股东人数情况 公司拟向特定对象发行A股股票募集资金不超过9.81亿元，重点投向超高清显示Mini/Micro LED模组、 光电传感、智能车载器件等五大项目，以布局高增长赛道。该计划旨在通过产能升级与技术协同，推动 公司向高附加值解决方案提供商转型。 战略推进 新兴业务板块（如集成电路封装测试）收入占比稳步提升，叠加国家政策对新型显示技术的支持，公司 战略聚焦Mini/Micro LED、碳化硅等前沿领域，以应对行业周期波动。 经济观察网 根据公开信息，国星光电（股票代码：002449）近期有以下值得关注的事件动态，基于 2026年1月至2月的公告及市场数据整理： 业绩经营情况 公司于2026年1月23日发布业绩预告，预计2025年度归属于上市公司股东的净利润亏损1200万元至1700 万元，同比由盈转亏，主要受LED传统封装领域竞争加剧、产品价格下行及原材料成本上升影响。同 时，新兴业务如智能车载、光耦等处于市场导入期，业绩贡献尚未规模化释放。 定增股票 截至2026年1月30日，公司股东户数降至6.19万户，较前期减少2.67%，流通股户均持股量小幅上升。 以上内容基于公开资料整理，不构成投资建议。 ...

（文章来源：证券日报） 证券日报网讯 2月9日，国星光电在互动平台回答投资者提问时表示，截至2026年1月30日，公司股东户 数为61854户。 ...

Core Viewpoint - The recent surge in precious metal prices has led to significant price increases across nearly 40 companies in the LED display industry, with adjustments ranging from 3% to 25% [1][2][9]. Group 1: Price Increases - Starting from December 2025, over 30 LED display-related companies have announced price hikes due to rising costs of raw materials [3]. - Specific companies such as Yongming Electronics and Guangdong Jiantao have raised prices by 10%-20% and 5%-10% respectively [3]. - The price adjustments are a response to the unprecedented increases in the costs of precious metals, wafers, and other key materials [2][11]. Group 2: Material Cost Increases - In January 2026, gold prices increased by over 20%, silver by more than 60%, and copper by nearly 50% compared to early 2025 [2]. - Companies like Tian Dian Optoelectronics reported a 102% increase in precious metal costs, leading to significant losses and necessitating price adjustments [9]. - The overall cost of materials has escalated to a point where existing pricing structures are no longer sustainable for many firms [2][18]. Group 3: Industry Dynamics - The current price increase trend reflects a heightened sensitivity of the LED display industry to raw material costs, with a notable synchronization in price adjustments across companies [38]. - Larger firms may leverage their supply chain advantages to mitigate cost pressures, while smaller companies face challenges in maintaining competitive pricing [38]. - The ongoing price adjustments may lead to increased industry consolidation as companies adapt to the changing market landscape [38].

（文章来源：证券日报） 证券日报网讯 1月29日，国星光电在互动平台回答投资者提问时表示，截至2026年1月9日，公司股东户 数为63552户。 ...

Core Viewpoint - The company, Guoxing Optoelectronics, is forecasting a significant net loss for the fiscal year 2025, transitioning from profit to loss due to intensified competition in the LED packaging industry and rising costs of key raw materials [2] Financial Performance - The net profit attributable to shareholders is expected to be a loss of 12 million to 17 million yuan, compared to a profit in the previous year [2] - Non-recurring gains and losses are projected to be between 25 million and 27 million yuan, a decrease from 43.29 million yuan in the same period last year [2] - The net loss, excluding non-recurring items, is estimated to be between 37 million and 44 million yuan, a significant increase from 823.67 thousand yuan in the previous year, representing a year-on-year decline of 549.21% to 634.19% [2] Industry Challenges - The primary reasons for the performance decline include intensified competition in the traditional LED packaging sector, leading to a decrease in sales prices for certain products, alongside high prices for precious metals and other key raw materials, which have exerted pressure on revenue and gross profit levels [2] Emerging Business Segments - Although new business areas such as smart wearables, optocouplers, and automotive applications are experiencing rapid growth, they are still in the market introduction phase and have not yet contributed significantly to overall performance [2] Strategic Initiatives - The company plans to continue enhancing quality and efficiency measures, accelerate market expansion and capacity implementation for emerging businesses, and actively pursue mergers and acquisitions to improve operational efficiency and core competitiveness from multiple dimensions including cost, technology, and market [2]

Core Viewpoint - The company anticipates a significant decline in net profit for 2025, projecting a year-on-year decrease of 123.29% to 132.99%, primarily due to pressures in the traditional LED packaging business and rising raw material costs [1] Group 1: Financial Performance - The expected decline in net profit is attributed to intensified competition and price reductions in the LED packaging sector, alongside high volatility in commodity prices that increase production costs [1] - Despite short-term challenges, the company maintains a strong industrial foundation and business potential, with signs of market recovery in the second half of 2025 [1] Group 2: Strategic Initiatives - The company has proactively positioned itself in high-value sectors such as Mini/MicroLED, silicon carbide (SiC), smart automotive, and wearable technology, supported by a 981 million yuan capital increase plan [1] - The Mini/MicroLED segment has established a significant technological advantage, with the company transitioning from single devices to ultra-high-definition display panels and complete module solutions [2] Group 3: Market Opportunities - The global Micro LED display market is projected to exceed $10 billion by 2028, with rapid expansion in high-end commercial display applications [2] - In the silicon carbide sector, the company is focusing on high-growth areas like electric vehicles and energy storage, with plans to increase investment to meet rising demand [3] Group 4: Product Development - The company has developed a comprehensive product chain in the smart automotive sector, successfully integrating into the supply chains of major automotive manufacturers [3] - The global automotive LED market is expected to surpass 25 billion yuan in 2025, with the company positioned to enhance its role from a supply chain participant to a core supplier [3] Group 5: Synergy and Long-term Potential - The company's diversified layout emphasizes synergy, leveraging traditional LED advantages to support advancements in Mini/MicroLED technology and third-generation semiconductor applications [4] - With recovering downstream demand and the introduction of high-value products, the company demonstrates significant long-term growth potential [4]

Core Viewpoint - The company, Guoxing Optoelectronics, anticipates a net loss for the fiscal year 2025, primarily due to intensified competition in the LED packaging industry and rising raw material costs, impacting revenue and gross profit levels [1] Financial Performance - The projected total profit for the reporting period is a loss of 14 million to 20 million yuan, representing a decline of 128.46% to 140.65% compared to the previous year, which had a profit of 49.198 million yuan [2] - The net loss attributable to shareholders is expected to be between 12 million and 17 million yuan, a decrease of 123.29% to 132.99% from the previous year's profit of 51.530 million yuan [2] - The net loss after excluding non-recurring gains and losses is projected to be between 37 million and 44 million yuan, a significant drop of 549.21% to 634.19% from the previous year's profit of 8.2367 million yuan [2] - The basic earnings per share are expected to be a loss of 0.0194 to 0.0275 yuan per share, compared to a profit of 0.0833 yuan per share in the previous year [2] Business Outlook - The company is focusing on enhancing quality and efficiency, accelerating market expansion for emerging businesses, and actively pursuing mergers and acquisitions to improve operational efficiency and core competitiveness [1] - Emerging businesses such as smart wearables, optocouplers, and automotive applications are in a rapid development phase, but their contribution to performance will take time to materialize [1]

报告期内，LED封装行业传统领域竞争态势加剧，公司部分产品销售价格有所下降，叠加贵金属等原材 料价格上涨，进而对公司整体营收规模及毛利水平造成阶段性影响。 智通财经APP讯，国星光电(002449.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 1200.00万元-1700.00万元;扣除非经常性损益的净亏损3700.00万元-4400.00万元。 ...

Summary of Key Points Core Viewpoint - Guoxing Optoelectronics (002449.SZ) expects a net profit loss attributable to shareholders of the listed company for the year 2025, with estimates ranging from 12 million to 17 million yuan, representing a year-on-year decline of 123.29% to 132.99% [1] Financial Performance - The company anticipates a net profit loss, excluding non-recurring gains and losses, between 37 million and 44 million yuan, indicating a significant year-on-year decline of 549.21% to 634.19% [1]

股票代码：002449 股票简称：国星光电 公告编号：2026-003 佛山市国星光电股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证公告内容真实、准确、完整，并对公告中的虚 假记载、误导性陈述或者重大遗漏承担责任。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日 | | | | 项目 | 本报告期 | | 上年同期 | | --- | --- | --- | --- | | 利润总额 | 亏损：1,400.00万元-2,000.00万元 | | 盈利：4,919.80万元 | | | 比上年同期下降：128.46%-140.65% | | | | 归属于上市公司 股东的净利润 | 亏损：1,200.00万元-1,700.00万元 | 盈利: | 5,153.01万元 | | | 比上年同期下降：123.29%-132.99% | | | | 扣除非经常性损 益的净利润 | 亏损：3,700.00万元-4,400.00万元 | 盈利: | 823.67万元 | | | 比上年同期下降：549.21%-634.19% | | | | 基本每股收益 | 亏损：0. ...