证券代码：002449 证券简称：国星光电 公告编号：2025-051 佛山市国星光电股份有限公司 关于参加广东辖区 2025 年 投资者网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，佛山市国星光电股份有限公司（以下简称 "公司"）将参加由广东证监局、广东上市公司协会联合举办的"向新提质 价值 领航——2025 广东辖区上市公司投资者关系管理月活动投资者网上集体接待日"， 现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）参与本次互动交流，活动时间为 2025 年 9 月 19 日（周五） 15:30-17:00。 届时公司部分高管将在线就公司生产经营情况等投资者关心的问题，与投资者 进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 佛山市国星光电股份有限公司 董事会 2025 年 9 月 17 日 ...

证券之星消息，9月16日光学光电子板块较上一交易日上涨1.06%，洲明科技领涨。当日上证指数报收于 3861.87，上涨0.04%。深证成指报收于13063.97，上涨0.45%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300232 | 洲明科技 | 8.50 | 9.54% | 118.91万 | | 9.93亿 | | 688322 | 奥比中光 | 96.40 | 8.94% | 22.01万 | | 20.70亿 | | 300940 | 南极光 | 29.43 | 5.90% | 12.14万 | | 3.53亿 | | 002449 | 園星光电 | 9.62 | 5.48% | 32.64万 | | 3.06亿 | | 300752 | 隆利科技 | 24.60 | 5.40% | 18.72万 | | 4.60 Z | | 300582 | 英飞特 | 17.05 | 5.18% | 18.00万 | | 3.00亿 | | ...

资料显示，佛山市国星光电股份有限公司位于广东省佛山市禅城区华宝南路18号，成立日期1981年8月 31日，上市日期2010年7月16日，公司主营业务涉及LED器件及其组件的研发、生产与销售。主营业务 收入构成为：LED封装及组件产品69.80%，贸易及应用类产品17.41%，其他(补充)5.55%，集成电路封 装测试4.12%，外延及芯片产品3.11%。 9月16日，国星光电盘中上涨2.08%，截至13:47，报9.31元/股，成交9931.84万元，换手率1.75%，总市 值57.58亿元。 资金流向方面，主力资金净流入439.52万元，特大单买入774.91万元，占比7.80%，卖出789.60万元，占 比7.95%；大单买入2008.57万元，占比20.22%，卖出1554.36万元，占比15.65%。 国星光电今年以来股价跌31.39%，近5个交易日涨1.97%，近20日跌6.99%，近60日跌8.00%。 今年以来国星光电已经9次登上龙虎榜，最近一次登上龙虎榜为1月14日，当日龙虎榜净买入-4412.87万 元；买入总计1.65亿元 ，占总成交额比7.66%；卖出总计2.09亿元 ，占总成交额比9. ...

证券日报网讯国星光电（002449）9月11日在互动平台回答投资者提问时表示，截至9月10日，公司股东 总户数71，550户。 ...

证券日报网讯国星光电（002449）9月11日在互动平台回答投资者提问时表示，公司的智能感测产品、 照明光源和显示器件及其模组可以应用于机器人实现相关功能。 ...

证券日报网讯国星光电（002449）9月5日在互动平台回答投资者提问时表示，截至2025年8月20日，公 司股东户数为79560户。 ...

Summary of Key Points Core Viewpoint - Guoxing Optoelectronics reported a decrease in the number of shareholders and a decline in stock performance, indicating potential challenges in investor confidence and financial performance [2]. Shareholder and Stock Performance - As of August 31, the number of shareholders for Guoxing Optoelectronics was 74,016, a decrease of 5,544 from the previous period, representing a decline of 6.97% [2]. - The closing price of the stock on September 5 was 9.32 yuan, reflecting an increase of 2.87%, but the stock has cumulatively decreased by 7.08% since the concentration of shares began [2]. - The stock experienced 5 days of increases and 7 days of decreases during the reporting period [2]. Financing and Margin Data - The latest margin trading data as of September 4 indicated a total margin balance of 379 million yuan, with the financing balance also at 379 million yuan [2]. - Since the concentration of shares began, the financing balance has decreased by 18.26 million yuan, a decline of 4.60% [2]. Financial Performance - In the first half of the year, Guoxing Optoelectronics achieved operating revenue of 1.681 billion yuan, a year-on-year decrease of 9.30% [2]. - The net profit for the same period was 24.57 million yuan, down 56.31% year-on-year, with basic earnings per share at 0.0397 yuan and a weighted average return on equity of 0.64% [2].

Core Viewpoint - Guoxing Optoelectronics (002449) reported disappointing financial results for the first half of 2025, with significant declines in revenue and net profit compared to the previous year [1] Financial Performance Summary - Total revenue for the first half of 2025 was 1.681 billion yuan, a decrease of 9.3% year-on-year from 1.854 billion yuan in 2024 [1] - Net profit attributable to shareholders was 24.57 million yuan, down 56.31% from 56.25 million yuan in the previous year [1] - The second quarter saw a slight revenue increase of 0.15% year-on-year, totaling 914 million yuan, but net profit dropped 72.17% to 7.88 million yuan [1] - Gross margin improved to 12.12%, up 3.11% year-on-year, while net margin fell to 1.46%, down 51.83% [1] - Total receivables reached 825 million yuan, a 19.76% increase, with receivables accounting for 1601.19% of net profit [1] Cash Flow and Financial Position - Operating cash flow per share was -0.01 yuan, a decrease of 104.78% year-on-year [1] - The company reported a significant decline in cash and cash equivalents, with a net increase of -262.09% due to reduced cash flow from operating and financing activities [6] - The company’s debt situation improved, with interest-bearing liabilities decreasing by 48.84% to 315 million yuan [1] Business Strategy and Future Outlook - The company plans to optimize its layout and actively pursue investment and mergers, focusing on expanding into emerging industries such as LED applications and advanced semiconductor packaging [6] - The company aims to enhance its product offerings in smart cockpit systems, intelligent vision systems, and low-altitude economy sectors [6] - Historical data indicates a weak return on invested capital (ROIC) of 0.86% for the previous year, with a median ROIC of 5.09% over the past decade [7]

Core Viewpoint - The company has registered to issue short-term financing bonds amounting to a maximum of RMB 1 billion, with a maturity period not exceeding 270 days, but the registration has expired without issuance due to various assessments [1][2]. Group 1 - The company received approval from the China Interbank Market Dealers Association to register for issuing short-term financing bonds totaling RMB 1 billion, with the registration valid for two years starting from August 23, 2023 [1]. - The company has not implemented the issuance of the registered short-term financing bonds within the validity period due to a comprehensive evaluation of the issuance timing, actual funding needs, and the suitability of other financing channels [2]. - The expiration of the registration for the short-term financing bonds will not have a significant impact on the company's production and operational activities [2]. Group 2 - The company will plan its financing arrangements reasonably based on future operational development needs [2].

智通财经APP讯，国星光电(002449.SZ)发布2025年半年度报告，该公司营业收入为16.81亿元，同比减 少9.30%。归属于上市公司股东的净利润为2457.23万元，同比减少56.31%。归属于上市公司股东的扣除 非经常性损益的净利润为1223.63万元，同比减少66.10%。基本每股收益为0.0397元。 ...