惠州光弘科技股份有限公司 2025 年半年度报告全文 惠州光弘科技股份有限公司 2025 年半年度报告 2025-052 2025 年 8 月 1 惠州光弘科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人唐建兴、主管会计工作负责人邱乐群及会计机构负责人(会计 主管人员)杨姣容声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司已在本报告中详细描述可能存在的风险，敬请查阅"第三节管理层 讨论与分析"之"十、公司面临的风险和应对措施"部分的描述。本报告中 所涉及的未来计划、发展战略等前瞻性陈述不构成公司对投资者的实质承诺， 敬请投资者注意投资风险。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | | œ | | --- | --- | | œ | A 1 | | 1 | œ | | 第二节 | 公司简介和主要财务指标 | 6 | | --- | --- ...

金融界消息 截至2025年8月26日收盘，光弘科技（300735）报收于32.05元，上涨3.25%，换手率 6.05%，成交量45.78万手，成交金额14.58亿元。 资金流向方面，今日主力资金净流入1.22亿元，占比成交额8.34%。其中，超大单净流入1.19亿元、占 成交额8.14%，大单净流入291.72万元、占成交额0.2%，中单净流出流出4569.80万元、占成交额 3.13%，小单净流出7591.95万元、占成交额5.21%。 光弘科技最新一期业绩显示，截至2025一季报，公司营业总收入11.96亿元、同比减少28.07%，归属净 利润3544.03万元，同比减少40.35%，扣非净利润2977.18万元，同比减少18.81%，流动比率1.924、速动 比率1.787、资产负债率31.15%。 天眼查商业履历信息显示，惠州光弘科技股份有限公司，成立于1995年，位于惠州市，是一家以从事计 算机、通信和其他电子设备制造业为主的企业。企业注册资本76746.0689万人民币，实缴资本 76746.0689万人民币。公司法定代表人为唐建兴。 通过天眼查大数据分析，惠州光弘科技股份有限公司共对外投资了9 ...

Group 1 - The core viewpoint of the news is that Guanghong Technology (300735) is strengthening its position in the secondary market and has made significant progress in its acquisition of AC, a European electronic manufacturing services (EMS) giant, which enhances its global strategic layout [1][2]. - The acquisition of AC is a crucial step for global expansion, allowing Guanghong Technology to integrate high-quality targets and establish a manufacturing network across Asia, Europe, America, and Africa [2]. - AC has a strong presence in the automotive electronics sector, ranking 9th in Europe and 47th globally, which aligns with Guanghong Technology's strategy to expand its automotive electronics business [3]. Group 2 - Guanghong Technology's existing business shows resilience, with stable growth expected in the consumer electronics sector, particularly in providing high-end manufacturing services for major clients like Huawei and Honor [4]. - The automotive electronics business is projected to increase its revenue share to 15% by Q1 2025, benefiting from the rising penetration of new energy vehicles [4]. - The current valuation of Guanghong Technology does not fully reflect its growth potential post-acquisition, indicating room for valuation recovery as the company integrates AC's capabilities and stabilizes its domestic operations [4].

Group 1 - The company, Guanghong Technology, confirmed that it is a professional electronic manufacturing services (EMS) provider and does not currently engage in the production of structural components [2] - There was an inquiry from investors regarding reports that the company has entered the Huawei PC structural component supply chain and received a large number of orders [2] - The company clarified its current business focus and stated that it has not ventured into structural component production [2]

人民财讯8月23日电，光弘科技（300735）8月23日在互动平台表示，公司目前并未生产全景运动相机。 ...

证券之星消息，8月22日消费电子板块较上一交易日上涨1.44%，胜蓝股份领涨。当日上证指数报收于 3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。消费电子板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002402 | 和而泰 | 5.71 Z | 9.16% | -3.82 Z | -6.12% | -1.89 Z | -3.04% | | 000021 | 深科技 | 4.70 Z | 17.81% | -1.50亿 | -5.70% | -3.19 Z | -12.11% | | 300735 光弘科技 | | 1.15 2 | 8.93% | -5255.53万 | -4.09% | -6232.75万 | -4.85% | | 002993 奥海科技 | | 1.10 Z | 16.82% | -8183.23万 | -12.56% | -2779.72 ...

Group 1 - The company, Guanghong Technology, is currently providing manufacturing services for service robots to some overseas clients [1] - The revenue contribution from this related business is currently low [1] - The company will closely monitor market dynamics and seek development opportunities in this field [1]

格隆汇8月19日丨光弘科技(300735.SZ)在投资者互动平台表示，公司是华为的核心供应商，除了为客户 提供包括手机在内的各类消费电子产品的制造服务以外，也为其提供汽车电子、数字新能源、云计算与 服务器等领域的产品制造服务。 ...

Group 1 - The company is a core supplier for Huawei, providing manufacturing services for various consumer electronics, including mobile phones [2] - In addition to mobile phones, the company also manufactures products for automotive electronics, digital new energy, cloud computing, and servers [2]

Group 1 - The domestic demand potential for new energy vehicles (NEVs) has been further stimulated by policies such as consumption promotion initiatives and expansion of "two new" measures, with July production and sales reaching 1.243 million and 1.262 million units, respectively, representing year-on-year growth of 26.3% and 27.4% [1] - NEVs accounted for 48.7% of total new car sales in July, and exports reached 225,000 units, showing a month-on-month increase of 10% and a year-on-year increase of 120% [1] - QFII's holdings in the automotive sector exceeded 1.3 billion yuan by the end of the first half of the year, indicating strong market interest in the automotive industry [1] Group 2 - Guanghong Technology (300735) has made significant strides in the automotive electronics sector, achieving revenue of 1.592 billion yuan in 2024, a substantial year-on-year increase of 126.47%, with this segment now accounting for 23.13% of total revenue [2] - The company has established itself as a key player in the automotive electronics supply chain, partnering with renowned brands such as BMW, Audi, and Huawei, and providing a wide range of automotive electronic components [2][3] - The recent acquisition of French EMS leader AC Company enhances Guanghong Technology's global manufacturing network, allowing for a more integrated approach to production and customer service across multiple continents [3] Group 3 - The acquisition of AC Company is expected to create synergies in production technology, service operations, and customer resource integration, thereby accelerating Guanghong Technology's expansion in the automotive electronics field [3] - The company is committed to increasing its investment in automotive electronics, driven by the dual forces of technological innovation and market demand, which are reshaping the industry landscape [4]