关于向特定对象发行股票申请获得深圳证券交易所受理的公告 证券代码：300735 证券简称：光弘科技 公告编号：2025-049 惠州光弘科技股份有限公司 特此公告。 惠州光弘科技股份有限公司 董事会 2025 年 8 月 14 日 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。 惠州光弘科技股份有限公司（以下简称"公司"）近日收到深圳证券交易所 （以下简称"深交所"）出具的《关于受理惠州光弘科技股份有限公司向特定对 象发行股票申请文件的通知》（深证上审〔2025〕149 号）。深交所依据相关规定 对公司报送的向特定对象发行股票的申请文件进行了核对，认为申请文件齐备， 决定予以受理。 公司本次向特定对象发行股票事项尚需深交所审核通过，并获得中国证券监 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，并获得中国证监会同意注册的决定及其时间尚存在不确定性。 公司将根据进展情况，严格按照上市公司向特定对象发行股票相关法律法规 的规定和要求及时履行信息披露义务，敬请投资者注意投资风险。 ...

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） 中国（上海）自由贸易试验区商城路 618 号 二〇二五年八月 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 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"证监会"）、 深交所的有关规定，诚实守信，勤勉尽责，严格按照依法制订的业务规则、行业 执业规范和道德准则出具发行保荐书，并保证所出具文件的真实性、准确性和完 整性。 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。 3-1-1 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 ...

Group 1 - The company reported a net profit of 176 million yuan and operating revenue of 1.141 billion yuan for the first half of 2020, representing a year-on-year growth of 7.96% [1] - In Q2, the company achieved an operating revenue of 735 million yuan, a year-on-year increase of 19.17%, and a net profit of 155 million yuan, up 39.47% year-on-year [1] - The company benefits from the overall development of the consumer electronics and automotive electronics markets, with a significant increase in order volume and market share of domestic brands [1] Group 2 - The company has received high recognition for its quality control capabilities, winning several awards including "China Quality Integrity Enterprise" and "Huawei Supplier Quality Award" [2] - The successful issuance of non-public shares will fund projects that align with national industrial policies, enhancing the company's technological advantages and core competitiveness in the electronic manufacturing services industry [2] - The company invests several hundred million yuan annually in automation, information technology, and intelligent construction to meet increasing capacity and quality demands from clients [2] Group 3 - The company plans to focus on high-potential and high-value-added segments of the electronic product market, including smart wearables and smart home products, to diversify its product offerings [3] - The company has completed its IPO fundraising projects, which were aimed at overcoming capacity bottlenecks and enhancing intelligent production efficiency [3] - The manufacturing base in Huizhou is expected to reach a monthly production capacity of 8 million units after the completion of the second phase of capacity construction in 2020 [3]

Group 1 - The eSIM market is expected to continue expanding, with significant growth projected in both smartphone and IoT sectors [6][5] - Major US tariffs on chips and semiconductors announced by President Trump could impact the industry, with a potential 100% tariff on imports unless produced domestically [1] - The US stock market showed positive movement, with the Dow Jones up 0.18%, S&P 500 up 0.73%, and Nasdaq up 1.21% [1] Group 2 - eSIM concept stocks have seen a notable increase, with an average rise of 10.4% this week among 13 stocks in the eSIM industry chain [2] - Leading eSIM concept stocks include Cheng Tian Wei Ye, Si Te Qi, Dong Xin He Ping, and Xin Heng Hui, with Cheng Tian Wei Ye showing the highest increase of 30.47% [3][7] - The three major Chinese telecom operators have restarted eSIM services, with China Unicom leading the way in resuming operations [5] Group 3 - Companies in the eSIM sector are reporting strong performance, with several firms indicating significant growth in their earnings forecasts [7] - Mei Ge Intelligent expects a net profit of 70 million to 85 million yuan, representing a year-on-year growth of 109.07% to 153.87% [7] - Yi Yuan Communication anticipates a net profit of 463 million yuan, reflecting a year-on-year increase of 121.13% [7]

Group 1 - The eSIM market is expected to continue expanding, with significant growth projected in both smartphone and IoT sectors [4][5] - Major telecom operators in China have restarted eSIM services, with China Unicom leading the way in resuming operations [3][4] - eSIM technology is transitioning from being exclusive to wearable devices to becoming a foundational digital technology, enhancing the digital economy [4][5] Group 2 - eSIM concept stocks have seen an average increase of 10.4% this week, with notable performers including Cheng Tian Wei Ye and Si Te Qi [2][3] - Cheng Tian Wei Ye reported a 30.47% increase in stock price, driven by growing demand for smart card applications in new fields [5][6] - Mei Ge Intelligent and Yi Yuan Communication are expected to report significant year-on-year profit growth, with Mei Ge projecting a net profit increase of 109.07% to 153.87% [6]

Group 1 - The company is one of the largest smartphone manufacturing service providers globally [1] - The smartphones and other terminal products produced by the company support eSIM functionality depending on the sales region's relevant policies [1]

Core Viewpoint - Guanghong Technology (300735) has initiated the debugging and trial production of some production lines at its Shenzhen Pingshan Intelligent Manufacturing Park, aiming to expedite the full-scale production to meet customer capacity demands [1] Group 1 - The company has started partial debugging and trial production at its Pingshan base [1] - The company plans to accelerate the full production launch at the Pingshan facility [1] - The objective is to satisfy the production capacity requirements of customers [1]

Core Viewpoint - Guanghong Technology (300735) has shown a significant increase in stock price, closing at 28.71 yuan, up 6.73% as of August 4, 2025, indicating positive market sentiment despite a decline in revenue and profit [1]. Financial Performance - The latest quarterly report for Guanghong Technology shows total revenue of 1.196 billion yuan, a year-on-year decrease of 28.07% - Net profit attributable to shareholders is 35.44 million yuan, down 40.35% year-on-year - The company's net profit after deducting non-recurring items is 29.77 million yuan, a decrease of 18.81% year-on-year - Current ratio stands at 1.924, quick ratio at 1.787, and debt-to-asset ratio at 31.15% [1]. Market Activity - The stock experienced a trading volume of 453,600 hands and a transaction amount of 1.268 billion yuan - Main funds saw a net inflow of 142 million yuan, accounting for 11.22% of the transaction amount - Large orders contributed a net inflow of 41.16 million yuan, representing 3.25% of the transaction amount, while small orders saw a net outflow of 68.58 million yuan, accounting for 5.41% [1]. Company Background - Guanghong Technology Co., Ltd. was established in 1995 and is located in Huizhou, primarily engaged in the manufacturing of computers, communications, and other electronic devices - The company has a registered capital of 767.46 million yuan and the same amount in paid-in capital - The legal representative of the company is Tang Jianxing [1][2]. Investment and Innovation - Guanghong Technology has made investments in 9 external companies and participated in 470 bidding projects - The company holds 161 patents and has obtained 114 administrative licenses [2].

证券之星消息，8月4日消费电子板块较上一交易日上涨0.52%，隆扬电子领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。消费电子板块个股涨跌见下表： 从资金流向上来看，当日消费电子板块主力资金净流出4417.56万元，游资资金净流出6.83亿元，散户资 金净流入7.27亿元。消费电子板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600203 福日电子 | | 2.61 Z | 16.51% | -1.40 Z | -8.86% | -1.21 Z | -7.65% | | 300735 | 光弘科技 | 1.42 Z | 11.22% | -7366.43万 | -5.81% | -6857.74万 | -5.41% | | 301389 隆扬电子 | | 1.08亿 | 16.45% | -6396.03万 | -9.73% | ...

Market Overview - The Shanghai Composite Index closed at 3568.96 points, above the six-month moving average, with a change of 0.25% [1] - The total trading volume of A-shares reached 1,180.388 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 99 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Mengsheng Electronics: 5.86% - Guanghong Technology: 4.32% - Jinyang Co., Ltd.: 3.70% [1] Detailed Stock Performance - Top performers on August 4th with deviation rates: - Mengsheng Electronics (688311): Today's change of 7.40%, turnover rate of 4.63%, six-month line at 37.68 yuan, latest price at 39.89 yuan [1] - Guanghong Technology (300735): Today's change of 6.10%, turnover rate of 4.73%, six-month line at 27.36 yuan, latest price at 28.54 yuan [1] - Jinyang Co., Ltd. (301210): Today's change of 5.60%, turnover rate of 15.69%, six-month line at 42.39 yuan, latest price at 43.96 yuan [1] Additional Notable Stocks - Other stocks with positive performance and deviation rates include: - Zhenjiang Co., Ltd. (603507): 5.00% change, 12.19% turnover, six-month line at 24.79 yuan, latest price at 25.60 yuan [1] - Baiao Chemical (603360): 5.59% change, 2.66% turnover, six-month line at 20.51 yuan, latest price at 21.16 yuan [1] - Stocks with smaller deviation rates that just crossed the six-month line include: - Deep Technology (300735): 6.10% change, 4.73% turnover, six-month line at 27.36 yuan, latest price at 28.54 yuan [1] - Qiming Information (301210): 5.60% change, 15.69% turnover, six-month line at 42.39 yuan, latest price at 43.96 yuan [1]