Core Viewpoint - Qianzhao Optoelectronics reported significant growth in revenue and net profit for the first half of 2025, driven by strong performance across various business segments, despite challenges in the LED industry [1][2]. Financial Performance - The company achieved operating revenue of 1.743 billion RMB, representing a year-on-year increase of 37.08% [1]. - Net profit attributable to the parent company reached 69.2342 million RMB, up 88.04% year-on-year [1]. Business Development - MiniRGB product revenue grew by 57% year-on-year, while traditional RGB small-pitch display products captured over 30% market share [1][2]. - Backlight business revenue surged by 402%, with significant advancements in RGB-MiniLED backlight chips and MiniCOB technology [2]. - The automotive sector, particularly in HUD displays, saw a revenue increase of 104% [2]. Industry Trends - The LED industry is facing rising costs and declining end-user demand, yet there is a clear trend towards high-end and intelligent market demands [1]. - High-end display technologies like Mini/MicroLED are leading industry growth, with increasing penetration in TVs and monitors [1]. Product Innovations - Qianzhao Optoelectronics has made notable advancements in GaAs solar cells, achieving a doubling of sales in the commercial aerospace sector [3]. - The company has successfully shipped products suitable for low-orbit commercial satellites and made breakthroughs in flexible solar cell performance [3]. VCSEL Market Potential - The global VCSEL market is projected to reach approximately $2 billion by 2024, with a compound annual growth rate exceeding 15% over the next five years [3]. - The automotive lidar VCSEL chip market is expected to grow to $1.8 billion by 2028, marking it as the fastest-growing segment [3]. Future Strategy - The company aims to focus on high-end products and customer-centric operations to achieve stable profit growth [4]. - Plans include expanding the LED core business and transitioning towards high-end semiconductor products for sustainable long-term development [4].

Core Viewpoint - The company Qianzhao Optoelectronics reported significant growth in its half-year performance for 2025, indicating strong operational momentum and profitability improvements [2] Financial Performance - The company's revenue for the first half of 2025 is approximately 1.743 billion yuan, representing a year-on-year increase of 37.08% [2] - The net profit attributable to shareholders is around 69.23 million yuan, showing a year-on-year increase of 88.04% [2] - Basic earnings per share reached 0.08 yuan, which is a 100% increase compared to the previous year [2]

截至发稿，乾照光电市值为132亿元。 每经头条（nbdtoutiao）——核心产品净值仅剩7毛钱，昔日"公募一哥"任泽松怎么了？牛市踏空真相曝 光 每经AI快讯，乾照光电（SZ 300102，收盘价：14.32元）8月21日晚间发布公告称，公司第六届第十三 次董事会会议于2025年8月20日在公司会议室召开。会议审议了《关于公司2025年半年度报告及其摘要 的议案》等文件。 （记者 曾健辉） ...

Core Viewpoint - Qianzhao Optoelectronics (300102.SZ) reported a significant increase in both revenue and net profit for the first half of 2025, indicating strong financial performance and growth potential [1] Financial Performance - The company's operating revenue reached 1.743 billion yuan, representing a year-on-year growth of 37.08% [1] - The net profit attributable to shareholders was 69.2342 million yuan, showing an impressive year-on-year increase of 88.04% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 29.4642 million yuan, with a year-on-year growth of 89.65% [1] - Basic earnings per share stood at 0.08 yuan [1]

Core Insights - Qianzhao Optoelectronics reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 1.743 billion yuan, a year-on-year growth of 37.08%, and net profit attributable to shareholders amounting to 69.2342 million yuan, up 88.04% [1] Group 1: Business Performance - The company's LED business expanded into multiple application scenarios, with Mini RGB product revenue increasing by 57% year-on-year and traditional RGB small-pitch display products capturing over 30% market share [2] - The backlight business saw a remarkable revenue growth of 402% year-on-year, driven by self-developed high-performance RGB-MiniLED backlight chips and successful international customer acquisition [2] - The automotive sector, particularly in HUD display, experienced a revenue increase of 104% year-on-year, while the lighting business focused on high-efficiency product solutions to optimize gross margins [2] Group 2: Product Development - The GaAs solar cell business performed exceptionally well, with product sales doubling year-on-year, maintaining the top position in the domestic market, and achieving breakthroughs in flexible space solar cell radiation resistance [2] - VCSEL products have extended their applications to consumer electronics, industrial sensing, medical aesthetics, data communication, and automotive sectors, with significant shipments in consumer electronics and medical aesthetics [3] Group 3: R&D Investment - The company emphasized technology innovation as a core driver of development, with R&D investment reaching 89.6722 million yuan, a 17.22% increase year-on-year [3] - The company and its subsidiaries obtained 18 invention patents, 4 utility model patents, and 1 design patent, with 66 new patent applications filed during the reporting period [3]

Growth - Teva Pharmaceutical reported a net profit of 38.01 million yuan in the first half of the year, a year-on-year increase of 1313.23% [1] - Qianfang Technology achieved a net profit of 170 million yuan, up 1287.12% year-on-year [1] - Tianyu Digital Science and Technology recorded a net profit of 23.62 million yuan, reflecting a 453.67% increase [1] - Suzhou Gude reported a net profit of 43.70 million yuan, up 310.28% year-on-year [1] - Sainuo Medical achieved a net profit of 13.84 million yuan, an increase of 296.54% [1] - Runfeng Co., Ltd. reported a net profit of 556 million yuan, up 205.62% year-on-year [1] - Guodian Nanzi achieved a net profit of 159 million yuan, reflecting a 197.03% increase [1] - Ruijie Networks reported a net profit of 452 million yuan, up 194% year-on-year [1] - Zhongjing Technology achieved a net profit of 25.74 million yuan, an increase of 144.05% [1] - China National Materials Technology reported a net profit of 999 million yuan, up 114.92% year-on-year [1] - Lante Optics achieved a net profit of 103 million yuan, reflecting a 110.27% increase [1] - Yidao Information reported a net profit of 11.41 million yuan, up 96.02% year-on-year [1] - Qianzhao Optoelectronics achieved a net profit of 69.23 million yuan, an increase of 88.04% [1] - Ruile New Materials reported a net profit of 166 million yuan, up 74.22% year-on-year [1] - Lvtian Machinery achieved a net profit of 140 million yuan, reflecting a 64.36% increase [1] - Mega Chip Color reported a net profit of 110 million yuan, up 48.83% year-on-year [1] - Jiaojian Co., Ltd. achieved a net profit of 113 million yuan, an increase of 48.66% [1] - Huhua Electronics reported a net profit of 1.683 billion yuan, up 47.50% year-on-year [1] - Sany Heavy Industry achieved a net profit of 5.216 billion yuan, reflecting a 46% increase [1] - Goodix Technology reported a net profit of 431 million yuan, up 35.74% year-on-year [1] - Allwinner Technology achieved a net profit of 161 million yuan, an increase of 35.36% [1] - Bichu Electronics reported a net profit of 640 million yuan, up 30.32% year-on-year [1] - Ganneng Co., Ltd. achieved a net profit of 438 million yuan, reflecting a 29.39% increase [1] - Weigao Medical reported a net profit of 492 million yuan, up 28.07% year-on-year [1] - GoerTek achieved a net profit of 1.417 billion yuan, reflecting a 15.65% increase [1] - Huason Pharmaceutical reported a net profit of 53.95 million yuan, up 14.27% year-on-year [1] - Gaoxin Development achieved a net profit of 66.92 million yuan, an increase of 14.06% [1] - Shanghai Jahwa reported a net profit of 266 million yuan, up 11.66% year-on-year [1] Stable Growth - Hangcha Group reported a net profit of 1.121 billion yuan, reflecting an increase of 11.38% year-on-year [2] - Dong'e Ejiao achieved a net profit of 818 million yuan, up 10.74% [2] - Beikong Technology reported a net profit of 54.31 million yuan, an increase of 10.59% [2] - Hongxin Electronics achieved a net profit of 53.99 million yuan, up 9.85% year-on-year [2] - Huace Testing reported a net profit of 467 million yuan, reflecting a 7.03% increase [2] - Samsung Medical achieved a net profit of 1.230 billion yuan, up 6.93% year-on-year [2] - Jiangzhong Pharmaceutical reported a net profit of 522 million yuan, reflecting a 5.80% increase [2] - Hualing Cable achieved a net profit of 63.64 million yuan, up 4.74% year-on-year [2] - Kuaijishan reported a net profit of 93.88 million yuan, reflecting a 3.41% increase [2] - Laishen Tongling achieved a net profit of 60.61 million yuan, turning from loss to profit [2] - Yunnan Geology reported a net profit of 22.15 million yuan, turning from loss to profit [2] - Shandong Steel achieved a net profit of 1.253 million yuan, turning from loss to profit [2] Decline and Loss - Zhongtian Rocket reported a net profit of 394,460 yuan, a year-on-year decrease of 80.74% [2] - Liuhua Co., Ltd. achieved a net profit of 344,280 yuan, down 78.01% year-on-year [2] - Qiaqia Food reported a net profit of 886.42 million yuan, a decrease of 73.68% [2] - Hangjin Technology achieved a net profit of 1.372 million yuan, down 58.38% year-on-year [2] - Taiping Bird reported a net profit of 7.771 million yuan, a decrease of 54.61% [2] - Canadian Solar reported a net profit of 731 million yuan, down 41.01% year-on-year [2] - Sinopec achieved a net profit of 21.483 billion yuan, a decrease of 39.8% [2] - Fulejia reported a net profit of 230 million yuan, down 32.54% year-on-year [2] - Palin Bio reported a net profit of 236 million yuan, down 27.89% [2] - Yiwei Lithium Energy achieved a net profit of 1.605 billion yuan, down 24.9% year-on-year [2] - Jinguang Electric reported a net profit of 42.34 million yuan, down 17.16% [2] - Hexing Co., Ltd. achieved a net profit of 107 million yuan, down 16.98% year-on-year [2] - Electric Investment Production and Financing reported a net profit of 459 million yuan, down 13.41% [2] - Tiantan Biological achieved a net profit of 633 million yuan, down 12.88% year-on-year [2] - Huali Group reported a net profit of 1.671 billion yuan, down 11.06% [2] - Zhongyou Engineering achieved a net profit of 470 million yuan, down 10.87% year-on-year [2] Further Losses - Chongda Technology reported a net profit of 222 million yuan, down 6.19% year-on-year [3] - Xinhua Department Store achieved a net profit of 86.01 million yuan, down 2.52% [3] - Zhuosheng Micro reported a net loss of 147 million yuan, turning from profit to loss [3] - Penghui Energy reported a net loss of 88.23 million yuan, turning from profit to loss [3] - Yipin Hong reported a net loss of 73.54 million yuan, turning from profit to loss [3] - Zhongbing Hongjian reported a net loss of 40.71 million yuan, turning from profit to loss [3] - Sanwei Xinan reported a net loss of 29.39 million yuan, turning from profit to loss [3] - Anyuan Coal reported a net loss of 290 million yuan [3] - Keda Xunfei reported a net loss of 239 million yuan [3] - Jishi Media reported a net loss of 23.2 million yuan [3] - Nanjing Chemical Fiber reported a net loss of 88.93 million yuan [3] - Guangsheng Tang reported a net loss of 66.69 million yuan [3] - Chutian Long reported a net loss of 39.77 million yuan [3]

Suspension - Feilu Co., Ltd. is planning a change in company control, leading to the suspension of its stock [1] Capital Increase and Mergers - Yunnan Copper Industry has submitted an application to acquire 40% of Liangshan Mining, which has been accepted by the Shenzhen Stock Exchange [2] - Zhenghe Industrial plans to raise no more than 818 million yuan through a private placement for agricultural machinery component expansion, garden tool chain saw system project, micro chain system software and hardware integration R&D, and to supplement working capital [2] - iFlytek intends to raise no more than 4 billion yuan through a private placement for the Spark Education large model and typical products, and to supplement working capital; a shareholder, Yanzhi Technology, plans to subscribe for no less than 250 million yuan and no more than 350 million yuan [2] External Investment and Daily Operations - Wantai Biological Pharmacy's nine-valent human papillomavirus vaccine has received its first batch release certificate [3] - Hanyu Pharmaceutical's acetic acid atoziban injection has obtained marketing approval in Vietnam [4] - Zai Jian Pharmaceutical has received clinical trial approval for injectable ZG005, injectable ZGGS18, and the combination with hydrochloride gikaixin tablets [5] - Changchun High-tech's subsidiary has had its clinical trial application for injectable GenSci143 accepted [6] - Jinbo Co., Ltd. has received a notification from a leading OEM, selecting the company as a designated supplier for developing and supplying carbon-ceramic brake disc products [6] - Greeenmei has signed a strategic cooperation agreement with Weilan Lithium Core to create a high-energy battery materials and solid-state battery innovation consortium [7] - Anyuan Coal Industry plans to change its stock name to "Jiang Tung Equipment" [8] Performance Changes - Qianfang Technology reported a net profit of 170 million yuan in the first half of the year, a year-on-year increase of 1287.12% [9] - Sainuo Medical's net profit in the first half of the year increased by 296.54% year-on-year [10] - Jin Qilin reported a net profit of 108 million yuan in the first half of the year, a year-on-year increase of 226.14% [11] - Qianzhao Optoelectronics reported a net profit of 69.23 million yuan in the first half of the year, a year-on-year increase of 88.04% [12] - Miaokelando reported a net profit of 133 million yuan in the first half of the year, a year-on-year increase of 86.27% [12] - Hudian Co., Ltd. reported a net profit of 1.683 billion yuan in the first half of the year, a year-on-year increase of 48% [12] - GoerTek reported a net profit of 1.417 billion yuan in the first half of the year, a year-on-year increase of 15.65% [12] - Yunnan Ge Industry reported a net profit of 22.15 million yuan in the first half of the year, returning to profitability [12]

乾照光电公告，2025年上半年营业收入17.43亿元，同比增长37.08%；归属于上市公司股东的净利润 6923.42万元，同比增长88.04%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

厦门乾照光电股份有限公司股东会议事规则 厦门乾照光电股份有限公司 股东会议事规则 第一章 总则 第四条 股东会分为年度股东会和临时股东会。年度股东会每年召开一次， 应当于上一会计年度结束后的 6 个月内举行。临时股东会不定期召开，出现下述 情形时，临时股东会应当在事实发生之日起 2 个月内召开。 （一） 董事人数不足《公司法》规定人数或者《公司章程》所定人数的 2/3 时； （二） 公司未弥补的亏损达股本总额三分之一时； （三） 单独或者合计持有公司百分之十以上股份的股东请求时； 1 第一条 为规范厦门乾照光电股份有限公司（以下简称"公司"）行为， 保证股东会依法行使职权，根据现行有效的《中华人民共和国公司法》(以下简 称"《公司法》")《中华人民共和国证券法》《深圳证券交易所创业板股票上市规 则》（以下简称"《上市规则》"）《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》（以下简称"《规范运作指引》"）等有关法律 法规和《厦门乾照光电股份有限公司章程》（以下简称"《公司章程》"），制定本 规则。 第二条 公司应当严格按照法律、行政法规、本规则及《公司章程》的相 关规定召开股东会，保 ...

厦门乾照光电股份有限公司董事会议事规则 厦门乾照光电股份有限公司 董事会议事规则 第一章 总则 第一条 宗旨 为了进一步规范厦门乾照光电股份有限公司（以下简称"公司"）董事会的 议事方式和决策程序，促使董事和董事会有效地履行其职责，提高董事会规范运 作和科学决策水平，根据现行有效的《中华人民共和国公司法》（以下简称"《公 司法》"）《中华人民共和国证券法》《上市公司治理准则》《深圳证券交易所创业 板股票上市规则》（以下简称"《上市规则》"）和《深圳证券交易所上市公司自律 监管指引第 2 号——创业板上市公司规范运作》（以下简称"《规范运作指引》"） 等有关规定和《厦门乾照光电股份有限公司章程》（以下简称"《公司章程》"）， 制定本规则。 第二条 董事基本义务 公司全体董事根据法律、行政法规和《公司章程》的规定对公司负有忠实义 务和勤勉义务。 第二章 董事会的组成与职权 第三条 董事会的组成 董事会由 9 名董事组成，包括 1 名职工代表董事。董事会设董事长 1 人、可 设副董事长 1 人。董事长、副董事长由全体董事的过半数选举产生。 公司建立独立董事制度。董事会成员中应当有 1/3 以上独立董事，其中至少 有 ...