超导概念板块领涨，上涨3.45%，其中西部超导上涨12.7%，中信金属上涨7.88%，联创光电上涨 3.96%，精达股份、西高院涨超2%。（AI生成） ...

10月27日，联创光电盘中上涨2.17%，截至13:00，报63.55元/股，成交5.16亿元，换手率1.82%，总市值 288.21亿元。 资金流向方面，主力资金净流出2051.49万元，特大单买入4598.90万元，占比8.91%，卖出4679.88万 元，占比9.06%；大单买入1.46亿元，占比28.32%，卖出1.66亿元，占比32.14%。 联创光电今年以来股价涨32.88%，近5个交易日涨2.65%，近20日涨6.86%，近60日涨9.63%。 资料显示，江西联创光电科技股份有限公司位于江西省南昌市高新技术产业开发区京东大道168号，成 立日期1999年6月30日，上市日期2001年3月29日，公司主营业务涉及半导体激光系列及微电子元器件系 列、高温超导感应设备系列产品、智能控制系列产品、背光源系列产品、光电通信与智能装备线缆及金 属材料产品的研发、生产和销售。主营业务收入构成为：智能控制49.81%，背光源及应用36.15%，激 光系列及传统LED芯片产品7.77%，光电通信与智能装备线缆及金属材料4.45%，其他(补充)1.83%。 联创光电所属申万行业为：电子-消费电子-消费电子零部件及组 ...

Core Viewpoint - The company received a warning letter from the Jiangxi Securities Regulatory Bureau due to financial misstatements in its subsidiary's reports, indicating inaccuracies in previously disclosed financial information [1] Group 1: Company Actions - The company announced corrections to its 2023 financial statements using a retrospective restatement method due to misreporting in its equity investments, undistributed profits, and investment income [1] - The chairman, Wu Rui, is held primarily responsible for the violations related to the financial misstatements [1] Group 2: Regulatory Response - The Jiangxi Securities Regulatory Bureau decided to issue a warning letter to both the company and Wu Rui as a regulatory measure [1] - The situation will be recorded in the integrity archives of the securities and futures market [1]

证券代码：600363 证券简称：联创光电 编号：2025-079 经查，江西联创光电科技股份有限公司(以下简称联创光电或公司)存在以下 违规行为： 公司披露《关于前期会计差错更正的公告》等信息，称由于参股公司江西联 创光电超导应用有限公司(以下简称联创超导)2023 年财务报告存在错报，导致公 司长期股权投资、未分配利润和投资收益等会计科目存在错报，公司已对前期差 错采用追溯重述法对 2023 年度财务报表进行更正。这一事项反映出公司此前披 露的相关定期报告财务信息不准确。 公司上述问题违反了《上市公司信息披露管理办法》(证监会令第 182 号)第 三条第一款规定。伍锐作为公司和联创超导的董事长，违反《上市公司信息披露 管理办法》(证监会令第 182 号)第四条规定，对上述违规行为负有主要责任。 根据《上市公司信息披露管理办法》(证监会令第 182 号)第五十二条的规定， 我局决定对联创光电、伍锐采取出具警示函的监管措施，并将相关情况记入证券 期货市场诚信档案。 1 江西联创光电科技股份有限公司 关于公司及相关人员收到江西证监局警示函的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 ...

Core Viewpoint - Lianchuang Optoelectronics has shown a positive stock performance with a year-to-date increase of 30.54%, reflecting strong market interest and financial growth [1][2]. Financial Performance - For the first half of 2025, Lianchuang Optoelectronics achieved a revenue of 1.648 billion yuan, representing a year-on-year growth of 6.51%. The net profit attributable to shareholders was 263 million yuan, up 15.18% compared to the previous year [2]. - The company has distributed a total of 408 million yuan in dividends since its A-share listing, with 85.455 million yuan distributed over the last three years [3]. Stock Market Activity - As of October 24, Lianchuang Optoelectronics' stock price was 62.43 yuan per share, with a trading volume of 398 million yuan and a turnover rate of 1.42%. The total market capitalization stood at 28.313 billion yuan [1]. - The stock has seen a net inflow of 11.2894 million yuan from main funds, with significant buying activity from large orders [1]. Shareholder Information - As of June 30, 2025, the number of shareholders was 44,600, a slight decrease of 0.08%. The average number of circulating shares per person increased by 0.08% to 10,169 shares [2]. - Notable shareholders include Southern CSI 500 ETF, which is the third-largest shareholder with 5.4028 million shares, and Guotai CSI Military Industry ETF, which increased its holdings by 657,800 shares [3].

Core Insights - The article highlights the story of Deng Huixia, Vice President and former Secretary of the Board of Lianchuang Optoelectronics, who has made significant personal investments in the company's stock, totaling nearly 6 million yuan, which is ten times her average annual salary [2][3] - Deng's continuous stock purchases are seen as a demonstration of her confidence in the company's intrinsic value and future growth potential, leading to her being praised as a "good secretary" by investors [2][3][8] Company Overview - Lianchuang Optoelectronics was established in 1999 and specializes in the research, production, and sales of optoelectronic devices, being a core enterprise in Jiangxi Province's national semiconductor lighting industry [3] - The company has undergone a strategic transformation since 2019, focusing on high-temperature superconducting and laser industries as its core future businesses [5][6] Investment Activity - Deng Huixia's first stock purchase occurred in October 2022, where she invested 2.9989 million yuan to acquire 114,300 shares at a price of 26.237 yuan per share [3] - Despite facing a decline in stock price initially, Deng maintained her confidence in the company's value, stating that she did not feel anxious about the stock's performance [4][8] - By July 2024, Deng made another purchase of 6300 shares at 55.71 yuan per share, bringing her total holdings to 192,000 shares [4][8] Financial Performance - In the first half of 2024, Lianchuang Optoelectronics reported revenue of 1.648 billion yuan, a year-on-year increase of 6.51%, and a net profit of 263 million yuan, up 15.18% [7] - The company's laser business saw a remarkable net profit growth of 400.58% [7] Industry Context - The article discusses the growing interest in "hard technology" companies within the capital market, with Lianchuang Optoelectronics positioned as a key player in the development of clean and economical energy through controlled nuclear fusion technology [6][8] - The company is involved in the "Spark One" nuclear fusion project, which aims to utilize existing technologies to achieve stable and long-term operation of fusion experimental devices [6][8] Market Sentiment - Deng's investment actions have positively influenced market sentiment, with investors expressing increased confidence in the company's future [8][9] - The article notes a shift in the capital market towards technology and innovation-driven growth, with the technology sector's market capitalization surpassing that of traditional industries like banking and real estate [8][9]

Core Viewpoint - Lianchuang Optoelectronics experienced a stock price decline of 2.01% on October 16, 2023, with a current price of 63.31 CNY per share and a total market capitalization of 28.712 billion CNY [1] Financial Performance - For the first half of 2025, Lianchuang Optoelectronics reported a revenue of 1.648 billion CNY, representing a year-on-year growth of 6.51%, and a net profit attributable to shareholders of 263 million CNY, up 15.18% year-on-year [2] - The company has distributed a total of 408 million CNY in dividends since its A-share listing, with 85.455 million CNY distributed over the past three years [3] Stock Market Activity - As of October 16, 2023, Lianchuang Optoelectronics' stock has increased by 32.38% year-to-date, but has seen a decline of 3.62% over the past five trading days [1] - The stock's trading volume on October 16 was 137 million CNY, with a turnover rate of 0.47% [1] Shareholder Information - As of June 30, 2025, the number of shareholders for Lianchuang Optoelectronics was 44,600, a slight decrease of 0.08% from the previous period [2] - The top ten circulating shareholders include notable funds such as Southern CSI 500 ETF and Guotai CSI Military Industry ETF, with changes in their holdings noted [3]

证券代码：600363 证券简称：联创光电 编号：2025-078 江西联创光电科技股份有限公司 关于偿还借款暨回购子公司江西联创显示科技有限公司 少数股权完成工商变更登记的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、交易概述 江西联创光电科技股份有限公司（以下简称"公司"）于 2025 年 8 月 1 日召 开第八届董事会第二十二次临时会议，审议通过了关于《偿还借款暨回购子公司 江西联创显示科技有限公司少数股权》的议案、关于《参与竞买子公司江西联创 显示科技有限公司少数股权》的议案，同意公司以 10,000 万元通过江西省产权交 易所公开挂牌出让的方式回购南昌临空产业股权投资管理有限公司（以下简称"临 空产业投资公司"）持有的联创显示 33.0229%股权。2025 年 9 月 30 日，公司通 过江西省产权交易所摘牌方式受让临空产业投资公司持有的联创显示 33.0229% 股权，交易价格为 10,000 万元。同日，公司与临空产业投资公司就本次交易签署 《产权交易合同》并支付股权转让价款。 根据会计准则 ...

Core Insights - The superconducting concept sector rose by 2.87%, ranking 8th among concept sectors, with 19 stocks increasing in value, including notable gainers such as Baiyin Youse, Lianchuang Optoelectronics, and Dongfang Tantalum, which hit the daily limit [1] Market Performance - The top-performing concept sectors today included Rare Earth Permanent Magnets with a 6.92% increase and Military Equipment Restructuring Concept with a 3.51% increase, while sectors like Tonghuashun Fruit Index and Short Drama Games saw declines of -3.67% and -2.02% respectively [2] - The superconducting concept sector attracted a net inflow of 239 million yuan, with 12 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflows, led by Lianchuang Optoelectronics with 275 million yuan [2] Fund Flow Analysis - The leading stocks in terms of net inflow ratio included Antai Technology, Lianchuang Optoelectronics, and Dongfang Tantalum, with net inflow ratios of 26.50%, 11.70%, and 10.17% respectively [3] - The top stocks in the superconducting concept sector based on net fund flow included: - Lianchuang Optoelectronics: 10.00% increase, 7.86% turnover rate, 275.17 million yuan net inflow, 11.70% net inflow ratio - Xibu Superconducting: 0.75% increase, 6.93% turnover rate, 208.66 million yuan net inflow, 6.21% net inflow ratio - Antai Technology: 9.99% increase, 2.51% turnover rate, 124.15 million yuan net inflow, 26.50% net inflow ratio [3][4]

Group 1 - The core point of the news is that Lianchuang Optoelectronics experienced a stock price increase of 5.36%, reaching 66.46 yuan per share, with a trading volume of 1.196 billion yuan and a turnover rate of 4.14%, resulting in a total market capitalization of 30.141 billion yuan [1] - Lianchuang Optoelectronics, established on June 30, 1999, and listed on March 29, 2001, is located in Nanchang, Jiangxi Province. The company specializes in the research, production, and sales of semiconductor laser series, microelectronic components, high-temperature superconducting induction equipment, intelligent control products, backlight source products, optoelectronic communication, and intelligent equipment cables, as well as metal materials [1] - The main business revenue composition of Lianchuang Optoelectronics includes: intelligent control 49.81%, backlight source and applications 36.15%, laser series and traditional LED chip products 7.77%, optoelectronic communication and intelligent equipment cables and metal materials 4.45%, and others 1.83% [1] Group 2 - From the perspective of fund holdings, one fund under Zhongyou Fund has a significant position in Lianchuang Optoelectronics. The Zhongyou Multi-Strategy Flexible Allocation Mixed Fund (000706) held 30,000 shares in the second quarter, accounting for 4.31% of the fund's net value, making it the fifth-largest holding [2] - The Zhongyou Multi-Strategy Flexible Allocation Mixed Fund (000706) was established on July 24, 2014, with a latest scale of 40.5747 million yuan. Year-to-date, it has achieved a return of 5.49%, ranking 6757 out of 8234 in its category; over the past year, it has returned 4.44%, ranking 7086 out of 8083; and since inception, it has returned 63.48% [2]