2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：联创电子科技股份有限公司 单位：万元 | | | 占用方与上市公 | 上市公司核算 | 2025 年半 年度期初 | 2025 年半年 度占用累计 | 2025 年半 年度占用资 | 2025 年半 | 2025 年半 | 占用形成原 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | | | | | | 年度偿还累 | 年度期末占 | 因 | 占用性质 | | | | 司的关联关系 | 的会计科目 | 占用资金 | 发生金额（不 | 金的利息 | 计发生金额 | 用资金余额 | | | | | | | | 余额 | 含利息） | （如有） | | | | | | 控股股东、实际控制人及其 | — | | | | | | | | | | | 附属企业 | | | | | | | | | | | | 小计 | — | | | | | | | | | | | 前控股股东、实际控制人及 | — | | | ...

Core Insights - Lianchuang Electronics reported a revenue of 4.22 billion yuan for the first half of 2025, a year-on-year decrease of 14.49%, but achieved a net profit of 24.09 million yuan, marking a turnaround from losses [1] - The company's core optical business is performing well, particularly in the automotive sector, with vehicle lens revenue increasing by 105.45% and vehicle imaging module revenue rising by 15.37% year-on-year [1] - The company is focusing on high-end transformation in mobile optical business, optimizing high-value products and expanding partnerships with major ODM manufacturers and brand clients [1] Industry Trends - The intelligent perception optical business has seen rapid growth, with sales revenue increasing significantly year-on-year, particularly in professional fields such as action cameras, drones, and surveillance [2] - The optical application landscape is expanding from consumer electronics to emerging fields like automotive electronics, robotics, AR/VR devices, and high-end medical equipment, driven by advancements in mobile communication, AI, and integrated circuits [2] - The automotive optical market is expected to replicate the upgrade path of mobile camera technology, becoming a core growth area in the smart automotive era [2] Innovation and Digitalization - The company is committed to an innovation-driven development strategy, enhancing capabilities in intellectual property creation, utilization, protection, and management, with a total of 697 authorized invention patents as of June 2025 [3] - Lianchuang Electronics has been recognized as a national intellectual property advantage enterprise and has made significant progress in digital upgrades, integrating information technology with manufacturing processes to improve production efficiency and market competitiveness [3]

Group 1 - Lianchuang Electronics (002036.SZ) reported its semi-annual results for 2025, with 16 institutional investors holding a total of 152 million shares, representing 14.37% of the company's total equity as of August 25, 2025 [1] - The top ten institutional investors collectively hold 14.32% of the shares, with a 0.53 percentage point increase compared to the previous quarter [1] Group 2 - In the public fund sector, five funds increased their holdings, with a total increase of 0.40% compared to the previous period [2] - Seven new public funds disclosed their holdings this period, including Tianhong CSI 500 Index Enhanced A and Wanji CSI 1000 Index Enhanced A [2] - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.28% compared to the previous period [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002036 证券简称：联创电子 公告编号：2025一062 债券代码：128101 债券简称：联创转债 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 4、控股股东或实际控制人变更情况 控股股东报告期内变更 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 □适用 √不 ...

Group 1 - The core point of the news is that Jiangxi Xinsong Investment Co., Ltd. has pledged a total of 3.4 million shares of Lianchuang Electronics, accounting for 0.32% of the total share capital, with a cumulative pledge of 73 million shares, representing 79.71% of its total holdings [1][3] - Lianchuang Electronics reported a main revenue of 4.22 billion yuan for the first half of 2025, a year-on-year decrease of 14.49%, while the net profit attributable to shareholders increased by 137.07% to 24.09 million yuan [3] - The company has a debt ratio of 84.93% and a gross profit margin of 13.98% [3] Group 2 - Lianchuang Electronics specializes in the research, production, and sales of optical lenses, imaging, and touch display integrated modules, as well as key optical and optoelectronic products for various fields such as smartphones, tablets, smart driving, and smart homes [4]

智通财经APP讯，联创电子(002036.SZ)发布2025年半年度报告，该公司营业收入为42.2亿元，同比减少 14.49%。归属于上市公司股东的净利润为2409.39万元。归属于上市公司股东的扣除非经常性损益的净 亏损为3200.18万元，同比收窄67.99%。基本每股收益为0.0227元。 ...

Mergers and Acquisitions - Jing Sheng Co., Ltd. is planning to acquire a controlling stake in Beijing Weizhun Intelligent Technology Co., Ltd. through a combination of issuing shares and cash payment, while also raising supporting funds. The company's stock will be suspended from trading starting August 26, 2025, for up to 10 trading days due to uncertainties surrounding the transaction [1] - Tiankang Biological announced a framework agreement to acquire 51% of Qiangdu Livestock through cash payment, which is expected to give Tiankang control over Qiangdu. This transaction is not expected to constitute a major asset restructuring [2] - Lianchuang Electronics plans to repurchase 33.33% of Hefei Zhixing Optoelectronics for a total consideration of 107 million yuan, which will result in Lianchuang holding 100% of the equity after the transaction [3] Financial Performance - Jianghuai Automobile reported a net loss attributable to shareholders of 773 million yuan for the first half of 2025, with revenue of 19.36 billion yuan, a year-on-year decline of 9.10% [4] - Shutaishen reported a net loss of 24.64 million yuan for the first half of 2025, with revenue of 126 million yuan, down 31.14% year-on-year [5] - Baogang Co., Ltd. achieved a net profit attributable to shareholders of 151 million yuan for the first half of 2025, a year-on-year increase of 39.99%, despite a revenue decline of 11.02% to 31.33 billion yuan [6] - Sungrow Power Supply reported a net profit attributable to shareholders of 7.735 billion yuan for the first half of 2025, a year-on-year increase of 55.97%, with revenue of 43.533 billion yuan, up 40.34% [7] Shareholding Changes - Doctor Glass announced that a specific shareholder, Jiangnan Dao, plans to reduce its stake by up to 0.43% of the company's total shares, equating to a maximum of 970,000 shares, due to personal funding needs [8] - Hengsheng Electronics disclosed that its director, Jiang Jiansheng, intends to reduce his holdings by up to 8 million shares, representing 0.42% of the total shares, due to personal funding needs [9][10] Investment Activities - Asia Pacific Technology plans to invest 210 million yuan in a project to upgrade its automotive lightweight aluminum production line, which will enable an annual production capacity of 30,000 tons of aluminum alloy casting and processing [11] - Huazhijie intends to invest 10 million yuan as a limited partner in a venture capital fund focused on embodied intelligence and related industries, with a total fundraising target of 300 million yuan [12]

格隆汇8月25日丨联创电子(002036.SZ)公布半年度报告，营业收入42.2亿元，同比下降14.49%，归属于 上市公司股东的净利润2409万元，同比扭亏，扣非净亏损3200万元，基本每股收益0.0227元。 ...

合并资产负债表 编制单位：联创电子科技股份有限公司 单位：元 | 项目 | 2025 年 6 月 30 日 | 2025 年 1 月 1 日 | | --- | --- | --- | | 流动负债： | | | | 短期借款 | 5,130,228,940.38 | 3,569,184,760.89 | | 交易性金融负债 | | | | 应付票据 | 391,485,091.94 | 430,681,343.96 | | 应付账款 | 2,957,337,616.58 | 2,786,593,043.78 | | 合同负债 | 86,962,162.05 | 28,635,327.32 | | 应付职工薪酬 | 59,994,397.98 | 766,235.97 | | 应交税费 | 13,055,999.08 | 17,184,107.08 | | 其他应付款 | 132,288,353.62 | 115,877,697.70 | | 一年内到期的非流动负债 | 2,144,886,971.93 | 1,688,414,427.61 | | 其他流动负债 | 476,903,543.38 | 485, ...

第 1 页 2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表（续） 2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：联创电子科技股份有限公司 单位：万元 | | | | 占用方与上市公 | 上市公司核算 | 2025 年半 年度期初 | 2025 年半年 度占用累计 | 2025 年半 年度占用资 | 2025 年半 | 2025 年半 | 占用形成原 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | | 资金占用方名称 | | | | | | 年度偿还累 | 年度期末占 | 因 | 占用性质 | | | | | 司的关联关系 | 的会计科目 | 占用资金 | 发生金额（不 | 金的利息 | 计发生金额 | 用资金余额 | | | | | | | | | 余额 | 含利息） | （如有） | | | | | | 控股股东、实际控制人及其 | 不适用 | | | | | | | | | | | | 附属企业 | | | | | | | | | ...