Market Overview - The optical and optoelectronic sector increased by 1.06% on September 16, with Zhouming Technology leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Gainers in Optical and Optoelectronic Sector - Zhouming Technology (300232) closed at 8.50, up 9.54%, with a trading volume of 1.1891 million shares and a transaction value of 999.3 million [1] - Aobi Zhongguang (688322) closed at 96.40, up 8.94%, with a trading volume of 220,100 shares and a transaction value of 2.07 billion [1] - Nanji Guang (300940) closed at 29.43, up 5.90%, with a trading volume of 121,400 shares and a transaction value of 353 million [1] - Other notable gainers include Yuansheng Optoelectronics (002449), Longli Technology (300752), and Yingfeite (300582) with respective increases of 5.48%, 5.40%, and 5.18% [1] Top Losers in Optical and Optoelectronic Sector - Jiuliang Co., Ltd. (300808) closed at 30.26, down 4.21%, with a trading volume of 56,900 shares and a transaction value of 173 million [2] - Chenglai Optics (688502) closed at 406.44, down 3.82%, with a trading volume of 12,400 shares and a transaction value of 5.05 billion [2] - Other notable losers include Madaan Sensor (300701) and Woge Optoelectronics (603773) with declines of 2.32% and 1.78% respectively [2] Fund Flow Analysis - The optical and optoelectronic sector experienced a net outflow of 63.51 million from institutional investors and 145 million from speculative funds, while retail investors saw a net inflow of 208 million [2] - Major stocks like Oufei Optoelectronics (002456) and Aobi Zhongguang (688322) had significant net inflows from retail investors, while Zhouming Technology (300232) faced a net outflow from both institutional and speculative funds [3]

Group 1 - The company announced that its controlling shareholder, Jiang Faming, has completed the release of stock pledges [2] - A total of 4,000,000 shares were released from pledge, which represents 8.35% of Jiang Faming's holdings and 1.80% of the company's total share capital [2]

Group 1 - The core point of the announcement is that Jiang Faming, a controlling shareholder and actual controller of the company, has released a pledge of 4 million shares, which accounts for 8.35% of his holdings and 1.80% of the company's total share capital [1] - As of the date of the announcement, Jiang Faming has cumulatively pledged 11.12 million shares, representing 23.21% of his holdings and 4.99% of the company's total share capital [1]

证券代码：300940 证券简称：南极光 公告编号：2025-044 深圳市南极光电子科技股份有限公司 关于控股股东、实际控制人之一部分股份解除质押的公告 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。 一、股东股份解除质押基本情况 | 限合伙） | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 深圳市奥 | | | | | | | | | | | 斯曼咨询 | | | | | | | | | | | 管理合伙 | 5,484,768 | 2.46% | 0 | 0% | 0% | 0 | 0% | 0 | 0% | | 企业（有 | | | | | | | | | | | 限合伙） | | | | | | | | | | | 合计 | 97,853,136 | 43.95% | 22,030, 000 | 22.51% | 9.89% | 0 | 0% | 0 | 0% | 注：上表中"已质押股份限售数量"及"未质押股份限售数量"中的限售数量 ...

Core Insights - The company, Nanji Guang, reported that as of August 29, 2025, the number of shareholders is 14,883 [2] Company Summary - Nanji Guang has engaged with investors through an interactive platform, providing updates on shareholder numbers [2] - The company is actively communicating with its investors, indicating a focus on transparency and shareholder engagement [2]

Core Viewpoint - The company, Nanji Guang, reported a decrease in the number of shareholders and a significant increase in revenue and net profit for the first half of the year [2] Group 1: Shareholder Information - As of August 31, the number of shareholders was 14,883, a decrease of 1,222 from the previous period (August 20), representing a decline of 7.59% [2] - The latest stock price of Nanji Guang is 28.51 yuan, with a slight increase of 0.35%, but the stock has cumulatively decreased by 9.43% since the concentration of shares began [2] Group 2: Financing and Margin Data - As of September 3, the margin trading balance for the stock was 346 million yuan, with the financing balance also at 346 million yuan, reflecting a decrease of 26.73 million yuan, or 7.16%, since the concentration of shares began [2] Group 3: Financial Performance - In the first half of the year, the company achieved operating revenue of 398 million yuan, a year-on-year increase of 244.67% [2] - The net profit for the same period was 72.89 million yuan, representing a year-on-year growth of 982.43% [2] - The basic earnings per share were 0.3274 yuan, with a weighted average return on equity of 6.53% [2]

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]