Qianzhao Optoelectronics plans to invest 153 million yuan to participate in the establishment of an investment company, focusing on the commercial aerospace field

On May 28, Qianzhao Optoelectronics announced that in order to give full play to the company's resource advantages in related industries, it plans to invest 153 million yuan as a limited partner with its own funds to jointly invest with China Construction Investment Capital and Jiantou Huake to establish Xiamen Luxiang Qianjian Emerging Industry Equity Investment Partnership, focusing on investment in the commercial aerospace field.

The total capital subscribed by the partnership is 301 million yuan. Among them, Qianzhao Optoelectronics subscribed for 153 million yuan as a limited partner, accounting for 50.83%; China Construction Investment Capital subscribed for 1 million yuan as a general partner, accounting for 0.33%; JIC Huake subscribed for 147 million yuan as a limited partner, accounting for 48.84%.

The partnership's investment scope is the equity of high-quality companies with growth potential in the entire commercial aerospace industry chain or the special fund shares of the corresponding companies. It can also invest in other industries with the unanimous consent of the partners' meeting; the investment method is to invest in the target company through direct equity investment or indirect investment in the special fund shares of the corresponding target company.

Qianzhao Optoelectronics stated that this investment aims to obtain cutting-edge technology insights and seek industry synergy opportunities through industrial investment, which is in line with its overall strategic plan. The source of funds for this investment is its own funds, and the proposed investment amount accounts for 3.56% of its latest audited net assets. It will not have a significant adverse impact on the financial status and operating results in the short term.

In fact, Qianzhao Optoelectronics has continued to promote commercial aerospace-related layout in recent years. The company mentioned in its 2025 annual report that the company will actively expand its commercial aerospace business on the basis of continuing to expand and deepen its main LED business. The core category of III-V compounds that it focuses on has been continuously deepened in applications such as aerospace photovoltaics. It is also expected to expand to other satellite application scenarios based on III-V compound semiconductor devices, laying a technical foundation for the company to expand the second growth curve of commercial aerospace.

Qianzhao Optoelectronics stated that III-V compounds can be adapted to high-end application scenarios such as high frequency and high power, and can be extended to commercial aerospace core components. They can also be used to manufacture core components such as spaceborne phased array T/R components, radiation-resistant RF chips, and aerospace-grade gallium arsenide solar cells, and are suitable for key scenarios such as satellite communications, attitude control, and energy supply.

Regarding the development plan for 2026, Qianzhao Optoelectronics stated that the company will continue to expand new application scenarios, expand new customers, and increase the scale of commercial aerospace revenue based on market changes and customer needs.

Recently, Qianzhao Optoelectronics also mentioned in its latest research minutes that the company’s solar cell business is benefiting from the increase in domestic aerospace transportation capacity and the expansion of overseas markets. The future growth prospects are relatively clear, and the commercial aerospace business has gradually become one of the company’s important second growth curves.