Group 1 - The company stated that it will arrange production plans based on the current orders for modules, indicating uncertainty regarding the timeline for full production [1] - The current focus of the company's business promotion and resource investment is in the automotive optical field, which has become the most important component of the company's main business revenue and profit [1]

Group 1 - The company reported a revenue of 4.2 billion for the first half of the year and has set an annual revenue target of 11 billion [2] - The CEO confirmed during the mid-year communication that the company needs to achieve 6.8 billion in revenue in the second half to meet the annual target [2] - The company anticipates that the revenue growth in the second half will primarily come from its automotive product line, which typically sees higher volume compared to the first half [2]

Market Overview - The optical and optoelectronic sector increased by 1.06% on September 16, with Zhouming Technology leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Gainers in Optical and Optoelectronic Sector - Zhouming Technology (300232) closed at 8.50, up 9.54%, with a trading volume of 1.1891 million shares and a transaction value of 999.3 million [1] - Aobi Zhongguang (688322) closed at 96.40, up 8.94%, with a trading volume of 220,100 shares and a transaction value of 2.07 billion [1] - Nanji Guang (300940) closed at 29.43, up 5.90%, with a trading volume of 121,400 shares and a transaction value of 353 million [1] - Other notable gainers include Yuansheng Optoelectronics (002449), Longli Technology (300752), and Yingfeite (300582) with respective increases of 5.48%, 5.40%, and 5.18% [1] Top Losers in Optical and Optoelectronic Sector - Jiuliang Co., Ltd. (300808) closed at 30.26, down 4.21%, with a trading volume of 56,900 shares and a transaction value of 173 million [2] - Chenglai Optics (688502) closed at 406.44, down 3.82%, with a trading volume of 12,400 shares and a transaction value of 5.05 billion [2] - Other notable losers include Madaan Sensor (300701) and Woge Optoelectronics (603773) with declines of 2.32% and 1.78% respectively [2] Fund Flow Analysis - The optical and optoelectronic sector experienced a net outflow of 63.51 million from institutional investors and 145 million from speculative funds, while retail investors saw a net inflow of 208 million [2] - Major stocks like Oufei Optoelectronics (002456) and Aobi Zhongguang (688322) had significant net inflows from retail investors, while Zhouming Technology (300232) faced a net outflow from both institutional and speculative funds [3]

Group 1 - The core viewpoint of the article highlights that the gross margin level of Lianchuang Electronics is influenced by various factors including scale, yield, production efficiency, cost control, and pricing [1] - The company stated that the primary competitive indicator in the domestic market remains pricing [1]

Core Viewpoint - The company has achieved near-complete localization of optical glass procurement for its automotive lenses [1] Group 1 - The company, Lianchuang Electronics, confirmed on September 12 that it has largely transitioned to domestic sourcing for optical glass used in automotive lenses [1]

Group 1 - The company, Lianchuang Electronics, has established stable partnerships with leading clients in the industry, which is expected to drive steady performance growth in the future [1] - The company plans to actively explore new opportunities to enhance its business performance [1]

Group 1 - The core point of the article is that Lianchuang Electronics (002036) reported a total of 116,687 shareholders as of September 10, 2025 [1]

Core Viewpoint - The company emphasizes the importance of technology research and development, as well as intellectual property protection, to safeguard its core technologies [1] Group 1: Technology Development and Intellectual Property - The company has a dedicated intellectual property management team and actively lays out technology patents [1] - A strict internal control system has been established to protect core technology, including tiered encryption and access control [1] - The company signs strict confidentiality agreements with partners to prevent technology leakage [1] Group 2: Legal Measures and Industry Focus - The company takes legal action against technology infringement to defend its intellectual property rights [1] - In the automotive optical field, the company has achieved key protection through technology isolation and patent layout [1]

联创电子科技股份有限公司（以下简称"公司"）于 2024 年 9 月 22 日召开 第八届董事会第三十三次会议审议通过了《关于全资子公司合肥智行光电有限公 司增资扩股暨公司放弃优先增资认缴出资权的议案》，并已同日签署《关于合肥 智行光电有限公司之增资协议》。鉴于公司经营和发展需要，公司引入投资者广 东融创岭岳智能制造与信息技术产业股权投资基金合伙企业（有限合伙）（以下 简称"融创岭岳"）对全资子公司合肥智行光电有限公司（以下简称"合肥智 行"）进行增资扩股。融创岭岳以现金方式出资人民币 10,000 万元，认购合肥 智行 10,000 万元注册资本，增资完成后，合肥智行注册资本由 20,000 万元人民 币变更为 30,000 万元人民币，法定代表人、注册地址和经营范围不变，融创岭 岳占增资完成后合肥智行注册资本的 33.3333%；合肥智行为公司的控股子公司， 公司放弃对此次新增注册资本的优先增资认缴出资权。具体内容详见公司于 2024 年 9 月 23 日在指定信息披露媒体《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《关于全资子公 司合肥 ...

证券日报网讯 联创电子9月10日在互动平台回答投资者提问时表示，公司将在稳健经营的基础上，增加 利润，用于偿还债务，降低杠杆。公司持续开拓新融资渠道，积极了解并申请国家政策性贷款，合理规 划优质合作金融机构，降低融资成本。 （编辑 王雪儿） ...