
AI-generated summary
Lianjia Investment Holdings is an LED automotive lighting manufacturer. It is currently transforming and developing three businesses: automotive optoelectronics, Mini-LED display and AI optical communication, and has deployed a factory in Mexico to serve the North American market.
LED automotive lighting manufacturer Lianjia Investment Holdings (3717) Group has created three major growth engines, namely automotive optoelectronics, Mini-LED display applications and AI optical communications. It will transform from automotive lighting to a global optoelectronic technology growth platform. Today its stock price once rose to 28.25 yuan, an increase of more than 6% (photo by reporter Yang Yamin)
[Reporter Yang Yamin/Taipei Report] LED automotive lighting manufacturer Lianjia Investment Holdings (3717) Group has created three major growth engines, namely automotive optoelectronics, Mini-LED display applications and AI optical communications. It will start from automotive lighting. Transformed into a global optoelectronic technology growth platform, the stock price rose to 28.25 yuan today, an increase of more than 6%. As of 11:13, the stock price was temporarily reported at 28.1%, an increase of 6.24%, and the trading volume reached 10,741.
The Mexico plant of Lianjia Investment Control will be put into production at the end of the year. Seven projects (51 models) have been scheduled for production. 27 models will be put into production at the Mexico plant 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. At that time, 18 production lines will be mass-produced simultaneously. The second plant in Mexico will be expanded in 2029. After the expansion of the second plant is completed, the total output value of the Mexican plant will reach 500 million US dollars.
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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.
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AI outlook — possibilities, not facts
Lianjia Investment’s Mexican plant will be put into production by the end of the year
Very likely · Within months
The output value of the first phase of the Mexican factory will reach US$200 million
Likely · Within months
Lianjia Investment Holdings will start mass production of non-car lighting automotive electronics from 2027 to 2028
Possible · Within years

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