（文章来源：每日经济新闻） 光莆股份（SZ 300632，收盘价：14.2元）8月21日晚间发布半年度业绩报告称，2025年上半年营业收入 约4.01亿元，同比减少4.73%；归属于上市公司股东的净利润约2007万元，同比减少55.75%；基本每股 收益0.0658元，同比减少55.72%。 ...

每经AI快讯，光莆股份（SZ 300632，收盘价：14.2元）8月21日晚间发布公告称，公司第五届第九次董 事会会议于2025年8月20日在厦门火炬高新区（翔安）产业区民安大道1800-18-12号综合楼201会议室以 现场结合通讯方式召开。会议审议了《2025年半年度报告》等文件。 2024年1至12月份，光莆股份的营业收入构成为：工业占比85.42%，医疗美容占比12.83%，其他业务占 比1.75%。 截至发稿，光莆股份市值为43亿元。 每经头条（nbdtoutiao）——核心产品净值仅剩7毛钱，昔日"公募一哥"任泽松怎么了？牛市踏空真相曝 光 （记者 王晓波） ...

格隆汇8月21日丨光莆股份(300632.SZ)公布2025年半年度报告，上半年公司实现营业收入4.01亿元，同 比下降4.73%；归属于上市公司股东的净利润2007.31万元，同比下降55.75%；归属于上市公司股东的扣 除非经常性损益的净利润387.43万元，同比下降76.24%；基本每股收益0.0658元。 ...

厦门光莆电子股份有限公司 2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：厦门光莆电子股份有限公司 单位：万元 | | | | | | 2025 年 1-6 | 2025 年 1-6 | 2025 年 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性 | | 占用方与上 | 上市公司核 | 2025 年期 | 月占用累计 | 月占用资金 | 1-6 月偿 | 2025 年 6 月 | 占用形成原 | 占用性 | | | 资金占用方名称 | 市公司的关 | 算的会计科 | 初占用资 | | | | 期末占用资 | | | | 资金占用 | | | | | 发生金额 | 的利息 | 还累计发 | | 因 | 质 | | | | 联关系 | 目 | 金余额 | | | | 金余额 | | | | | | | | | （不含利息） | （如有） | 生金额 | | | | | 控股股东、实际控制 | | | | | | | | | | 非经营 | | | — | — | — | ...

厦门光莆电子股份有限公司 2025 年半年度募集资金存放与使用情况的专项报告 根据深圳证券交易所《深圳证券交易所上市公司自律监管指引第 2 号——创 业板上市公司规范运作》及《深圳证券交易所创业板上市公司自律监管指南第 2 号——公告格式》的规定，将厦门光莆电子股份有限公司（以下简称"公司"或 "本公司"）2025 年半年度募集资金存放与使用情况报告如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到位时间 经中国证券监督管理委员会《关于核准厦门光莆电子股份有限公司非公开发 行股票的批复》（证监许可〔2020〕998 号）核准，本公司于 2020 年 9 月非公开 发行不超过 71,363,368 股新股，根据发行结果，本公司本次实际向发行对象发行 人民币普通股（A 股）69,507,997 股,每股发行认购价格为人民币 14.83 元，共计 募 集 资 金 人 民 币 1,030,803,595.51 元 ， 扣 除 与 发 行 有 关 的 费 用 人 民 币 13,140,135.80 元，公司实际募集资金净额为人民币 1,017,663,459.71 元。 截止 2020 年 9 月 29 日， ...

证券代码：300632 证券简称：光莆股份 公告编号：2025-050 厦门光莆电子股份有限公司 2025 年半年度报告披露提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 厦门光莆电子股份有限公司（以下简称"公司"）于 2025 年 8 月 20 日召开 的第五届董事会第九次会议和第五届监事会第九次会议审议通过了《2025 年半 年度报告》。为使投资者全面了解报告期内公司的经营情况和财务状况，公司 《2025 年半年度报告》将于 2025 年 8 月 22 日在中国证监会指定的创业板信息 披露网站巨潮资讯网（http://www.cninfo.com.cn）上披露。敬请投资者注意查阅。 特此公告。 厦门光莆电子股份有限公司董事会 2025 年 8 月 22 日 ...

证券代码：300632 证券简称：光莆股份 公告编号：2025-049 厦门光莆电子股份有限公司 第五届监事会第九次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 厦门光莆电子股份有限公司（以下简称"公司"）第五届监事会第九次会议 于 2025 年 8 月 20 日下午 4 点在厦门火炬高新区（翔安）产业区民安大道 1800-1812 号综合楼 201 会议室以现场会议方式召开。本次会议已于 2025 年 8 月 16 日以电子邮件形式向全体监事发出会议通知。会议由监事会主席杨元勇先 生召集和主持，应到监事 3 名，实际参与表决监事 3 名。会议的召集和召开符合 《公司法》等相关法律法规及《公司章程》《监事会议事规则》的规定，会议合 法有效。 二、监事会会议审议情况 1、审议通过《2025 年半年度报告》 经审议，监事会认为：公司 2025 年半年度报告的编制和审核程序符合相关 法律法规，报告内容真实、准确、完整地反映了公司 2025 年半年度经营的实际 情况，不存在虚假记载、误导性陈述或重大遗漏。 具体内容详见公司于同日 ...

证券代码：300632 证券简称：光莆股份 公告编号：2025-048 厦门光莆电子股份有限公司 第五届董事会第九次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 董事会认为，公司 2025 年半年度报告的编制程序符合法律、法规和中国证 监会的有关规定，报告内容真实、准确、完整地反映了公司的实际情况，不存在 任何虚假记载、误导性陈述或者重大遗漏。 具体内容详见公司于同日披露在中国证监会指定的创业板信息披露网站巨 潮资讯网（ http://www.cninfo.com.cn）的《2025 年半年度报告》（公告编号： 2025-052）。 表决结果：7 票同意，0 票反对，0 票弃权。 一、董事会会议召开情况 厦门光莆电子股份有限公司（以下简称"公司"）第五届董事会第九次会议 于 2025 年 8 月 20 日下午 3 点在厦门火炬高新区（翔安）产业区民安大道 1800-1812 号综合楼 201 会议室以现场结合通讯方式召开。本次会议已于 2025 年 8 月 16 日以电子邮件形式向全体董事、监事、高级管理人员发出会议通知。 会议由董事长林国彪先 ...

Part I Important Notice, Table of Contents, and Definitions [Important Notice](index=2&type=section&id=重要提示) The Board of Directors, Supervisory Committee, and senior management guarantee the truthfulness, accuracy, and completeness of the semi-annual report content, assuming legal responsibility - The company's Board of Directors, Supervisory Committee, and senior management guarantee the truthfulness, accuracy, and completeness of the report content[3](index=3&type=chunk) - The company plans not to distribute cash dividends, bonus shares, or convert capital reserves into share capital[4](index=4&type=chunk) [Table of Contents](index=3&type=section&id=目录) This section outlines the report's overall structure, covering company profile, management discussion and analysis, corporate governance, significant matters, share changes, bond-related information, and financial reports [Definitions](index=5&type=section&id=释义) This section defines common terms and company-related entities used in the report, including company abbreviations, regulatory bodies, subsidiary names, accounting periods, and technical terms like LED, FPC, and sensor packaging - The reporting period is defined as January 1, 2025 to June 30, 2025[10](index=10&type=chunk) - The company's wholly-owned subsidiaries include Xiamen Aipusheng Electronics Technology Co., Ltd., Gopo (Hong Kong) Co., Ltd., and Xiamen Fenghong Lighting Co., Ltd[9](index=9&type=chunk) Part II Company Profile and Key Financial Indicators [I. Company Profile](index=7&type=section&id=一、公司简介) This section introduces the basic information of Xiamen Gopo Electronics Co., Ltd., including stock abbreviation, stock code, listing exchange, and legal representative Company Basic Information | Indicator | Content | | :--- | :--- | | Stock Abbreviation | Gopo Shares | | Stock Code | 300632 | | Listing Exchange | Shenzhen Stock Exchange | | Chinese Name | Xiamen Gopo Electronics Co., Ltd. | | Legal Representative | Lin Guobiao | [II. Contact Person and Contact Information](index=7&type=section&id=二、联系人和联系方式) This section provides the contact information for the company's Board Secretary and Securities Affairs Representative, including name, address, phone, fax, and email Contact Information | Position | Name | Address | Phone | Fax | Email | | :--- | :--- | :--- | :--- | :--- | :--- | | Board Secretary | Zhang Jinyan | No. 1800-1812 Min'an Avenue, Xiang'an Industrial Zone, Torch High-tech Zone, Xiamen | 0592-5625818 | 0592-5625818 | gp@gpelec.cn | | Securities Affairs Representative | Luo Yuan | No. 1800-1812 Min'an Avenue, Xiang'an Industrial Zone, Torch High-tech Zone, Xiamen | 0592-5625818 | 0592-5625818 | gp@gpelec.cn | [III. Other Information](index=7&type=section&id=三、其他情况) During the reporting period, there were no changes in the company's contact information, information disclosure and storage locations, or registration status, with details available in the 2024 Annual Report - The company's registered address, office address, website, and email remained unchanged during the reporting period[14](index=14&type=chunk) - Information disclosure and storage locations remained unchanged during the reporting period[15](index=15&type=chunk) - The company's registration status remained unchanged during the reporting period[16](index=16&type=chunk) [IV. Key Accounting Data and Financial Indicators](index=8&type=section&id=四、主要会计数据和财务指标) During the reporting period, the company's operating revenue decreased by 4.73% year-over-year, net profit attributable to shareholders of the listed company significantly dropped by 55.75%, and non-recurring net profit decreased by 76.24%; net cash flow from operating activities turned negative, total assets increased, but net assets attributable to shareholders of the listed company slightly decreased Key Accounting Data and Financial Indicators (Consolidated Statements) | Indicator | This Reporting Period | Prior Year Period | Year-over-Year Change | | :--- | :--- | :--- | :--- | | Operating Revenue (yuan) | $400.82 million | $420.73 million | -4.73% | | Net Profit Attributable to Shareholders of the Listed Company (yuan) | $20.07 million | $45.36 million | -55.75% | | Net Profit Attributable to Shareholders of the Listed Company After Deducting Non-Recurring Gains and Losses (yuan) | $3.87 million | $16.31 million | -76.24% | | Net Cash Flow from Operating Activities (yuan) | -$20.98 million | $1.51 million | -1,486.73% | | Basic Earnings Per Share (yuan/share) | 0.0658 | 0.1486 | -55.72% | | Diluted Earnings Per Share (yuan/share) | 0.0658 | 0.1486 | -55.72% | | Weighted Average Return on Net Assets | 1.13% | 2.39% | -1.26% | | Indicator | Period-End | Prior Year-End | Period-End vs. Prior Year-End Change | | :--- | :--- | :--- | :--- | | Total Assets (yuan) | $2.54 billion | $2.39 billion | 6.25% | | Net Assets Attributable to Shareholders of the Listed Company (yuan) | $1.76 billion | $1.77 billion | -0.29% | [V. Differences in Accounting Data Under Domestic and Overseas Accounting Standards](index=8&type=section&id=五、境内外会计准则下会计数据差异) During the reporting period, the company had no differences in net profit and net assets between financial reports disclosed under International Accounting Standards or overseas accounting standards and Chinese Accounting Standards - The company had no differences in net profit and net assets between financial reports disclosed under International Accounting Standards and Chinese Accounting Standards during the reporting period[18](index=18&type=chunk) - The company had no differences in net profit and net assets between financial reports disclosed under overseas accounting standards and Chinese Accounting Standards during the reporting period[19](index=19&type=chunk) [VI. Non-Recurring Gains and Losses Items and Amounts](index=8&type=section&id=六、非经常性损益项目及金额) During the reporting period, the company's total non-recurring gains and losses amounted to $16.20 million, primarily from gains/losses on entrusted investments, fair value changes, and government grants, while also incurring losses from the disposal of non-current assets Non-Recurring Gains and Losses Items and Amounts | Item | Amount (yuan) | | :--- | :--- | | Gains and losses on disposal of non-current assets | -$0.68 million | | Government grants included in current profit and loss (excluding those related to ongoing operations) | $1.24 million | | Gains and losses from changes in fair value of financial assets and liabilities held by non-financial enterprises, and disposal gains and losses | $4.05 million | | Gains and losses from entrusted investments or asset management | $15.52 million | | Other non-operating income and expenses apart from the above | -$0.55 million | | Less: Income tax impact | $3.09 million | | Impact on minority interests (after tax) | $0.28 million | | Total | $16.20 million | Part III Management Discussion and Analysis [I. Main Business Activities of the Company During the Reporting Period](index=10&type=section&id=一、报告期内公司从事的主要业务) The company is a technology-driven high-tech enterprise focused on semiconductor optical sensing technology, with businesses spanning semiconductor optical integrated sensors, optical applications, new materials, and medical aesthetic services. The company strategically focuses on the sensor field, committed to domestic substitution and innovative application scenarios, and continuously building a closed-loop industry chain. Its main products and services are widely used in robotics, drones, intelligent driving, consumer electronics, smart lighting, and new energy sectors - The company's core driver is semiconductor optical sensing technology, with businesses covering semiconductor optical integrated sensors, optical applications, and new materials[24](index=24&type=chunk) - The company strategically focuses on the sensor field, prioritizing semiconductor optical sensing integrated packaging and testing, smart sensor modules, and innovative sensor application scenarios to achieve domestic substitution and independent control[24](index=24&type=chunk) - The company's main businesses include optical sensing integrated packaging and testing, semiconductor professional lighting and smart lighting, digital and low-carbon energy management, new materials, and medical aesthetic services[27](index=27&type=chunk) [(I) Industry Overview](index=11&type=section&id=(一)%20公司所处行业概况) China's sensor market continues to grow, projected to reach $579.34 billion in 2027, with the optoelectronic IC integrated sensor market expected to exceed $160 billion in 2025. Sensor technology is rapidly penetrating energy management, smart manufacturing, new energy vehicles, and smart healthcare. The lighting industry is evolving towards intelligence, green energy efficiency, cross-industry integration, and is expected to surpass $820 billion in market size by 2025. FPC output is projected to grow by 3.6% in 2025, and the 5G transparent film antenna market has a CAGR of 18.79% China Sensor Market Size and Forecast | Indicator | 2024 Market Size (billion yuan) | Year-over-Year Growth | 2027 Forecast (billion yuan) | | :--- | :--- | :--- | :--- | | Total Sensor Market Size | $406.12 billion | 11.4% | $579.34 billion | | Optoelectronic IC Integrated Sensor Market Size | $135.6 billion | 14.05% | $160 billion (2025) | - The future development trends of the lighting industry will feature intelligence, green energy efficiency, cross-industry integration, personalized customization, and technological innovation, with China's lighting appliance market size expected to exceed $820 billion by 2025[31](index=31&type=chunk) - FPC flexible board output is projected to grow by **3.6%** to **$12.954 billion** in 2025, with a compound annual growth rate of **4.5%** from 2024-2029[34](index=34&type=chunk) [(II) Company's Industry Position](index=12&type=section&id=(二)%20公司行业地位) The company enjoys widespread brand recognition in the industry due to its

Group 1 - The company Guangpu Co., Ltd. has developed FPC products for brainwave monitoring through its subsidiary Xiamen Aipu Sheng Electronic Technology Co., Ltd. [2]