“中国好董秘”3年6次增持 联创光电“聚变”转型浮现“硬科技”之光

Core Insights - The article highlights the story of Deng Huixia, Vice President and former Secretary of the Board of Lianchuang Optoelectronics, who has made significant personal investments in the company's stock, totaling nearly 6 million yuan, which is ten times her average annual salary [2][3] - Deng's continuous stock purchases are seen as a demonstration of her confidence in the company's intrinsic value and future growth potential, leading to her being praised as a "good secretary" by investors [2][3][8] Company Overview - Lianchuang Optoelectronics was established in 1999 and specializes in the research, production, and sales of optoelectronic devices, being a core enterprise in Jiangxi Province's national semiconductor lighting industry [3] - The company has undergone a strategic transformation since 2019, focusing on high-temperature superconducting and laser industries as its core future businesses [5][6] Investment Activity - Deng Huixia's first stock purchase occurred in October 2022, where she invested 2.9989 million yuan to acquire 114,300 shares at a price of 26.237 yuan per share [3] - Despite facing a decline in stock price initially, Deng maintained her confidence in the company's value, stating that she did not feel anxious about the stock's performance [4][8] - By July 2024, Deng made another purchase of 6300 shares at 55.71 yuan per share, bringing her total holdings to 192,000 shares [4][8] Financial Performance - In the first half of 2024, Lianchuang Optoelectronics reported revenue of 1.648 billion yuan, a year-on-year increase of 6.51%, and a net profit of 263 million yuan, up 15.18% [7] - The company's laser business saw a remarkable net profit growth of 400.58% [7] Industry Context - The article discusses the growing interest in "hard technology" companies within the capital market, with Lianchuang Optoelectronics positioned as a key player in the development of clean and economical energy through controlled nuclear fusion technology [6][8] - The company is involved in the "Spark One" nuclear fusion project, which aims to utilize existing technologies to achieve stable and long-term operation of fusion experimental devices [6][8] Market Sentiment - Deng's investment actions have positively influenced market sentiment, with investors expressing increased confidence in the company's future [8][9] - The article notes a shift in the capital market towards technology and innovation-driven growth, with the technology sector's market capitalization surpassing that of traditional industries like banking and real estate [8][9]