格隆汇1月9日丨国星光电(002449.SZ)在投资者互动平台表示，公司主营业务与商业航天无直接关联， 公司主营业务包括 LED 外延片及芯片、LED 封装及组件、集成电路封测等业务版块。 ...

12月11日，乾照光电盘中涨超2%，收报25.5元/股，最新市值234.7亿元。前一日，公司盘中股价最高达 27.51元/股，创历史新高，2025年以来，公司股价累计涨超147%，自去年7月的股价低点以来，累计涨 超370%。 但最大的"赢家"，当属乾照光电的控股股东海信视像，其目前持有公司26.31%的股份，最新持股市值约 61.46亿元，而其对海信视像的投资不过20亿元，已经浮盈超40亿元。 年内涨超140% 12月10日，乾照光电盘中涨超4%，股价最高达27.51元/股，创历史新高。12月11日，公司股价回调，收 报25.5元/股，最新市值达234.7亿元。拉长时间线来看，2025年以来，公司股价累计大涨147.24%，自 2024年7月26日的股价低点以来，更是大涨376.28%。 据悉，乾照光电此次股价大涨，或主要得益于近期商业航天板块的活跃。 消息面上，前段时间，国家航天局印发《国家航天局推进商业航天高质量安全发展行动计划（2025— 2027年）》，是首份面向商业航天的国家级三年路线图文件，并设立商业航天司。12月3日，朱雀三号 重复使用运载火箭成功发射，进入预定轨道。本次任务虽未实现预定火箭一 ...

Core Insights - Qianzhao Optoelectronics reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 1.743 billion yuan, a year-on-year growth of 37.08%, and net profit attributable to shareholders amounting to 69.2342 million yuan, up 88.04% [1] Group 1: Business Performance - The company's LED business expanded into multiple application scenarios, with Mini RGB product revenue increasing by 57% year-on-year and traditional RGB small-pitch display products capturing over 30% market share [2] - The backlight business saw a remarkable revenue growth of 402% year-on-year, driven by self-developed high-performance RGB-MiniLED backlight chips and successful international customer acquisition [2] - The automotive sector, particularly in HUD display, experienced a revenue increase of 104% year-on-year, while the lighting business focused on high-efficiency product solutions to optimize gross margins [2] Group 2: Product Development - The GaAs solar cell business performed exceptionally well, with product sales doubling year-on-year, maintaining the top position in the domestic market, and achieving breakthroughs in flexible space solar cell radiation resistance [2] - VCSEL products have extended their applications to consumer electronics, industrial sensing, medical aesthetics, data communication, and automotive sectors, with significant shipments in consumer electronics and medical aesthetics [3] Group 3: R&D Investment - The company emphasized technology innovation as a core driver of development, with R&D investment reaching 89.6722 million yuan, a 17.22% increase year-on-year [3] - The company and its subsidiaries obtained 18 invention patents, 4 utility model patents, and 1 design patent, with 66 new patent applications filed during the reporting period [3]