Market Overview - On August 1, the optical optoelectronics sector rose by 0.17% compared to the previous trading day, with Geberga leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Top Gainers in Optical Optoelectronics - Geberga (835438) closed at 22.23, up 8.54% with a trading volume of 150,000 shares and a turnover of 324 million yuan [1] - Yingfeite (300582) closed at 14.13, up 7.21% with a trading volume of 257,800 shares and a turnover of 357 million yuan [1] - Aorui De (600666) closed at 4.04, up 6.32% with a trading volume of 3,122,200 shares and a turnover of 1.227 billion yuan [1] Top Losers in Optical Optoelectronics - Dongtianwei (301183) closed at 65.84, down 6.56% with a trading volume of 105,400 shares and a turnover of 703 million yuan [2] - Tengjing Technology (688195) closed at 46.76, down 3.49% with a trading volume of 59,500 shares and a turnover of 281 million yuan [2] - Aobi Zhongguang (688322) closed at 72.38, down 2.02% with a trading volume of 79,700 shares and a turnover of 584 million yuan [2] Fund Flow Analysis - The optical optoelectronics sector experienced a net outflow of 448 million yuan from institutional investors, while retail investors saw a net inflow of 403 million yuan [2] - Major stocks like Sanan Optoelectronics (600703) had a net inflow of 10.4 million yuan from institutional investors, but a net outflow from retail investors [3] Individual Stock Fund Flow - Sanan Optoelectronics (600703) had a net inflow of 10.4 million yuan from institutional investors, while retail investors experienced a net outflow of approximately 96.9 million yuan [3] - Yingfeite (300582) saw a net inflow of 36.1 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]

Group 1 - The core focus of the company's collaboration with Nintendo is the supply of backlight modules for the Switch2 [1] - The primary currency for settlement in this partnership is USD, which indicates potential exposure to foreign exchange fluctuations [1] - The appreciation of the RMB may have a certain impact on the company's exchange gains and losses [1]

证券日报网讯南极光（300940）7月30日在互动平台回答投资者提问时表示，减持后锦福源五号基金持 股比例降至4.5958%，不再属于5%以上股东，无需履行股份变动相关信息披露义务，公司股东的持股变 动情况(如有)可以参见公司定期报告。 ...

Group 1 - The company is collaborating with Nintendo, focusing on the supply of backlight modules for the Switch 2, with the primary settlement currency being USD. The appreciation of RMB may impact the company's exchange gains and losses [1][3] - After the reduction, the shareholding ratio of Jinfuyuan No. 5 Fund has decreased to 4.5958%, no longer qualifying as a major shareholder (5% or more), thus not required to disclose shareholding changes [1][3] Group 2 - Investors inquired about the company's stock performance amidst a rising market, questioning the impact of USD depreciation on potential exchange losses and future profits [3] - The company confirmed that the recent reduction in shareholding by Jinfuyuan No. 5 Fund means that any further reductions do not require announcements, and there are no new reductions reported from this shareholder [1][3]

Core Viewpoint - The company is experiencing stock price stagnation despite a market rally, raising concerns about its financial performance and shareholder actions [1] Group 1: Currency Impact - The company's collaboration with Nintendo primarily involves the supply of backlight modules for the Switch2, with transactions mainly settled in USD. The recent depreciation of the USD may lead to significant foreign exchange losses for the company [1] - The appreciation of the RMB could also impact the company's foreign exchange gains and losses, with detailed data to be disclosed in future periodic reports [1] Group 2: Shareholder Actions - Following the recent announcement, the Jinfuyuan No. 5 Fund and its concerted parties have completed a reduction of approximately 0.4% in their holdings, bringing their stake to 4.5958%, which is below the 5% threshold for mandatory disclosure of shareholding changes [1] - As the Jinfuyuan No. 5 Fund is no longer classified as a major shareholder, it is not required to disclose further shareholding changes unless specified in the company's periodic reports [1]

Core Viewpoint - The company is focusing on consolidating its innovation and leading advantages in the LED backlight display module product field through increased investment in technology research and development [1] Group 1: Technology Development - The company is actively mastering new display technologies such as Mini/Micro LED to seize new directions in industry development [1] - Continuous investment in technology R&D is aimed at enhancing product richness and technological advancement [1] Group 2: Competitive Edge - The new technologies complement existing products, effectively improving the company's core competitiveness [1] - The company is exploring cutting-edge industry technologies to drive product innovation [1]

Core Insights - The company has established a dedicated automotive division focused on the research and application of automotive-grade products [2] - The automotive-grade products meet stringent automotive standards and have been successfully applied in well-known clients such as BYD, Xpeng Motors, and SAIC Group [2] - The company has implemented a rigorous testing system that exceeds consumer electronics standards to ensure product stability in extreme environments [2] - The company has successfully passed key automotive certifications, establishing itself as a trusted core optical solution partner in the smart automotive display sector [2] - The company plans to continue deepening its automotive business and actively expand collaborations with leading automotive manufacturers [2]

证券日报网讯南极光（300940）7月29日在互动平台回答投资者提问时表示，公司是Switch2主机背光显 示模组独供厂商，关于该产品单价等具体数据，因涉及严格的商业保密条款，公司不便披露。可持续关 注公司将于2025年8月6日披露的半年度报告。 ...

深圳市南极光电子科技股份有限公司 关于公司取得发明专利证书的公告 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。 近日，深圳市南极光电子科技股份有限公司（以下简称"公司"）取得了二 项由国家知识产权局颁发的发明专利证书，具体情况如下： 证券代码：300940 证券简称：南极光 公告编号：2025-034 | 专利名称 | 专利号 | 专利 | | | 授权 | | 专利权人 | 专利 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 申请日 | | | 公告日 | | | 类型 | | 一种模内裁 切注塑模具 | ZL 2021 1 1338241.3 | 2021 | 年 | 11 | 2025 | 年 7 | 深圳市南极光 电子科技股份 | 发明 | | 及其使用方 | | 月 | 12 | 日 | 月 25 | 日 | 有限公司 | 专利 | | 法 | | | | | | | | | | 一种流道浇 | | 2022 | 年 | 4 | 2025 | 年 7 | 深圳市南极光 ...

证券代码：300940 证券简称：南极光 公告编号：2025-033 （二）股东股份累计质押情况 股东 名称 是否为控股股东 或第一大股东及 其一致行动人 本次解除质 押股份数量 （股） 占其所持股 份比例 占公司总 股本比例 质押起 始日 质押解 除日 质权人 姜发明 是 6,920,000 14.45% 3.11% 2024 年 7 月 18 日 2025 年 7 月 22 日 深圳市高 新投保证 担保有限 公司 （一）本次股份解除质押基本情况 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 累积被 质押股 份数量 （股） 合计占 其所持 股份比 例 合计占 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 27.39% 5.89% 0 0% 0 0% 潘连兴 38,979,600 17.51% 8,110,0 00 20.81% 3.64% 0 0% ...