苏州长光华芯光电技术股份有限公司 "提质增效重回报"行动方案的半年度评估报告 苏州长光华芯光电技术股份有限公司（以下简称"公司"）为践行以"投资 者为本"的上市公司发展理念，维护公司全体股东利益，增强投资者信心，促进 公司健康可持续发展，于 2025 年 4 月 30 日在上海证券交易所披露了《2025 年 度"提质增效重回报"行动方案》， 2025 上半年，公司根据上述行动方案内容 积极开展和落实相关工作，在保障投资者权益、树立良好资本市场形象等方面取 得了一定成效。2025 年上半年，行动方案主要举措的落实（进展）及成效情况 如下： 一、落实降本增效的策略，全面提升经营管理质量水平。 于上市公司股东净利润 897.45 万元。2025 年公司采取降本增效的策略，控制财 务开支，加强内控管理，抢抓战略市场，推行体制改革，全面提升经营管理的质 量与水平。上半年，公司具体从以下几个方面开展工作： 计划管理水平，降低呆滞存货数量，减少资源浪费。 公司始终坚持先进半导体激光芯片系列产品的研发、制造与销售的一体化经 营模式，持续加大在前沿技术领域的投入，积极响应国家的产业政策，大力发展 新质生产力，突破"卡脖子"的技 ...

Group 1 - The company achieved a revenue of 1.743 billion yuan in the first half of the year, representing a year-on-year growth of 37.08% [1] - The net profit attributable to shareholders reached 69.2342 million yuan, with a year-on-year increase of 88.04% [1] - The company focuses on its LED core business and expands into multiple application fields, leading to steady growth across all business segments [1] Group 2 - Revenue from Mini RGB products increased by 57% year-on-year [1] - The market share of traditional RGB small-pitch display products exceeded 30% [1] - The backlight business saw a revenue growth of 402% year-on-year, driven by the efforts of the controlling shareholder [1] Group 3 - The automotive business in the HUD display field experienced a revenue growth of 104% year-on-year [1] - The lighting business is focused on enhancing product positioning and optimizing gross margins through high-efficiency product solutions [1] - The MicroMIP chip has received mass production certification from leading companies in the display industry [1] Group 4 - The company is a leading supplier of gallium arsenide solar cell products in China, with product sales doubling year-on-year in the commercial aerospace sector [1] - The company maintains the top position in domestic market shipments [1] - VCSEL products are applicable in various fields, laying a technical foundation for future entry into the high-speed optical communication market [2] Group 5 - The company emphasizes technology research and development and the establishment of an intellectual property system, which supports sustainable development [2] - Collaboration with the controlling shareholder from technology development to market expansion enhances the company's ability to consolidate its LED core business while exploring new business areas [2] - The strategic layout advantage of the controlling shareholder supports the company's future international development [2]

Core Viewpoint - Qianzhao Optoelectronics reported significant growth in revenue and net profit for the first half of 2025, driven by strong performance across various business segments, despite challenges in the LED industry [1][2]. Financial Performance - The company achieved operating revenue of 1.743 billion RMB, representing a year-on-year increase of 37.08% [1]. - Net profit attributable to the parent company reached 69.2342 million RMB, up 88.04% year-on-year [1]. Business Development - MiniRGB product revenue grew by 57% year-on-year, while traditional RGB small-pitch display products captured over 30% market share [1][2]. - Backlight business revenue surged by 402%, with significant advancements in RGB-MiniLED backlight chips and MiniCOB technology [2]. - The automotive sector, particularly in HUD displays, saw a revenue increase of 104% [2]. Industry Trends - The LED industry is facing rising costs and declining end-user demand, yet there is a clear trend towards high-end and intelligent market demands [1]. - High-end display technologies like Mini/MicroLED are leading industry growth, with increasing penetration in TVs and monitors [1]. Product Innovations - Qianzhao Optoelectronics has made notable advancements in GaAs solar cells, achieving a doubling of sales in the commercial aerospace sector [3]. - The company has successfully shipped products suitable for low-orbit commercial satellites and made breakthroughs in flexible solar cell performance [3]. VCSEL Market Potential - The global VCSEL market is projected to reach approximately $2 billion by 2024, with a compound annual growth rate exceeding 15% over the next five years [3]. - The automotive lidar VCSEL chip market is expected to grow to $1.8 billion by 2028, marking it as the fastest-growing segment [3]. Future Strategy - The company aims to focus on high-end products and customer-centric operations to achieve stable profit growth [4]. - Plans include expanding the LED core business and transitioning towards high-end semiconductor products for sustainable long-term development [4].

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]

Core Viewpoint - The company, Lian Micro (立昂微), is actively responding to investor inquiries regarding its production capacity and product offerings in the RF chip sector, indicating a strong demand for its VCSEL products and plans for capacity expansion by 2025 [1] Group 1: Production Capacity - Current production capacity for RF chips is 90,000 pieces per year at the Hangzhou base and 60,000 pieces per year at the Haining Phase I facility [1] - The main product categories include GaAs HBT, VCSEL, GaN HEMT, and BiHEMT/others [1] Group 2: Future Plans - The company plans to enhance its production capacity and process adjustments to meet customer demand, with a target to expand the Hangzhou base by the end of 2025 [1] - The VCSEL product line currently has a full order book, indicating strong market demand [1]

Core Viewpoint - Lian Micro (605358.SH) is experiencing strong demand for its VCSEL products and is actively adjusting production capacity and processes to meet customer needs [1] Group 1: Production Capacity - The company plans to achieve a combined production capacity of 2000 units per month for VCSEL products at its Hangzhou and Haining bases by the end of 2025 [1] - Currently, there are no technical or equipment-related obstacles hindering production [1] Group 2: Product Flexibility - In addition to VCSEL products, the company's other compound semiconductor RF chip products can adjust production capacity based on order demand [1] - Specific shipment structures will be disclosed in the company's information releases [1]

Core Viewpoint - Lian Micro (605358.SH) is experiencing strong demand for its VCSEL products and is actively adjusting production capacity and processes to meet customer needs [1] Group 1: Production Capacity - The company plans to achieve a combined production capacity of 2000 units per month for VCSEL products at its Hangzhou and Haining bases by the end of 2025 [1] - Currently, there are no technical or equipment-related obstacles hindering production [1] Group 2: Product Flexibility - In addition to VCSEL products, the company can adjust the production capacity of its other compound semiconductor RF chip products based on order demand [1] - Specific shipment structures will be disclosed in the company's information releases [1]

证券代码：300102 证券简称：乾照光电 公告编号：2025-022 一、重要提示 本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投资者 应当到证监会指定媒体仔细阅读年度报告全文。 除董事陈文翔未能亲自出席并委托董事李敏华代为出席外，其余所有董事均已亲自出席了审议本报告的 董事会会议。 容诚会计师事务所（特殊普通合伙）对本年度公司财务报告的审计意见为：标准的无保留意见。 □适用 √不适用 公司上市时未盈利且目前未实现盈利 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 √适用 □不适用 公司经本次董事会审议通过的利润分配预案为：以888,333,883（剔除已回购股份31,999,980股）为基 数，向全体股东每10股派发现金红利0.46元（含税），送红股0股（含税），以资本公积金向全体股东 每10股转增0股。 本报告期会计师事务所变更情况：公司本年度会计师事务所由变更为容诚会计师事务所（特殊普通合 伙）。 非标准审计意见提示 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 2、报告期主要业务或产品 ...