长光华芯成立于2012年，2022年4月在科创板上市。 长光华芯1月28日披露的业绩预告显示，预计2025年度实现营业收入4.69亿元，同比增长71.84%；净利润约1877.51万元，与上年 同期相比扭亏为盈。报告期内，公司持续深耕高功率半导体激光领域，凭借技术积累与产品性能优势，进一步拓展了下游应用 市场，推动该系列产品销售收入实现增长，成为公司营收的核心支撑。 据中国基金报，长光华芯招股书显示，华为旗下投资机构哈勃投资在2020年参与了长光华芯的定增，跻身公司前十大股东之 列。2025年8月，长光华芯在投资者互动平台表示，华为哈勃是公司的战略股东，与公司保持着良好的合作关系，坚定看好公司 未来的发展，目前和公司在多个项目上开展技术合作与交流。 截至2月4日收盘，长光华芯报135.2元/股，跌1.39%，总市值为238亿元。 2月4日，《21辟谣》注意到，有投资者在互动平台提问长光华芯：网络平台流传"华为45亿战略注资长光华芯"相关文章，请问 该报道内容是否属实？ 长光华芯对此表示，该文章虚构新闻"华为对公司进行45亿战略注资"，内容毫无任何事实依据，属于虚假信息。目前，该不实 文章误导了国内外合作伙伴， ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月30日，半导体激光光源领先企业光峰科技（688007.SH）发布2025年度业绩预告表示，预计2025年 度实现营收为17.09亿元左右。 2025年，现象级大片上映，影院行业热度持续回暖。光峰科技凭借在半导体激光技术领域的深厚积淀， 影院业务保持稳健发展态势，为公司贡献稳定现金流，成为战略转型与创新业务研发的坚实后盾。与此 同时，公司创新业务尤其是AR光机业务实现跨越式突破，成为驱动公司长期发展的核心引擎。 在市场拓展方面，目前，公司努力拓展国内外主流生态及垂直类大客户，全力推进AR光机业务的规模 化落地。随着量产能力的逐步释放，公司有望推动整个AI眼镜行业进入千万级量产新阶段。 行业影响攀新高，携手全球巨头定义技术标准 技术领跑的同时，光峰科技的行业影响力持续攀升。公司正式加入全球AR产业"创新引擎"——AR Alliance，成为Laser Display for AR（LDAR）分会核心成员。更具里程碑意义的是，光峰科技创新中心 总经理陈孟浩与科技巨头Meta委派代表共同出任联盟System architecture（系统架 ...

报告期内，公司持续深耕高功率半导体激光领域，凭借技术积累与产品性能优势，进一步拓展了下游应 用市场，推动该系列产品销售收入实现增长，成为公司营收的核心支撑。 公司在巩固主营业务的同时，积极把握光通信、激光传感等领域的市场机遇。光通信领域的相关产品与 解决方案开始为营业收入带来新的增长点。新业务的发展，拓展了公司产品在新兴市场的应用，使得公 司业务结构更加多元，为公司长远发展打开了新的成长空间。 智通财经APP讯，长光华芯(688048.SH)发布2025年度业绩预告，预计2025年度实现归属于母公司所有 者的净利润约1,877.51万元，与上年同期(法定披露数据)相比，将增加约11,851.10万元。预计实现归属 于母公司所有者的扣除非经常性损益的净利润约-3,691.08万元，与上年同期(法定披露数据)相比，将增 加约10,869.64万元。 ...

报告期内，公司持续深耕高功率半导体激光领域，凭借技术积累与产品性能优势，进一步拓展了下游应 用市场，推动该系列产品销售收入实现增长，成为公司营收的核心支撑。 公司在巩固主营业务的同时，积极把握光通信、激光传感等领域的市场机遇。光通信领域的相关产品与 解决方案开始为营业收入带来新的增长点。新业务的发展，拓展了公司产品在新兴市场的应用，使得公 司业务结构更加多元，为公司长远发展打开了新的成长空间。 长光华芯(688048.SH)发布2025年度业绩预告，预计2025年度实现归属于母公司所有者的净利润约 1,877.51万元，与上年同期(法定披露数据)相比，将增加约11,851.10万元。预计实现归属于母公司所有 者的扣除非经常性损益的净利润约-3,691.08万元，与上年同期(法定披露数据)相比，将增加约10,869.64 万元。 ...

Core Viewpoint - The company, Guangfeng Technology, is set to establish a joint laboratory with Shenzhen Technology University to enhance research and development in the semiconductor laser field, aiming to foster innovation and long-term collaboration [1] Group 1: Collaboration Details - The collaboration will be based on principles of equality, voluntariness, and complementary advantages [1] - The joint laboratory, named "Guangfeng Technology - Shenzhen Technology University Joint Laboratory," will focus on cutting-edge research in the semiconductor laser sector [1] - The agreement has a validity period of 6 years, during which the company plans to provide funding not exceeding RMB 6 million to the joint laboratory [1] Group 2: Management and Compliance - The company's director, Ning Cunzhen, holds a position as a chair professor and dean at Shenzhen Technology University, indicating a strong academic connection [1] - The signing of the cooperation agreement is classified as a related party transaction but does not constitute a major asset restructuring as per relevant regulations, thus not requiring approval from authorities [1]

Core Viewpoint - The company, Changguang Huaxin, is experiencing significant growth in orders and revenue, particularly in high-power modules and optical communication products, with expectations of achieving breakeven in 2025 and over 40% revenue growth [1][2]. Group 1: Financial Performance - In April, the company's revenue exceeded 55 million, continuing the growth trend from Q1 [1]. - For Q1 2025, the company reported revenue of 94.28 million, a year-on-year increase of 79.63%, although it recorded a net loss of 7.50 million [2]. Group 2: Product Development and Market Demand - The company focuses on the semiconductor laser industry, developing a comprehensive product matrix that includes semiconductor laser chips, devices, and modules [1]. - The company has achieved significant progress in the development of laser radar chips, particularly for high-performance automotive applications, with some products entering mass production [2]. Group 3: Capacity Utilization - The company has high capacity utilization for high-power products, with plans to enhance yield and meet customer demand [3]. - The utilization rate for VCSEL used in sensing applications, including automotive laser radar, is currently lower, but the company can switch production based on order requirements, maintaining overall high capacity utilization [3].

Group 1 - The Shanghai Auto Show 2025 opened on April 23, attracting global attention in the automotive industry, with Guangfeng Technology showcasing its latest intelligent vehicle optical system [1][5] - Guangfeng Technology presented a futuristic vehicle at the auto show, highlighting the deep integration of vehicle optical systems and AI technology, which is expected to lead a new trend in the automotive optical field [2][3] - Since its establishment in 2007, Guangfeng Technology has rapidly industrialized its ALPD semiconductor laser source technology, gaining significant orders from leading domestic and international automotive companies, with a total of 13 designated projects [4] Group 2 - The 2025 Shanghai Auto Show, held from April 23 to May 2, features nearly 1,000 renowned companies from 26 countries and regions, with an exhibition area exceeding 360,000 square meters, marking a new record in scale [5] - The auto show serves as a crucial platform for automotive companies to showcase the latest technologies and products, as well as an opportunity for industry professionals to exchange ideas and explore future developments [5]