Core Viewpoint - Mexico plans to increase import tariffs on approximately 1,400 product categories, including automobiles, toys, steel, textiles, and plastic products, for countries that have not signed free trade agreements with Mexico, including China, with rates ranging from 10% to 50% [1] Company Summary - Guanghong Technology (300735.SZ) has manufacturing bases in seven countries, including Mexico [1] - The company aims to leverage its global supply capabilities to provide diversified supply chain services and optimize additional costs arising from tariffs for its customers [1]

光弘科技（300735.SZ）9月28日在投资者互动平台表示，汽车驾驶辅助系统由环境感知、数据传输、信 息处理决策、车身控制等一系列软硬件部分组成。公司作为专业的电子制造服务商，在相关领域已经积 累了丰富的客户资源和生产技术经验，所生产的各类传感器、摄像头、车联网通讯、车载算力中心、车 控单元等产品已经广泛应用于诸多畅销车型上。随着智能汽车和其驾驶辅助系统的普及和发展，相关业 务也将继续保持稳健增长。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司在"智能网联汽车组合驾驶辅助系统"中有何 技术积累和相应产品？业务如何？ ...

光弘科技（300735.SZ）9月28日在投资者互动平台表示，公司深圳坪山智造园占地53000平方米，总建 筑面积为20万平方米，全部达产后将实现年新增整机产品数千万台，并为当地提供约1万个直接就业岗 位。未来产值规模将视客户具体需求和业务模式而定。新基地的业务将涵盖智能手机/平板、智能穿 戴、汽车电子、新能源等产品，除此之外我们也会密切留意客户在前沿领域的拓展，探索新的合作机会 和发展空间。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：据报道，公司深圳新基地目前的设备先进度很高，具 备为客户制造机器人的能力，同时，还有一些新项目准备上马，请介绍一下相关情况。 ...

Group 1 - Canalys predicts that the shipment volume of foldable smartphones will increase by 51% year-on-year in 2026, continuing to drive market momentum into 2027 [2] - Guanghong Technology (300735.SZ) stated that it is one of the largest smartphone manufacturers globally, with extensive customer relationships and technical expertise to produce various types of smartphones, including foldable ones [2] - The company is closely monitoring customer dynamics and seeking opportunities for development and collaboration in related fields [2]

Core Viewpoint - Huizhou Guanghong Technology Co., Ltd. has responded to the Shenzhen Stock Exchange's inquiry regarding its application for a specific stock issuance, covering key aspects such as operational status and the acquisition of AC Company [1] Group 1: Operational Analysis - Guanghong Technology's revenue for the reporting period was 4,179.78 million, 5,402.45 million, 6,881.41 million, and 1,195.79 million, with net profits attributable to ordinary shareholders (after deducting non-recurring gains and losses) of 261.25 million, 373.49 million, 240.60 million, and 29.77 million respectively [2] - The trends in revenue and net profit after deductions are not entirely consistent, with both showing aligned trends in 2023, while in 2024 and the first half of 2025, discrepancies arose due to declining gross margins and increased management expenses [2] - The EMS industry has shown a growth trend, with a compound annual growth rate of approximately 5.58% from 2017 to 2023, and is expected to reach 644.9 billion by 2028 [2] - Guanghong Technology has established a strong market position through rapid response, quality control, and customer resources [2] Group 2: Customer and Supplier Relationships - The top five customers account for 73.28%, 76.22%, 72.23%, and 67.06% of sales, indicating a slightly higher customer concentration compared to industry peers, primarily due to revenue being sourced from the consumer electronics sector [3] - The company has long-term stable relationships with major customers, with no single customer contributing more than 40% of sales, indicating low dependency risk [3] - There are instances of overlap between customers and suppliers, such as with Huajin Technology and Longqi Technology, due to certain materials being processed and sold to third-party clients [3] Group 3: Accounts Receivable and Construction Management - Accounts receivable are primarily aged within one year, with good post-period collection performance and sufficient bad debt provisions in compliance with accounting standards [4] - As of June 30, 2025, ongoing construction projects include equipment installation, factory construction, and other installation projects, with strict adherence to accounting standards and internal controls [4] Group 4: Acquisition of AC Company - The acquisition of AC Company is based on mutual industry positioning and operational considerations, as AC Company also operates in the EMS sector, providing synergistic benefits [5] - The transaction arrangements for acquiring AC Company and TIS factory equity comply with agreements, with fair pricing and accurate information disclosure, ensuring no harm to the interests of the listed company or minority investors [6] Group 5: Evaluation and Integration Planning - The evaluation methods used for the acquisition have reasonable parameters, and the asset pricing is fair compared to market benchmarks and historical evaluations [7] - Guanghong Technology possesses the necessary personnel, technology, and market reserves for integrating the acquired assets, with a feasible integration control plan in place [7] - The acquisition is not expected to introduce significant adverse impacts on competition or the independence of the listed company's operations [7]

Core Viewpoint - Huizhou Guanghong Technology Co., Ltd. has provided a detailed response to the Shenzhen Stock Exchange regarding its application for a specific stock issuance, addressing various aspects of its operations, finances, and acquisitions [1] Financial and Operational Analysis - During the reporting period, Guanghong Technology's operating revenues were 4,179.78 million, 5,402.45 million, 6,881.41 million, and 1,195.79 million, while the net profits attributable to ordinary shareholders after deducting non-recurring gains and losses were 261.25 million, 373.49 million, 240.60 million, and 29.77 million [2] - The company explained that the inconsistent trends in operating revenue and net profit for 2024 and the first half of 2025 were mainly due to declining gross margins and increasing management expenses [2] - The business model primarily follows a "sales-driven production, production-driven procurement" approach, with no single customer accounting for more than 40% of sales and no single supplier accounting for more than 30% of purchases, indicating no significant dependency [2] - Ongoing construction projects include the installation of equipment and factory buildings, with the Shenzhen Guanghong Technology Smart Park and the fourth phase of the Vietnam factory still under construction as of June 2025 [2] - Interest capitalization for the construction of the Smart Park complies with accounting standards [2] Strategic Considerations for Acquisition of AC Company - The total amount to be raised for the acquisition of 100% of AC Company and 0.003% of TIS factory, along with supplementary working capital, is not to exceed 1,032.94 million [3] - AC Company ranks 47th among global EMS providers and focuses on electronic manufacturing services in the automotive electronics sector [3] - The acquisition is aligned with national policies encouraging mergers and acquisitions to support core business development, and the growth of the new energy vehicle industry presents opportunities in the automotive electronics EMS sector [3] - The acquisition is expected to enhance Guanghong Technology's global industrial layout and improve its operational sustainability and risk resistance [3] - There is synergy between Guanghong Technology and AC Company in products, services, procurement, and regional layout, making the investment necessary [3] Transaction Arrangement and Compliance - The acquisition transaction timeline is clear, with a reasonable pricing basis established on the listing price from the Beijing Property Exchange, ensuring fairness [4] - All preconditions for the transaction have been met, including foreign direct investment permits, antitrust approvals, and necessary regulatory documents from Chinese authorities [4] - The company has fulfilled required decision-making procedures and information disclosure obligations, with clear ownership of the target company and no legal obstacles to the acquisition [4] - The comprehensive response from Guanghong Technology provides important insights for investors regarding the company's strategy and operations [4]

值得注意的是，光弘科技本次向特定对象发行股票事项，尚需通过深交所审核，并经中国证监会同意注 册后方可实施。最终能否通过深交所审核并获得中国证监会同意注册的决定，以及具体时间，均存在不 确定性。公司表示，将根据该事项进展情况及时履行信息披露义务，提醒广大投资者注意投资风险。 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 登录新浪财经APP 搜索【信披】查看更多考评等级 market 近日，光弘科技（300735）发布了关于申请向特定对象发行股票的审核问询函回复及募集说明 书等申请文件更新的提示性公告。 2025年8月31日，光弘科技收到深交所出具的《关于惠州光弘科技股份有限公司申请向特定对象发行股 票的审 ...

国泰海通证券股份有限公司 关于 惠州光弘科技股份有限公司 保荐人（主承销商） 中国（上海）自由贸易试验区商城路 618 号 二〇二五年九月 惠州光弘科技股份有限公司 向特定对象发行股票上市保荐书 声 明 国泰海通证券股份有限公司（以下简称"国泰海通""国泰海通证券""保 荐人"）接受惠州光弘科技股份有限公司（以下简称"光弘科技""公司""发 行人"）的委托，担任光弘科技本次向特定对象发行股票（以下简称"本次发行"） 的保荐人，杨皓月、李慧琪作为具体负责推荐的保荐代表人，为本次向特定对象 发行股票的发行上市出具上市保荐书。 向特定对象发行股票 之 上市保荐书 本保荐人及保荐代表人已根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《证券发行上 市保荐业务管理办法》（以下简称"《保荐管理办法》"）、《上市公司证券发行 注册管理办法》（以下简称"《注册管理办法》"）、《深圳证券交易所创业板股 票上市规则》等有关法律、行政法规和中国证券监督管理委员会（以下简称"中 国证监会"）、深圳证券交易所（以下简称"深交所"）有关规定，诚实守信，勤 勉尽责，严格按照依法 ...

国泰海通证券股份有限公司 关于 惠州光弘科技股份有限公司 向特定对象发行股票并在创业板上市 之 发行保荐书 保荐人（主承销商） 本发行保荐书中如无特别说明，相关用语具有与《惠州光弘科技股份有限公 司向特定对象发行股票募集说明书》中相同的含义。 中国（上海）自由贸易试验区商城路 618 号 二〇二五年九月 惠州光弘科技股份有限公司 向特定对象发行股票之发行保荐书 国泰海通证券股份有限公司 关于惠州光弘科技股份有限公司 向特定对象发行股票并在创业板上市之发行保荐书 国泰海通证券股份有限公司（以下简称"国泰海通""国泰海通证券"或"保 荐人"）接受惠州光弘科技股份有限公司（以下简称"光弘科技""公司""发 行人"）的委托，担任光弘科技本次向特定对象发行股票并在创业板上市（以下 简称"本项目"）的保荐人，杨皓月、李慧琪作为具体负责推荐的保荐代表人， 特此向深圳证券交易所（以下简称"深交所"）出具本项目发行保荐书。 保荐人及指定的保荐代表人根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）和《注册管 理办法》等有关法律、法规和中国证券监督管理委员会（以下简称"证 ...

证券代码：300735 证券简称：光弘科技 公告编号：2025-060 惠州光弘科技股份有限公司（以下简称"公司"）于 2025 年 8 月 31 日收到深 圳证券交易所（以下简称"深交所"）出具的《关于惠州光弘科技股份有限公司申 请向特定对象发行股票的审核问询函》（审核函〔2025〕020044 号）（以下简称"问 询函"）。 公司会同相关中介机构对《问询函》所提出的问题进行了认真研究和落实后， 对《问询函》所列问题进行了逐项说明和回复，同时对募集说明书等申请文件的 内容进行了更新。鉴于公司 2025 年半年度报告已公开披露，公司会同相关中介 机构对募集说明书等申请文件中涉及的公司财务数据等内容进行了相应更新，具 体内容详见公司同日在巨潮资讯网披露的相关公告文件。 公司本次向特定对象发行股票事项尚需通过深交所审核，并经中国证券监督 管理委员会（以下简称"中国证监会"）同意注册后方可实施，最终能否通过深 交所审核并获得中国证监会作出同意注册的决定及其时间尚存在不确定性。公司 将根据该事项进展情况及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 惠州光弘科技股份有限公司 董事会 惠州光弘科技股份有 ...