Core Viewpoint - Guanghong Technology (300735) is actively expanding into emerging businesses while maintaining steady growth in consumer electronics and automotive electronics [1] Group 1: Business Development - The company has made significant progress in digital new energy and server sectors this year, anticipating these areas to provide new momentum for growth [1] - The completion of the acquisition of AC Company has opened up more possibilities for the company's development [1] Group 2: Market Opportunities - The company is closely monitoring domestic and international industry trends and is seeking more business opportunities in fields such as industrial control and medical electronics [1]

Group 1 - EDR concept increased by 2.76%, ranking 8th among concept sectors, with 17 stocks rising, including Jing Sheng Electronics and Bo Min Electronics hitting the daily limit [1][2] - Notable gainers in the EDR sector include Xie Chuang Data and Hong Quan IoT, which rose by 13.10% and 6.79% respectively [1][2] - Major decliners in the sector include De Run Electronics, Xing Min Zhi Tong, and Wei Di Co., which fell by 2.88%, 0.96%, and 0.44% respectively [1][2] Group 2 - The EDR concept sector saw a net inflow of 846 million yuan, with 9 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan in net inflow [2][3] - Bo Min Electronics led the net inflow with 320 million yuan, followed by Jing Sheng Electronics and Xie Chuang Data with net inflows of 227 million yuan and 122 million yuan respectively [2][3] - The net inflow ratios for Bo Min Electronics, Jing Sheng Electronics, and Guang Hong Technology were 18.71%, 13.12%, and 10.47% respectively [3]

Group 1 - The company, Guanghong Technology, is one of the largest smartphone manufacturing service providers globally [1] - The company produces smartphones and other terminal products that support eSIM functionality depending on the sales policies of the respective countries and regions [1]

Core Viewpoint - The company, Guanghong Technology (300735.SZ), has clarified that its business does not currently involve any components related to Apple smartphones [1] Group 1 - The company is actively engaging with its stakeholders through an interactive platform [1] - There is a clear distinction made by the company regarding its product offerings and their non-involvement with Apple products [1]

Core Viewpoint - The company is expanding its production of micro-inverters and related products in both domestic and international bases, aiming to enhance supply chain options for customers amid export barriers in certain regions [1] Group 1 - The company has production facilities for micro-inverters and related products in both domestic and international locations [1] - Export barriers, including tariffs, have been set by some countries and regions, particularly in Europe and the United States [1] - The company's overseas bases, including those in Vietnam, are positioned to provide better supply chain options, potentially allowing for the acquisition of more related business [1]

本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 9 月 19 日（周五）15:30-17:00。届时 公司高管将在线就公司 2025 年半年度业绩、公司治理、发展战略、经营状况、 融资计划、股权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交 流，欢迎广大投资者踊跃参与！ 特此公告！ 惠州光弘科技股份有限公司 证券代码：300735 证券简称：光弘科技 公告编号：2025-059 惠州光弘科技股份有限公司 关于参加 2025 年广东辖区上市公司投资者网上集体接待日 暨半年度业绩说明会活动的公告 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。 为进一步加强与投资者的互动交流，惠州光弘科技股份有限公司（以下简称 "公司"）将参加由广东证监局、广东上市公司协会与深圳市全景网络有限公司 联合举办的"向新提质 价值领航--2025 年广东辖区投资者集体接待日暨上市公 司中报业绩说明会"活动，现将相关事项公告如下 ...

Group 1 - The consumer electronics manufacturing index saw an intraday increase of over 2% on September 11 [1] - Industrial Fulian approached the daily limit increase, indicating strong market performance [1] - Leading companies such as Lianyi Zhizao, Saiwei Electronics, Guanghong Technology, and Huanxu Electronics experienced notable gains of 4.67%, 2.01%, 1.74%, and 1.26% respectively [1]

Company Overview - Guanghong Technology Co., Ltd. is located in Huizhou, Guangdong Province, and was established on March 24, 1995. The company went public on December 29, 2017. Its main business involves PCBA and finished product assembly for consumer electronics, network communications, and automotive electronics, along with providing complete services such as process technology research and development, process design, procurement management, production control, and warehousing logistics [1]. Business Composition - The revenue composition of Guanghong Technology is as follows: 60.98% from consumer electronics, 38.04% from automotive electronics, and 0.98% from other sources [1]. Stock Performance - On September 9, Guanghong Technology's stock fell by 5.02%, closing at 28.58 CNY per share, with a trading volume of 499 million CNY and a turnover rate of 2.26%. The total market capitalization is 21.934 billion CNY [1]. Major Shareholders - Among the top circulating shareholders of Guanghong Technology, E Fund's ETF (159915) reduced its holdings by 246,500 shares in the second quarter, now holding 9.3338 million shares, which accounts for 1.23% of the circulating shares. The estimated floating loss today is approximately 14.094 million CNY [2]. Fund Performance - E Fund's ETF (159915) was established on September 20, 2011, with a current scale of 85.537 billion CNY. Year-to-date, it has achieved a return of 38.46%, ranking 702 out of 4222 in its category. Over the past year, the return is 92.74%, ranking 375 out of 3798, and since inception, the return is 233.25% [2].

证券代码：300735 证券简称：光弘科技 公告编号：2025-058 惠州光弘科技股份有限公司 股东询价转让结果报告书暨持股 5%以上股东权益 变动触及 5%整数倍的提示性公告 光弘投资有限公司（以下简称"出让方"）保证向惠州光弘科技股份有限公司 （以下简称"光弘科技"或"公司"）提供的信息内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其真实性、准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 公司于近日收到出让方光弘投资有限公司及其一致行动人唐建兴出具的《简 式权益变动报告书》。 一、出让方情况 （一）出让方基本情况 出让方委托国泰海通证券股份有限公司（以下简称"国泰海通"）组织实施 光弘科技首发前股东询价转让（以下简称"本次询价转让"），通过询价转让方 式转让股份数量为 23,023,821 股，占公司总股本的 3.00%。详见公司分别于 2025 年 8 月 29 日、2025 年 9 月 2 日披露于巨潮资讯网（www.cninfo.com.cn）的《股 东询价转让计划书》及《国泰海通证券股份有限公司关于惠州光弘科技股份有限 ...

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 股东向特定机构投资者询价转让股份的核查报告 深圳证券交易所： 国泰海通证券股份有限公司（以下简称"国泰海通"或"组织券商"）受委 托担任光弘投资有限公司（以下简称"出让方"）以向特定机构投资者询价转让 （以下简称"询价转让"）方式减持所持有的惠州光弘科技股份有限公司（以下 简称"公司"或"光弘科技"）首次公开发行前已发行股份的组织券商。 经核查，国泰海通就本次询价转让的股东、受让方是否符合《深圳证券交易 所上市公司自律监管指引第 16 号——创业板上市公司股东询价和配售方式转让 股份（2025 年修订）》（以下简称"《询价转让和配售指引》"）要求，本次 询价转让的询价、转让过程与结果是否公平、公正，是否符合《询价转让和配售 指引》的规定作出如下报告说明。 一、本次询价转让概况 （一）本次询价转让出让方 截至 2025 年 8 月 29 日，出让方所持公司股份的数量及占公司总股本比例情 况如下： | 序号 | 股东名称 | 持股数量（股） | 持股占总股本比例 | | --- | --- | --- | --- | | 1 | 光弘投资有限公司 | 395 ...