Guangfeng Technology (688007.SH) released its three-quarter report to invest in the layout of the optical interconnection circuit
Zhitong Finance App News, on October 30, Guangfeng Technology (688007.SH) released its 2026 three-quarter report. The financial report shows that revenue for the third quarter was 249 million yuan and R&D investment was 50.53 million yuan; revenue for the first three quarters was 726 million yuan, and R&D investment for the first three quarters was 169 million yuan.
During the reporting period, the company steadily promoted the deep integration of self-developed upstream core devices with existing business, increasing the ecological layout of the upstream industrial chain.
Proactively optimize business structures
In terms of the cinema business, summer films are rich and of high quality, driving a recovery in the domestic box office. Previously, the company's subsidiary Zhongying Guangfeng had launched the GeniLaser™ series of light sources equipped with Guangfeng's self-developed lasers, which continued the characteristics of ALPD® laser light sources such as no speckle, stable light output, and long service life, benefiting cinemas.
In terms of professional display business, the company has created various cultural tourism performing arts and immersive experience projects such as the Shenzhen Natural History Museum and large-scale cultural tourism resort towns. The company released the first AIGC 3D mapping software AIMapper in the second quarter, which effectively solved industry pain points such as complex content production and debugging for traditional projection projects, and greatly reduced the debugging cycle for lighting and shadow projects.
Furthermore, the company actively optimizes its business structure. Financial reports show that in the face of multiple factors such as the macro environment and increased competition in the industry, based on a comprehensive judgment on the development trend and competitive pattern of the automotive optics business, the company actively reduced the scale of this business; at the same time, it continued to improve C-side management and operation capabilities, control costs, and adjust the intelligent projection product structure to focus on a high-quality laser micro-projection product line that is more in line with consumer needs, and reduce the impact of the C-end business on the overall profit margin.
While optimizing the existing business, the company gradually industrialized the results of self-developed core devices through the layout and accumulation of upstream core devices, ensuring supply safety and deepening industrial collaboration.
Invest in the layout of an optical interconnect circuit
More long-term changes are taking place at the optical interconnect circuit. According to media reports, Guangfeng Technology appeared on the list of investors in the optical chip company Weijiu Optoelectronics.
Weijiu Optoelectronics is one of the few micro LED companies in China that has achieved epitaxial self-research and mass production throughout the entire process. According to the company, its differentiated layout at the technical level focuses on two points: the first is “epitaxial + chip” integration. Through independent equipment transformation and independent optimization of etching and deposition processes, stable mass production of epitaxial materials and chips is achieved, and the vertical integration advantage of “epitaxial + chip” is built. The second is to extend the capabilities of optical chips from displays to new scenarios such as visible light communication. Relying on the characteristics of Micro LED optical chips such as high-speed modulation and low power consumption, it opens up a second growth curve outside of displays.
It is no accident that Guangfeng Technology appeared on this list of investors. With this investment layout, Guangfeng Technology is expected to gradually expand from an optical player in the display field to an industry participant with next-generation computing power connectivity platforms.