Lianjia Investment Holdings held a legal meeting: Create three major growth engines and transform into a global optoelectronic technology platform

LED automotive lighting manufacturer Lianjia Investment Holdings (3717) held a press conference today. Huang Fangyu, general manager of Lianjia Investment Holdings, said that the group has created three major growth engines, namely automotive optoelectronics, Mini-LED display applications and AI optical communications, and will transform from automotive lighting into a global optoelectronic technology growth platform.

Huang Fangyu pointed out that the Mexican factory will be put into production by the end of the year, and 7 projects (51 models) have been scheduled for production. 27 models will be put into production in the Mexican factory in the first quarter of next year. The output value of the first phase will reach 200 million US dollars. It is expected to be full in 2028. By then, there will be 18 production lines in simultaneous mass production. The second Mexican factory will be expanded in 2029. After the second factory expansion is completed, the total output value of the Mexican factory will reach 500 million US dollars.

The group is also actively expanding its non-car lighting automotive electronics customers. It is currently negotiating with customers in North America and is seeking strategic cooperation for non-car lighting automotive electronics. It is expected to mass-produce in 2027~2028, and its long-term revenue is expected to catch up with automotive lighting sets.

At the same time, aiming at the high-speed transmission needs of AI data centers, VCSEL/Micro-VCSEL/Micro-LED will enter AI optical communication modules, optical engines, and silicon photonics, hoping to enter the AI ​​optical communication supply chain. It is estimated that it will take 1 to 3 years for the overall market to mature.

Lianjia Investment Holdings was officially listed for trading on August 15, 2025. The original Lianjia Optoelectronics (6288) was listed as an investment holding company through share conversion. The cumulative consolidated revenue of Lianjia Investment Holdings in the first eight months reached 4.551 billion yuan, an annual increase of 891.25%, mainly due to the 100% recognition of Lianjia Optoelectronics’ revenue injection since August last year. Lianjia Optoelectronics’ cumulative revenue in the first eight months reached 4.551 billion yuan, an annual increase of 23%.