数据显示，华商基金旗下1只基金重仓联创电子。华商量化进取混合（001143）二季度持有股数14.16万 股，占基金净值比例为0.44%，位居第六大重仓股。根据测算，今日浮亏损失约4.11万元。连续5天下跌 期间浮亏损失14.16万元。 华商量化进取混合（001143）成立日期2015年4月9日，最新规模3.49亿。今年以来收益26.54%，同类排 名2613/8180；近一年收益50%，同类排名2377/7978；成立以来收益14.9%。 华商量化进取混合（001143）基金经理为邓默。 9月4日，联创电子跌2.61%，截至发稿，报10.83元/股，成交6.61亿元，换手率5.67%，总市值114.73亿 元。联创电子股价已经连续5天下跌，区间累计跌幅8.45%。 资料显示，联创电子科技股份有限公司位于江西省南昌市南昌高新技术产业开发区京东大道1699号，成 立日期1998年4月22日，上市日期2004年9月3日，公司主营业务涉及光学镜头和触控显示组件的研发、 生产及销售。主营业务收入构成为：车载光学38.61%，应用终端31.62%，非车载光学15.66%，触控显 示产品14.11%。 从基金十大重仓股角度 ...

9月2日，联创电子跌3.37%，截至发稿，报11.17元/股，成交6.98亿元，换手率5.92%，总市值118.33亿 元。联创电子股价已经连续3天下跌，区间累计跌幅5.58%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 中航智选领航混合发起A（024388）成立日期2025年6月13日，最新规模3652.01万。成立以来收益 7.66%。 中航智选领航混合发起A（024388）基金经理为郑常斌、王森。 截至发稿，郑常斌累计任职时间72天，现任基金资产总规模5191.25万元，任职期间最佳基金回报 7.57%， 任职期间最差基金回报7.45%。 王森累计任职时间1年342天，现任基金资产总规模15.6亿元，任职期间最佳基金回报135.48%， 任职期 间最差基金回报7.5%。 资料显示，联创电子科技股份有限公司位于江西省南昌市南昌高新技术产业开发区京东大道1699号，成 立日期1998年4月22日，上市日期2004年9月3日，公司主营业务涉及光学 ...

Core Viewpoint - Lianchuang Electronics (002036) is expected to turn a profit in the first half of 2025, with projected net profit ranging from 18 million to 26 million yuan, compared to a loss of 64.99 million yuan in the same period last year [1][2]. Financial Performance - The company anticipates a net profit attributable to shareholders of 18 million to 26 million yuan for the first half of 2025, a significant improvement from the loss of 64.99 million yuan in the previous year [2]. - The net profit after deducting non-recurring gains and losses is expected to be a loss of 45 million to 26 million yuan, compared to a loss of 99.96 million yuan in the same period last year [2]. - Basic earnings per share are projected to be between 0.0170 yuan and 0.0245 yuan, recovering from a loss of 0.0608 yuan per share in the previous year [2]. Business Development - The performance improvement is attributed to the successful development of the core optical business and continuous growth in automotive optics [3]. - The touch display industry has completed customer and product structure adjustments, leading to enhanced production efficiency [3]. - The application terminal industry has achieved sustained business growth through upgrades in customer structure and R&D capabilities [3]. - The company has enhanced its profitability by optimizing resource allocation, improving asset operation efficiency, and reducing management costs [3]. Company Background - Lianchuang Electronics, established on April 22, 1998, is located in Nanchang High-tech Industrial Development Zone, Jiangxi Province, and was listed on September 3, 2004 [5]. - The company specializes in the R&D, production, and sales of optical lenses and touch display components [5]. - In 2024, the company reported an operating income of 10.212 billion yuan, a year-on-year increase of 3.69%, and a net profit attributable to shareholders of -553 million yuan, a 44.29% increase in loss compared to the previous year [5].

Core Points - Lianchuang Electronics reported a narrowing loss for the year 2024, with a revenue of 10.21 billion yuan, a year-on-year increase of 3.69% [1] - The net profit attributable to shareholders was -552.82 million yuan, a 44.29% improvement compared to the previous year [1] - The company’s gross margin for 2024 was 9.19%, an increase of 0.90 percentage points year-on-year [2] Financial Performance - Revenue for 2024 was 10,211,565,372.33 yuan, compared to 9,847,738,457.14 yuan in 2023 [1] - The net profit attributable to shareholders was -552,822,266.81 yuan, improving from -992,386,862.62 yuan in 2023 [1] - The cash flow from operating activities increased by 64.16% to 345,170,853.82 yuan [1] Profitability Metrics - The net profit margin for 2024 was -6.09%, an increase of 4.68 percentage points from the previous year [2] - The basic earnings per share were -0.52 yuan, compared to -0.93 yuan in 2023 [1] - The weighted average return on equity was -22.30%, improving by 7.53% from the previous year [1] Expense Management - Total operating expenses for 2024 were 1.322 billion yuan, a decrease of 39.98 million yuan from the previous year [2] - The expense ratio was 12.94%, down by 0.88 percentage points year-on-year [2] - Sales expenses decreased by 12.62%, while management expenses increased by 6.52% [2] Employee Statistics - The total number of employees at the end of 2024 was 13,052, an increase of 2,677 employees or 25.80% from the previous year [4] - The number of employees in the main subsidiaries was 9,764 [4] Executive Compensation - Total compensation for directors, supervisors, and senior management in 2024 was 14.6983 million yuan [5] - The highest-paid executive, Vice President Wang Zhuo, received 2.7954 million yuan, which is 2.16 times the salary of the Chairman [5] Company Overview - Lianchuang Electronics, established on April 22, 1998, specializes in the research, production, and sales of optical lenses and touch display components [5]