Outlook - The application scenarios for gas detection instruments are expected to expand further with the promotion of "dual carbon" goals, stricter safety production regulations, and accelerated smart city construction [8] - Companies with core technologies, scenario solution capabilities, and localized service advantages are likely to gain significant competitive strength in the market [8]

格隆汇2月3日｜有投资者在互动平台向四方光电提问：贵司2025年中公开回复与人形机器人龙头公司进 行调研，积极推进人形机器人所需的气体传感器业务，半年过去了，请问有何具体落地措施？ 四方光 电回复称，公司与机器人产业链企业目前主要处于交流探索阶段。公司将持续关注包括机器人产业在内 的新兴市场动向，并积极对接其在特种环境安全监测、自动化巡检等场景下对气体检测技术的潜在需 求。 ...