证券日报网讯 1月12日，太龙股份在互动平台回答投资者提问时表示，公司及子公司主营业务聚焦半导 体分销与商业照明，其中半导体分销产品主要应用于消费电子、物联网、汽车电子等领域，目前暂无相 关产品应用于商业航天领域。 （文章来源：证券日报） ...

格隆汇1月12日丨太龙股份(300650.SZ)在互动平台表示，公司及子公司主营业务聚焦半导体分销与商业 照明，其中半导体分销产品主要应用于消费电子、物联网、汽车电子等领域，目前暂无相关产品应用于 商业航天领域。 ...

Market Overview - The global LED lighting market is expected to reach $82.042 billion by 2026, with China being the largest producer and exporter of LED lighting products [1] - The "dual carbon" goals are accelerating the upgrade of lighting products, integrating smart technology and IoT [1] Strategic Development - The company aims to expand in commercial lighting, strengthen industrial lighting, and specialize in niche lighting [2] - Key strategies include increasing R&D investment, enhancing market expansion in regions like Europe, Oceania, Asia-Pacific, and the Middle East, and improving internal supply chain management [2] Special Lighting Segment - Special lighting has seen a growth rate of 50% in the first three quarters of 2025, with revenue share increasing from 4.72% to 7.10% year-on-year [4] - The company focuses on four special lighting sectors: plant lighting, emergency lighting, medical beauty lighting, and explosion-proof lighting, with a revenue target of $100-150 million for each sector in the next 2-3 years [5] Impact of Tariffs - Products exported to the U.S. account for approximately 7% of total revenue, indicating minimal impact from U.S. tariffs [7] - The company plans to mitigate potential trade friction by establishing a new factory in Vietnam, set to be operational by August 2026, with an expected output value of 500 million yuan [2][7] M&A Plans - The company considers both organic growth and strategic acquisitions as important avenues for expansion, with plans to disclose significant developments as they arise [3]