11月11日，国星光电涨0.67%，成交额1.55亿元。两融数据显示，当日国星光电获融资买入额2445.34万 元，融资偿还1563.12万元，融资净买入882.22万元。截至11月11日，国星光电融资融券余额合计3.51亿 元。 截至9月30日，国星光电股东户数6.92万，较上期减少1.91%；人均流通股8939股，较上期增加1.95%。 2025年1月-9月，国星光电实现营业收入25.00亿元，同比减少7.01%；归母净利润3111.78万元，同比减 少53.35%。 分红方面，国星光电A股上市后累计派现11.35亿元。近三年，累计派现1.05亿元。 机构持仓方面，截止2025年9月30日，国星光电十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股560.78万股，相比上期增加224.97万股。 责任编辑：小浪快报 融资方面，国星光电当日融资买入2445.34万元。当前融资余额3.51亿元，占流通市值的6.31%，融资余 额低于近一年20%分位水平，处于低位。 融券方面，国星光电11月11日融券偿还1500.00股，融券卖出800.00股，按当日收盘价计算，卖出金额 7192.00元；融券余量 ...

Core Insights - Foshan is increasingly attractive for young entrepreneurs due to its high cost-performance ratio and government talent introduction policies [1][2] - The city has established a comprehensive talent cultivation model, with over 100 postdoctoral researchers and more than 500 patents applied [2] - Foshan's manufacturing sector is undergoing a digital transformation, with significant advancements in the semiconductor and new materials industries [2][3] Group 1: Talent Development - Foshan has built 26 postdoctoral research platforms and has attracted over 100 postdoctoral researchers, leading to a robust talent cultivation ecosystem [2] - The number of PhDs in Foshan has increased from approximately 300 to nearly 8000 over the past 15 years, indicating a significant growth in high-level talent [2] - The city has a total talent pool exceeding 2.48 million, including over 7600 PhDs and 149.6 million skilled workers [3] Group 2: Industry and Innovation - Foshan's innovation incubation platforms focus on high-end equipment, new materials, digital information, intelligent manufacturing, electronic information, and biomedicine [1][2] - The Guangdong Academy of Sciences' Foshan Industrial Technology Research Institute has facilitated technology connections for over 100 tech companies, resulting in the establishment of 37 technology-based SMEs [1] - Companies like Guoxing Optoelectronics and Foshan Plastics Technology Group are actively engaging with high-level talent to foster collaboration in the semiconductor and new materials sectors [2][3] Group 3: Government Support and Environment - The local government provides substantial support in terms of office space, funding, and talent introduction, enhancing the business environment for high-level talent [3] - Foshan has been recognized as a "National Talent-Friendly City" and "Best Talent Introduction City," reflecting its growing appeal to high-level professionals [3]

证券日报网讯国星光电（002449）11月10日发布公告，在公司回答调研者提问时表示，近年来，公司积 极推动出海战略，取得了系列显著成果。从市场拓展来看，公司产品成功打入东南亚、美洲、欧洲等部 分国家和地区市场。如2024年通过海外参展与渠道建设等方式，公司海外营收实现同比增长，其中重点 海外客户的销售额实现双位数增长。今年2月欧洲视听技术及系统集成展览会(ISE)上，公司创新显示产 品及解决方案吸引了众多行业专家和专业采购观众的驻足交流。在6月美国InfoComm展会上，公司首发 的AS面板，以及MIP系列核心器件等吸引海外客户热捧。从品牌建设角度，公司大力推 进"NATIONSTAR"英文商标在海外多个重点市场注册，目前已在多个重点国家和地区完成商标注册； 公司旗下高端定制品牌REESTAR的产品先后出色应用于巴黎奥运会、阿黛尔慕尼黑演唱会等重要国际 活动，品牌的国际影响力大幅提升。接下来，公司将持续加大研发投入，以"技术+产业"双轮驱动布局 海外市场，在RGB显示器件、车载LED、消费电子、背光模组等战略方向不断创新，打造高附加值LED 核心竞争优势。同时公司会通过参加更多的国际展会、举办产品发布会、开 ...

证券日报网讯国星光电（002449）11月10日发布公告，在公司回答调研者提问时表示，公司在车载业务 领域，布局了采用微显示技术的汽车外部交互显示LED产品，涵盖车载屏背光、智能氛围灯的汽车座舱 显示LED产品，以及高性价比的汽车外照明信号LED产品。通过充分发挥内部优势，深度整合自身器件 封装和模组制造资源，协同车灯厂构建起从LED器件封装、车灯模组制造到整灯生产的全产业链能力， 已顺利进入长安、吉利、上汽等自主品牌汽车供应链。公司的车外交互显示模组，移植了公司商显屏器 件和模组制造的成熟经验，形成从器件到模组的全方位设计、开发与制造能力。通过持续的创新设计与 制造优化，该类模组呈现出卓越的对比度、饱满度特性，已陆续搭载到多款热门车型的迎宾屏和尾灯 屏，为车辆增添了独特的科技魅力与视觉享受。公司的座舱显示LED产品，将公司在电视背光、轻薄显 示产品的设计经验升级成汽车产品的开发经验，成功开发了系列完整的汽车仪表背光、屏显背光、按键 背光产品和mini背光产品，凭借出色的性能，这些产品通过座舱产品客户被应用到长安、吉利、奇瑞、 福田等品牌部分车型。公司的车外照明信号灯产品，通过升级芯片、支架等关键部件，打造出 ...

证券日报网讯国星光电（002449）11月10日发布公告，在公司回答调研者提问时表示，公司以"内部扩 产+外部并购"双轮驱动资本战略，紧跟Mini/MicroLED、智能传感、汽车电子等领域，通过投资扩产、 收并购及战略合作等方式实现产业链强链补链，培育新的利润增长点。一方面，公司目前正在推进再融 资，拟募资不超过10亿元加大对超高清显示Mini/MicroLED、光电子传感器件、显控模组、车载LED等 项目扩产升级，夯实公司LED主业及新产品中长期发展基础。另一方面，公司积极开展投资并购，在推 动LED业务协同发展的同时，谋划布局未来新兴产业。在主业领域，拟通过并购投资提升方案解决能 力，进一步拓宽LED应用，做强超高清显示模组、光耦国产替代、光电传感、智能感测等新兴产品，同 时积极发展第三代半导体和先进半导体封测业务；在新兴领域，布局谋划汽车电子、智能座舱、智能视 觉系统、智能交互、人形机器人、光通信、低空经济等新领域。 ...

（记者 胡玲） 每经AI快讯，国星光电（SZ 002449，收盘价：8.89元）发布公告称，2025年11月7日下午14:00~17:30， 国星光电接受东北证券等投资者调研，公司董事长雷自合、副总裁郭豪杰等参与接待，并回答了投资者 提出的问题。 每经头条（nbdtoutiao）——进博会"爆品"来袭！德国"天价"扳手引围观，阿根廷牛儿为中国"贴膘"，卢 旺达咖啡豆火出圈…… 2025年1至6月份，国星光电的营业收入构成为：电子元器件行业占比77.04%，出口贸易业占比 17.41%，其他业务占比5.55%。 ...

2025年1-9月贸易及应用类产品营业收入为42,972.28万元，毛利率为0.66%。公司对出口贸易业务采用总 额法确认收入，对境内铜带贸易等业务采用净额法确认收入。报告期内，公司贸易业务前五大客户收入 占比为17.74%，其中ELEMENTSINTERNATIONALGROUPLIMITED为2025年1-9月第一大客户，销售 日化用品收入2,284.74万元。 南方财经11月10日电，国星光电（002449.SZ）公告，深圳证券交易所于2025年10月20日出具问询函， 重点关注公司报告期内业绩持续下滑、贸易业务会计处理等事项。 国星光电回复，2025年1-9月净利润为3,111.13万元，同比下降55.27%；2025年1-9月营业收入为 249,976.53万元，同比下降7.01%。公司称LED封装及组件产品中，小间距产品收入持续下降，2025年1- 9月小间距产品营业收入为9,638.90万元，毛利率为-30.37%。TOP白光产品2025年1-9月毛利率为 12.79%，较2024年度0.51%有所回升。 ...

Group 1: Company Overview and Strategic Positioning - Nanguang Optoelectronics is a key player in the ultra-high-definition display industry, leveraging policy benefits and technological advancements to enhance its manufacturing capabilities [2][3] - The company has established a comprehensive design and production capacity covering chips, packaging, and panels, positioning itself as a significant force in driving high-quality industry development [2][3] Group 2: Development Plans for the Jili Industrial Park - The Jili Industrial Park aims to become a competitive hub for the ultra-high-definition display industry by 2030, supporting the company's strategic upgrades [3] - The park is designed with three strategic focuses: 1. **Smart Manufacturing Center**: Integrating AI, IoT, and robotics to enhance production efficiency and product quality [3] 2. **Industry Chain Innovation Center**: Collaborating with educational and research institutions to drive technological breakthroughs [3] 3. **Global Application Experience Center**: Creating market demand through innovative display applications in emerging fields [3] Group 3: Mergers and Acquisitions Strategy - The company is pursuing a dual strategy of internal expansion and external acquisitions, focusing on Mini/Micro LED, smart sensing, and automotive electronics to strengthen its supply chain [4][10] - Plans to raise up to 1 billion CNY for expanding production in ultra-high-definition displays and related projects [4][10] Group 4: Automotive Business Development - Nanguang Optoelectronics has developed LED products for automotive applications, including micro-display technology for external interaction and cabin displays [5][6] - The company has successfully integrated its manufacturing resources to create a full supply chain capability, entering the supply chains of major automotive brands like Changan and Geely [5][6] Group 5: International Expansion and Brand Development - The company has made significant strides in its international strategy, achieving double-digit growth in overseas sales through participation in global exhibitions [8][9] - The "NATIONSTAR" trademark has been registered in multiple key markets, enhancing brand recognition [8][9] Group 6: Future Directions and Market Strategies - Nanguang Optoelectronics plans to continue increasing R&D investments to maintain a competitive edge in high-value LED products [9] - The establishment of an overseas division will focus on market research and tailored product solutions to meet local demands [9][10]

Core Viewpoint - The company, Foshan Guoxing Optoelectronics Co., Ltd., has received an inquiry letter from the Shenzhen Stock Exchange regarding its application for a specific stock issuance, and has updated its fundraising documents accordingly [1][2]. Group 1 - The company has received the inquiry letter on October 20, 2025, and has conducted thorough research and responses to the questions raised in the letter [1]. - The company updated its fundraising documents, including financial data, in accordance with its third-quarter report released on the same day [1]. - The issuance of A-shares is subject to approval from the Shenzhen Stock Exchange and registration consent from the China Securities Regulatory Commission, indicating uncertainty in the approval process [2]. Group 2 - The company will fulfill its information disclosure obligations based on the progress of this matter, urging investors to make cautious decisions [3]. - The announcement was made by the board of directors of Foshan Guoxing Optoelectronics Co., Ltd. on November 8, 2025 [4].

点击查看公告原文>> 登录新浪财经APP 搜索【信披】查看更多考评等级 佛山市国星光电股份有限公司（证券代码：002449，证券简称：国星光电）于2025年11月8日发布公告 称，公司已完成对深圳证券交易所《关于佛山市国星光电股份有限公司申请向特定对象发行股票的审核 问询函》（审核函〔2025〕120040号）的回复工作，并对募集说明书等申请文件进行了更新。 公告显示，国星光电于2025年10月20日收到上述审核问询函，随后公司会同相关中介机构对问询函所提 问题进行了认真研究和落实，已逐项完成说明和回复。同时，鉴于公司2025年三季度报告已公开披露， 公司对募集说明书等申请文件中涉及的财务数据等内容进行了相应更新。相关回复文件及更新后的申请 文件已于2025年11月8日在巨潮资讯网披露。 国星光电强调，本次向特定对象发行A股股票事项尚需深圳证券交易所审核通过，并获得中国证券监督 管理委员会同意注册后方可实施。最终能否通过深圳证券交易所审核并获得中国证监会同意注册的决定 及时间仍存在不确定性。公司将根据该事项进展情况及时履行信息披露义务，敬请广大投资者谨慎决 策，注意投资风险。 声明：市场有风险，投资需谨慎。 ...