证券代码：300269 证券简称：联建光电 公告编号：2026-002 一、本次诉讼事项的基本情况 深圳市联建光电股份有限公司 关于公司及子公司涉及诉讼事项的进展公告 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、误导性陈述或重大遗漏。 重要内容提示： 1、案件所处的诉讼（仲裁）阶段：一审判决上诉期，一审判决尚未生效、 二审已立案，尚未开庭； 2、所处的当事人地位：（2025）粤0306民初21309号为被告、（2026）粤民 终1030号为被上诉人； 3、对上市公司损益产生的影响：截至本公告披露日，案件（2025）粤0306 民初21309号尚在一审判决上诉期，一审判决尚未生效；案件（2026）粤民终1030 号二审已立案，尚未开庭，上述诉讼事项对公司本期利润或期后利润的具体影响 尚存在不确定性，公司将根据案件进展情况及时履行信息披露义务。 深圳市联建光电股份有限公司（以下简称"公司"或"联建光电"）及子公 司深圳市联动户外广告有限公司（以下简称"联动户外"）于近日收到了广东省 深圳市宝安区人民法院下发的民事判决书（2025）粤0306民初21309号、广东省 高级人民法院下发的 ...

Group 1 - The LED industry index experienced a significant surge, rising over 10% in early trading, with multiple stocks hitting the 20% limit-up, indicating strong market interest and momentum [2][4][6] - TrendForce's latest survey highlights the increasing demand for high-speed data transmission in data centers due to the rise of generative AI, with Micro LED CPO solutions showing a potential to reduce overall energy consumption to 5% of that of copper cable solutions [2][6] - The shift towards "optical over copper" is accelerating as traditional copper cables are found to have energy consumption exceeding 10 pJ/bit, prompting the industry to adopt more energy-efficient technologies [6] Group 2 - Major companies are actively positioning themselves in the optical communication and interconnect sectors, with Microsoft launching the MOSAIC architecture and Credo acquiring Hyperlume to enhance their optical interconnect capabilities [6] - The market is expected to push data transmission specifications from 400 Gbps to 800 Gbps and 1.6 Tbps by 2025, reflecting a growing trend towards higher transmission rates [6] - The overall market sentiment remains optimistic despite external pressures, with analysts noting that liquidity issues may have eased, but oil prices continue to pose potential risks to specific sectors and consumer confidence [8][9]

Group 1 - The LED industry index experienced a significant surge, rising over 10% in early trading, with multiple stocks hitting the 20% limit-up, including Lehman Optoelectronics and others [1][3] - TrendForce's latest survey indicates that the demand for high-speed data transmission in data centers is increasing due to the rise of generative AI, with Micro LED CPO solutions offering a substantial reduction in energy consumption compared to traditional copper cable solutions [1][3] - The Micro LED CPO solution's unit transmission energy consumption is projected to be only 5% of that of copper cable solutions, positioning it as a potential alternative for optical interconnects [3] Group 2 - Global supply chains are actively positioning themselves in the optical communication and interconnect sectors, with companies like Microsoft and Credo enhancing their capabilities through new technologies [4] - The market is witnessing a shift towards higher data transmission rates, with specifications moving from 400 Gbps to 800 Gbps and 1.6 Tbps, driven by cloud service providers [3]

Group 1: Core Insights - The stock price of Lianjian Optoelectronics (300269) has recently increased, with significant growth in net profit for the first three quarters [1] - The company is involved in aerospace display and Mini LED sectors, and has improved its governance structure [1][3] Group 2: Stock Performance - On February 4, 2026, Lianjian Optoelectronics' stock rose by 1.58%, with a trading volume of 880 million yuan and a net inflow of 27.16 million yuan in the last three days [2] - The turnover rate was 18.60%, and the total market capitalization is approximately 4.937 billion yuan [2] Group 3: Business Developments - As a partner in China's aerospace industry, the company supported the launch of the Shenzhou 20 manned spacecraft in April 2025, providing high-definition display screens for the Dongfeng Satellite Launch Center [3] - The company is expanding its Mini LED market through collaborations and is involved in commercial aerospace and digital marketing [3] Group 4: Governance Structure - On December 30, 2025, the company held an extraordinary shareholders' meeting to approve the reappointment of an accounting firm and the election of independent director Luo Wei as the chairperson of the audit committee, further enhancing its governance structure [4] Group 5: Financial Performance - According to the Q3 2025 report, the company achieved a revenue of 382 million yuan for the first three quarters, a year-on-year decrease of 18.73%, while the net profit attributable to shareholders was 18.23 million yuan, reflecting a year-on-year increase of 364.65% [5] - In the third quarter alone, net profit saw a significant year-on-year increase of 504.25% [5]

Market Overview - The optical and optoelectronic sector experienced a decline of 0.61% on January 30, with Lianjian Optoelectronics leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Notable gainers in the optical and optoelectronic sector included: - Yashida Optoelectronics (002952) with a closing price of 23.75, up 10.00% [1] - Shiyida (002137) at 10.14, up 9.98% [1] - Tengjing Technology (688195) at 206.00, up 8.71% [1] - Conversely, Lianjian Optoelectronics (300269) saw a significant drop of 9.52%, closing at 7.98 [2] - Other notable decliners included: - Liande Equipment (300545) down 9.36% [2] - Wavelength Optoelectronics (301421) down 4.97% [2] Capital Flow - The optical and optoelectronic sector saw a net outflow of 1.729 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.343 billion yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Key stocks with significant capital flow include: - Shiyida (002137) with a net inflow of 1.26 billion yuan from institutional investors, but a net outflow from retail investors [3] - Yashida Optoelectronics (002952) had a net inflow of 713.41 million yuan from institutional investors [3] - Tengjing Technology (301183) reported a net inflow of 593.28 million yuan from institutional investors [3]

证券代码：300269 证券简称：联建光电 公告编号：2026-001 深圳市联建光电股份有限公司（以下简称"公司"或"联建光电"）于近日 收到了广东省深圳市中级人民法院（以下简称"深圳中院"）下发的民事判决书 （2025）粤03民初212号、（2025）粤03民初756号、（2025）粤03民终19953号； （2025）粤03执恢104号案部分案款，现将具体事项公告如下： 一、本次诉讼事项的基本情况 （一）（2025）粤03民初212号 深圳市联建光电股份有限公司 关于业绩补偿涉及诉讼事项的进展公告 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、误导性陈述或重大遗漏。 重要内容提示： 1、案件基本情况 1、案件所处的诉讼（仲裁）阶段：一审判决上诉期，一审判决尚未生效、 终审判决、执行程序； 2、所处的当事人地位：（2025）粤03民初212号及（2025）粤03民初756号 为原告、（2025）粤03民终19953号为被上诉人、（2025）粤03执恢104号为申请 执行人； 3、对上市公司损益产生的影响：截至本公告披露日，案件（2025）粤03民 初212号和（2025）粤03 ...

Core Viewpoint - The optical and optoelectronic sector experienced a 1.5% increase on January 27, with notable gains from companies like Bente Optics, while the overall market indices showed modest growth [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4139.9, up 0.18%, and the Shenzhen Component Index closed at 14329.91, up 0.09% [1]. - The optical and optoelectronic sector saw significant individual stock movements, with Bente Optics leading with a closing price of 48.27, reflecting an increase of 11.17% [1]. Group 2: Stock Performance - Key performers in the optical and optoelectronic sector included: - Bente Optics (688127) with a closing price of 48.27 and a rise of 11.17% on a trading volume of 195,100 shares [1]. - Su Dawei Ge (300331) closed at 51.53, up 7.89% with a trading volume of 300,000 shares [1]. - Lianjian Optoelectronics (300269) closed at 8.70, up 7.14% with a trading volume of 1,049,800 shares [1]. - Fuzheng Technology (002222) closed at 70.30, up 5.78% with a trading volume of 229,300 shares [1]. Group 3: Capital Flow - The optical and optoelectronic sector saw a net inflow of 920 million yuan from institutional investors, while retail investors experienced a net outflow of 445 million yuan [2]. - Major stocks with significant capital inflows included: - TCL Technology (000100) with a net inflow of 501 million yuan, accounting for 14.84% of the total [3]. - BOE Technology (000725) with a net inflow of 403 million yuan, representing 8.10% [3]. - Sanan Optoelectronics (600703) with a net inflow of 361 million yuan, making up 8.56% [3].

Group 1 - The company, Lianjian Optoelectronics, is committed to a dual-driven strategy focusing on both domestic and international markets [2] - The company has expanded its business operations in Europe, America, and Japan [2] - For details regarding domestic and international market sales, the company advises referring to its disclosed periodic reports [2]

Core Viewpoint - The company is actively tracking and researching markets in the Middle East and Southeast Asia to identify new market opportunities and maintain a competitive edge [2] Group 1: Market Research and Strategy - The company conducts continuous and multidimensional market tracking and research in targeted regions [2] - The focus is on understanding potential customer demand, market size, growth potential, and competitive landscape [2] - This research serves as a decision-making basis for business diversification or horizontal expansion [2]

Core Viewpoint - The company is focused on expanding its global presence in the LED display solutions market, emphasizing local partnerships and tailored products to meet regional demands [2] Group 1: Global Market Strategy - The company has established offices in the Netherlands, the United States, and Japan, providing localized services to enhance customer support [2] - The market operations cover Europe, the Americas, Asia-Pacific, and the Middle East, indicating a broad international reach [2] - Future plans include a steady advancement of the 2026 strategy, with specific country expansions based on market research and business planning [2] Group 2: Strategic Partnerships - The company prioritizes building and deepening strategic partnerships with local excellent partners to leverage combined resources [2] - The goal is to co-develop products and customized solutions that are closely aligned with local market needs [2] - The company aims for mutual benefits with partners to drive sustainable and high-quality growth in international markets [2]