Cubic(SH:688665) Chang Jiang Shang Bao·2025-10-14 23:35Core Viewpoint - Sifang Optoelectronics (688665.SH) is expanding its industrial layout by investing 600 million yuan in a high-end sensor industrial base in Wuhan, focusing on automotive electronics, high-end scientific instruments, and low-carbon thermal engineering [2][3]. Investment and Project Details - The total investment for the high-end sensor industrial base is 600 million yuan, with 400 million yuan allocated for fixed assets and 200 million yuan for research and development [2][3]. - The funding for this project will come from the company's own and self-raised funds, with investments made in phases according to the project's progress [3]. Business Strategy and Performance - The company has achieved steady growth in its core business, with a revenue of 508 million yuan in the first half of 2025, representing a year-on-year increase of 49.36%, and a net profit of 84.12 million yuan, up 103.41% [2][5]. - Sifang Optoelectronics has been focusing on three strategic development directions to enhance its core competitiveness and expand its market presence [2][4]. Technological Advancements and R&D - The company has been recognized as a national enterprise technology center, reflecting its continuous innovation in smart gas sensors and high-end scientific instruments [6]. - In the first half of 2025, Sifang Optoelectronics invested 58.14 million yuan in R&D, accounting for 11.45% of its revenue, emphasizing its commitment to technological innovation [6]. Market Expansion and International Operations - The company has seen rapid growth in several business areas, particularly in industrial and safety sectors, with significant contributions from refrigerant leak monitoring sensors and low-carbon thermal engineering [7]. - Sifang Optoelectronics is expanding its overseas operations, with the recent establishment of a factory in Hungary marking a significant milestone in its global strategy [8].