雷曼光电公布2025年三季报 技术创新驱动盈利复苏

Core Insights - Shenzhen Lehman Optoelectronics Co., Ltd. reported a significant turnaround in its financial performance for the first three quarters of 2025, achieving operating revenue of 867 million yuan and a net profit attributable to shareholders of 8.87 million yuan, marking a year-on-year recovery from losses [1] Group 1: Financial Performance - The company has shown a clear upward trend in performance, with a notable increase in revenue and a return to profitability [1] - The net profit of 8.87 million yuan indicates a successful recovery compared to previous periods [1] Group 2: Technological Advancements - Lehman Optoelectronics has established a competitive advantage through deep engagement in core technology areas and precise positioning in niche markets [1] - The company has developed a full industry chain technology reserve in the LED display business, achieving industry-leading levels in key metrics such as resolution, contrast, refresh rate, energy efficiency, and stability for its Mini/MicroLED products [1][2] - The company has made significant breakthroughs in the "glass-based" packaging solution for Mini/MicroLED technology, which is expected to lower product costs and enhance stability, currently in small-batch trial production [2] Group 3: Research and Development - The company maintains a high proportion of R&D expenses and has steadily expanded its R&D team, focusing on ultra-high-definition LED display technology [2] - Continuous R&D investment and an efficient R&D system are seen as the core engine for the company's development, driving technological iteration and product upgrades [1][2] - Industry analysts suggest that Lehman Optoelectronics is on a positive trajectory of "innovation-driven + performance recovery," with potential for long-term, high-quality growth as new technologies and products are launched [2]