Core Viewpoint - The company, Shenzhen Lianyu Optoelectronics Co., Ltd., is actively expanding its business in the fields of energy storage, smart home, and charging stations, benefiting from the depreciation of the RMB and the Belt and Road Initiative [2][3]. Company Overview - Shenzhen Lianyu Optoelectronics was established on February 16, 2012, and went public on November 9, 2023. The company specializes in the research, production, and sales of medium and high-power LED lighting products [8]. - The main revenue composition includes LED lighting products (88.43%), accessories (6.55%), LED light sources (4.80%), and others (0.22%) [8]. - As of September 10, the number of shareholders increased by 4.94% to 8,522, while the average circulating shares per person decreased by 4.71% to 2,828 shares [8]. Financial Performance - For the first half of 2025, the company reported a revenue of 769 million yuan, a year-on-year decrease of 0.35%, and a net profit attributable to shareholders of 16.15 million yuan, down 78.85% year-on-year [8]. - The company has distributed a total of 129 million yuan in dividends since its A-share listing [9]. Market Position and Strategy - The company has a significant overseas revenue share of 95.62%, benefiting from the depreciation of the RMB [3]. - It is actively establishing production bases in Vietnam and Mexico [4]. - The company is focusing on developing new technologies in smart lighting, including self-adaptive plant control spectrums and wireless networking for intelligent control circuits [2]. Investment Activity - On October 28, the company's stock price fell by 2.31%, with a trading volume of 64.57 million yuan and a turnover rate of 5.27%, resulting in a total market capitalization of 3.66 billion yuan [1]. - The main capital inflow for the day was negative at 5.93 million yuan, indicating a lack of clear trends in major capital movements [5][6].
联域股份跌2.31%,成交额6457.35万元,今日主力净流入-593.18万