集中资源发展光学产业 联创电子上半年实现扭亏为盈

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]