证券代码：002036 证券简称：联创电子 公告编号：2025-052 债券代码：128101 债券简称：联创转债 联创电子科技股份有限公司 关于控股股东部分股份质押及质押延期的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 联创电子科技股份有限公司（以下简称"公司"）近日收到控股股东江西鑫 盛投资有限公司（以下简称"江西鑫盛"）的告知函，获悉江西鑫盛将所持有公 司的部分股份办理股份质押和质押延期，现将有关情况公告如下： | | 是否为 | | 占其 | 占公 | | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 第一大 | 本次质押 | 所持 | 司总 | 是否 | 为补 | | | | | | 股东名称 | 股东及 | 股数（股） | 股份 | 股本 | 为限 | 充质 | 质押起始日 | 质押到期日 | 质权人 | 质押用途 | | | 一致行 | | 比例 | 比例 | 售股 | 押 | | | | | | | 动人 | | ...

Investment Rating - The report gives an "Accumulate" rating for the company [4][6]. Core Views - The company focuses on the optical sector and is a leading enterprise in high-end lenses and modules, with 41% of its revenue and 76% of its gross profit coming from optical products [2][15]. - The company is expected to benefit from the increasing penetration of smart vehicles and the rising number of cameras per vehicle, particularly from partnerships with major automotive clients like Tesla and BYD [2][30]. - The company has a competitive advantage in the molded glass process, which is essential for producing aspherical glass lenses, and is a major supplier in this field [3][66]. Summary by Sections Company Overview - The company was established in 2006 and has evolved from traditional optical lenses to focus on high-definition wide-angle lenses and automotive lenses, entering the smart vehicle sector around 2015 [12][15]. - The company has established strong partnerships with leading clients in various fields, including automotive and mobile devices [18][19]. Financial Data - The company is currently in a performance transition phase, with revenue expected to recover as the automotive optical business grows and consumer electronics demand rebounds [20][21]. - Revenue projections for 2025-2027 are estimated at 113 billion, 124 billion, and 134 billion yuan, with net profits of 1.1 billion, 3.2 billion, and 5.0 billion yuan respectively [4][74]. Production Capacity and Market Position - The company is expanding its production capacity for automotive optical products, with significant projects underway, including a 240 million high-end automotive lens project [61][64]. - The global automotive camera market is projected to grow significantly, with the company positioned to capture a share of this growth through its advanced technology and production capabilities [55][60]. Competitive Advantages - The molded glass process used by the company creates a technical moat, as it is one of the few companies capable of mass-producing aspherical glass lenses [3][66]. - The company has a strong focus on high-end mobile optical products, benefiting from a structural recovery in the global smartphone market [68][70]. Future Outlook - The automotive optical products are expected to be a key growth driver for the company, supported by the recovery in consumer electronics and the realization of automotive display orders [4][74]. - The company is also expanding its global footprint with new factories in Mexico and Vietnam to better serve North American and Southeast Asian markets [61][64].

Core Insights - The ultrafast laser market in China is experiencing rapid growth, with the market size increasing from 2.26 billion yuan in 2018 to 4.02 billion yuan in 2023, representing a compound annual growth rate (CAGR) of 12.21% [1][14] - The market is projected to exceed 4.55 billion yuan in 2024, with a year-on-year growth of 13.18% [1][14] - The demand for ultrafast lasers is driven by the need for high-efficiency and precision processing across various industries, supported by national policies favoring high-end manufacturing [1][14] Industry Overview - Ultrafast lasers, including picosecond and femtosecond lasers, are characterized by extremely short pulse durations, high peak power, and precise energy focusing [1][3] - The technology is based on mode-locking techniques, which ensure short pulse widths, making ultrafast lasers suitable for advanced manufacturing applications [3][5] Industry Development History - The development of ultrafast lasers in China has progressed through four stages, starting from the first ruby laser developed in 1960 to the significant advancements in picosecond and femtosecond laser technologies in the 2000s [5] - The industry saw a substantial increase in shipments, with 2,300 units sold in 2020, nearly doubling from previous years [5] Industry Chain - The ultrafast laser industry chain includes upstream components such as optical and electronic components, with a trend towards domestic production of core parts [7][26] - The downstream applications are diverse, covering sectors like medical aesthetics, aerospace, precision machinery, energy, and consumer electronics [7] Market Trends - The ultrafast laser technology is evolving towards higher power, narrower pulse widths, and shorter wavelengths, enhancing processing speed and quality [23] - The demand for ultrafast lasers is expanding in precision manufacturing, consumer electronics, and renewable energy sectors, with increasing penetration rates [24] Key Companies - Notable companies in the ultrafast laser market include Inno Laser, Han's Laser, Delong Laser, and Raycus Laser, which are positioned in the second tier of the global market [17][19][21] - Inno Laser is recognized for its advanced capabilities in various laser technologies and is projected to achieve a revenue of 301 million yuan in 2024, reflecting a growth of 27% [19] - Han's Laser, a leading provider of intelligent manufacturing equipment, is expected to generate 14.771 billion yuan in revenue in 2024, with a growth of 4.83% [21]

证券代码：002036 证券简称：联创电子 公告编号：2025—051 债券代码：128101 债券简称：联创转债 联创电子科技股份有限公司 关于公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 特别提示： 联创电子科技股份有限公司（以下简称"公司"）及控股子公司对外担保总额超过最 近一期净资产 100%。公司存在向合并报表范围内资产负债率超过 70%的控股子公司提供担 保的情形，请投资者充分关注担保风险。 二、担保进展情况 2025 年 5 月，公司为合并报表范围内下属公司提供担保金额为 34,500.00 万元；具体情况如下： 一、担保情况概述 公司于 2024 年 4 月 26 日召开了第八届董事会第二十九次会议审议通过了 《关于 2024 年度为子公司提供担保额度的议案》，并于 2024 年 5 月 21 日经 2023 年年度股东大会审议通过，同意公司及下属全资子公司对合并报表范围内的公司 提供担保的预计额度合计不超过人民币 1,031,600.00 万元，其中对资产负债率 低于 70%的子公司提供的担保额度不超过 566,6 ...

Group 1 - The company has completed the cancellation of stock options and repurchase of restricted stocks as part of the 2022 incentive plan due to unmet performance targets for the third exercise period [2][3] - A total of 7.916 million stock options granted to 311 incentive recipients have been canceled, along with additional cancellations due to changes in employment status of certain recipients [2] - The cancellation of stock options will not affect the company's total share capital or financial results, ensuring no harm to the interests of shareholders, especially minority shareholders [3] Group 2 - The company has submitted the application for the cancellation of the stock options to the China Securities Depository and Clearing Corporation Limited, which has been confirmed and completed [3] - The cancellation process adheres to relevant laws, regulations, and the company's articles of association, ensuring compliance with the 2022 incentive plan [3]

| | 是否 | | | | | 是 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 为第 | | | | 是 | 否 | | | | | | | | | | | | 否 | | | | 延期 | | 质 | | | 一大 | 本次延期 | 占其所 | 占公司 | 为 | 为 | 质押 | 质押 | 后质 | | 押 | | 股东名称 | 股东 | 质押股数 | 持股份 | 总股本 | | 补 | 起始 | 到期 | | 质权人 | | | | | | | | 限 | | | | 押到 | | 用 | | | 及一 | （股） | 比例（%） | 比例（%） | 售 | 充 | 日 | 日 | 期日 | | 途 | | | 致行 | | | | 股 | 质 | | | | | | | | 动人 | | | | | 押 | | | | | | | | | | | | | | | | | 浙江炳 | 自 | | | | | | | | | 2024 | 2025 | 2025 | 炳 ...

联创电子科技股份有限公司 关于 2022 年第二期股票期权与限制性股票激励计划 股票期权注销完成的公告 证券代码：002036 证券简称：联创电子 公告编号：2025—049 债券代码：128101 债券简称：联创转债 1 本次股票期权注销事宜符合相关法律法规、《公司章程》及《2022年激励计 划》等相关规定。本次注销的股票期权尚未行权，注销后不会对公司总股本造成 影响，股本结构不会发生变化，不会对公司的财务状况和经营成果产生实质性影 响，不存在损害公司及全体股东特别是中小股东利益的情形。 特此公告。 联创电子科技股份有限公司董事会 二〇二五年五月二十七日 2 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或者重大遗漏。 联创电子科技股份有限公司（以下简称"公司"）第九届董事会第五次会议 和第九届监事会第二次会议审议通过了《关于公司 2022 年第二期股票期权与限 制性股票激励计划注销股票期权及回购注销限制性股票的议案》，鉴于公司 2024 年度业绩未达到 2022 年第二期股票期权与限制性股票激励计划（以下简称 "2022 年激励计划"）首次授予第三个行权期和解除限售期 ...

Core Viewpoint - Jiangxi Province has officially announced the list of "Advanced Intelligent Factories" for 2025, with 186 enterprises recognized, including Jiangxi Lianchuang Electronics Co., Ltd. and Jiangxi Liangan Electronics Technology Co., Ltd. for their respective projects in "5G Intelligent Factory" and "Internet Application Terminal Products Intelligent Factory" [2][5]. Group 1: Company Achievements - Jiangxi Lianchuang Electronics Co., Ltd. and Jiangxi Liangan Electronics Technology Co., Ltd. have been recognized for their advanced intelligent factory projects, marking a significant achievement in the field of smart manufacturing [2][3]. - The recognition reflects Lianchuang Electronics' commitment to digital transformation and smart manufacturing as a core strategy for high-quality development [5][6]. Group 2: Industry Standards - The "Intelligent Factory Gradient Cultivation Element Conditions" standard categorizes intelligent factories into four levels: Basic, Advanced, Excellent, and Leading. Advanced intelligent factories must demonstrate high levels of digitalization, networking, and integration [5]. - Advanced factories are expected to deploy smart manufacturing equipment and systems widely, achieving precise control of key production processes and collaborative management [5]. Group 3: Future Directions - Lianchuang Electronics aims to deepen the integration of information technology and industrial processes, leveraging big data and artificial intelligence to enhance traditional manufacturing models [6]. - The company is focused on creating a more efficient, intelligent, and green production system, contributing to the high-quality development of the manufacturing industry in Jiangxi Province [6].

证券代码：002036 证券简称：联创电子 公告编号：2025—047 债券代码：128101 债券简称：联创转债 联创电子科技股份有限公司 关于回购注销限制性股票减少注册资本 暨通知债权人的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 一、通知债权人的原因 联创电子科技股份有限公司（以下简称"公司"）第九届董事会第五次会议 和第九届监事会第二次会议审议通过了《关于公司 2022 年第二期股票期权与限 制性股票激励计划注销股票期权及回购注销限制性股票的议案》，具体内容详见 2025 年 4 月 26 日公司在《证券时报》《证券日报》《上海证券报》《中国证券 报》和巨潮资讯网（www.cninfo.com.cn）上披露的《第九届董事会第五次会议 决议公告》和《第九届监事会第二次会议决议公告》及《关于 2022 年第二期股 票期权与限制性股票激励计划注销股票期权及回购注销限制性股票的公告》。上 述议案已于 2025 年 5 月 16 日经公司 2024 年年度股东会审议通过，具体内容详 见 2025 年 5 月 17 日公司在《证券时报》《证券日报》《上海 ...

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 为进一步加强与投资者的互动交流，联创电子科技股份有限公司（以下简称 "公司"）将参加由江西省上市公司协会与深圳市全景网络有限公司联合举办 "2025 年江西辖区上市公司投资者集体接待日活动暨公司 2024 年度业绩说明会" （以下简称"本次活动"）,现将相关事项公告如下： | 证券代码：002036 | 证券简称：联创电子 | 公告编号：2025—048 | | --- | --- | --- | | 债券代码：128101 | 债券简称：联创转债 | | 联创电子科技股份有限公司 关于参加江西辖区上市公司 2025 年投资者网上集体接待日 活动暨 2024 年度业绩说明会的公告 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP， 参与本次互动交流，活动时间为 2025 年 5 月 21 日（周三） 15:30-17:00。届时 公司董事长兼总裁曾吉勇先生、副总裁兼财务总监周满珍女士、副总裁兼董事会 秘书 ...