联创电子实控人变更为江西国资 聚焦光学业务营收占超五成

Core Viewpoint - The control of Lianchuang Electronics has officially changed hands to Jiangxi State-owned Assets Supervision and Administration Commission, marking a significant shift in the company's governance structure while the company continues to show improved financial performance [1][2]. Group 1: Control Change - Lianchuang Electronics' control change was executed through a combination of share transfer and a private placement, with Jiangxi State-owned Assets becoming the actual controller [2]. - The share transfer agreement involves North Source Intelligent paying 900 million yuan to acquire 6.71% of the company's total shares, making it the controlling shareholder [2]. - A private placement is planned to raise up to 1.63 billion yuan, with funds allocated for working capital and debt repayment, further solidifying the control by Jiangxi State-owned Assets [2]. Group 2: Financial Performance - In the first half of 2025, the company achieved a revenue of 4.22 billion yuan and a net profit of 24.09 million yuan, successfully turning a profit [4]. - For the first three quarters of 2025, revenue reached 6.489 billion yuan, with net profit increasing to 50.92 million yuan, a significant year-on-year growth of 210.26% [4]. - The core optical business has become the main revenue driver, contributing 3.304 billion yuan, which accounts for 50.91% of total revenue [4]. Group 3: Optical Business Growth - The automotive optical segment has emerged as a key growth engine, with revenue of 2.363 billion yuan, reflecting a year-on-year increase of 46.75% [4]. - The revenue from automotive lenses reached 1.381 billion yuan, showing a remarkable growth rate of 88.82% [4]. - Lianchuang Electronics has established strong technical barriers and customer resources in the automotive optical field, collaborating with major companies like Mobileye and Nvidia [5]. Group 4: Innovation and Patents - The company has accumulated 697 authorized invention patents and has been recognized as a national intellectual property demonstration enterprise [6]. - Digital upgrades have been implemented to achieve full lifecycle management of production, laying a solid foundation for technology transfer and market expansion [6].