（文章来源：证券日报） 证券日报网讯南极光9月4日在互动平台回答投资者提问时表示，截至2025年8月29日，公司股东户数为 14883户。 ...

南极光9月4日披露，截至8月31日公司股东户数为14883户，较上期（8月20日）减少1222户，环比降幅 为7.59%。 （文章来源：证券时报网） 证券时报·数据宝统计，截至发稿，南极光最新股价为28.51元，上涨0.35%，本期筹码集中以来股价累 计下跌9.43%。具体到各交易日，4次上涨，7次下跌。 融资融券数据显示，该股最新（9月3日）两融余额为3.46亿元，其中，融资余额为3.46亿元，本期筹码 集中以来融资余额合计减少2673.29万元，降幅为7.16%。 公司发布的半年报数据显示，上半年公司共实现营业收入3.98亿元，同比增长244.67%，实现净利润 7289.10万元，同比增长982.43%，基本每股收益为0.3274元，加权平均净资产收益率6.53%。（数据 宝） ...

Market Overview - The optical optoelectronics sector experienced a decline of 1.41% on September 3, with Absen leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - Absen (300389) closed at 15.19, down 8.44% with a trading volume of 255,000 shares and a turnover of 397 million yuan [1] - Huaying Technology (000536) fell by 7.63% to 5.45, with a trading volume of 2.14 million shares and a turnover of 1.204 billion yuan [1] - Other notable declines include Linjie Sensor (300701) down 5.35%, Qianzhao Optoelectronics (300102) down 5.29%, and Fuguang Co., Ltd. (688010) down 4.60% [1] Capital Flow - The optical optoelectronics sector saw a net outflow of 764 million yuan from institutional investors, while retail investors contributed a net inflow of 513 million yuan [1] - The table of capital flow indicates that major stocks like Su Da Weige (300331) and O-film (002456) experienced significant net outflows from institutional and retail investors [2]

Company Overview - Nanji Guang is a Shenzhen-based company specializing in the research, production, and sales of mobile phone components, primarily focusing on backlight display modules, which account for 99.18% of its revenue [2] - The company was established on January 4, 2009, and went public on February 3, 2021 [2] - As of August 20, 2023, the number of shareholders increased by 3.77% to 16,100, with an average of 9,778 circulating shares per person, a decrease of 3.63% [2] Stock Performance - The stock price of Nanji Guang increased by 130.37% year-to-date, with a 0.94% rise over the last five trading days, 5.75% over the last 20 days, and 53.50% over the last 60 days [2] - As of September 1, 2023, the stock price was 31.10 yuan per share, with a market capitalization of 6.924 billion yuan [1] Financial Performance - For the first half of 2025, Nanji Guang reported a revenue of 398 million yuan, representing a year-on-year growth of 244.67%, and a net profit attributable to shareholders of 72.891 million yuan, up 982.43% year-on-year [2] - Since its A-share listing, the company has distributed a total of 27.3563 million yuan in dividends, with no dividends paid in the last three years [3] Institutional Holdings - As of June 30, 2025, the seventh largest circulating shareholder is Huazhang Small Cap Growth Mixed Fund, holding 2.021 million shares as a new shareholder [3] - Dachen Zhongzheng 360 Internet + Index A has exited the list of the top ten circulating shareholders [3]

Core Viewpoint - Shenzhen Nanjiguang Electronic Technology Co., Ltd. held an investor relations event that attracted participation from 70 institutions, including Guosen Securities, showcasing strong interest in the company's performance and future prospects [1] Group 1: Business Highlights - Nanjiguang is the exclusive supplier of backlight display modules for the Nintendo Switch 2, which has sold over 5.82 million units globally in its first 25 days, significantly outperforming the original Switch and Sony PS5 [1] - The notebook market is shifting towards lightweight and high screen-to-body ratio designs, with an expected shipment of approximately 183 million units in 2025, a year-on-year increase of 4.9% [1] - The company’s backlight technology used in Switch 2 is applicable to high-end lightweight notebooks, contributing to steady revenue growth in this segment [1] Group 2: Financial Performance - In the first half of 2025, the company reported revenue of 397.51 million yuan, a year-on-year increase of 244.67%, and a net profit of 72.89 million yuan, marking a turnaround with a growth of 982.43% [1] - The comprehensive gross margin for 2024 was 16.24%, with quarterly gross margins for Q1 and Q2 of 2025 at 26.97% and 29.60%, respectively, significantly higher than industry peers [1] - Foreign revenue increased by 1669.71% year-on-year, accounting for approximately 69.31% of total revenue, with overall gross margin rising to 28.37% [1] Group 3: Strategic Initiatives - The company is pursuing a dual-track strategy to enhance product offerings, focusing on gaming and esports while also exploring AI, quantum technology, and optical modules [1] - Nanjiguang is monitoring the electronic paper market and has initiated research and market analysis, entering small-scale trial production [1] - The subsidiary Wanzai Nanjiguang has expanded its business scope to include the manufacturing and sales of optoelectronic devices and optical communication equipment [1]

Group 1: Company Overview and Market Position - Shenzhen Nanjiguang Electronic Technology Co., Ltd. is the exclusive supplier of backlight display modules for the Switch2 console [2][3] - The company has confidence in maintaining long-term stable cooperation with high-quality clients like Nintendo [3] - The global sales of Switch2 surpassed 5.82 million units within 25 days, significantly outperforming Switch1 and PS5 [3] Group 2: Business Performance and Financials - In H1 2025, the company achieved revenue of CNY 397.51 million, a year-on-year increase of 244.67% [6] - The net profit attributable to shareholders was CNY 72.89 million, marking a turnaround with a growth of 982.43% [6] - The gross profit margin for 2024 was 16.24%, with Q1 and Q2 2025 margins at 26.97% and 29.60%, respectively [7] Group 3: Product Development and Market Trends - The notebook market is evolving towards thinner and larger screens, with an expected global shipment of 183 million units in 2025, a 4.9% increase [4] - The company is focusing on high-margin products in gaming, wearables, and automotive displays, aiming to build a high-margin product portfolio [4][6] - The company is actively tracking trends in dual-screen technology and has the capacity to meet core customer order demands [3][4] Group 4: Strategic Initiatives and Future Outlook - The company plans to leverage its technological capabilities and customer relationships to expand into high-value segments [6][9] - There is a strategic focus on emerging fields such as AI and quantum technology, with a dual-track strategy for product development [9] - The company is optimistic about the potential for electronic paper technology, which is gaining traction in various applications [8][9]

每经AI快讯，南极光（SZ 300940，收盘价：30.6元）8月28日晚间发布公告称，近日，深圳市南极光电 子科技股份有限公司取得了一项由国家知识产权局颁发的发明专利证书。专利名称为"一种滚针注塑保 持架、滚针结构及导光板注塑模具"。 2025年1至6月份，南极光的营业收入构成为：大于等于5.5寸占比99.18%，其他业务占比0.82%。 截至发稿，南极光市值为68亿元。 每经头条（nbdtoutiao）——世界首例基因编辑猪肺成功移植人体 对话主要参与者：距离临床应用还有 多远？ （记者 张喜威） ...

证券代码：300940 证券简称：南极光 公告编号：2025-043 深圳市南极光电子科技股份有限公司 | 专利名称 | | 专利号 | | | 专利 | 授权公 | | 专利权人 | 专利 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 申请日 | 告日 | | | 类型 | | 一种滚针注塑保 持架、滚针结构及 | ZL 2020 | 1 | 1640231.0 | 2020 | 年 12 | 2025 | 年 8 | 深圳市南极光 电子科技股份 | 发明 | | | | | | 月 | 31 日 | 月 26 | 日 | | 专利 | | 导光板注塑模具 | | | | | | | | 有限公司 | | 注：专利权自授权公告之日起生效。专利权期限为二十年，自申请之日起算。 本发明提供一种滚针注塑保持架、滚针结构及导光板注塑模具，通过在保持架本体上设 置用于固定滚针的滚针安放通槽，进而可以将若干滚针集成在滚针注塑保持架上，进而方便 了导光板注塑模具的精密运动型腔件装配滚针，辅助固定和规整各滚针之间的相对 ...

证券代码：300940 证券简称：南极光 公告编号：2025-042 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次质押 股份数量 （股） 占其所持 股份比例 占公司 总股本 比例 是否 为限 售股 是否 为补 充质 押 质押起 始日 质押到 期日 质权人 质押 用途 姜发明 是 2,000,000 4.18% 0.90% 否 否 2025 年 8 月 27 日 办理解 除质押 登记手 续之日 深圳市中 小担小额 贷款有限 公司 个人 资金 需求 （一）本次股份质押基本情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： 股东名称 持股数量 （股） 持股比 例 本次质 押前质 押股份 数量 （股） 本次质 押后质 押股份 数量 （股） 占其所 持股份 比例 占公司 总股本 比例 已质押股份情况 未质押股份情况 已质押股 份限售和 冻结、标 记数量 （股） 占已 质押 股份 比例 未质押股 份限售和 冻结数量 （股） 占未质 押股份 比例 姜发明 47,904,000 21.52% 13,120, 000 15,120, 000 31.56% 6.79% 0 0% 0 0% | ...

Group 1 - The core viewpoint of the article highlights significant target price increases for certain companies, with Qiaofeng Intelligent leading at a 69.90% increase, followed by Nanjing E-commerce at 62.60% and Beimo Gaoke at 62.40% [1] - On August 27, a total of 307 listed companies received broker recommendations, with China Ping An receiving the highest number at 8 recommendations, followed by Qingdao Beer and Proya, each with 7 recommendations [1] - Two companies had their ratings upgraded on August 27, including Zhongyou Securities upgrading Zhongqi Co., Ltd. from "Hold" to "Buy" and Caitong Securities upgrading Xiaogoods City from "Hold" to "Buy" [1] Group 2 - One company had its rating downgraded on August 27, with Zhongyou Securities lowering the rating for Dongxin Co., Ltd. from "Buy" to "Hold" [1] - Six companies received initial coverage on August 27, with Changcheng Securities, Baofeng Energy, and Changrun Co., Ltd. receiving "Hold," "Buy," and "Buy" ratings respectively, while Zhongxin Haizhi received a "Cautious Recommendation" from Minsheng Securities, and Nanjiguang received a "Hold" rating from Guoyuan Securities [1]