惠州光弘科技股份有限公司 DBG Technology Co., Ltd （惠州市大亚湾响水河工业园永达路 5 号） 向特定对象发行股票 募集说明书 二〇二五年九月 w 证券代码：300735 证券简称：光弘科 技 保荐人（主承销商） （中国（上海）自由贸易试验区商城路 618 号） 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 声 明 本公司及全体董事、高级管理人员承诺本募集说明书内容真实、准确、完整， 不存在虚假记载、误导性陈述或重大遗漏，按照诚信原则履行承诺，并承担相应 的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证 本募集说明书中财务会计报告真实、准确、完整。 证券监督管理机构及其他政府部门对本次发行所作的任何决定，均不表明其 对发行人所发行证券的价值或投资者的收益作出实质性判断或者保证。任何与之 相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发 行人自行负责，由此变化引致的投资风险，由投资者自行负责。 1-1-1 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 重大事项提示 本公司特别提醒投资者注意以 ...

Group 1: Company Overview and Activities - Guanghong Technology has been engaged in EMS electronic manufacturing services for over 30 years, accumulating rich technical experience and holding 95 patents and 21 software copyrights [3] - The company participated in the "2025 Guangdong Listed Companies Investor Relations Management Month" event on September 19, 2025, via the Panoramic Network [2] - The company has 13 manufacturing bases across 7 countries on 4 continents, with significant production capabilities in India and Vietnam [4] Group 2: Production Capacity and Expansion - The Shenzhen Pingshan Intelligent Manufacturing Park is a key new manufacturing base, currently in trial operation with plans for further production line integration [3] - The Indian base employs over 10,000 staff with a monthly capacity of 3 million smartphones or similar products, while the Vietnam base produces over 3 million electronic products monthly [5] - The company is actively expanding its manufacturing capacity in response to international customer demand, including acquiring additional land in Vietnam [5] Group 3: Financial and Investment Insights - The company’s application for a private placement of shares was formally accepted by the Shenzhen Stock Exchange on August 13, 2025, which is crucial for future funding [4] - R&D investment for 2024 is projected at 138 million yuan, with an annual growth rate of nearly 10% in R&D spending over the past few years [5] Group 4: Market Position and Future Prospects - The company is exploring opportunities to collaborate with leading brands, including Apple, and is focused on enhancing its global manufacturing network [4] - The EMS industry is expected to grow significantly, with the company aiming to leverage its differentiated advantages to capture market share [4] - The company is positioned to respond to the increasing demand for AI server hardware manufacturing, which is anticipated to grow due to market trends [4]

Company Overview - Guanghong Technology Co., Ltd. is located in Huizhou, Guangdong Province, and was established on March 24, 1995. The company was listed 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]. Financial Performance - As of June 30, 2025, Guanghong Technology achieved operating revenue of 3.318 billion yuan, representing a year-on-year growth of 0.17%. The net profit attributable to shareholders was 99.3431 million yuan, with a year-on-year increase of 0.46% [2]. - The company has cumulatively distributed 1.188 billion yuan in dividends since its A-share listing, with 537 million yuan distributed over the past three years [3]. Stock Performance - On September 19, Guanghong Technology's stock price increased by 2.15%, reaching 31.42 yuan per share, with a trading volume of 303 million yuan and a turnover rate of 1.29%. The total market capitalization is 24.114 billion yuan [1]. - Year-to-date, the stock price has risen by 13.27%, with a 5-day increase of 5.22%, a 20-day increase of 1.39%, and a 60-day increase of 25.83% [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 9.18% to 77,300, while the average number of circulating shares per person increased by 10.15% to 9,798 shares [2]. - The top ten circulating shareholders include major ETFs, with E Fund's ChiNext ETF holding 9.3338 million shares, a decrease of 246,500 shares from the previous period. New entrants include Southern CSI 500 ETF, holding 5.7077 million shares [3].

Core Viewpoint - Guanghong Technology's stock price has shown a modest increase this year, with a notable rise in recent trading days, indicating potential investor interest and market confidence in the company's performance [1][2]. Financial Performance - As of June 30, 2025, Guanghong Technology reported a revenue of 3.318 billion yuan, reflecting a year-on-year growth of 0.17% [2]. - The net profit attributable to shareholders for the same period was 99.3431 million yuan, with a year-on-year increase of 0.46% [2]. Stock Market Activity - On September 18, Guanghong Technology's stock price decreased by 2.01%, closing at 30.69 yuan per share, with a trading volume of 843 million yuan and a turnover rate of 3.56% [1]. - The company has seen a year-to-date stock price increase of 10.63%, with a 2.71% rise over the last five trading days and a 24.15% increase over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 9.18% to 77,300, while the average number of circulating shares per person increased by 10.15% to 9,798 shares [2]. - The top ten circulating shareholders include notable ETFs, with changes in holdings indicating shifts in institutional investment [3]. Dividend Distribution - Guanghong Technology has distributed a total of 1.188 billion yuan in dividends since its A-share listing, with 537 million yuan distributed over the past three years [3]. Business Overview - Guanghong Technology specializes in PCBA and finished product assembly for consumer electronics, network communications, and automotive electronics, with revenue composition of 60.98% from consumer electronics and 38.04% from automotive electronics [1]. - The company is categorized under the electronic industry, specifically in consumer electronics components and assembly [1].

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 ...