根据新的发展规划，联创电子划定出三条清晰执行路径：一是主攻车载光学，依托玻塑混合镜头技术优 势，锁定蔚来、华为、地平线等核心Tier 1平台，将其打造为公司最重要的利润来源，同时布局微纳光 学技术，切入医疗内窥镜赛道，培育第二增长曲线；二是触控显示业务转守，该板块不再追求规模扩 张，转而以提升设备稼动率、降低摊销为核心，以利润为导向精简运营；三是严控资本开支，告别过去 五年高强度研发与固投模式，未来三年重心转向内部管理与降本增效，不再新增大规模固定资产投入。 这场战略转型的核心逻辑，是借助国资赋能的资源与资金优势，将联创电子的技术壁垒转化为市场订单 与利润，实现从"多元布局"到"专精特新"的跨越。 经济观察网 随着国资入主落定，联创电子（002036）明确未来三年战略转型核心方向，宣布放弃"综合 电子制造企业"定位，全面聚焦光学产业，剑指"光学科技巨头"目标。 "在三年内，联创电子的资源将倾注于具有行业优势地位的光学产业。"接近联创电子的相关人士表示。 ...

Core Viewpoint - The company aims to enhance R&D innovation, quality management, rapid response, and comprehensive solution capabilities while accelerating overseas market expansion and actively engaging in emerging fields such as AI, data centers, robotics, and low-altitude economy by 2025 [2] Financial Performance - In 2024, the company achieved a revenue of 2.415 billion yuan, a year-on-year increase of 55.29%, and a net profit attributable to shareholders of 175 million yuan, up 28.11% [2] - In Q1 2025, the company continued its growth trend with a revenue of 761 million yuan, a year-on-year increase of 64.66%, and a net profit of approximately 75.61 million yuan, up 81.36% [2] Business Segments - The new energy vehicle (NEV) sector is the core growth engine, with revenue from NEV connectors reaching 2.18 billion yuan in 2024, a year-on-year increase of 59.46% [2] - The communication sector also showed potential, with revenue from communication connectors reaching 111 million yuan in 2024, a year-on-year increase of 4.84% [3] Emerging Market Developments - The company has made significant progress in emerging markets, with foreign sales revenue reaching 386 million yuan in 2024, a year-on-year increase of 113.23% [3] - The U.S. factory has become profitable, and the Mexican factory is ramping up production, while new offices have been established in the U.S. and Germany, with plans for production bases in Europe and Southeast Asia [3] R&D Investment - R&D investment reached 147 million yuan in 2024, a year-on-year increase of 26.91%, with several technological breakthroughs achieved [3] - The company holds a total of 328 domestic and international patents, including 20 invention patents and 274 utility model patents [3] Future R&D Directions - The company will focus on four key areas: 6G and AI data center technology research, smart automotive high-speed product development, customized R&D for new NEV models, and technology reserves in robotics and medical fields [4] Industry Trends - The demand in sectors such as new energy vehicles, energy storage, and industrial robotics remains strong, while the communication and data center industries are experiencing rapid growth, creating vast opportunities for the connector market [5] - Despite intense competition in the global connector industry, the Chinese market is expected to become a core growth driver due to technological advancements and scale advantages [5]