Company Overview - Company name: Shenzhen Nanjiguang Electronic Technology Co., Ltd. - Established on January 4, 2009, and listed on February 3, 2021 - Main business involves R&D, production, and sales of mobile phone components, primarily backlight display modules, which account for 99.18% of revenue [2] Stock Performance - As of September 30, the stock price decreased by 2.03% to 28.95 CNY per share, with a total market capitalization of 6.446 billion CNY [1] - Year-to-date stock price increase of 114.44%, with a slight decline of 0.24% over the last 5 trading days and a 2.23% decline over the last 20 days [2] - Over the last 60 days, the stock price increased by 18.26% [2] Financial Performance - For the first half of 2025, the company achieved revenue of 398 million CNY, representing a year-on-year growth of 244.67% [2] - Net profit attributable to shareholders reached 72.891 million CNY, with a remarkable year-on-year increase of 982.43% [2] Shareholder Information - As of September 19, the number of shareholders was 14,700, a decrease of 2.54% from the previous period [2] - Average circulating shares per person increased by 2.61% to 10,726 shares [2] - Cumulative cash dividends since the A-share listing amount to 27.3563 million CNY, with no dividends paid in the last three years [3] Institutional Holdings - As of June 30, 2025, Huazhang Small and Medium-sized Growth Mixed Fund (040007) is the seventh largest circulating shareholder with 2.021 million shares, marking a new entry [3] - Dachen CSI 360 Internet + Index A (002236) has exited the list of the top ten circulating shareholders [3]

Group 1 - The core point of the news is that Nanjiguang's stock price increased by 5.32% to 29.49 CNY per share, with a trading volume of 251 million CNY and a turnover rate of 5.71%, resulting in a total market capitalization of 6.566 billion CNY [1] - Nanjiguang, established on January 4, 2009, and listed on February 3, 2021, is primarily engaged in the research, production, and sales of mobile phone components, focusing on backlight display modules, which account for 99.18% of its main business revenue [1] Group 2 - Among the top ten circulating shareholders of Nanjiguang, Huazhang Fund's Huazhang Small and Medium Cap Growth Mixed Fund (040007) entered the list in the second quarter, holding 2.021 million shares, which is 1.28% of the circulating shares, with an estimated floating profit of approximately 3.0113 million CNY [2] - The Huazhang Small and Medium Cap Growth Mixed Fund was established on April 10, 2007, with a current scale of 1.85 billion CNY, achieving a year-to-date return of 7.32% and a one-year return of 32.65% [2]

Core Viewpoint - The company, Nanji Guang (300940.SZ), has received a debt repayment from its restructuring enterprise, Helitai Technology Co., Ltd., amounting to approximately 9,100,986.77 yuan, which includes cash and equity from debt-to-equity swaps [1] Group 1 - The debt repayment is from Helitai's subsidiary, Jiangxi Helitai Technology Co., Ltd. [1] - The received debt-to-equity swap stocks have been classified as "trading financial assets" for accounting purposes [1] - The anticipated impact of the debt restructuring gain on the company's total profit for the year 2025 is estimated to be 3,927,754.74 yuan, subject to confirmation by annual audit [1]

Core Points - The company, Nanji Guang (300940.SZ), has received a debt repayment from its controlling subsidiary, Jiangxi Helitai Technology Co., Ltd., amounting to 9,100,986.77 yuan, which includes cash and equity from debt-to-equity swaps [1] - The company has classified the acquired equity from the debt-to-equity swap as "trading financial assets" for accounting purposes [1] - The anticipated impact of the debt restructuring on the company's total profit for the year 2025 is estimated to be 3,927,754.74 yuan, subject to confirmation by annual audit results [1]

证券代码：300940 证券简称：南极光 公告编号：2025-048 深圳市南极光电子科技股份有限公司 关于收到债权受偿款的公告 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。 重要内容提示： 截至本公告披露日，深圳市南极光电子科技股份有限公司（以下简称"公司"） 收到来自重整企业合力泰科技股份有限公司（以下简称"合力泰"）控股子公司 江西合力泰科技有限公司（以下简称"江西合力泰"）的债权受偿款，按市场价 值折算为 9,100,986.77 元（现金+债转股股票）。公司已将受让的债转股股票划 分为"交易性金融资产"进行核算，预计形成的债务重组收益对 2025 年度利润 总额的影响金额为 3,927,754.74 元，具体影响金额将以会计师年度审计确认的 结果为准。敬请广大投资者谨慎决策，注意投资风险！ 一、债权申报及受偿进度情况 本次合力泰及江西合力泰重整计划中，公司向合力泰管理人申报的对江西合 力泰的债权确认金额为 16,237,811.18 元（含逾期利息，计算至起诉之日）。根 据重整计划清偿方案，江西合力泰主要通过"现金+债转股"的方式清偿该笔债 务，预 ...

Core Viewpoint - The company is actively expanding its business scope to include optoelectronic device manufacturing and optical communication, which aligns with its dual business strategy and aims to enhance its business layout [1] Group 1 - The subsidiary of the company, Wanzai, changed its business scope on August 22 to include optoelectronic device manufacturing and optical communication [1] - The company is exploring strategic opportunities in cutting-edge fields such as artificial intelligence and quantum technology [1] - The addition of new business areas is a significant step in implementing the company's dual business strategy and aims to cultivate a second growth curve through internal development or external expansion [1] Group 2 - The company will actively promote the new business and will provide updates through official announcements [1] - There are rumors regarding potential acquisitions in the optical communication sector, which may have influenced the change in business scope [1]

Core Viewpoint - The company announced a postponement of certain fundraising investment projects, extending the timeline for project completion from October 11, 2025, to April 11, 2026, while keeping the investment total and purposes unchanged [1] Group 1 - The company held the sixth meeting of the third board of directors and the sixth meeting of the third supervisory board on September 19, 2025 [1] - The projects affected by the postponement include "Mini/Micro-LED Display Module Production Project," "Medium-sized LCD Display Module Production Project," and "New Display Technology R&D Center Project" [1] - The postponement of the fundraising investment projects was approved within the board's authority and does not require shareholder meeting approval [1]

Group 1 - The company announced a postponement of certain fundraising investment projects, specifically the "Mini/Micro-LED Display Module Production Project," "Medium-Sized LCD Display Module Production Project," and "New Display Technology R&D Center Project," with the completion date extended from October 11, 2025, to April 11, 2026 [2] - The unutilized fundraising will primarily be allocated for equipment purchases and site renovations, with investments made in phases according to actual implementation progress [2][3] - The postponement of the fundraising projects was approved within the board's authority and does not require shareholder meeting approval, with Guotai Junan Securities Co., Ltd. providing a non-objection verification opinion on the matter [2] Group 2 - Since the fundraising was secured, the company has been prudently planning the use of funds according to the overall project plan, although the investment progress has slowed due to changes in the market environment [3] - The company asserts that there is no harm to the interests of the company and its shareholders, and there are no other factors affecting the normal advancement of the fundraising usage plan [3]

Group 1 - The company, Nanji Guang (SZ 300940), announced that its third board meeting will be held on September 19, 2025, to discuss the proposal for the extension of certain fundraising investment projects [1] - For the first half of 2025, the company's revenue composition shows that products with a size of 5.5 inches or larger account for 99.18% of total revenue, while other businesses contribute only 0.82% [2] - As of the latest update, the market capitalization of Nanji Guang is 6.3 billion yuan [3]

国泰海通证券股份有限公司 关于深圳市南极光电子科技股份有限公司 募集资金投资项目延期的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为深圳 市南极光电子科技股份有限公司（以下简称"南极光"或"公司"）2023 年向特定对 象发行股票项目的持续督导保荐机构，根据《证券发行上市保荐业务管理办法》 《上市公司募集资金监管规则》《深圳证券交易所创业板股票上市规则》《深圳 证券交易所上市公司自律监管指引第 2 号—创业板上市公司规范运作》《深圳证 券交易所上市公司自律监管指引第 13 号——保荐业务》等相关规定，对南极光 部分募集资金投资项目延期的事项进行了审慎核查，具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意深圳市南极光电子科技股份有限公司 向特定对象发行股票注册的批复》（证监许可〔2022〕2807 号）批复，公司向 特定对象发行人民币普通股（A 股）股票 33,163,265 股，发行价格为 15.68 元/ 股，募集资金总额为人民币 519,999,995.20 元，扣除发行费用（不含增值税）人 民币 10,230,637.39 元，实际募集资金净额为人民 ...