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Vehicle optics & ADAS lens business车载光学与ADAS镜头业务
86 · 2024-01-08 → 2026-06-24
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LianChuang's automotive optics segment, including ADAS lenses, camera modules, and HUD components, sees rapid revenue growth, full order books, and expansion into global OEM and Tier-1 supply chains.联创车载光学业务（ADAS镜头、摄像模组、HUD组件）收入快速增长，订单饱满，并拓展至全球OEM及Tier-1供应链。
2024-01-08LianChuang Electron confirmed that its vehicle optical products are widely used in the new energy vehicle sector, but did not confirm specific customer models.联创电子确认车载光学产品广泛应用于新能源汽车领域，但未确认具体客户车型。
2024-01-16LianChuang Electron stated that its vehicle lenses have passed certifications from multiple well-known domestic and international solution providers.联创电子表示车载镜头已通过多个国内外知名方案商的认证。
2024-01-31LianChuang Electron disclosed in an investor relations activity that its vehicle optical business has full order books and an optimistic outlook; high-definition wide-angle lens demand is recovering in Q1 2024.联创电子在投资者关系活动中披露，车载光学业务目前在手订单饱满，未来展望乐观；2024年一季度高清广角镜头需求逐步复苏。
2024-02-01LianChuang Electron received 85 institutional investors for a survey, including Dlight Capital, Jumin Investment, and Panjing Investment; disclosed that its automotive optics business has full order books and its glass-plastic lens has entered the supply chain of a well-known brand mobile phone maker.联创电子获得85家机构调研，包括淡水泉、聚鸣投资、盘京投资等；透露车载光学业务在手订单饱满，玻塑镜头已进入知名品牌手机厂商供应链。
2024-03-08LianChuang Electron confirmed shipment of HUD key optical components.联创电子确认有HUD关键光学部件出货。
2024-03-08LianChuang Electron confirmed its product portfolio includes streaming media rearview mirrors.联创电子确认产品包括流媒体后视镜。
2024-03-12LianChuang Electron disclosed it is developing camera cleaning systems.联创电子披露正在研发摄像头清洗系统。
2024-03-15LianChuang Electron stated its TOF and structured light products are used in 3D spatial imaging terminals and are shipping.联创电子表示其TOF、结构光产品已应用于3D空间拍摄终端，且有出货。
2024-03-22LianChuang Electron stated it has products used in drones and other low-altitude aircraft.联创电子表示有产品用于无人机等低空飞行器。
2024-04-08LianChuang Electron confirmed that its fisheye lenses have begun shipment.联创电子确认鱼眼镜头已有出货。
2024-04-27LianChuang Electron stated its automotive ADAS products cover multiple mainstream domestic vehicle brands, and its automotive lenses cover overseas top-tier Tier 1 suppliers.联创电子表示车载ADAS产品覆盖国内多家主流品牌整车制造商，车载镜头覆盖海外知名tier1。
2024-04-30LianChuang Electron's 2023 annual report: automotive lens and module sales revenue grew 17.92% YoY; automotive lighting revenue grew 112.10% YoY; Hefei Lianchuang 'Vehicle Optical Industrial Park' project completed construction and entered trial production.联创电子2023年报：车载镜头及模组销售收入同比增长17.92%，车载照明销售收入同比增长112.10%；合肥联创“车载光学产业园项目”竣工并进入试产。
2024-05-06Vehicle lens and vehicle camera module sales revenue increased 17.92% YoY in the reported period.报告期内车载镜头及车载影像模组销售收入同比增长17.92%。
2024-05-20LianChuang Electron confirmed it is the main supplier of vehicle camera modules for NIO's Onvo (Ledo) brand.联创电子确认为蔚来乐道车载影像模组的主要供应商。
2024-05-24LianChuang Electron's smart lighting products include vehicle ambient lights and projection lights, all under development.联创电子智慧照明产品包括车载氛围灯、投影灯等，均在研发中。
2024-05-24LianChuang Electron's HUD products include both complete units and components, supplied to OEMs and Tier 1 suppliers respectively, all under development.联创电子HUD产品有整机和零部件，分别面向主机厂和Tier1供应，均在研发中。
2024-06-13LianChuang Electron stated that its lens products cover automotive, action cameras, drones, mobile phones, security, and other fields, and can be used in DMS (Driver Monitoring System) scenarios.联创电子表示，其镜头产品覆盖车载、运动相机、无人机、手机、安防等领域，可用于DMS（驾驶员监控系统）场景。
2024-06-13LianChuang Electron stated that its products include panoramic lenses and modules, and its millimeter-wave radar applications are determined by customers.联创电子表示，其产品包括全景镜头和模组，毫米波雷达的具体应用场景由客户决定。
2024-06-13LianChuang Electron stated that its previously reserved over 200 automotive designated projects have begun mass production.联创电子表示，其前期储备的200多个车载定点项目已陆续开始量产。
2024-06-19LianChuang Electron stated that its automotive touch display products are all self-developed projects.联创电子表示，其车载触控显示产品均为自研项目。
2024-06-19LianChuang Electron responded to competition claims regarding ADAS lens supply for Client B, stating market competition is normal and will not affect operations.联创电子回应关于B客户ADAS镜头一供的竞争说法，表示市场竞争是常态，不会影响公司经营。
2024-06-28LianChuang Electron stated that its lens products can be used in roadside equipment for vehicle-road-cloud collaborative projects.联创电子表示，其镜头产品可用于车路云协同项目的路侧设备。
2024-06-28LianChuang Electron stated that its products can be used in vehicle-road-cloud integration projects.联创电子表示，其产品可用于车路云一体化项目。
2024-07-25LianChuang Electron confirmed ongoing delivery of glass-plastic hybrid lenses for smartphones, drones, and smart vehicles.联创电子确认玻塑混合镜头持续交付，应用于手机、无人飞行器、智能汽车等场景。
2024-08-13Optical components revenue in H1 2024 reached 2.157 billion yuan, up 90.07% YoY, driven by rapid growth in automotive lenses and camera modules.2024年上半年光学元件营收21.57亿元，同比增长90.07%，主要受车载镜头和车载影像模组快速增长推动。
2024-08-15LianChuang Electron disclosed it is the main supplier of automotive camera modules for NIO's Onvo (Ledao) brand.联创电子披露其为蔚来乐道车载影像模组的主要供应商。
2024-08-15Company continues strategic cooperation with Mobileye, Nvidia, Aptiv, Valeo, Magna, Horizon Robotics, Baidu for ADAS lenses and modules, expanding market share in Europe, US, Korea and domestic OEMs.公司继续深化与Mobileye、Nvidia、Aptiv、Valeo、Magna、地平线、百度等ADAS方案商的战略合作，扩大欧美韩及国内终端车厂市场份额。
2024-08-15Company established automotive display business unit and automotive head-up display business unit to expand into in-vehicle display field.公司成立车载显示事业部和车载抬头显示事业部，拓展车载显示领域。
2024-09-04LianChuang Electron stated it continues to deepen strategic cooperation with Nvidia and other internationally renowned advanced automotive driver-assistance safety solution companies.联创电子表示，公司继续深化与Nvidia等国际知名高级汽车辅助安全驾驶方案公司的战略合作。
2024-09-06LianChuang Electron confirmed it has shipments of electronic exterior rearview mirror products.联创电子确认有电子外后视镜产品出货。
2024-09-12LianChuang Electron stated its Hefei vehicle-mounted optics industrial park project, which started production in April 2024 with annual design capacity of 50 million vehicle lenses and 50 million vehicle camera modules, mainly serves domestic customers.联创电子表示，其合肥车载光学产业园项目于2024年4月投产，设计年产5000万颗车载镜头和5000万颗车载影像模组，主要面向国内客户。
2024-09-27LianChuang Electron confirmed it has cooperated with Horizon Robotics, a Chinese autonomous driving unicorn.联创电子确认与地平线公司已合作。
2024-10-15LianChuang Electron (Hefei) Vehicle Optics Industrial Park held its opening ceremony; total investment RMB 3 billion, with annual capacity of 50 million vehicle lenses and 50 million vehicle imaging modules, expected annual output value near RMB 10 billion.联创电子（合肥）车载光学产业园开园，总投资30亿元，年产5000万颗车载镜头和5000万颗车载影像模组，预计年产值近百亿元。
2024-10-30Optical segment revenue in 9M 2024 reached RMB 3.303 billion, +55.97% YoY; vehicle optics revenue RMB 1.610 billion, +132.79% YoY.2024年前三季度光学产业营收33.03亿元，同比+55.97%；其中车载光学营收16.10亿元，同比+132.79%。
2024-11-03LianChuang Electron reported Q1-Q3 2024 optical segment revenue of 3.303 billion yuan, up 55.97% YoY; automotive optics revenue of 1.610 billion yuan, up 132.79% YoY.联创电子2024年前三季度光学产业营业收入33.03亿元，同比增长55.97%；车载光学收入16.10亿元，同比增长132.79%。
2024-11-05LianChuang Electron stated it has 17MP and above automotive lens capability.联创电子表示已具备17M及以上车载镜头能力。
2024-11-29LianChuang Electron stated its 3D camera products continue to ship.联创电子表示其3D摄像头产品持续出货。
2024-12-24LianChuang Electron disclosed that its lidar optical component products have begun shipping.联创电子披露其激光雷达的光学部件产品已有出货。
2024-12-30LianChuang Electron (Hefei) Automotive Optics Industrial Park's subsidiary has begun mass production and shipment, with planned capacity ramping up.联创电子（合肥）车载光学产业园内的子公司已量产出货，规划产能正在爬坡。
2024-12-30LianChuang Electron stated that its automotive lenses continue to ship in large volumes, and products are recognized by many well-known domestic and international customers.联创电子表示车载镜头持续大量出货，产品和服务受到海内外多家知名厂商认可。
2025-02-25Confirmed shipment of 3D TOF LiDAR lenses.确认有3D TOF激光雷达镜头出货。
2025-02-25Announced strategic plan to accelerate comprehensive development of automotive electronics industry, leveraging mold glass technology and forming a complete chain from vehicle-grade smart sensors to smart cockpit solutions.宣布加速汽车电子产业全面发展，凭借模造玻璃技术形成从车规级智能传感器到智能座舱解决方案的完整产业链。
2025-02-26In November 2023, the company was officially recognized as the chain-leader enterprise of Jiangxi Province's automotive electronics industry chain; vehicle lenses cover many top automakers.2023年11月被正式认定为江西省汽车电子产业链链主企业；车载镜头已覆盖众多头部车企。
2025-03-11The chairman's forecast of global leading shipment volume in Q1 2025 is based on current shipment data and does not constitute a commitment.董事长关于2025年第一季度出货量全球领先的预计基于当前出货情况，不构成承诺。
2025-03-14The company disclosed that its optical components for LiDAR have already begun shipping.公司披露其激光雷达的光学部件产品已有出货。
2025-03-19The company confirmed it has a long-established visual perception team, and 3D vision-related lenses, camera modules, and systems are used in smartphones, cars, drones, and robots.公司确认很早就成立了视觉感知团队，3D视觉相关的镜头、影像模组、系统已用于手机、汽车、无人机、机器人等领域。
2025-04-22LianChuang Electron maintains a strategic cooperation with NIO Ledao, supplying ADAS camera modules across multiple product lines.联创电子与蔚来乐道保持战略合作关系，供应多个产品线的ADAS摄像头模组。
2025-04-252024 annual report: revenue RMB 10.212 billion (+3.69% YoY), net loss RMB -553 million; optical revenue grew 34.21%, vehicle-mounted lens and image module revenue surged 126.67%; Hefei vehicle-mounted optical industrial park opened.2024年年报：营收102.12亿元（同比+3.69%），归母净利润-5.53亿元；光学产业营收增长34.21%，车载镜头及影像模组营收增长126.67%；合肥车载光学产业园开园。
2025-04-28Hefei factory is expected to reach full capacity by end of 2025 to early 2026, driven by large orders from tier-1 EV makers; Mexico factory targets North America; Vietnam factory passes Korean customer certification for Southeast Asia and Europe.合肥工厂预计2025年底至2026年初实现满产，受益于一线车企大额订单；墨西哥工厂主攻北美；越南工厂通过韩国客户认证，切入东南亚和欧洲市场。
2025-04-29LianChuang Electron stated its pure-glass ADAS lenses have core technology and mass production capability, with performance reaching international leading level, and Chinese companies hold an important position in the global supply chain.联创电子表示其纯玻璃ADAS镜头具备核心技术和量产能力，产品性能达到国际领先水平，中国企业在全球供应链中占据重要地位。
2025-05-06LianChuang Electron added the 'electronic rearview mirror' concept; it has developed multiple electronic rearview mirror lenses and imaging modules and has begun shipping electronic exterior rearview mirror products.联创电子新增【电子后视镜】概念；已着手多款电子后视镜镜头和影像模组技术开发，且有电子外后视镜产品出货。
2025-05-12In 2024, LianChuang Electron's automotive lens and imaging module revenue grew 126.67% YoY, reaching 2.06 billion yuan; it deepened strategic cooperation with Mobileye, Nvidia, Horizon Robotics, Baidu, and supplied BYD, NIO, Geely.2024年车载镜头及影像模组营收同比增长126.67%，达20.6亿元；深化与Mobileye、Nvidia、地平线、百度等战略合作，产品导入比亚迪、蔚来、吉利等车企。
2025-05-26LianChuang Electron confirmed its lenses and modules can be used in AEBS (Automatic Emergency Braking System).联创电子确认其镜头及模组产品可用于AEBS（自动紧急制动系统）。
2025-05-26LianChuang Electron stated its automotive lens orders are full, sales are good, and equipment is running at full capacity.联创电子表示车载镜头订单饱满，销售状况良好，设备满负荷运转。
2025-06-13Company confirms it has received customer designations for HUD core components, with advantages in optical performance, self-developed key software, and comprehensive technology roadmap.公司确认HUD核心部件已获客户定点，优势在于光学性能好、自主研发关键软件、技术路线覆盖全面。
2025-06-13Company states it has products applied to unmanned logistics vehicles and unmanned cleaning vehicles.公司表示已有产品应用于无人物流车和无人清洁车。
2025-06-23Company confirms it established a visual perception team early on; 3D vision related lenses, modules, and systems are used in phones, cars, drones, and robots.公司确认很早就成立了视觉感知团队，3D视觉相关的镜头、影像模组、系统已用于手机、汽车、无人机、机器人等领域。
2025-06-23Company states its ADAS lenses can meet visual requirements under low light at night and strong light during the day.公司表示其ADAS镜头能实现夜晚低照度和白天强光照下的视觉要求。
2025-06-30Company states it has shipped laser radar optical components.公司表示激光雷达的光学部件产品已有出货。
2025-07-21LianChuang Electron's automotive COB development team passed AEC-Q100 certification for its automotive-grade 8M COB package product, becoming the first 8M chip automotive camera manufacturer in the industry to pass this certification; the COB process shortens delivery cycle by 1-2 months and improves packaging accuracy to 10-micron level.联创电子车载COB开发团队成功通过车规级8M COB封装产品的AEC-Q100认证，成为业内率先通过此项认证的8M芯片车载摄像头厂商；COB工艺交付周期缩短1至2个月，封装精度提升至10微米级。
2025-07-25LianChuang Electron was added to the [millimeter-wave radar] concept; the company has deployed automotive optics and cooperated with Calterah on 76-81GHz CMOS radar chips to improve angular resolution.联创电子新增【毫米波雷达】概念；公司布局车载光学，并与加特兰合作76-81GHz CMOS雷达芯片以提升角分辨率。
2025-08-11LianChuang Electron confirmed cooperation with Onvo (乐道汽车), a sub-brand of NIO, in the investor interactive platform.联创电子在投资者互动平台确认与蔚来子品牌乐道汽车存在合作关系。
2025-08-11LianChuang Electron stated that its Hefei plant for vehicle lenses is expected to reach full production by end of 2025 or early 2026.联创电子表示，其合肥园区车载镜头预计2025年年底或2026年年初满产。
2025-08-11LianChuang Electron stated that its 3D vision related lenses, camera modules, and systems are used in phones, cars, drones, and robots.联创电子表示其3D视觉相关的镜头、影像模组、系统已用于手机、汽车、无人机、机器人等领域。
2025-08-22LianChuang Electron stated its high-definition wide-angle lenses and modules can be applied to panoramic cameras, drones, and police surveillance.联创电子表示其生产的高清广角镜头及模组可应用于全景相机、无人机、警用监控等领域。
2025-08-25In H1 2025, LianChuang Electron's vehicle lens revenue grew 105.45% YoY, and vehicle camera module revenue grew 15.37% YoY.2025年上半年，联创电子车载镜头营收同比增长105.45%，车载影像模组营收同比增长15.37%。
2025-08-25LianChuang Electron deepened strategic cooperation with Mobileye, Nvidia, and Horizon Robotics, with products mass-produced for NIO and Geely.联创电子深化与Mobileye、Nvidia、地平线等方案商的战略合作，车载光学产品在蔚来、吉利等车企稳定量产。
2025-08-27LianChuang Electron stated that its Hefei vehicle industrial park is expected to reach full capacity of 50 million lens units by end of 2025, with current monthly output exceeding 3 million units.联创电子表示，合肥车载产业园预计2025年底5000万颗镜头产能基本达产，目前月产能超300万颗。
2025-09-08LianChuang Electron disclosed planned capacity of 80 million vehicle lenses (targeting full production by end-2025) and about 50 million vehicle lens modules (still ramping up).联创电子披露规划车载镜头产能8000万颗（预计2025年底基本达产），车载镜头模组产能约5000万颗（仍在爬坡）。
2025-09-08LianChuang Electron confirmed it is a top-tier global supplier of automotive ADAS lenses, with deep cooperation with domestic and international solution providers and OEMs.联创电子确认其是全球最重要的车载ADAS镜头供应商之一，与国内外方案商和整车厂有深度合作。
2025-09-08LianChuang Electron stated it is concentrating resources on vehicle lenses and aims to maintain a top-two global market share in vehicle lenses.联创电子表示正集中资源发展车载镜头，目标稳住全球前二的车载镜头份额。
2025-10-15LianChuang Electron confirmed that its Hefei factory lens production is at full capacity, its Mexico factory is in mass production, and its Vietnam factory is in mass production.联创电子确认，合肥工厂镜头满产，墨西哥工厂量产，越南工厂量产。
2025-10-27LianChuang Electron's optical business revenue reached RMB 3.304 billion in the first three quarters of 2025, accounting for 50.91% of total revenue, becoming the core pillar.联创电子2025年前三季度光学产业营收33.04亿元，占总营收50.91%，成为核心支柱。
2025-11-06LianChuang Electron reported Q3 2025 total revenue of 64.89 billion yuan, optical revenue of 33.04 billion yuan (50.91% of total), automotive optical revenue of 23.63 billion yuan (+46.75% YoY), and automotive lens revenue of 13.81 billion yuan (+88.82% YoY); QoQ decline in automotive optical revenue attributed to intensified competition.联创电子披露2025年第三季度总营业收入64.89亿元，光学产业营收33.04亿元（占总营收50.91%），车载光学营收23.63亿元（同比增长46.75%），车载镜头营收13.81亿元（同比增长88.82%）；车载光学营收环比下降归因于行业竞争加剧。
2026-01-27LianChuang Electron disclosed on the investor interactive platform that its autonomous driving products include automotive lenses and camera modules, automotive lighting, and automotive radar.联创电子在投资者互动平台披露，公司在自动驾驶方面的产品有车载镜头及影像模组、车载照明、车载雷达等。
2026-03-02LianChuang Electron stated that since 2016 it has been deploying automotive optics, using its world-leading molded glass technology to enter the automotive lens track, forming a first-mover and leading advantage in automotive lenses and imaging modules, and gradually building a relatively complete automotive electronics industry chain from automotive-grade smart sensors, smart cockpits to system solutions.联创电子表示，2016年开始布局车载光学，凭借全球领先的模造玻璃技术切入车载镜头赛道，在车载镜头、影像模组领域已形成先发优势和领先优势；逐步形成从车规级智能传感器、智能座舱到系统解决方案的汽车电子相对完整产业链。
2026-03-09LianChuang Electron stated that its 180° fisheye lens is used both inside and outside the vehicle, combining optical design and processing, especially molded/injection molding technology, with good performance and high cost performance.联创电子表示，180°鱼眼镜头在车内外均有应用，公司光学设计和光学加工特别是模造/注塑技术结合，性能好，性价比高。
2026-03-24LianChuan Electron stated that its 8-megapixel vehicle-mounted lenses can be produced as either glass-plastic hybrid lenses or all-glass lenses according to customer requirements.联创电子表示，根据客户需求，公司800万像素车载镜头可以生产玻塑混合镜头，也可以生产全玻镜头。
2026-03-24LianChuan Electron stated that from an industry trend perspective, automotive optical lenses still have growth momentum in 2026, but specific company performance needs to be judged based on customer expansion, technology implementation, and capacity release, with certain uncertainties.联创电子表示，从行业趋势看，2026年车载光学镜头仍有增长动力，但具体到公司业绩，需结合客户拓展、技术落地及产能释放情况综合判断，存在一定不确定性。
2026-04-01LianChuang Electron stated on the investor interaction platform that its autonomous driving products include vehicle-mounted lenses and imaging modules, vehicle-mounted lighting, and vehicle-mounted radar.联创电子在投资者互动平台表示，其自动驾驶方面产品有车载镜头及影像模组、车载照明、车载雷达等。
2026-04-01LianChuang Electron stated that it is a core supplier of drone lenses, capable of mass-producing glass-plastic hybrid lenses (balancing optical performance with weight and cost).联创电子表示，其是无人机镜头行业内的核心供应商之一，能大规模量产玻塑混合镜头（兼顾光学性能与重量成本）。
2026-04-24LianChuang Electron stated that it has technical reserves for 15M/16M vehicle-mounted optical lenses, but these products are not yet in mass production.联创电子表示，公司有15M/16M车载光学镜头技术储备，但上述产品没有量产。
2026-04-29LianChuang Electron's 2025 annual report detailed: vehicle-mounted optics revenue of RMB 3.072 billion, up 49.10% YoY; vehicle-mounted lens revenue up 83.88% YoY, with production of 89.62 million units (up 84.56%) and sales of 63.25 million units (up 65.05%).联创电子2025年年报显示：车载光学营收30.72亿元，同比增长49.10%；车载镜头营收同比增长83.88%，产量8962.42万片/万颗（同比增长84.56%），销量6324.64万片/万颗（同比增长65.05%）。
2026-05-18Company stated in an investor survey that its automotive business has entered the supply chains of Horizon Robotics, DJI, and Li Auto.公司在调研中表示，车载业务已进入地平线、大疆以及理想的供应链体系。
2026-05-22Stock hit daily limit up; market attributed to Tesla's FSD entering China (company as global ADAS lens supplier), silicon lens project in customer sampling stage, DLP-based PGU product mass-produced in vehicles, and new Intelligent Perception Business Unit targeting machine vision and humanoid robots.股票涨停，市场归因于特斯拉FSD入华（公司作为全球ADAS镜头供应商）、硅透镜项目送样评测、基于DLP的PGU产品已量产上车，以及新设智能感知事业部布局机器视觉与人形机器人。
2026-06-24LianChuang Electron stated that its Hefei vehicle-mounted optical industry park and Mexico factory have both commenced production.联创电子表示，公司合肥车载光学产业园、墨西哥工厂均已投产。
Transsion (传音) customer relationship传音客户关系
3 · 2024-01-08 → 2024-04-24
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LianChuang provides complete machine assembly, mainboards, and display components for Transsion's smartphones, smartwatches, and feature phones.联创为传音提供整机组装、主板及显示组件，覆盖智能手机、智能手表和功能机。
2024-01-08LianChuang Electron stated its subsidiary provides supporting services for consumer electronics and ODM manufacturers, including Transsion, but did not specify product types.联创电子表示下属子公司为消费电子及ODM厂商提供配套服务，包括传音，但未说明产品类型。
2024-04-12LianChuang Electron disclosed that besides complete machine assembly for Transsion (传音), it also supplies mainboards and display screens as components.联创电子披露除为传音提供整机组装外，还配套主板、显示屏等零部件业务。
2024-04-24LianChuang Electron confirmed it produces complete smartphones and smartwatches for Transsion (传音) in addition to feature phones.联创电子确认为传音生产功能机外，还生产智能手机、智能手表等整机产品。
Touch display business restructuring & recovery触控显示业务重组与复苏
12 · 2024-01-08 → 2026-04-07
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LianChuang's touch display business recovers from Q4 2023, operates in ODM/OEM dual mode, and the company considers divestiture while focusing on optics.联创触控显示业务自2023年Q4复苏，以ODM/OEM双模式运营，公司考虑剥离以聚焦光学。
2024-01-08LianChuang Electron said it continues to focus on core business and optimize industrial structure, but did not provide specific progress on divesting touch and trading businesses.联创电子表示将持续聚焦主业发展，优化产业结构，但未提供剥离触控及贸易业务的具体进展。
2024-03-25LianChuang Electron indicated its touch display business has been recovering since Q4 2023.联创电子表示其触控显示业务自2023年第四季度开始回暖。
2024-06-13LianChuang Electron confirmed that its touch display module products can be applied in the AIPC (AI PC) field.联创电子确认其触控显示模组产品可应用于AIPC（人工智能个人电脑）领域。
2024-06-13LianChuang Electron disclosed that its touch display industry operates in dual modes of ODM and OEM, cooperating with panel resource customers like BOE and Tianma.联创电子披露，其触控显示产业以ODM和OEM双模式并行，与京东方、天马等具有面板资源的客户合作。
2024-07-10LianChuang Electron stated it mainly supplies touch display modules to Lenovo.联创电子表示主要向联想供应触控显示模组等产品。
2024-12-09LianChuang Electron stated that its touch display business orders continue to improve and collections are normal; year-end impairment tests will be conducted per accounting standards.联创电子表示触控显示业务订单持续向好，回款正常；将按准则进行年终减值测试。
2025-03-26The company's touch display business operates in a dual mode with ODM as the main approach and OEM as a supplement.公司触控显示产业以ODM为主、OEM为辅双模式并行。
2025-08-11LianChuang Electron stated that the premise for divesting its touch business is having a counterparty for the transaction.联创电子表示，剥离触控业务的前提是要有交易对手方。
2025-08-27LianChuang Electron confirmed that its integrated circuit trading business has been fully divested, and it will focus resources on optics, especially vehicle lenses and high-definition wide-angle lenses.联创电子确认集成电路贸易业务已完全剥离，未来集中资源发展光学业务，重点投入车载镜头和高清广角镜头。
2026-01-28LianChuang Electron stated on the investor interactive platform that its project for 30 million pieces per year of new-generation touch display integrated products (COF structure and AMOLED) started construction in January 2019 and is expected to reach full capacity.联创电子在投资者互动平台表示，公司年产3000万片新一代触控显示一体化产品（COF结构及AMOLED）产业化项目于2019年1月开工，预计达产。
2026-03-02LianChuang Electron's annual output of 30 million pieces of new-generation touch display integrated product industrialization project started in January 2019; after completion, it is expected to form an annual production capacity of 30 million pieces of new-generation (COF structure and AMOLED) touch display integrated products.联创电子年产3000万片新一代触控显示一体化产品产业化项目于2019年1月正式开工，项目建成达产后，预计可形成年产3000万片新一代（COF结构及AMOLED）触控显示一体化产品的生产能力。
2026-04-07LianChuang Electron stated that its annual 30 million-piece new-generation touch-control display integration product industrialization project (COF structure and AMOLED) was officially started in January 2019, with an expected annual production capacity of 30 million pieces.联创电子表示，其年产3000万片新一代触控显示一体化产品产业化项目（COF结构及AMOLED）于2019年1月正式开工，预计可形成年产3000万片的生产能力。
MR/AR/VR & AI glasses technology & productsMR/AR/VR及AI眼镜技术与产品
11 · 2024-01-08 → 2026-04-30
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LianChuang has R&D and manufacturing experience in MR/AR/VR, supplies components for AR glasses and AI glasses, but AI glasses revenue is minimal.联创在MR/AR/VR领域有研发制造经验，供应AR眼镜和AI眼镜组件，但AI眼镜收入占比极小。
2024-01-08LianChuang Electron stated it has R&D and manufacturing experience in the MR (mixed reality) industry chain.联创电子表示拥有MR（混合现实）产业链的研发及制造经验。
2024-08-15Company confirmed it has products and related technologies applicable to AR glasses, and provides related components to customers.公司确认有产品及相关技术可应用于AR眼镜，并为客户提供相关零部件。
2024-12-26LianChuang Electron stated it has not yet launched AI glasses business.联创电子表示尚未开展AI眼镜业务。
2025-01-08Company confirms it possesses AR optical waveguide related technology.公司确认具备AR光波导相关技术。
2025-01-10Company states it has not yet started OEM business for AI glasses, but can supply core optical components for AI glasses.公司表示尚未开展AI眼镜代工业务，但具备供应AI眼镜核心光学部件的能力。
2025-02-25Confirmed supply of lenses and modules to AI glasses manufacturers, though revenue contribution is small.确认有供货给AI眼镜厂商，但其营业收入占公司总营业收入较小。
2025-03-07The company disclosed that its AI glasses component shipments account for a very small portion of total revenue.公司披露其AI眼镜组件出货量占总营业收入很小。
2025-03-24The company stated it has not yet shipped products related to reflective or diffractive waveguide technologies.公司表示暂未有反射光波导和衍射光波导相关产品出货。
2025-10-30LianChuang Electron stated that its VR device related component shipments are very small and have no material impact on the company.联创电子表示，公司VR设备相关零部件出货量很小，对公司无重大影响。
2026-04-08LianChuang Electron stated that its robot vision related products have mass production and commercial delivery capabilities but have not yet generated revenue; AI glasses related products are in the development stage and have not yet generated revenue.联创电子表示，其开发的机器人视觉相关产品已具备量产与商用交付能力，但尚未产生营收贡献；涉及AI眼镜相关产品处于开发阶段，尚未产生营收贡献。
2026-04-30LianChuang Electron stated that it has technical reserves for lenses and modules in the AI glasses field, but these have not yet generated revenue for the company.联创电子表示，公司在AI眼镜领域涉及镜头及模组有相关的技术储备，但尚未对公司产生营收贡献。
Rumors & clarifications传闻澄清
26 · 2024-01-08 → 2026-04-15
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Denials of listing plans, supply chain rumors, and business involvement speculations.否认上市计划、供应链传闻及业务涉足猜测。
2024-01-08LianChuang Electron denied any plan for its subsidiary Lianhao Optoelectronics to independently list.联创电子否认子公司联昊光电有独立上市计划。
2024-02-22LianChuang Electron stated on investor platform that it does not engage in AI-based image generation for behavior prediction research, and has not deployed light field screens.联创电子在投资者互动平台表示，未涉及人工智能对感知图像生成后进行行为预测的研究，也未布局光场屏。
2024-03-01LianChuang Electron stated it does not directly supply HiPhi (高合汽车) and has no accounts receivable risk from HiPhi.联创电子表示未直接向高合汽车供货，无应收账款风险。
2024-04-16LianChuang Electron stated it has no optical module business or products.联创电子表示没有光模块业务及产品。
2024-05-24LianChuang Electron stated it has no glass substrate technology reserves.联创电子表示没有玻璃基板技术储备。
2024-06-14LianChuang Electron stated that it has not yet directly supplied to SAIC Group (上汽集团).联创电子表示，尚未直接向上汽集团供货。
2024-11-18LianChuang Electron denied any shareholding in Moore Threads Intelligent Technology (Beijing) Co., Ltd.联创电子否认参股摩尔线程智能科技（北京）股份有限公司。
2024-12-16LianChuang Electron denied any sales decline due to customer inventory management, unlike competitor Sunny Optical.联创电子否认存在因客户库存管理导致的销量下滑情况。
2024-12-16LianChuang Electron stated it does not supply to the troubled JY automaker, implying no bad debt exposure.联创电子表示未向暴雷的JY车企供货，无坏账风险。
2025-02-26Confirmed that it does not manufacture (OEM) Huawei foldable screen phones.确认未代工华为折叠屏手机。
2025-02-27Stated that the company does not have the technology to manufacture CIS (CMOS Image Sensor).表示公司不具备制造CIS（CMOS图像传感器）的技术。
2025-02-27Stated that the company's main businesses are optics and touch-display, and it is not involved in optical module business (e.g., 1.6Tbps silicon photonics interconnect modules).表示公司主营光学业务和触控显示业务，不涉及光模块业务（如1.6Tbps硅光互联模块）。
2025-03-19The company stated it currently has no naked-eye 3D aerial imaging module products.公司表示目前尚没有裸眼3D空气成像模组产品。
2025-05-13LianChuang Electron confirmed it was a former core supplier of optical components to Insta360 (Yingshi), but current business cooperation with Insta360 is minimal.联创电子确认曾是影石相机的光学部件核心供应商，但目前与影石公司业务合作较少。
2025-05-21LianChuang Electron confirmed no business cooperation with Momenta.联创电子确认与Momenta无业务合作。
2025-07-25LianChuang Electron stated it does not have AI server OEM business.联创电子表示没有代工AI服务器业务。
2025-08-28LianChuang Electron stated it has not entered the Apple supply chain, in response to a question about its hybrid glass-plastic lenses for iPhone 17.联创电子表示未进入苹果供应链，回应关于玻塑混合镜头用于iPhone 17的提问。
2025-10-14LianChuang Electron stated that it currently has no information on any relationship between its TR solution and Haoyuan Auto Electronics (Haoyuan Qidian).联创电子表示，目前未收到公司TR方案与豪恩汽电存在关系的相关信息。
2025-10-15LianChuang Electron clarified that it has no equity relationship with LianChuang Automotive Electronics Co., Ltd., which recently added Beijing Horizon Robotics, Shanghai XinTai Information Technology, and National Green Development Fund as shareholders.联创电子澄清，与联创汽车电子有限公司不存在股权关系，后者近期新增北京地平线机器人、上海芯钛信息科技、国家绿色发展基金等股东。
2025-10-15LianChuang Electron stated that neither the company nor its wholly-owned, controlled, or invested subsidiaries have any technology, products, or investments in the controlled nuclear fusion field.联创电子表示，公司及全资、控股、参股子公司未在可控核聚变领域有相关技术、产品和投资布局。
2025-11-19LianChuang Electron denied being a supplier for Huawei Mate80 mobile phone.联创电子否认向华为Mate80手机提供部件。
2025-12-08LianChuang Electron stated on investor platform that it has no direct business dealings with Google.联创电子在投资者互动平台表示，公司未与谷歌有直接业务往来。
2025-12-08LianChuang Electron stated on investor platform that its main business focuses on optics and touch display, differing from Hesai Technology's business positioning.联创电子在投资者互动平台表示，公司主营业务聚焦于光学与触控显示领域，与禾赛科技在业务定位上存在差异。
2026-01-13LianChuang Electron clarified on the investor interactive platform that it has no affiliation with LianChuang Optoelectronics; their controlling shareholders and actual controllers are different.联创电子在投资者互动平台澄清，公司与联创光电不存在关联关系，两者控股股东、实际控制人均不同。
2026-03-25LianChuan Electron denied the rumor that it is an Apple CIS (CMOS image sensor) supplier, calling it false.联创电子否认“联创电子是苹果CIS供应商”的传闻，称其为假消息。
2026-04-15LianChuang Electron denied the existence of a 'Nanchang mold-pressed lens second-phase expansion project', stating that no such project exists.联创电子否认存在“南昌模造镜头二期扩产项目”，表示没有上述项目。
Micro-prism & micro-nano optics technology微棱镜与微纳光学技术
9 · 2024-01-25 → 2026-06-17
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LianChuang deploys micro-prism technology and engages in R&D and manufacturing of micro-nano optical devices, including MLA for LiDAR and HUD.联创布局微棱镜技术，并参与微纳光学器件的研发制造，包括用于激光雷达和HUD的MLA。
2024-01-25LianChuang Electron stated it has laid out micro-prism technology, but did not confirm mass production.联创电子表示已布局微棱镜技术，但未确认量产。
2024-03-18LianChuang Electron disclosed it has deployed micro-prism technology.联创电子披露已布局微棱镜技术。
2024-09-24LianChuang Electron stated it has the technology and manufacturing capability for multiple types of prisms.联创电子表示具备多类棱镜的技术和制造能力。
2024-12-30LianChuang Electron confirmed participation in research and manufacturing of micro-nano optical devices.联创电子确认参与微纳光学器件产品的研究和制造。
2025-05-13LianChuang Electron stated it currently has no micro-nano optical products shipping; it is only involved in R&D and manufacturing of micro-nano optical devices.联创电子表示目前尚没有微纳光学产品出货，仅参与微纳光学器件产品的研究和制造。
2026-01-13LianChuang Electron disclosed that its MLA (Micro Lens Array) technology is mainly used in consumer electronics and automotive sectors, with technical advantages in proprietary simulation algorithms and wafer-level processing.联创电子披露其MLA（微透镜阵列）技术主要应用于消费电子与车载行业，在专用仿真算法和晶圆级加工等方面建立了技术优势。
2026-03-09LianChuang Electron stated that its MLA (micro-lens array) technology in automotive LiDAR or HUD is still in the early business stage, and its specific industrialization progress and future profit contribution need to be evaluated comprehensively.联创电子表示，车载激光雷达或HUD领域目前仍处于业务初期，其具体产业化进度及未来盈利贡献需结合行业技术成熟度、市场订单落地情况等因素综合评估。
2026-03-19LianChuang Electron stated it has the R&D and production capability for lithography machine supporting lenses in the field of micro-nano optics, mainly used for MLA micro-lens arrays and nano-imprinting, not for semiconductor chip manufacturing high-end projection lithography lenses.联创电子表示，公司具备微纳光学领域光刻机配套镜头的研发与生产能力，主要应用于MLA微透镜阵列，纳米压印等精密光学元件制造领域，不是用于半导体芯片制造的高端投影光刻机镜头。
2026-06-17LianChuang Electron stated that its micro-prisms, molded glass lens arrays, and silicon lens arrays for optical modules are in the sample delivery and evaluation stage.联创电子表示，公司的微棱镜、模造玻璃透镜阵列、硅透镜阵列等光模块光学器件正在送样评测阶段。
Annual & quarterly financial results年度与季度财务业绩
21 · 2024-01-30 → 2026-04-28
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LianChuang reports net losses in 2023 and 2024, with narrowing losses in 2024 and a turnaround to profit in Q1 2025, driven by optical segment growth.联创2023年和2024年录得净亏损，2024年亏损收窄，2025年Q1扭亏为盈，光学业务增长驱动。
2024-01-30LianChuang Electron issued a 2023 annual performance forecast, expecting a net loss attributable to shareholders of RMB 580-860 million, turning from profit to loss year-on-year.联创电子发布2023年度业绩预告，预计归属于上市公司股东的净利润亏损5.8亿元至8.6亿元，同比由盈转亏。
2024-02-01LianChuang Electron reported 2023 annual results: net profit attributable to parent -328 million yuan, down 260.9% YoY; non-GAAP net profit -372 million yuan, down 378.53% YoY; Q4 single-quarter net profit -48.91 million yuan, down 148.57% YoY.联创电子公布2023年业绩：归母净利润-3.28亿元，同比下降260.9%；扣非净利润-3.72亿元，同比下降378.53%；单季度归母净利润-4891.34万元，同比下降148.57%。
2024-03-01LianChuang Electron reported 2023 net loss attributable to parent of -328 million yuan, down 260.9% YoY; non-GAAP net loss -372 million yuan, down 378.53% YoY.联创电子2023年归母净利润-3.28亿元，同比下降260.9%；扣非净利润-3.72亿元，同比下降378.53%。
2024-04-30LianChuang Electron reported Q1 2024 revenue of RMB 24.65 billion, up 25.93% YoY; net loss attributable to shareholders narrowed to RMB 68.96 million from RMB 177 million YoY.联创电子2024年第一季度营收24.65亿元，同比增长25.93%；归母净亏损收窄至6896万元（上年同期亏损1.77亿元）。
2024-05-06LianChuang Electron reported Q1 2024 revenue of RMB 2.465 billion, up 25.93% YoY; net loss attributable to parent of RMB 68.961 million, narrowing 61.14% YoY.联创电子2024年一季度营收24.65亿元，同比增长25.93%；归母净亏损6896.1万元，同比收窄61.14%。
2024-07-09LianChuang Electron expects a net loss of 55 million to 80 million yuan for the first half of 2024, narrowing from the prior year.联创电子预计2024年半年度净亏损5500万元至8000万元，较上年同期亏损减少。
2024-07-10LianChuang Electron reported that its revenue for the first half of 2024 grew approximately 17.40% year-on-year, with a significant reduction in net loss.联创电子2024年半年度营业收入同比实现约17.40%的增长，业绩同比大幅减亏。
2024-08-13LianChuang Electron reported H1 2024 revenue of 4.936 billion yuan, up 17.52% YoY; net loss attributable to shareholders was 64.9914 million yuan, narrowing 76.74% from a loss of 279 million yuan in H1 2023.联创电子公布2024年上半年营业收入49.36亿元，同比增长17.52%；归属于上市公司股东的净亏损6499.14万元，较上年同期亏损2.79亿元收窄76.74%。
2024-10-29Q3 2024 report: 9M revenue RMB 7.743 billion, +9.22% YoY; net loss attributable to parent RMB 46.18 million, narrowing 85.94% YoY. Q3 single-quarter revenue RMB 2.808 billion, -2.84% YoY.2024年三季报：前三季度营收77.43亿元，同比+9.22%；归母净利润-4618万元，同比减亏85.94%；第三季度营收28.08亿元，同比-2.84%。
2024-11-01LianChuang Electron reported Q1-Q3 2024 revenue of 7.743 billion yuan, up 9.22% YoY; net loss of 46.18 million yuan, narrowing 85.94% YoY.联创电子2024年前三季度营业收入77.43亿元，同比增长9.22%；净亏损4618万元，同比收窄85.94%。
2025-01-20FY2024 guidance: net loss attributable to shareholders 280-550 million yuan (vs loss 992 million in FY2023); revenue 9.27-10.30 billion yuan (vs 9.85 billion in FY2023).2024年度业绩预告：归母净利润亏损2.8亿至5.5亿元（上年同期亏损9.92亿元）；营业收入92.7亿至103亿元（上年同期98.48亿元）。
2025-04-252025 Q1 report: revenue RMB 2.177 billion (-11.71% YoY), net profit RMB 3.2626 million (turnaround from loss, +104.73% YoY), non-GAAP net loss RMB -20.588 million.2025年一季报：营收21.77亿元（同比-11.71%），归母净利润326.26万元（同比扭亏+104.73%），扣非净利润-2058.80万元。
2025-05-09Q1 2025 employee compensation increased by 63 million yuan due to year-end short-term remuneration accrual; management expenses rose by over 20 million yuan due to depreciation and amortization from new projects converting to fixed/intangible assets.2025年一季度应付职工薪酬增加6300万元，因期末计提短期薪酬余额增长；管理费用增加2000多万元，因新建项目转为固定资产/无形资产导致折旧摊销加大。
2025-05-09Q1 2025 revenue was 21.77 billion yuan, down 11.71% YoY; net profit attributable to parent was 3.2626 million yuan, up 104.73% YoY; gross margin was 13.27%.2025年一季度营业收入21.77亿元，同比下降11.71%；归母净利润326.26万元，同比上升104.73%；销售毛利率13.27%。
2025-07-10LianChuang Electron released Q1 2025 results: revenue 2.177 billion yuan, -11.71% YoY; net profit attributable to parent 3.2626 million yuan, +104.73% YoY, turning from loss to profit.联创电子发布2025年第一季度财报：营业收入21.77亿元，同比下降11.71%；归母净利润326.26万元，同比增长104.73%，实现扭亏为盈。
2025-07-14LianChuang Electron released H1 2025 earnings forecast: net profit attributable to parent 18-26 million yuan, turning from loss to profit (YoY +127.70% to +140.01%); core optical business (especially automotive optics) grew, touch display restructured, and application terminal business expanded.联创电子发布2025年半年度业绩预告：归母净利润1800万至2600万元，同比扭亏为盈（增长127.70%至140.01%）；核心光学业务（特别是车载光学）增长，触控显示完成结构调整，应用终端业务规模持续增长。
2025-08-25LianChuang Electron reported H1 2025 revenue of RMB 4.22 billion (-14.49% YoY) and net profit of RMB 24.09 million, turning profitable from a loss of RMB 64.99 million in H1 2024.联创电子发布2025年半年报：营收42.2亿元（同比-14.49%），归母净利润2409万元，同比扭亏（去年同期亏损6499万元）。
2025-10-27LianChuang Electron reported Q3 2025 revenue of RMB 2.268 billion, down 19.22% YoY; net profit attributable to shareholders of RMB 26.83 million, up 42.62% YoY. First three quarters revenue of RMB 6.489 billion, down 16.20% YoY; net profit of RMB 50.92 million, up 210.26% YoY.联创电子2025年第三季度营收22.68亿元，同比下降19.22%；归母净利润2682.63万元，同比增长42.62%。前三季度营收64.89亿元，同比下降16.20%；归母净利润5092.02万元，同比增长210.26%。
2026-01-30LianChuang Electron released its 2025 annual performance forecast, expecting a net loss attributable to shareholders of RMB 580-860 million, and a net loss after non-recurring items of RMB 601-891 million, due to weak consumer electronics demand, high expenses, and asset impairment provisions.联创电子发布2025年度业绩预告，预计归属于上市公司股东的净利润亏损5.80亿元至8.60亿元，扣非净利润亏损6.01亿元至8.91亿元，原因为消费电子需求不及预期、费用较高及计提减值准备。
2026-04-27LianChuang Electron reported 2025 annual results: revenue of RMB 8.259 billion, down 19.12% YoY; net loss attributable to shareholders of RMB -1.011 billion, compared to a loss of RMB -553 million in the prior year; no dividend proposed.联创电子发布2025年年报：营业收入82.59亿元，同比下降19.12%；归属于上市公司股东的净利润为-10.11亿元，上年同期为-5.53亿元；计划不派发现金红利。
2026-04-28LianChuang Electron's 2026 Q1 report showed total assets of RMB 16.75 billion, up 8.07% from year-end 2025; cash balance of RMB 1.973 billion, up 182.41% from the beginning of the year.联创电子2026年一季报显示，总资产167.50亿元，较2025年末增长8.07%；货币资金余额19.73亿元，较年初增长182.41%。
Share repurchase programs股份回购计划
8 · 2024-01-31 → 2025-05-27
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LianChuang executes multiple share repurchases totaling over 12 million shares for RMB 100 million, and cancels restricted shares from incentive plans.联创执行多次股份回购，累计回购超1200万股、金额1亿元，并注销激励计划限制性股票。
2024-01-31LianChuang Electron announced cumulative share repurchases of 6.1655 million shares (0.58% of total equity) for RMB 49.9975 million as of January 31, 2024.联创电子公告截至2024年1月31日累计回购股份616.55万股（占总股本0.58%），支付总金额4999.75万元。
2024-02-01LianChuang Electron disclosed share buyback progress: as of Jan 31, 2024, it had repurchased 6,165,500 shares (0.58% of total equity) for 49.997 million yuan, with highest price 10.59 yuan/share and lowest 6.66 yuan/share.联创电子披露股份回购进展：截至2024年1月31日，已累计回购6,165,500股（占总股本0.58%），支付总金额4999.75万元，最高成交价10.59元/股，最低6.66元/股。
2024-03-01LianChuang Electron repurchased 6.17 million shares (0.58% of total) for about 50 million yuan via centralized bidding by Feb 29, 2024.截至2024年2月29日，联创电子以集中竞价方式累计回购约617万股（占总股本0.58%），支付约5000万元。
2024-04-01LianChuang Electron repurchased 6,165,500 shares (0.58% of total equity) via centralized竞价 trading, with total payment of RMB 49,997,469 (highest price RMB 10.59/share, lowest RMB 6.66/share).联创电子通过集中竞价交易累计回购股份6,165,500股（占总股本0.58%），支付总金额49,997,469元（最高价10.59元/股，最低价6.66元/股）。
2024-05-06Completed share buyback: 12.4823 million shares repurchased at total cost of RMB 100 million, representing 1.17% of total share capital.完成股份回购：累计回购1248.23万股，总金额1亿元，占总股本1.17%。
2024-11-14LianChuang Electron announced repurchase and cancellation of 252,000 restricted shares due to resignations of 22 incentive recipients, reducing total share capital by 0.0236%.联创电子公告因22名激励对象离职，回购注销25.2万股限制性股票，总股本减少0.0236%。
2024-12-25LianChuang Electron completed the repurchase and cancellation of 9.2105 million restricted shares (0.86% of total shares) from 424 incentive plan participants, costing 64.9847 million RMB in own funds.联创电子完成对424名激励对象已获授但未解锁的921.05万股限制性股票的回购注销，回购金额6498.47万元，总股本由10.69亿股变更为10.59亿股。
2025-05-27Due to failing 2024 performance targets, LianChuang Electron canceled 8.132 million stock options and repurchased restricted shares under the 2022 incentive plan, involving 311 grantees.因2024年业绩未达考核目标，联创电子注销2022年激励计划中813.2万份股票期权并回购注销限制性股票，涉及311名激励对象。
Controlling shareholder share pledges控股股东股份质押
15 · 2024-02-07 → 2026-05-11
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Controlling shareholder Jiangxi Xinsheng repeatedly pledges and releases shares for supplementary collateral and self-operating needs, with cumulative pledged ratio exceeding 70%.控股股东江西鑫盛多次质押和解押股份用于补充质押和自身经营，累计质押比例超70%。
2024-02-07Controlling shareholder Jiangxi Xinsheng Investment Co., Ltd. pledged an additional 6.45 million shares (0.61% of total equity) to Hefei Xinsheng Equity Investment Partnership and Zhongyou Securities for supplementary collateral.控股股东江西鑫盛投资有限公司向合肥鑫盛股权投资合伙企业、中邮证券有限责任公司补充质押645万股（占总股本0.61%）。
2024-08-18Controlling shareholder Jiangxi Xinsheng Investment Co., Ltd. released a pledge of 5.12 million shares (0.48% of total shares) on August 15, 2024.控股股东江西鑫盛投资有限公司于2024年8月15日解除质押512万股（占总股本0.48%）。
2024-08-30Controlling shareholder Jiangxi Xinsheng Investment Co., Ltd. pledged an additional 5.4 million shares (0.51% of total shares) to Zhejiang Bingbing Pawn Co., Ltd. Jiaxing branch.控股股东江西鑫盛投资有限公司向浙江炳炳典当有限公司嘉兴分公司新增质押540万股（占总股本0.51%）。
2024-10-17Controlling shareholder Jiangxi Xinsheng partially released a pledge of 5.4 million shares.控股股东江西鑫盛解除质押540万股。
2024-10-21Controlling shareholder Jiangxi Xinsheng pledged an additional 6 million shares to Qingdao Qingyin Financial Leasing.控股股东江西鑫盛向青岛青银金融租赁新增质押600万股。
2024-11-26Controlling shareholder Jiangxi Xinsheng Investment Co., Ltd. extended the pledge of 72.08 million shares (78.70% of its holdings, 6.75% of total shares) to May 25, 2025, for self-operating needs.控股股东江西鑫盛投资有限公司将7208万股（占其持股78.70%，占总股本6.75%）质押延期至2025年5月25日，用于自身经营发展。
2025-03-06Controlling shareholder Jiangxi Xinsheng Investment Co., Ltd. released a pledge of 6 million shares (0.57% of total equity) on March 5, 2025.控股股东江西鑫盛投资有限公司于2025年3月5日解除质押600万股（占总股本0.57%）。
2025-05-26Controlling shareholder Jiangxi Xinsheng extended the pledge of 6.6 million shares (7.21% of its holdings) to June 25, 2025; cumulative pledged shares reached 66.08 million shares (72.15% of its holdings).控股股东江西鑫盛将660万股股份质押延期至2025年6月25日；累计质押股份6608万股，占其所持股份的72.15%。
2025-06-23Controlling shareholder Jiangxi Xinsheng Investment Co., Ltd. pledged an additional 6 million shares and extended pledge on 6.6 million shares; total pledged shares reach 72.08 million, 77.59% of its holdings.控股股东江西鑫盛投资有限公司新增质押600万股并延期质押660万股；累计质押7208万股，占其持股的77.59%。
2025-08-12Controlling shareholder Jiangxi Xinsheng pledged 1 million shares (0.09% of total) to Cinda Securities for its own operations.控股股东江西鑫盛向信达证券质押100万股（占总股本0.09%），用于自身经营。
2025-08-14Controlling shareholder Jiangxi Xinsheng released a pledge on 2.27 million shares and re-pledged 1 million shares to Cinda Securities for share pledge replacement.控股股东江西鑫盛解除质押227万股，并重新质押100万股给信达证券，用于质押股份置换。
2025-08-18Controlling shareholder Jiangxi Xinsheng released pledges on a total of 2.21 million shares held with China Post Securities.控股股东江西鑫盛解除质押合计221万股，质权人为中邮证券。
2025-08-25Controlling shareholder Jiangxi Xinsheng pledged an additional 3.4 million shares (0.32% of total) to Cinda Securities for share pledge replacement.控股股东江西鑫盛向信达证券追加质押340万股（占总股本0.32%），用于质押股份置换。
2025-09-04Controlling shareholder Jiangxi Xinsheng pledged 5.68 million shares (6.20% of its holdings) to Cinda Securities for share pledge replacement; cumulative pledged shares reached 72.08 million (77.59% of its holdings, 6.80% of total shares).控股股东江西鑫盛向信达证券质押568万股（占其持股6.20%），用于质押股份置换；累计质押7208万股（占其持股77.59%，占总股本6.80%）。
2026-05-11Controlling shareholder Jiangxi Xinsheng Investment Co., Ltd. pledged an additional 2.00 million shares as supplementary collateral, raising cumulative pledged shares to 74.08 million (80.89% of its holdings, 7.00% of total shares). The pledged shares have triggered an estimated margin call level, rated as high risk.控股股东江西鑫盛投资有限公司补充质押200万股，累计质押7408万股（占其持股80.89%，占总股本7.00%），质押股份已触发预估平仓线，评级为高风险。
Debt & bond financing (NAFMII notes)债务及债券融资（NAFMII票据）
6 · 2024-02-26 → 2025-09-01
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LianChuang registers and issues medium-term notes and ultra-short-term commercial paper up to RMB 1.5 billion to optimize debt structure and raise working capital.联创注册并发行中期票据和超短期融资券合计15亿元，以优化债务结构和补充营运资金。
2024-02-26Board approved application to register and issue ultra-short-term commercial paper up to 500 million yuan and medium-term notes up to 1 billion yuan with the National Association of Financial Market Institutional Investors (NAFMII).董事会同意向中国银行间市场交易商协会申请注册发行超短期融资券不超过5亿元、中期票据不超过10亿元。
2024-09-05LianChuang Electron received acceptance registration from the NAFMII for a 1 billion yuan medium-term note, valid for 2 years, with Jiujiang Bank as lead underwriter.联创电子获得交易商协会接受注册的10亿元中期票据，有效期2年，由九江银行主承销。
2025-08-12LianChuang Electron plans to opportunistically register and issue medium-term notes (up to RMB 1 billion) and ultra-short-term commercial paper (up to RMB 500 million) to optimize debt structure.联创电子计划择机注册发行不超过10亿元中期票据及不超过5亿元超短期融资券，以优化负债结构。
2025-08-31LianChuang Electron issued the first tranche of 2025 technology innovation ultra-short-term commercial paper, utilizing the registered RMB 500 million quota from the NAFMII.联创电子发行2025年度第一期科技创新超短期融资券，利用已注册的5亿元额度。
2025-09-01LianChuang Electron completed the issuance of the first tranche of 2025 Sci-Tech Innovation Bonds, raising RMB 30 million at a coupon rate of 2.8%, the lowest financing cost for same-region same-grade enterprises.联创电子完成2025年度第一期科技创新债券发行，募集资金3000万元，票面利率2.8%，创同地区同资质企业融资成本新低。
2025-09-01LianChuang Electron received NAFMII registration for up to RMB 500 million in ultra-short-term commercial paper, valid for two years from September 2024.联创电子获得交易商协会注册，超短期融资券注册金额5亿元，自2024年9月起两年内有效。
Executive & governance高管与治理
19 · 2024-02-26 → 2026-05-25
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Board changes, director share transactions, equity incentives, and governance amendments.董事会变动、董事股份交易、股权激励及治理章程修订。
2024-02-26Board approved amendments to the company's articles of association, to be submitted to the extraordinary general meeting for special resolution.董事会审议通过《公司章程》修订案，将提交临时股东大会以特别决议审议。
2024-04-07Director and Senior Vice President Rao Wei plans to reduce his shareholding by up to 163,600 shares (0.0154% of total equity) via centralized竞价 trading within 3 months due to personal capital needs.董事、高级副总裁饶威因自身资金需求，计划在3个月内以集中竞价方式减持不超过16.36万股（占总股本0.0154%）。
2024-05-09Director and senior executive Rao Wei sold 84,700 shares at average price of RMB 7.59 per share.董事、高管饶威减持8.47万股，成交均价7.59元。
2024-05-14Director Rao Wei completed planned share reduction: 163,600 shares sold at average price of RMB 7.656 per share, representing 0.0155% of total share capital.董事饶威完成减持计划：以均价7.656元减持16.36万股，占总股本0.0155%。
2024-05-167.5 million shares (0.01% of total share capital) of equity incentive restricted shares became unlocked on May 20, 2024.2024年5月20日解禁7.5万股股权激励限售股份，占总股本0.01%。
2024-06-21LianChuang Electron's second employee stock ownership plan sold all 4,150,530 shares (0.39% of total equity) via secondary market.联创电子第二期员工持股计划通过二级市场出售全部4,150,530股，占总股本0.39%。
2024-10-28Board approved cancellation of 504,000 stock options and repurchase of 252,000 restricted shares from 22 departed incentive recipients, using RMB 2.32 million of自有资金.董事会批准注销22名离职激励对象的50.40万份股票期权，回购注销25.20万股限制性股票，使用自有资金232.11万元。
2024-11-05Controlling shareholder Han Shenglong and chairman Zeng Jiyong renewed their 'acting-in-concert agreement' on November 5, 2024, after the previous one expired on November 4, 2024.实际控制人韩盛龙与董事长曾吉勇于2024年11月5日续签《一致行动协议书》，此前协议于2024年11月4日到期。
2024-12-06LianChuang Electron announced an extraordinary general meeting on December 23, 2024, to vote on amending the company's articles of association and electing the 9th board of directors and supervisory board.联创电子公告将于2024年12月23日召开临时股东大会，审议修订公司章程及选举第九届董事会、监事会等议案。
2024-12-24LianChuang Electron held its 9th board's first meeting on December 23, 2024, electing committee members.联创电子第九届董事会第一次会议于2024年12月23日召开，选举专门委员会委员。
2024-12-24LianChuang Electron announced an extraordinary general meeting on January 9, 2025, to vote on adjusting independent director compensation and amending the articles of association and board rules.联创电子公告将于2025年1月9日召开临时股东大会，审议调整独立董事薪酬、修订公司章程及董事会议事规则等议案。
2025-01-09First extraordinary general meeting of 2025 passed resolutions including adjustment of independent director remuneration and revision of certain articles.2025年第一次临时股东会审议通过了调整独立董事薪酬及修订部分条款等议案。
2025-04-26The board of directors and supervisory board approved the compensation scheme for directors, supervisors, and senior management, effective from the ninth board's fifth meeting and second supervisory board meeting on April 24, 2025.董事会和监事会审议通过了董事、监事及高级管理人员薪酬方案，自2025年4月24日第九届董事会第五次会议和第九届监事会第二次会议起生效。
2025-12-09Board meeting approved amendments to the Articles of Association and related议事 rules.董事会会议审议通过了修订《公司章程》及相关议事规则的议案。
2025-12-25Liu Dan elected as职工 representative director on the 9th board at the second union committee expanded meeting.刘丹在第二次工会委员扩大会议上被选举为公司第九届董事会职工代表董事。
2026-04-30LianChuang Electron's board approved a proposal to amend the company's articles of association, including adjusting the board size from 10 to 9 members (5 non-independent, 3 independent, 1 employee representative), based on the completion of the 'Lianchuang Convertible Bond' delisting and a total share capital of 1,057,598,056 shares.联创电子董事会审议通过修订公司章程的议案，包括将董事会成员人数由十名调整为九名（五名非独立董事、三名独立董事、一名职工代表董事），基于“联创转债”摘牌及总股本变更为1,057,598,056股。
2026-04-30LianChuang Electron stated that Chairman and President Zeng Jiyong has not notified the company of any plan to increase his shareholding.联创电子表示，董事长、总裁曾吉勇未通知公司有增持股份计划。
2026-05-20Independent director Rao Lixin resigned due to amendment of the Articles of Association reducing board size from 10 to 9; he held no shares.独立董事饶立新因《公司章程》修订（董事会人数由10人调整为9人）辞职，未持有公司股份。
2026-05-25Company issued an abnormal stock trading fluctuation announcement, confirming no undisclosed material information, and that controlling shareholder and actual controller did not trade shares during the period.公司发布股票交易异常波动公告，确认不存在应披露而未披露的重大信息，控股股东及实际控制人在异常波动期间未买卖股票。
Financial & capital operations财务与资本运作
9 · 2024-02-26 → 2026-04-29
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Credit ratings, fundraising, guarantees, and financial targets.信用评级、融资、担保及财务目标。
2024-02-26Board approved providing new guarantee of 100 million yuan for wholly-owned subsidiary Hefei Zhixing Optoelectronics Co., Ltd. for financial leasing and other financing, and reducing guarantee for subsidiary Jiangxi Liangan Electronic Technology by 100 million yuan.董事会同意为全资子公司合肥智行光电有限公司新增担保额度1亿元用于融资租赁等业务，同时减少对子公司江西联淦电子科技有限公司的担保额度1亿元。
2024-06-28LianChuang Electron disclosed that its previous main credit rating was AA with a stable outlook, rated by Golden Credit Rating (东方金诚) on June 21, 2023.联创电子披露，前次主体信用评级为AA，评级展望为稳定，由东方金诚于2023年6月21日评定。
2024-08-13Board approved to close all 2020 private placement fundraising projects and permanently supplement working capital with remaining funds of about 99.4567 million yuan; related special accounts have been cancelled.董事会同意对2020年非公开发行募集资金投资项目整体结项，并将节余资金约9945.67万元永久补充流动资金；相关专户已注销。
2024-12-05LianChuang Electron provided guarantees totaling 397.1274 million RMB to its consolidated subsidiaries in November 2024, within the approved limit.联创电子2024年11月为合并报表范围内下属公司提供担保金额合计39,712.74万元，在审批额度范围内。
2025-04-28Chairman Zeng Jiyong stated that the company plans to increase equity financing proportion and optimize financing structure to reduce high financial costs (2024 financial expenses RMB 334 million, +10.62% YoY).董事长曾吉勇表示公司计划提高股权融资比例、优化融资结构，以降低高企的财务费用（2024年财务费用3.34亿元，同比+10.62%）。
2025-10-30LianChuang Electron stated that its Q3 2025 gross margin was 13.05%, down 0.93% QoQ, partly due to newly commissioned fixed assets, but future capital expenditure on fixed assets and construction in progress is unlikely to increase significantly again.联创电子表示，三季度毛利率13.05%环比减少0.93%，新投产固定资产有短期压制，但后续固定资产和在建工程资本支出再次大幅增长可能性较低。
2025-11-11LianChuang Electron stated that it has not yet completed its 2026 performance forecast and is focusing on operations to improve profitability.联创电子表示暂未完成对2026年度业绩的预测，全力做好各项经营工作以提升盈利水平。
2026-04-27LianChuang Electron disclosed that as of the report date, the company and its subsidiaries had a total of 104 pending litigation and arbitration cases, with total amounts of RMB 64.68 million as plaintiff and RMB 248.62 million as defendant/third party.联创电子披露，截至报告日，公司及控股子公司累计诉讼、仲裁案件共104起，作为原告涉案金额6467.93万元，作为被告/第三人涉案金额2.49亿元。
2026-04-29LianChuang Electron set a 2026 target: revenue of RMB 9 billion, with optical industry sales reaching RMB 5 billion, and returning to profitability.联创电子设定2026年目标：营业收入90亿元，其中光学产业销售收入达到50亿元，实现扭亏为盈。
Mexico factory墨西哥工厂
13 · 2024-03-01 → 2026-06-17
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LianChuang's Mexico plant completes construction, enters trial production, and officially starts mass production in H2 2024, serving North American customers.联创墨西哥工厂完成建设、进入试产，并于2024年下半年正式量产，服务北美客户。
2024-03-01LianChuang Electron's Mexico factory main building completed, major equipment installed, trial production underway.联创电子墨西哥工厂主体厂房完工，主要设备安装完毕，正在试生产。
2024-04-01LianChuang Electron's Mexico factory is organizing trial production.联创电子墨西哥工厂正在组织试生产。
2024-04-19LianChuang Electron's Mexico factory supplies lenses (not modules).联创电子墨西哥工厂供货镜头（而非模组）。
2024-05-20LianChuang Electron's Mexico subsidiary is currently in trial production.联创电子墨西哥公司目前正处于试生产中。
2024-07-19LianChuang Electron's Mexico factory is expected to officially commence production in the second half of 2024.联创电子墨西哥工厂预计2024年下半年正式投产。
2024-10-10LianChuang Electron stated its Mexico factory officially started production in H2 2024.联创电子表示墨西哥工厂于2024年下半年正式投产。
2024-11-03LianChuang Electron disclosed that its Mexico factory officially started production in H2 2024.联创电子披露墨西哥工厂于2024年下半年正式投产。
2025-04-14LianChuang Electron's Mexico factory operates under the Maquiladora model and is currently limitedly affected by US tariff policies.联创电子墨西哥工厂采用Maquiladora模式运营，目前受美国加征关税政策影响有限。
2025-05-16LianChuang Electron has established factories in India, Mexico, and Vietnam.联创电子在印度、墨西哥、越南等国家建立了工厂。
2026-01-27LianChuang Electron stated on the investor interactive platform that its Mexico factory mainly produces automotive lenses and has commenced mass production.联创电子在投资者互动平台表示，公司墨西哥工厂主要产品是车载镜头，已量产。
2026-03-12LianChuang Electron stated that its Mexico factory mainly serves North American customers, and its Vietnam factory mainly serves European and Southeast Asian customers.联创电子表示，公司墨西哥工厂主要面向北美客户，越南工厂主要面向欧洲及东南亚客户。
2026-04-24LianChuang Electron confirmed that its Mexico factory and Vietnam factory have been completed and put into operation, with product capacity fluctuating based on customer demand.联创电子确认，其墨西哥工厂和越南工厂已竣工投产，产品产能根据客户需求波动。
2026-06-17LianChuang Electron stated that its Mexico factory mainly serves North American customers, and its Vietnam factory mainly serves European and Southeast Asian customers.联创电子表示，公司墨西哥工厂主要面向北美客户，越南工厂主要面向欧洲及东南亚客户。
Subsidiary equity repurchases (Lianyi Optics, Hefei Zhixing, Chongqing LianChuang)子公司股权回购（联益光学、合肥智行、重庆联创）
10 · 2024-03-04 → 2025-09-10
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LianChuang repurchases minority stakes in subsidiaries Jiangxi Lianyi Optics, Hefei Zhixing Optoelectronics, and Chongqing LianChuang from financial investors, increasing control.联创从财务投资者手中回购江西联益光学、合肥智行光电和重庆联创的少数股权，增强控制权。
2024-03-04LianChuang Electron signed equity repurchase agreement with Liangjiang Strategy (两江战略) to buy back 40% stake in Chongqing LianChuang; paid 110 million yuan; after transfer, LianChuang holds 80.5%, Liangjiang High-Quality holds 19.5%.联创电子与两江战略签署股权回购协议，回购重庆联创40%股权，已支付1.1亿元；转让后联创电子持股80.5%，两江高质量持股19.5%。
2024-04-11LianChuang Electron repurchased 13.7428% equity in subsidiary Jiangxi Lianyi Optics from Bank of Communications Investment (交银投资) for RMB 338,266,666.67, increasing its stake to 78.6966%.联创电子以338,266,666.67元回购交银投资持有的江西联益光学13.7428%股权，持股比例升至78.6966%。
2024-05-23LianChuang Electron disclosed restructuring of subsidiary Chongqing Liangjiang LianChuang: Liangjiang Strategy transferred its 19.5% stake to Liangjiang High-Quality Development Fund; LianChuang acquired the remaining 20.5% unpaid capital, and has paid RMB 120 million of the repurchase price.联创电子披露子公司重庆两江联创股权重组：两江战略将其19.5%股权转让给两江高质量基金，联创电子受让剩余20.5%未实缴股权，已支付回购价款1.2亿元。
2024-07-03LianChuang Electron completed the repurchase of 13.7428% equity in subsidiary Jiangxi Lianyi Optics from Bank of Communications Financial Asset Investment for 338,266,666.67 yuan, and the industrial and commercial registration change was completed.联创电子完成从交银金融资产投资有限公司回购子公司江西联益光学13.7428%股权，回购价款338,266,666.67元，工商变更登记手续办理完毕。
2024-09-23LianChuang Electron introduced investor Guangdong Rongchuang Lingyue Intelligent Manufacturing and Information Technology Industry Equity Investment Fund Partnership to inject 100 million yuan into wholly-owned subsidiary Hefei Zhixing Optoelectronics, increasing its registered capital from 200 million to 300 million yuan, with LianChuang's stake diluted to 66.67%.联创电子引入投资者广东融创岭岳智能制造与信息技术产业股权投资基金合伙企业，对全资子公司合肥智行光电有限公司增资1亿元，注册资本由2亿元增至3亿元，联创电子持股降至66.67%。
2024-10-08LianChuang Electron repurchased 7.56% equity of subsidiary LianYi Optics from Jiumu New Century for RMB 207 million, increasing its stake to 86.26%.联创电子以2.07亿元回购玖沐新世纪持有的联益光学7.56%股权，持股比例增至86.26%。
2025-01-02Hefei Zhixing repurchases 13.7428% equity in Jiangxi Lianyi Optics from CCB Investment for about 359.62 million yuan, with payment due by Jan 15, 2025.合肥智行以约3.5962亿元回购建信投资持有的联益光学13.7428%股权，付款截止日为2025年1月15日。
2025-04-29LianChuang Electron introduced investor Guangdong Rongchuang Lingyue Intelligent Manufacturing and Information Technology Industry Equity Investment Fund Partnership to its wholly-owned subsidiary Hefei Zhixing Optoelectronics for capital increase and share expansion, to strengthen vehicle-mounted optical business.联创电子引入投资者广东融创岭岳智能制造与信息技术产业股权投资基金合伙企业（有限合伙）对全资子公司合肥智行光电有限公司进行增资扩股，以加强车载光学业务。
2025-08-25LianChuang Electron signed an agreement to repurchase 33.33% equity in Hefei Zhixing Optoelectronics from Rongchuang Lingyue for RMB 107.28 million, due to the subsidiary missing its 2024 net profit target.联创电子签署协议，以1.0728亿元回购融创岭岳所持合肥智行光电33.33%股权，因该子公司未达成2024年净利润承诺。
2025-09-10LianChuang Electron's wholly-owned subsidiary Hefei Zhixing Optoelectronics completed a capital increase and share expansion, with the company waiving its preemptive subscription rights.联创电子全资子公司合肥智行光电有限公司完成增资扩股，公司放弃优先增资认缴出资权。
Glass-plastic hybrid lens (GMO) leadership玻塑混合镜头（GMO）领先地位
9 · 2024-03-18 → 2025-09-08
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LianChuang claims domestic leadership in glass-plastic hybrid lens technology, mass production scale, and capacity, supplying multiple brand customers and phone models.联创宣称在玻塑混合镜头技术成熟度、量产规模与产能方面国内领先，供货多个品牌客户和手机机型。
2024-03-18LianChuang Electron confirmed its glass-plastic hybrid lenses are used by well-known brand customers.联创电子确认其玻塑混合镜头已应用于知名品牌厂商。
2024-03-22LianChuang Electron claimed domestic leading position in glass-plastic hybrid lens technology maturity, mass production scale, and capacity.联创电子声称在玻塑混合镜头的工艺成熟度、量产规模、产能方面国内领先。
2024-04-19LianChuang Electron's glass-plastic mobile phone lens shipments grew steadily.联创电子玻塑手机镜头出货量稳定增长。
2024-04-24LianChuang Electron's glass-plastic mobile phone lenses are supplied to 3 brand customers and cover more than 6 phone models launched in 2023 or 2024.联创电子玻塑手机镜头供货给3个品牌客户，覆盖6款以上2023/2024年上市机型。
2024-04-27LianChuang Electron confirmed it supplies both glass-plastic lenses and modules for mobile phones.联创电子确认玻塑镜头和模组均有出货。
2024-09-13LianChuang Electron stated its glass-plastic hybrid lenses are in continuous delivery, used in smartphones, drones, and smart vehicles, and its technology maturity, mass production scale, and capacity are domestically leading.联创电子表示玻塑混合镜头持续交付，应用于手机、无人飞行器、智能汽车等场景，工艺成熟度、量产规模、产能在国内处于领先地位。
2024-09-13LianChuang Electron confirmed its telephoto periscope lenses are shipped to both foldable and regular smartphones.联创电子确认长焦潜望镜头出货给折叠手机和普通手机。
2024-09-13LianChuang Electron stated it produces three types of products used in foldable smartphones, but did not disclose revenue share.联创电子表示生产3种用于折叠手机的产品，未统计收入占比。
2025-09-08LianChuang Electron denied that its glass-plastic hybrid lenses have entered the supply chain of Huawei Mate 80.联创电子否认其玻塑混合镜头进入华为Mate 80供应链。
Hefei Vehicle Optical Industrial Park合肥车载光学产业园
6 · 2024-03-22 → 2025-03-11
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Construction, trial production, and ramp-up of the Hefei mega-plant with 50M lens and 50M module annual capacity, targeting full production by end-2025.合肥超级工厂的建设、试产与产能爬坡，设计年产能5000万颗镜头和5000万颗模组，目标2025年底达产。
2024-03-22LianChuang Electron's wholly-owned subsidiary Hefei Zhixing Optoelectronics Phase I and Phase II projects have commenced production, capacity ramping up.联创电子全资子公司合肥智行光电第一期和第二期项目已投产，产能正在爬坡。
2024-05-20Hefei vehicle optics project is expected to reach full production by 2026.合肥车载光学项目预计在2026年达成满产。
2024-05-30LianChuang Electron's Hefei vehicle production capacity is ramping up.联创电子合肥车载产能正在爬坡。
2024-08-14The Hefei automotive optics industrial park project began production in April 2024, with designed annual capacity of 50 million automotive lenses and 50 million automotive camera modules.合肥车载光学产业园项目已于2024年4月投产，设计产能为年产0.5亿颗车载镜头和0.5亿颗车载影像模组。
2025-02-20Long-term payables increased significantly in recent two years, mainly used for the Lianchuang Electronics (Hefei) Vehicle Optical Industrial Park project.近两年长期应付款大幅增加，主要用于联创电子（合肥）车载光学产业园项目。
2025-03-11The company stated that its Hefei vehicle-mounted optical industry park product capacity is in the ramp-up phase.公司表示合肥车载光学产业园产品产能正在爬坡阶段。
Technology & product development技术与产品研发
17 · 2024-04-01 → 2026-05-26
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R&D capabilities, new product developments, and technology roadmaps.研发能力、新产品开发及技术路线图。
2024-04-01LianChuang Electron disclosed that its high-end mobile phone lenses include main camera lenses, periscope lenses, drone lenses, and machine vision lenses.联创电子披露其手机高端镜头包括主摄镜头、潜望镜头、无人机镜头和机器视觉镜头。
2024-04-16LianChuang Electron disclosed it has relevant technical reserves for dynamic zoom.联创电子披露具有动态变焦相关技术储备。
2024-05-30LianChuang Electron stated its PC cameras can be used in AI PCs.联创电子表示其PC摄像头可以应用于AI PC。
2024-06-07LianChuang Electron stated that its R&D project DC1E has been replaced by a related project and is being advanced.联创电子表示，其研发项目DC1E已被相关项目替代并正在推进中。
2024-08-15Company stated its HUD technology roadmap is TFT solution, with DLP solution under technical reserve; it has PGU design capability for DLP but mass production timeline not yet determined.公司表示HUD技术路线为TFT方案，同时进行DLP方案的技术储备；具备DLP方案的PGU设计能力，量产时间尚未确定。
2024-08-30Company confirmed that its optical products for foldable phones have been in mass production since 2023 and are currently being delivered continuously.公司确认用于折叠手机的光学产品已于2023年量产，目前持续交付中。
2024-09-12LianChuang Electron stated it conducts research on flexible OLED and other new display technologies.联创电子表示围绕柔性OLED等新型显示技术有进行相关研究。
2025-03-14The company confirmed it has R&D capability for 13MP and above lenses.公司确认已具备13M及以上镜头的研发能力。
2025-03-24The company clarified that the 'naked-eye 3D aerial imaging display' is a pre-research technology with no current application, and the R&D investment of 270 million yuan mentioned in the Q3 2024 report was not solely for this technology.公司澄清‘裸眼3D的空气成像显示’为预研技术，暂无应用，且2024年第三季度报告中提及的2.7亿元研发投入并非仅针对该技术。
2025-04-28LianChuang Electron plans to further invest in new technology areas including 4D millimeter-wave radar and optical thin films.联创电子计划进一步加码4D毫米波雷达、光学薄膜等新技术领域。
2025-06-30Company states it has successfully developed a 0.5×0.5 mm micro-endoscope module but has not yet shipped.公司表示已成功研发0.5×0.5毫米的微内窥镜模组但尚未有出货。
2025-06-30Company states it has the R&D and manufacturing capability for 15M and above lenses.公司表示具备15M及以上镜头的研发和制造能力。
2025-06-30Company states it has not mass-produced billion-pixel liquid lenses.公司表示未有量产亿级像素液态镜头。
2025-07-11LianChuang Electron stated it possesses 'bionic compound eye module' related technology but has not yet mass-produced it.联创电子表示具备‘仿生复眼模组’相关技术，但未量产。
2025-07-25LianChuang Electron stated it is developing optical components for optical modules (optical transceivers).联创电子表示正在开发光模块中的光学元件。
2026-04-23LianChuang Electron clarified that it has technical reserves for glass lenses and silicon lenses required for optical modules, but does not engage in optical module complete machine or related system business.联创电子澄清，其具备光模块所需玻璃镜片、硅透镜的技术储备，但未涉足光模块整机及相关系统业务。
2026-05-26Company stated on investor platform that its silicon lens project is in customer sampling and evaluation stage, with mass production timeline uncertain.公司在投资者互动平台表示，硅透镜项目正处于送样评测阶段，量产时间存在不确定性。
IP & patents知识产权与专利
2 · 2024-04-30 → 2025-09-10
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Patent grants, IP management, and legal protection of technology.专利授权、知识产权管理及技术法律保护。
2024-04-30LianChuang Electron announced that as of end-2023, it had accumulated 1,038 patent grants, including 471 invention patents (37 foreign).联创电子截至2023年底累计获得专利授权1038项，其中发明专利471项（含国外发明专利37件）。
2025-09-10LianChuang Electron disclosed it has a dedicated IP management team, internal encryption and access controls, and will take legal action against technology infringement, especially in vehicle optics.联创电子披露其设有专职知识产权管理团队，实行分级加密与权限管控，并对技术侵权行为采取法律手段，尤其在车载光学领域。
Research institutes & subsidiaries研究院与子公司
2 · 2024-04-30 → 2025-06-13
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Subsidiary establishment, postdoctoral stations, and joint ventures.子公司设立、博士后工作站及合资企业。
2024-04-30LianChuang Electron's subsidiary Jiangxi Lianchuang Electronics was approved to establish a national postdoctoral research workstation in June 2023.联创电子子公司江西联创电子于2023年6月获批设立国家级博士后科研工作站。
2025-06-13Company states its joint venture Fuchuang (Dongguan) Automotive Electronics Co., Ltd. has no project mass production yet.公司表示联营企业富创（东莞市）汽车电子有限公司没有项目量产。
Horizon Robotics partnership地平线合作伙伴关系
1 · 2024-05-20
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LianChuang is an important partner of Horizon Robotics, cooperating on ADAS lenses and modules for autonomous driving solutions.联创是地平线的重要合作伙伴，在ADAS镜头和模组方面合作，服务于自动驾驶方案。
2024-05-20LianChuang Electron stated it is an important partner of Horizon Robotics (地平线).联创电子表示是地平线较为重要的合作伙伴。
Zhengzhou LianChuang Intelligent Manufacturing Industrial Park郑州联创智能制造产业园
4 · 2024-06-14 → 2025-05-13
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A new subsidiary project in Zhengzhou expected to complete by mid-2026, extending into automotive electronics and optical terminal products.郑州子公司新项目预计2026年中建成投产，拓展至汽车电子和光学终端产品。
2024-06-14LianChuang Electron confirmed that its subsidiary Zhengzhou LianChuang Electronics is operating normally and has shipped HUD key optical components.联创电子确认，其子公司郑州联创电子经营正常，并有HUD关键光学部件出货。
2025-04-16Zhengzhou LianChuang Intelligent Manufacturing Industrial Park, a subsidiary project, is expected to be completed and put into production by the end of June 2026, with funds from self-owned and self-raised sources.郑州联创智造产业园（子公司项目）预计2026年6月底建成投产，资金来源为自有资金和自筹资金。
2025-04-22Zhengzhou LianChuang Electronics will gradually extend to optical application terminal products, including vehicle-mounted electronics (automotive lighting and intelligent controllers).郑州联创电子将逐步向光学应用终端产品延伸，包括车载电子（汽车照明产品和汽车智能控制器产品）。
2025-05-13LianChuang Electron stated its self-owned products mainly include optical lenses and imaging modules; Zhengzhou Lianchuang's automotive electronics product gross margin is uncertain due to raw material costs, product mix, and scale effects.联创电子表示自主产品主要包括光学镜头、影像模组等核心零部件；郑州联创汽车电子产品毛利率受原材料成本、产品结构及规模效应影响，具有不确定性。
Convertible bond (Lianchuang Convertible Bond) management可转债（联创转债）管理
11 · 2024-07-01 → 2026-03-11
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LianChuang manages its convertible bond through conversion, downward revision of conversion price, and credit rating watch, with significant holder concentration.联创通过转股、下修转股价和信用评级观察管理其可转债，持有人集中度较高。
2024-07-01LianChuang Electron's convertible bond 'Lianchuang Convertible Bond' reduced by approximately 27,000 yuan in Q2 2024, with 1,971 shares converted; remaining convertible bond amount about 299 million yuan, 2.9871 million bonds outstanding.联创电子可转债'联创转债'2024年第二季度因转股减少约2.7万元，转股数量1971股；剩余可转债金额约2.99亿元，剩余债券约298.71万张。
2024-10-28Board proposed to revise down the conversion price of 'LianChuang Convertible Bond' (128101) as stock price triggered the downward correction clause.董事会提议向下修正“联创转债”（128101）转股价格，因股价触发修正条款。
2024-11-13LianChuang Electron's board meeting on November 13, 2024, considered a proposal to downward revise the conversion price of 'Lianchuang Convertible Bond'.联创电子董事会于2024年11月13日审议了《关于向下修正“联创转债”转股价格的议案》。
2024-12-24LianChuang Electron adjusted the conversion price of 'Lianchuang Convertible Bond' (128101) from 11.56 RMB/share to 11.6 RMB/share, effective December 25, 2024.联创电子将“联创转债”（128101）转股价格由11.56元/股调整为11.6元/股，自2024年12月25日起生效。
2025-01-14Stock closing price for 10 trading days below 85% of conversion price (9.86 yuan) of 'Lianchuang Convertible Bond' (128101), triggering potential downward revision.股票连续10个交易日收盘价低于“联创转债”（128101）转股价格85%（9.86元/股），触发向下修正条件。
2025-01-20Board proposes to downward revise conversion price of 'Lianchuang Convertible Bond'; second extraordinary general meeting scheduled for Feb 10, 2025.董事会提议向下修正“联创转债”转股价格；第二次临时股东大会定于2025年2月10日召开。
2025-01-24Dongfang Jincheng International Credit Rating issues watch notice on company's 2024 net loss forecast and potential impact on 'Lianchuang Convertible Bond' credit rating.东方金诚国际信用评估有限公司就公司2024年度业绩预亏及对“联创转债”信用等级可能产生的影响发布关注公告。
2025-02-10Board of Directors resolved to downward revise the conversion price of 'Lianchuang Convertible Bond' from 11.60 yuan/share to 11.17 yuan/share, effective from 2025-02-11.董事会决议将“联创转债”转股价格由11.60元/股向下修正为11.17元/股，自2025年2月11日起生效。
2025-06-26Credit rating agency Golden Credit Rating maintains company's AA- issuer rating and 'stable' outlook, and AA- rating for 'Lianchuang Convertible Bond' in 2025 tracking review.信用评级机构东方金诚维持公司主体信用等级AA-，评级展望稳定，维持“联创转债”信用等级AA-。
2026-03-09LianChuan Electron stated it is closely monitoring the progress of 'Lianchuang Convertible Bond' and actively preparing for it.联创电子表示，公司密切关注“联创转债”进展情况，积极做好应对准备。
2026-03-11Shenzhen Youmeili Investment Management Co., Ltd. holds 625,800 'Lianchuang Convertible Bonds', accounting for 20.86% of the total issuance.深圳市优美利投资管理有限公司合计持有“联创转债”62.58万张，占公司可转债发行总量的20.86%。
Robot vision & humanoid robot products机器人视觉与人形机器人产品
14 · 2024-07-10 → 2026-01-13
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LianChuang supplies lenses and modules for robot vision, including humanoid robots, but sales are still in early stages with minimal revenue.联创供应机器人视觉镜头和模组，包括人形机器人，但销售仍处早期，收入极小。
2024-07-10LianChuang Electron confirmed its products can be applied in humanoid robot visual recognition.联创电子确认其产品可应用于人形机器人视觉识别领域。
2024-09-13LianChuang Electron stated its products can be applied in humanoid robot visual recognition.联创电子表示其产品可应用于人形机器人视觉识别领域。
2024-11-05LianChuang Electron confirmed its lens products are used in robots.联创电子确认其镜头产品已应用于机器人。
2024-12-04LianChuang Electron confirmed that its lenses and modules can be applied to humanoid robots.联创电子确认其镜头及模组产品可应用于人形机器人。
2025-01-08Company confirms its lenses and modules can be applied to humanoid robots.公司确认其镜头及模组产品可应用于人形机器人。
2025-02-25Stated that lenses and module products can be applied to humanoid robots.表示公司的镜头及模组产品可以应用于人形机器人。
2025-02-27Stated that it currently has no cooperation with Yushu Robot (Unitree Robotics), but closely watches humanoid robot trends.表示目前暂未与宇树机器人合作，但密切关注人形机器人领域发展趋势。
2025-03-04The company stated that its lenses can be applied to robot vision systems, but it currently has no cooperation with Yushu Robot.公司表示其镜头可应用于机器人视觉系统，但目前暂未与宇树机器人合作。
2025-05-21LianChuang Electron stated that the robot vision market is a key focus area and the largest optical market after automotive; it will continue investing in this field.联创电子表示机器人视觉市场是高度关注的领域，是车载后最大的光学市场之一，将持续投入。
2025-07-11LianChuang Electron stated it has no cooperation with Zhiyuan Robot (智元机器人).联创电子表示目前没有与智元机器人有合作。
2025-08-11LianChuang Electron disclosed that it has already shipped robot vision related products.联创电子披露已有机器人视觉相关产品出货。
2025-09-08LianChuang Electron stated its robot vision products are both in mass production and small-sample trials, but robot-related optical revenue is currently a very small portion of total revenue.联创电子表示，其机器人视觉产品既有量产出货也有小样试点，但机器人产业链光学产品收入占整体营收比例很小。
2025-11-06LianChuang Electron disclosed that its optical products for humanoid robots have been shipped, but the industry is still in the cultivation stage with very small sales volume.联创电子披露，其人形机器人相关光学产品已有出货，但该行业尚处培育期，销量还很小。
2026-01-13LianChuang Electron stated on the investor interactive platform that it has supplied optical products to the robotics field, established a dedicated R&D team for robot vision, but sales are still small as the industry is in an early stage.联创电子在投资者互动平台表示，已向机器人领域供应光学产品，并成立机器人视觉相关研发团队，但该行业仍处于培育阶段，销量较小。
Baidu partnership百度合作
1 · 2024-07-16
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LianChuang cooperates with Baidu on multiple projects, including ADAS lenses and modules.联创与百度在多个项目上合作，包括ADAS镜头和模组。
2024-07-16LianChuang Electron disclosed it is cooperating with Baidu on multiple projects.联创电子披露与百度公司合作多个项目。
LiDAR & 3D sensing (TOF, structured light) products激光雷达与3D传感（TOF、结构光）产品
1 · 2024-09-12
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LianChuang ships LiDAR optical components, 3D TOF structured light products, and develops related technologies for automotive and spatial imaging.联创出货激光雷达光学组件、3D TOF结构光产品，并开发相关技术用于车载和空间成像。
2024-09-12LianChuang Electron confirmed it has 3D TOF structured light products in supply.联创电子确认有3D TOF结构光产品供货。
Lithography machine lens capability光刻机镜头能力
4 · 2024-09-27 → 2025-07-25
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LianChuang has the capability to produce and supply lithography machine supporting lenses for micro-nano optics, not for high-end semiconductor projection lithography.联创具备生产供应微纳光学领域光刻机配套镜头的能力，非高端半导体投影光刻镜头。
2024-09-27LianChuang Electron stated it has the capability to produce and supply lithography machine lenses, and supplies to the BOE supply chain.联创电子表示具备光刻机镜头生产供应能力，并供货京东方供应链。
2024-10-10LianChuang Electron confirmed it has the production and supply capability for lithography machine lenses.联创电子确认具备光刻机镜头的生产供应能力。
2025-03-19The company stated that its lenses are not used in semiconductor manufacturing lithography machines.公司表示其镜头不用于半导体制造的光刻机。
2025-07-25LianChuang Electron stated it does not have the capability to produce large-aperture optical lenses for lithography machines.联创电子表示不具备生产光刻机配套的大孔径光学镜头的能力。
High debt & guarantee risk management高负债与担保风险管理
17 · 2024-11-07 → 2026-06-24
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LianChuang faces high asset-liability ratio (84.44%) and external guarantee ratio exceeding 300% of net assets, prompting debt reduction and risk control measures.联创面临高资产负债率（84.44%）和对外担保比例超净资产300%的问题，推动降债和风控措施。
2024-11-07LianChuang Electron disclosed total external guarantee amount of 10.355 billion yuan, accounting for 368.49% of audited net assets as of Dec 31, 2023; outstanding guarantee balance 6.833 billion yuan, 243.13% of net assets.联创电子披露对外担保总额103.55亿元，占2023年末经审计净资产的368.49%；担保余额68.33亿元，占净资产的243.13%。
2025-01-20Board approves additional guarantee of 200 million yuan for subsidiary Hefei Lianchuang Optics Co., Ltd.董事会同意为子公司合肥联创光学有限公司新增担保额度2亿元。
2025-02-10Provided guarantee amount of 433 million yuan to subsidiaries in January 2025; total approved guarantee limit for consolidated entities is 10.826 billion yuan.2025年1月为下属公司提供担保金额4.33亿元；对合并报表范围内公司担保预计额度合计不超过108.26亿元。
2025-02-25Stated that the company will strengthen financial risk control, improve profitability, optimize asset structure, and broaden financing channels to lower the debt-to-asset ratio.表示将加强财务风险管控，通过提升盈利能力、优化资产结构、拓宽融资渠道等方式降低资产负债率。
2025-03-26The company held its 9th Board of Directors 4th meeting, approving a proposal to add a new external guarantee limit of RMB 200 million for subsidiary Hefei Lianchuang Optics Co., Ltd., bringing the total guarantee for Hefei Lianchuang to no more than RMB 2.1 billion.公司召开第九届董事会第四次会议，审议通过为子公司合肥联创光学有限公司新增担保额度人民币2亿元，使其综合授信担保总额不超过人民币21亿元。
2025-04-11The third extraordinary general meeting of shareholders in 2025 approved the proposal to increase the company's external guarantee quota.2025年第三次临时股东大会审议通过了关于公司新增对外担保额度的议案。
2025-05-10Board approved 2024 guarantee quotas for subsidiaries totaling up to 1.0316 billion yuan; renewed guarantee for affiliate Jiangxi Lianchuang Hongsheng Electronics Co., Ltd. of up to 39.3 million yuan, with new guarantee up to 20 million yuan within 12 months.董事会审议通过为子公司提供担保额度合计不超过103.16亿元；继续为关联公司江西联创宏声电子股份有限公司提供担保余额3930万元，12个月内新增担保不超过2000万元。
2025-05-10As of April 2025, total external guarantee amount reached 1.10653 billion yuan, 507.33% of audited net assets; outstanding guarantee balance was 782.72162 million yuan, 358.87% of net assets.截至2025年4月，对外担保额度总金额为11.0653亿元，占净资产的507.33%；累计对外担保余额为7.8272162亿元，占净资产的358.87%。
2025-06-07Company discloses that in May 2025 it provided guarantees of 345 million yuan to subsidiaries; total outstanding guarantees reach 7.573 billion yuan, 347.22% of audited net assets.公司披露2025年5月为子公司提供担保3.45亿元；累计对外担保余额75.73亿元，占净资产的347.22%。
2025-07-08LianChuang Electron disclosed that as of June 2025, the company provided total guarantees of 825.5 million yuan to subsidiaries; cumulative external guarantee balance reached 7.6445 billion yuan, accounting for 350.49% of audited net assets as of Dec 31, 2024.联创电子披露2025年6月为下属公司提供担保总额8.255亿元；累计对外担保余额76.4445亿元，占2024年末经审计净资产的350.49%。
2025-09-10LianChuang Electron stated it will increase profits to repay debt and lower leverage, and actively seek national policy loans to reduce financing costs.联创电子表示将增加利润用于偿还债务、降低杠杆，并积极申请国家政策性贷款以降低融资成本。
2025-10-14LianChuang Electron announced that there are currently no overdue external guarantees, no guarantee amounts involved in litigation, and no losses from losing guarantee-related lawsuits.联创电子公告称，公司目前不存在逾期对外担保情形，不涉及诉讼的担保金额及因担保被判决败诉而应承担的损失金额。
2025-11-07LianChuang Electron announced that there are no overdue external guarantees, no litigation-related guarantee amounts, and no losses from guarantee judgments.联创电子公告称，目前不存在逾期对外担保情形，不涉及诉讼的担保金额及因担保被判决败诉而应承担的损失金额。
2025-11-26LianChuang Electron acknowledged high asset-liability ratio of 84.44% and interest-bearing debt over 10 billion yuan, with cash flow of only about 4.5 million yuan, but did not directly address repayment pressure or operational risk.联创电子承认资产负债率高达84.44%，有息负债超过100亿元，现金流仅约450万元，但未直接回应偿还压力或经营风险。
2026-04-28LianChuang Electron announced plans to engage in foreign exchange hedging business, with a maximum margin and premium limit of USD 5 million and a maximum contract value of USD 50 million at any trading day.联创电子公告，计划开展外汇套期保值业务，保证金和权利金上限不超过500万美元，任一交易日最高合约价值不超过5000万美元。
2026-05-12Company and its subsidiaries have total outstanding external guarantees of RMB 8.582 billion, accounting for 818.86% of audited net assets as of Dec 31, 2025, exceeding 100% of net assets.公司及控股子公司累计对外担保余额为85.82亿元，占2025年末经审计净资产的818.86%，超过净资产的100%。
2026-06-24LianChuang Electron stated it will reduce its debt ratio through measures such as revitalizing existing assets and optimizing debt structure.联创电子表示，将通过盘活存量资产、优化债务结构等多维度举措降低负债率。
Awards & certifications奖项与认证
7 · 2024-11-18 → 2026-01-09
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Industry rankings, product awards, and smart factory recognitions.行业排名、产品奖项及智能工厂认定。
2024-11-18LianChuang Electron ranked 37th among 2024 Jiangxi Top 100 Private Enterprises and 27th among Top 100 Manufacturing Private Enterprises.联创电子位列2024江西民营企业100强第37位、制造业民营企业100强第27位。
2024-12-10LianChuang Electron ranked 45th in '2024 Jiangxi Top 100 Enterprises' and 19th in '2024 Jiangxi Strategic Emerging Industry Top 50'.联创电子位列“2024江西企业100强”第45位、“2024江西战略性新兴产业企业50强”第19位。
2025-05-26Two subsidiaries of LianChuang Electron, Jiangxi Lianchuang Electronics Co., Ltd. and Jiangxi Liangan Electronic Technology Co., Ltd., were selected for Jiangxi Province's 2025 'Advanced-level Smart Factory' list.联创电子旗下江西联创电子有限公司与江西联淦电子科技有限公司入选2025年江西省“先进级智能工厂”名单。
2025-09-04LianChuang Electron's four subsidiaries won 6 awards in the 2024 Jiangxi Excellent New Product recognition, including 1 first prize, 3 second prizes, and 2 third prizes.联创电子旗下四家企业获2024年度江西省优秀新产品认定，共6款产品获奖，其中一等奖1款、二等奖3款、三等奖2款。
2025-11-08LianChuang Electron ranked 38th among Jiangxi private enterprises top 100 and 28th among manufacturing private enterprises top 100 in 2025, with 2024 revenue of 10.212 billion yuan.联创电子位列2025江西民营企业100强第38位、制造业民营企业100强第28位，2024年度营业收入102.12亿元。
2025-12-01LianChuang Electron ranked 45th in '2025 Jiangxi Top 100 Enterprises', 33rd in manufacturing, and 14th in strategic emerging industries.联创电子位列“2025江西企业100强”第45位、“江西制造业企业100强”第33位、“江西战略性新兴产业企业60强”第14位。
2026-01-09Two products of Jiangxi LianChuang Electronics, drone lens and action camera lens, were recognized as '2025 Jiangxi Famous Brand Products' by the Jiangxi Brand Construction Promotion Association.江西联创电子有限公司研制的无人机镜头、运动相机镜头两项产品获评'2025年江西名牌产品'。
Investment in Shanghai Quanshi (SeerSense) XR startup投资上海诠视（SeerSense）XR初创公司
3 · 2024-11-29 → 2025-01-15
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LianChuang invests in Shanghai Quanshi Sensing Technology, a spatial perception and XR solutions firm, participating in its B-round financing.联创投资上海诠视传感技术（空间感知与XR解决方案公司），参与其B轮融资。
2024-11-29LianChuang Electron invested in Shanghai Quanshi Sensing Technology Co., Ltd. (Quanshi Technology), a spatial perception interaction and XR solutions firm, as a new shareholder with capital increase from 3.333 million yuan to 3.527 million yuan.联创电子入股上海诠视传感技术有限公司（诠视科技），该公司专注空间感知交互及XR解决方案，注册资本由333.3万元增至352.7万元。
2024-12-03Shanghai Quanshi Sensing Technology Co., Ltd. (SeerSense), an XR spatial perception startup, completed a B-round financing with participation from Shenzhen Capital Group (深创投) and LianChuang Electron (联创电子).上海诠视传感技术有限公司（SeerSense）完成B轮融资，参与投资的机构包括深创投和联创电子。
2025-01-15Company confirms it holds a stake in Shanghai Quanshi Sensing Technology Co., Ltd.公司确认参股上海诠视传感技术有限公司。
Molded glass lens capability & internal supply模造玻璃镜头能力与内部供应
6 · 2024-12-04 → 2025-09-08
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LianChuang achieves global-leading aspherical molded glass lens capability, with self-produced molded glass mainly for internal use, not external sale.联创实现全球领先的非球面模造玻璃镜头能力，自产模造玻璃主要内部使用，不对外销售。
2024-12-04LianChuang Electron stated that its self-produced molded glass is mainly for internal use, not for external sale.联创电子表示其自产的模造玻璃主要为自用，不对外销售。
2025-02-25Stated that mold glass supply is adjusted according to production needs; no specific expansion plan disclosed for mold glass capacity.表示模造玻璃供应根据生产需要进行调节，未披露具体的扩产计划。
2025-03-03Chairman Zeng Jiyong revealed that the company achieved in-house production of molds and molded glass lenses in 2015, and now its aspherical molded glass lens capability is among the global leaders.董事长曾吉勇透露，公司于2015年实现模具和模造玻璃镜片的内制，目前非球面模造玻璃镜片能力位居全球前列。
2025-03-04The company confirmed that its self-produced molded glass is mainly for internal use, not for external sales.公司确认自产的模造玻璃主要为自用，不对外销售。
2025-04-28Chairman Zeng Jiyong launched the 'Mining Action' cost optimization plan, focusing on molded glass lens manufacturing processes (mold development, high-temperature forming, precision coating) to improve yield and reduce waste.董事长曾吉勇发起“挖矿行动”成本优化计划，聚焦模造玻璃镜片制造流程（模具开发、高温成型、精密镀膜），提升良率、降低损品率。
2025-09-08LianChuang Electron said its mold-pressed glass multi-cavity technology (1-mold 4/8/16 cavities) depends on lens diameter; the company is the fastest in advancing this technology.联创电子表示模造玻璃一模多穴（4/8/16穴）技术取决于镜片直径，公司在该技术推进上走得最快。
Investor relations & shareholder info投资者关系与股东信息
4 · 2024-12-30 → 2025-10-15
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Shareholder counts, investor events, and performance forecasts.股东人数、投资者活动及业绩展望。
2024-12-30LianChuang Electron reported that as of December 20, 2024, its shareholder count was 116,447; operations are normal.联创电子披露截至2024年12月20日股东户数为116,447户，生产经营情况正常。
2025-04-292025 Q1 HD wide-angle lens revenue grew 50% YoY, mainly driven by sports cameras and drones.2025年一季度高清广角镜头营业收入同比增长50%，主要来自运动相机和无人机领域。
2025-05-16LianChuang Electron held an investor relations event; it plans to continue focusing on the optical industry, optimize customer and product structure, and improve profitability in 2025.联创电子举办投资者关系活动；2025年将继续聚焦光学主业，优化客户和产品结构，提升盈利能力。
2025-10-15LianChuang Electron disclosed that as of September 30, 2025, the number of shareholders was 112,244.联创电子披露，截至2025年9月30日，公司股东户数为112,244户。
Audit & accounting审计与会计
1 · 2025-01-09
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Audit firm changes and signing CPA updates.审计机构变更及签字会计师更新。
2025-01-09Audit firm Beijing Dahuaguoji renamed to Beijing Dehao International; signing project partner changed to Xiong Shaobao and signing CPA to Zhang Lingna.审计机构北京大华国际更名为北京德皓国际，签字项目合伙人变更为熊绍保，签字注册会计师变更为张玲娜。
Other developments其他动态
5 · 2025-03-03 → 2026-04-15
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Assorted one-off developments.零散的一次性动态。
2025-03-03Chairman Zeng Jiyong stated that LianChuang Electron achieved global leadership in high-definition wide-angle lenses in 2013, becoming an industry benchmark.董事长曾吉勇表示，联创电子在2013年实现高清广角镜头全球领先，成为行业标杆。
2025-03-05Chairman Zeng Jiyong outlined the company's vision to become a 'world-class optical and optoelectronic enterprise' with a global customer base and top-tier talent.董事长曾吉勇阐述公司愿景为‘基业常青，世界一流的光学光电企业’，面向全球客户和一流人才。
2025-07-11LianChuang Electron announced 2025 annual target: strive for revenue of 11 billion yuan, of which optical segment revenue reaches 5.5 billion yuan, and achieve a turnaround from loss to profit.联创电子公布2025年经营目标：力争实现营业收入110亿元，其中光学产业销售收入达到55亿元，实现扭亏为盈。
2026-03-17LianChuang Electron stated that its business does not involve optical communication related components.联创电子表示，公司的业务不涉及光通信相关组件。
2026-04-15LianChuang Electron stated that its business does not involve optical communication related components, but it continues to monitor development opportunities in aspherical glass.联创电子表示，其业务不涉及光通信相关组件，但将持续关注非球面玻璃的发展机遇。
Vietnam factory越南工厂
2 · 2025-04-15 → 2025-05-21
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LianChuang's Vietnam factory starts trial production in March 2025, producing vehicle lenses and HD wide-angle lenses for European and Southeast Asian markets.联创越南工厂于2025年3月试产，生产车载镜头和高清广角镜头，服务欧洲和东南亚市场。
2025-04-15LianChuang Electron's Vietnam factory started trial production in March 2025, producing vehicle-mounted lenses and HD wide-angle lenses with a planned capacity of 1-1.5 million units per month.联创电子越南工厂于2025年3月开始试生产，主要生产车载镜头和高清广角镜头，规划产能每月100万至150万颗。
2025-05-21LianChuang Electron stated that the Korean customer at its Vietnam factory is an automotive Tier 1 supplier.联创电子表示越南工厂的韩国客户是汽车Tier1厂。
Trade policy & macro impact贸易政策与宏观影响
1 · 2025-05-16
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US tariff impact assessment and trade policy monitoring.美国关税影响评估及贸易政策监测。
2025-05-16LianChuang Electron stated that US tariff increases have limited impact on its performance; it will monitor trade policy and communicate with customers.联创电子表示美国加征关税对公司业绩影响有限；将密切关注贸易政策变化并与客户沟通。
Strategic cooperation MoUs战略合作备忘录
2 · 2025-06-05 → 2025-08-11
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Customer and supply chain relationship updates.客户与供应链关系更新。
2025-06-05Company states it will accelerate overseas production base shipments and expand large customer sales strategy to improve quality.公司表示将加快国外生产基地出货量，推进大客户销售策略以提升企业质量。
2025-08-11LianChuang Electron indicated that its lens customers include Korean electronics companies, in response to a question about Samsung Electro-Mechanics.联创电子在回应关于三星电机的提问时表示，其镜头客户包括韩国电子公司。
Control change to Jiangxi SASAC (Beiyuan Intelligent)江西国资委（北园智能）控股变更
14 · 2025-12-17 → 2026-06-17
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Controlling shareholder Jiangxi Xinsheng agrees to sell shares to Nanchang Beiyuan Intelligent, with Jiangxi State-owned Capital subscribing to a private placement, transferring control to Jiangxi SASAC.控股股东江西鑫盛协议转让股份给南昌北园智能，江西国控认购定增，控制权转移至江西国资委。
2025-12-17Controlling shareholder Jiangxi Xinsheng Investment plans to transfer part of its shares via agreement, potentially changing controlling shareholder and actual controller; stock suspended from Dec 18 for up to 2 trading days.控股股东江西鑫盛投资有限公司筹划协议转让所持公司部分股权，可能导致控股股东、实际控制人发生变更；股票自12月18日起停牌不超过2个交易日。
2025-12-21Stock suspension extended as controlling shareholder's share transfer negotiations continue; no formal agreement signed; expected to resume within 3 trading days from Dec 22.因控股股东股权转让谈判仍在进行，尚未签署正式协议，股票自12月22日起继续停牌不超过3个交易日。
2025-12-24Jiangxi Xinsheng signed share transfer agreement with Nanchang Beiyuan Intelligent, selling 70.87M shares (6.71% of total) for RMB 900M; controlling shareholder becomes Beiyuan Intelligent, actual controller becomes Jiangxi SASAC.江西鑫盛与南昌市北源智能产业投资合伙企业签署股份转让协议，转让7086.61万股（占总股本6.71%），交易金额9亿元；控股股东变更为北源智能，实际控制人变更为江西省国资委。
2025-12-24Company plans private placement of up to 189.1M A-shares at RMB 8.62/share to Jiangxi State-owned Capital Venture Capital, raising up to RMB 1.63B to replenish working capital and repay interest-bearing debt.公司拟向江西国资创业投资管理有限公司定向增发不超过1.891亿股A股，发行价8.62元/股，募集资金不超过16.3亿元，全部用于补充流动资金和偿还有息负债。
2025-12-24Board of directors approved the private placement plan and related proposals at the 9th board's 9th meeting.第九届董事会第九次会议审议通过了向特定对象发行A股股票方案等相关议案。
2025-12-24Jiangxi State-owned Capital Venture Capital commits to a 36-month lock-up period for shares subscribed in the private placement.江西国资创业投资管理有限公司承诺通过本次发行认购的股份自发行结束之日起36个月内不转让。
2025-12-25Stock resumed trading on Dec 25 after completion of share transfer and private placement announcement.公司股票于2025年12月25日开市起复牌。
2025-12-29Detailed权益变动 report: Beiyuan Intelligent to acquire 70.87M shares (6.71%) at RMB 12.70/share; Jiangxi State-owned Capital Venture Capital to subscribe up to 189.1M new shares at RMB 8.62/share; total consideration ~RMB 2.53B.权益变动报告书披露：北源智能以12.70元/股受让7086.61万股（占6.71%）；江西国资创投以8.62元/股认购不超过1.891亿股新股；交易总金额约25.3亿元。
2026-01-01LianChuang Electron announced that its controlling shareholder and actual controller will change: Beiyuan Intelligent will become the new controlling shareholder, and Jiangxi SASAC will become the actual controller, through a share transfer and a private placement of up to 189,095,127 shares at RMB 8.62/share to Jiangxi State-owned Capital Venture Capital Management Co., Ltd., raising up to RMB 1.63 billion.联创电子公告控股股东及实际控制人拟变更：北源智能将成为新任控股股东，江西省国资委将成为实际控制人，通过股份协议转让及向江西国资创投定向发行不超过189,095,127股，发行价8.62元/股，募集资金不超过16.3亿元。
2026-02-14Jiangxi State-owned Capital Venture Capital Management Co., Ltd. acquired equity in LianChuang Electron Technology Co., Ltd., unconditionally approved by the State Administration for Market Regulation (SAMR) on February 14, 2026.江西国资创业投资管理有限公司收购联创电子科技股份有限公司股权案，于2026年2月14日获国家市场监管总局无条件批准。
2026-03-24LianChuan Electron stated that Jiangxi Xinsheng Investment Co., Ltd., Han Shenglong, and Zeng Jiyong signed a conditional share transfer agreement with Nanchang Beiyuan Intelligent Industry Investment Partnership (Limited Partnership), and all parties are actively advancing the matter; the share transfer has not yet been completed.联创电子表示，江西鑫盛投资有限公司、韩盛龙、曾吉勇与南昌市北源智能产业投资合伙企业(有限合伙)签署了附有生效条件的《股份转让协议》，各方都在积极推进上述事项，股份过户工作尚未完成。
2026-04-23LianChuang Electron stated that it has not received written progress documents from the transferor or transferee regarding the Jiangxi State-owned Capital (江西国控) internal review and regulatory approval process.联创电子表示，未收到转让方或受让方关于江西国控内部审议和国资监管机构审核进展的书面文件。
2026-04-23LianChuang Electron referenced its 2025 A-share private placement plan, disclosed on December 25, 2025, for which specific information is available in related announcements.联创电子提及2025年12月25日披露的2025年度向特定对象发行A股股票预案，具体信息请查阅相关公告。
2026-06-17LianChuang Electron disclosed that the controlling shareholder Jiangxi Xinsheng Investment Co., Ltd. is transferring shares to Nanchang Beiyuan Intelligent Industry Investment Partnership (Limited Partnership); the control change and related private placement have not yet been completed.联创电子披露，控股股东江西鑫盛投资有限公司将股份转让给南昌北源智能产业投资合伙企业（有限合伙）事宜尚未完成，控制权变更及关联定向增发尚未提交股东会审议。
Regulatory action & accounting irregularities监管处罚与会计差错
2 · 2026-03-20 → 2026-04-15
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LianChuang receives a warning letter from Jiangxi Securities Regulatory Bureau for financial accounting irregularities and internal control deficiencies in 2023-2024.联创因2023-2024年财务会计差错和内控缺陷收到江西证监局警示函。
2026-03-20LianChuang Electron received a warning letter from Jiangxi Securities Regulatory Bureau for financial accounting irregularities (overstating revenue and cost by 13.9048 million yuan in 2023 and 15.0859 million yuan in 2024 due to improper utility fee accounting; misclassifying 130 million yuan of receivables as prepayments leading to net profit overstatement of 3.9145 million yuan in 2023 and understatement of the same amount in 2024) and internal control deficiencies (failure to implement receivable assessment and incomplete collection records). Chairman Zeng Jiyong and CFO Zhou Manzhen were held primarily responsible.联创电子收到江西证监局警示函，因财务核算不规范（代收代缴水电费核算不当导致2023年多计收入、成本1390.48万元，2024年多计收入、成本1508.59万元；1.3亿元应收款误计入预付账款导致2023年净利润多计391.45万元，2024年净利润少计391.45万元）及内部控制管理缺陷（未开展应收账款考核、催收记录不完整）。董事长曾吉勇、财务总监周满珍负有主要责任。
2026-04-15LianChuang Electron confirmed that Zhou Manzhen remains the company's financial director.联创电子确认周满珍仍担任公司财务总监。
Private placement to Jiangxi State-owned Capital向江西国控定向增发
1 · 2026-03-25
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LianChuang plans a private placement of up to 189.1M shares at RMB 8.62/share to Jiangxi State-owned Capital Venture Capital, raising up to RMB 1.63B for working capital and debt repayment.联创计划向江西国控创投定向增发不超过1.891亿股，募资16.3亿元用于补充流动资金和偿还债务。
2026-03-25LianChuan Electron's 2025 annual private placement plan disclosed on December 25, 2025, shows total fundraising not exceeding 1,629,999,994.74 yuan, with net proceeds fully used for working capital replenishment and interest-bearing debt repayment.联创电子2025年12月25日披露的2025年度向特定对象发行A股股票预案显示，本次募集资金总额不超过1,629,999,994.74元，扣除发行费用后的募集资金净额将全部用于补充流动资金和偿还有息负债。
