智通财经APP讯，长光华芯(688048.SH)披露2025年度业绩快报，2025年度实现营业总收入4.68亿元，同 比上升71.81%;归属于母公司所有者的净利润1952.26万元，同比由亏转盈。 报告期内，公司持续深耕高功率半导体激光领域，凭借技术积累与产品性能优势，进一步拓展了下游应 用市场，客户需求稳步提升，推动该系列产品销售收入实现增长，成为公司营收的核心支撑。 ...

证券代码：688048 证券简称：长光华芯 公告编号：2026-004 苏州长光华芯光电技术股份有限公司 2025 年度业绩快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 本公告所载苏州长光华芯光电技术股份有限公司（以下简称"长光华芯"或 "公司"）2025 年度主要财务数据为初步核算数据，未经会计师事务所审计， 具体数据以公司 2025 年年度的定期报告为准，提请投资者注意投资风险。 一、2025 年度主要财务数据和指标 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 2025 年度公司实现营业收入 46,840.90 万元，同比上升 71.81%；实现归属 于母公司所有者的净利润 1,952.26 万元，实现归属于母公司所有者的扣除非经 常性损益的净利润-3,616.33 万元；报告期末，公司总资产 335,998.57 万元， 较报告期初上升 1.75%，归属于母公司的所有者权益 300,522.62 万元，较报告 期初上升 0.65%。 报告期内，公司持续深耕高功率半 ...

Core Viewpoint - Changguang Huaxin (688048.SH) reported a significant increase in revenue for the fiscal year 2025, driven by its focus on high-power semiconductor laser technology and expanding market applications [1] Financial Performance - The company achieved an operating revenue of 468.41 million yuan, representing a year-on-year increase of 71.81% [1] - The net profit attributable to the parent company was 19.52 million yuan, while the net profit excluding non-recurring gains and losses was -36.16 million yuan [1] Business Development - The company has been deepening its efforts in the high-power semiconductor laser sector, leveraging its technological advancements and product performance to enhance sales [1] - There has been a steady increase in customer demand, which has supported the growth of sales revenue in this product line [1] Market Opportunities - In addition to consolidating its main business, the company is actively seizing market opportunities in optical communication and laser sensing [1] - Strategic investments in talent, technology, and production lines are beginning to yield results, with the optical communication sector starting to contribute to revenue growth [1] - The advancement in this business area signifies a breakthrough in emerging application markets, diversifying the company's business structure and opening new growth avenues for long-term development [1]

长光华芯2月11日发布2025年度业绩快报，报告期内实现营业收入4.68亿元，同比增长71.81%；归属于 上市公司股东的净利润1952.26万元，上年同期净利润亏损9973.59万元；基本每股收益0.1107元。 ...

长光华芯发布业绩快报，2025年度实现营业总收入4.68亿元，同比上升71.81%；净利润1952.26万元， 上年同期为净亏损9973.59万元。报告期内，公司持续深耕高功率半导体激光领域，凭借技术积累与产 品性能优势，进一步拓展了下游应用市场，客户需求稳步提升，推动该系列产品销售收入实现增长，成 为公司营收的核心支撑。 ...

Core Insights - The optical communication chip market in China is experiencing continuous growth driven by artificial intelligence, data center expansion, consumer electronics, and 5G deployment [1][20][27] - The production and demand for optical communication chips are projected to increase significantly, with production reaching 867 million units and demand reaching 1.198 billion units in 2024, resulting in a market size of 15.16 billion yuan [1][20][27] - The market is expected to maintain rapid growth, with production estimated at 904 million units and demand at 1.249 billion units in 2025, leading to a market size of approximately 16.02 billion yuan [1][20][27] Industry Definition and Classification - Optical communication chips are defined as chips that convert optical signals and are used for generating, modulating, amplifying, and detecting optical communication signals [2][21] - These chips can be classified into laser chips and detector chips, with laser chips further divided into surface-emitting and edge-emitting types [2][21] Current Industry Status Global Market - The global optical communication chip market is projected to reach $5.43 billion in 2024, with North America accounting for $1.317 billion, Europe for $829 million, and the Asia-Pacific region for $3.048 billion [5][24] - The demand for optical communication chips is driven by the rapid development of new information technologies such as mobile internet, 5G, and cloud computing [5][24] Chinese Market - The Chinese optical communication chip market is expected to see a demand increase to 1.198 billion units in 2024, with high-speed optical communication chips accounting for approximately 13.98% of the total demand [8][27] - The market size for optical communication chips in China is projected to reach 15.16 billion yuan in 2024, with high-speed chips contributing 50.6 billion yuan [8][27] Industry Supply and Competition - The number of companies entering the domestic optical communication chip industry is increasing, leading to improved production technology and a rising domestic production rate [11][30] - The production of optical communication chips in China is expected to grow from 517 million units in 2018 to 867 million units in 2024 [11][30] Industry Value Chain - The optical communication chip industry value chain consists of upstream materials and equipment, midstream chips and modules, and downstream application markets [13][32] - The current landscape shows a monopoly in high-end materials and equipment by overseas companies, while domestic companies dominate the lower-end applications [13][32]

Core Viewpoint - The A-share market has seen a significant rally in semiconductor stocks, indicating strong investor interest and potential growth in this sector [1] Group 1: Stock Performance - Guoxin Technology has increased by over 13% [1] - Xinyuan Technology has risen by more than 12% [1] - Changguang Huaxin and Huahai Chengke have both gained over 9% [1] - Guoke Microelectronics, Canxin Technology, Taiji Industry, Yuanjie Technology, and Guangliwei have all seen increases of over 7% [1] - Huaya Intelligent, Jiangfeng Electronics, China Shipbuilding Industry, Dike Co., Changdian Technology have all risen by over 6% [1] - Moer Thread, Tianyue Advanced, Zhaoyi Innovation, and Cambrian have all increased by over 5% [1]

Group 1 - The A-share semiconductor market is experiencing a collective surge, with notable stocks such as Guoxin Technology rising over 13% and Xinyuan shares increasing by more than 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion for the first time this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the speed at which the semiconductor market is surpassing the $1 trillion mark is much faster than anticipated, which is a positive sign for the entire business world [1] - The significant demand for new data center computers is generating substantial profits for companies like NVIDIA and Micron Technology, allowing the industry to consistently exceed growth expectations [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a remarkable acceleration in growth [1]

Group 1 - The semiconductor sector in the A-share market has shown significant strength, with notable stock increases such as Guoxin Technology rising over 13% and Xinyuan shares increasing over 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the semiconductor market's rapid growth to surpass the $1 trillion mark is a positive sign for the entire business world, with demand for new data center computers significantly benefiting companies like NVIDIA and Micron Technology [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a faster-than-expected growth trajectory [1]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.65%, and the ChiNext Index also up by 0.65% as of midday [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day, with over 3,800 stocks rising [2] Sector Performance - Active sectors included lithium batteries, energy metals, humanoid robots, and fintech, while traditional sectors like liquor, retail, and AI application stocks weakened [1] - The Chinese medicine and chemical sectors showed notable gains, with the Chinese medicine sector rising by 2.52% [2][7] - The small metals sector rebounded, with stocks like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [7] Notable Stocks - Mingdiao Co. experienced significant trading activity, achieving a "limit-up" with nearly 700 million yuan in transactions and marking its fifth consecutive trading day of gains [3] - Jiangfeng Electronics saw a slight increase of 0.09% after announcing plans to acquire control of Kaide Quartz [9] Economic Indicators - The industrial development plan for traditional Chinese medicine aims for a collaborative development system by 2030, which may positively impact the sector [7]