Group 1 - The core viewpoint of the article is that Lianchuang Electronics clarified its non-affiliation with Lianchuang Optoelectronics, stating that both companies have different controlling shareholders and actual controllers [1]

每经头条（nbdtoutiao）——年产量是传统大田120倍以上，1个人管理1栋楼！实探中国"植物工厂"：水 稻生产期从120天减到60天，没有虫害不用打农药 （记者 王晓波） 每经AI快讯，联创光电1月12日晚间发布公告称，公司于近日接到控股股东电子集团通知，获悉其将所 持有本公司的部分股份解除质押并再质押。江西联创光电科技股份有限公司控股股东江西省电子集团有 限公司持有公司股份数量约为9474万股，占公司总股本比例为21.01%；本次解除质押并再质押后，累 计质押股份数量约为7573万股，占其所持有公司股份总数的79.94%，占公司总股本的16.8%。 ...

江西联创光电科技股份有限公司（以下简称"公司"或"本公司"）控股股 东江西省电子集团有限公司（以下简称"电子集团"）持有公司股份数量为 94,736,092 股，占公司总股本比例为 21.01%；本次解除质押并再质押后，累计质 押股份数量为 75,731,973 股，占其所持有公司股份总数的 79.94%，占公司总股 本的 16.80%。 公司于近日接到控股股东电子集团通知，获悉其将所持有本公司的部分股份 解除质押并再质押，具体事项如下： | 股东名称 | 江西省电子集团有限公司 | | --- | --- | | 本次解除质押股份（股） | 15,600,000 | | 占其所持股份比例 | 16.47% | | 占公司总股本比例 | 3.46% | | 解除质押时间 | 2026/1/9 | | 持股数量（股） | 94,736,092 | | 持股比例 | 21.01% | | 剩余被质押股份数量（股） | 60,131,973 | | 剩余被质押股份数量占其所持股份比例 | 63.47% | | 剩余被质押股份数量占公司总股本比例 | 13.34% | 证券代码：600363 证券简称：联创光电 编号 ...

联创光电公告称，控股股东电子集团持有公司股份9473.61万股，占总股本21.01%。于2026年1月9日解 除质押1560万股，占其所持股份比例16.47%，占总股本3.46%，并同日将该部分股份质押给南昌农村商 业银行红谷支行，质押到期日为2026年12月29日，用于补充流动资金。本次质押后，电子集团累计质押 股份7573.19万股，占其所持股份的79.94%，占总股本16.80%。其未来半年及一年到期质押股份融资余 额分别为4.62亿元、3.12亿元，质押风险可控。 ...

Core Viewpoint - Lianchuang Optoelectronics has experienced a significant stock price increase, rising 5.44% on January 12, with a total market capitalization of 34.863 billion yuan and a cumulative increase of 28.27% over the past seven days [1] Group 1: Company Overview - Lianchuang Optoelectronics, established on June 30, 1999, and listed on March 29, 2001, is located in Nanchang, Jiangxi Province [1] - 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 and metal materials [1] - The revenue composition of the company includes: Intelligent Control 49.81%, Backlight Source and Applications 36.15%, Laser Series and Traditional LED Chips 7.77%, Optoelectronic Communication and Intelligent Equipment Cables and Metal Materials 4.45%, and Others 1.83% [1] Group 2: Fund Holdings - Huafu Fund has a significant holding in Lianchuang Optoelectronics, with the Huafu Tianxin Flexible Allocation Mixed A Fund (003152) increasing its stake by 11,400 shares in the third quarter, holding a total of 37,400 shares, which represents 5.15% of the fund's net value [2] - The fund has generated a floating profit of approximately 149,200 yuan today and 604,400 yuan during the seven-day price increase [2] - The Huafu Tianxin Flexible Allocation Mixed A Fund was established on December 29, 2016, with a current scale of 26.7175 million yuan and a year-to-date return of 14.28%, ranking 111 out of 9,012 in its category [2]

Group 1 - The core viewpoint of the news is that Lianchuang Optoelectronics has shown significant stock price growth and financial performance in recent months, indicating a positive market sentiment towards the company [1][2]. - As of January 12, Lianchuang Optoelectronics' stock price increased by 18.62% year-to-date, with a 12.85% rise in the last five trading days, 33.33% in the last 20 days, and 20.35% over the last 60 days [2]. - The company reported a revenue of 2.503 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 2.85%, while the net profit attributable to shareholders was 400 million yuan, up 19.37% year-on-year [2]. Group 2 - Lianchuang Optoelectronics has a diverse business portfolio, with the main revenue sources being intelligent control (49.81%), backlight sources and applications (36.15%), laser series and traditional LED chips (7.77%), and other segments [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 past three years [3]. - As of September 30, 2025, the number of shareholders increased by 9.19% to 48,700, while the average circulating shares per person decreased by 8.41% to 9,314 shares [2].

Investment Rating - The SW Machinery Equipment Index increased by 5.39% during the week of January 5 to January 9, 2026, ranking 10th among 31 primary industry categories [12][14]. Core Insights - The report anticipates a significant increase in domestic rocket launches in 2026, driven by the urgent demand for satellite deployment [21]. - The robotics sector is expected to experience a strong market trend in Q1 2026, with advancements in humanoid robots [21]. - The nuclear fusion energy sector is highlighted as a potential investment opportunity during the 14th Five-Year Plan period, with significant technological breakthroughs reported [22]. - The global shipbuilding industry is showing signs of recovery, with new ship prices increasing and order volumes significantly improving [31]. - The engineering machinery sector is entering an upward cycle, with robust domestic and export sales of excavators and loaders [35]. - The report indicates varying degrees of industry performance, with general machinery under pressure, while engineering machinery and railway equipment show positive trends [46][45]. Summary by Sections 1. Stock Portfolio - Recommended stocks include Chaojie Co., Feiwo Technology, Guanglian Aviation, Hengli Hydraulic, Lianchuang Optoelectronics, XCMG, SANY Heavy Industry, Zoomlion, LiuGong, and China Shipbuilding [10]. 2. Market Review - The SW Machinery Equipment Index rose by 5.39% in the first week of 2026, outperforming the CSI 300 Index, which increased by 2.79% [12][14]. 3. Key Data Tracking 3.1 General Machinery - The manufacturing PMI was reported at 50.1% in December, indicating a slight recovery [23]. 3.2 Engineering Machinery - Excavator sales reached 23,095 units in December, marking a year-on-year increase of 17.6% [35]. 3.3 Railway Equipment - Railway fixed asset investment has maintained a steady growth rate of around 6% since 2025 [45]. 3.4 Shipbuilding - The global new ship price index reached 184.65 in December, with a month-on-month increase of 0.17% [46]. 3.5 Oil Service Equipment - The oil service equipment sector is stabilizing, with high demand in the Middle East [49]. 3.6 Industrial Gases - A decrease in raw material prices is expected to improve profitability in the steel sector, boosting demand for industrial gases [55]. 3.7 Gas Turbines - GEV's new gas turbine orders grew by 39% year-on-year in the first three quarters of 2025, indicating a robust market [57].

（记者 曾健辉） 每经头条（nbdtoutiao）——独家对话特斯拉FSD跨美第一人：4400公里"零接管"，手没碰过方向盘！作 为激光雷达销售员，他为何站队马斯克的"纯视觉"？ 每经AI快讯，联创光电1月9日晚间发布公告称，江西联创光电科技股份有限公司控股股东江西省电子 集团有限公司持有公司股份数量约为9474万股，占公司总股本比例为21.01%；本次解除质押并再质押 后，累计质押股份数量约为7573万股，占其所持有公司股份总数的79.94%，占公司总股本的16.8%。 ...

证券代码：600363 证券简称：联创光电 编号：2026-001 江西联创光电科技股份有限公司 关于控股股东部分股权解除质押并再质押的公告 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。 重要内容提示： 江西联创光电科技股份有限公司（以下简称"公司"或"本公司"）控股股 东江西省电子集团有限公司（以下简称"电子集团"）持有公司股份数量为 94,736,092 股，占公司总股本比例为 21.01%；本次解除质押并再质押后，累计质 押股份数量为 75,731,973 股，占其所持有公司股份总数的 79.94%，占公司总股 本的 16.80%。 公司于近日接到控股股东电子集团通知，获悉其将所持有本公司的部分股份 解除质押并再质押，具体事项如下： | 股东名称 | 江西省电子集团有限公司 | | --- | --- | | 本次解除质押股份（股） | 1,140,866 | | 占其所持股份比例 | 1.20% | | 占公司总股本比例 | 0.25% | | 解除质押时间 | 2026/1/8 | | 持股数量（股） | 9 ...

Group 1 - The core viewpoint of the news is that Lianchuang Optoelectronics has shown significant stock price increases and positive financial performance in recent months, indicating potential growth in the semiconductor and optoelectronic sectors [1][2]. Group 2 - As of January 6, Lianchuang Optoelectronics' stock price increased by 2.01% to 67.61 CNY per share, with a total market capitalization of 30.485 billion CNY [1]. - The company has experienced a stock price increase of 7.22% year-to-date, 17.01% over the last five trading days, and 22.26% over the last 20 days [1]. - For the period from January to September 2025, Lianchuang Optoelectronics reported a revenue of 2.503 billion CNY, a year-on-year increase of 2.85%, and a net profit attributable to shareholders of 400 million CNY, up 19.37% [2]. Group 3 - The company's main business segments include intelligent control (49.81% of revenue), backlight sources and applications (36.15%), laser series and traditional LED chips (7.77%), and optoelectronic communication and intelligent equipment cables and metal materials (4.45%) [1]. - Lianchuang Optoelectronics has distributed a total of 408 million CNY in dividends since its A-share listing, with 85.455 million CNY distributed over the last three years [3]. - As of September 30, 2025, the number of shareholders increased by 9.19% to 48,700, while the average circulating shares per person decreased by 8.41% to 9,314 shares [2].