人民财讯10月18日电，光弘科技（300735）10月18日在互动平台表示，目前公司在印度共有3个制造基 地，每年可以生产近3000万部智能手机或同类产品。公司在越南的基地，占地面积20万平方米，可以容 纳15000名员工，完全达产后每年可以生产数千万台各类智能电子终端，目前越南基地在加紧一期厂房 建设的同时购置了新的土地，以满足激增的客户需求。 ...

每经AI快讯，10月15日，领益智造(002600.SZ)公告称，公司拟与参股公司光弘科技投资的其他股东共 同通过光弘科技投资向其全资子公司越南光弘增资4,500万美元，其中公司间接增资1,102.50万美元。本 次增资完成后，公司仍间接持有越南光弘24.50%的股份。由于光弘科技投资的董事曾胤琦为公司实际 控制人曾芳勤的近亲属，本次交易构成关联交易。本次对越南光弘增资的目的是为满足越南光弘业务发 展需要，进一步提升其AI终端硬件相关业务的智能制造、业务拓展与技术创新力。 ...

广发创业板ETF（159952）基金经理为刘杰。 截至发稿，刘杰累计任职时间11年200天，现任基金资产总规模844.54亿元，任职期间最佳基金回报 229.89%， 任职期间最差基金回报-39.87%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，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。 责任编辑：小浪快报 10月14日，光弘科技跌4.2%，截至发稿，报27.82元/股，成交4.80亿元，换手率2.23%，总市值213.51亿 元。光弘科技股价已经连续3天下跌，区间累计跌幅7.11%。 资料显示，惠州光弘科技股份有限公司位于广东省惠州市大亚湾响水河工业园永达路5号，成立日期 1995年3月24日，上市日期2017年12月29日，公司主营业务涉及专业从事消费电子类、网络通讯类、汽 车电子类等电子产品的PCBA和成品组装,并提供制程技术研发、工艺设计、采购管理、生产控制、仓储 物流等完整服务。主营业务收入构成为：消费电子类60.98%，汽车电子类38.04%，其他(补充)0.98%。 从光弘科技十大流通股东角度 ...

每经AI快讯，有投资者在投资者互动平台提问：请问光弘科技是否参与了最新小米17系列手机的制 造？ 光弘科技（300735.SZ）10月13日在投资者互动平台表示，尊敬的投资者，您好！公司是小米重要的制 造合作伙伴，为客户提供多款畅销手机的制造服务。具体合作的机型和规格，则不便在此透露。 （文章来源：每日经济新闻） ...

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？ ...

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]

Group 1 - The company has established a new manufacturing base in Shenzhen, covering an area of 53,000 square meters with a total construction area of 200,000 square meters [2] - Once fully operational, the new base is expected to produce tens of millions of complete machines annually and create approximately 10,000 direct jobs in the local area [2] - The new facility will focus on manufacturing products in various sectors, including smartphones/tablets, smart wearables, automotive electronics, and new energy [2] Group 2 - The company's future production scale will depend on specific customer demands and business models [2] - The company is also looking to explore new cooperation opportunities and development spaces in cutting-edge fields based on customer expansions [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]