南极光8月6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"一种可弯曲的超薄Mini-LED背光源及其组装方法"。 （文章来源：每日经济新闻） ...

证券代码：300940 证券简称：南极光 公告编号：2025- 本发明提供一种可弯曲的超薄 Mini-LED 背光源及其组装方法，本发明 LED 芯片呈向上 弯曲或向下弯曲结构，LED 芯片的弯曲段为光源，弯曲段的两端均固定设置有焊脚，通过焊 脚将 LED 芯片焊接在焊接头上，其向上弯曲的发光灯源和向下弯曲的发光灯源根据实际需要 进行选择，安装部件的设置可以实现对基板进行快速的拆卸和安装，便于对光源进行更换。 以上专利为公司自主研发，未来将陆续在公司相关业务中应用。上述专利的取得不会对 公司近期生产经营产生重大影响，但有利于公司进一步完善知识产权保护体系，巩固自主技 术领先优势，并通过持续创新机制驱动技术迭代，提升公司的核心竞争力。 特此公告。 深圳市南极光电子科技股份有限公司 董事会 040 深圳市南极光电子科技股份有限公司 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"）取得了一项由国家知 识产权局颁发的发明专利证书，具体情况如下： | | | | | | 专利 | | | 授权公 | | | 专利 ...

证券代码：300940 证券简称：南极光 公告编号：2025-040 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。 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"）取得了一项由国家知 识产权局颁发的发明专利证书，具体情况如下： | 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 | | 一种可弯曲的 超薄 Mini-LED | | 2022 年 3 | 2025 年 8 | 深圳市南极 光电子科技 | 发明 | | 背光源及其组 | ZL 2022 1 0333605.7 | 月 30 日 | 月 5 日 | 股份有限公 | 专利 | | 装方法 | | | | 司 | | 本发明提供一种可弯曲的超薄 Mini-LED 背光源及其组装方法，本发明 LED 芯片呈向上 弯曲或 ...

Core Insights - In total, 10 companies released their semi-annual reports for 2025 on August 6, with all reporting year-on-year net profit growth, and 9 showing revenue growth, while 1 company experienced a decline in revenue [1] - Among these companies, 9 achieved simultaneous growth in both net profit and revenue, with two companies reporting a doubling of their performance, the highest being Nanji Guang with a net profit increase of 982.43% [1] Company Performance Summary - **Nanji Guang (300940)**: - Earnings per share: 0.3274 - Net profit: 72.89 million - Net profit growth: 982.43% - Revenue: 397.51 million - Revenue growth: 244.67% [1] - **Hui Sheng (300871)**: - Earnings per share: 0.6622 - Net profit: 117.18 million - Net profit growth: 325.88% - Revenue: 822.20 million - Revenue growth: 88.45% [1] - **Siwei Liekong (603508)**: - Earnings per share: 0.8000 - Net profit: 303.55 million - Net profit growth: 59.76% - Revenue: 689.19 million - Revenue growth: 23.35% [1] - **Zhongchong (002891)**: - Earnings per share: 0.6841 - Net profit: 203.05 million - Net profit growth: 42.56% - Revenue: 2432.19 million - Revenue growth: 24.32% [1] - **Haiguangxin (688041)**: - Earnings per share: 0.5200 - Net profit: 1201.45 million - Net profit growth: 40.78% - Revenue: 5464.24 million - Revenue growth: 45.21% [1] - **Dongmu (600114)**: - Earnings per share: 0.4200 - Net profit: 260.91 million - Net profit growth: 37.61% - Revenue: 2929.74 million - Revenue growth: 24.51% [1] - **Jinaobo (002917)**: - Earnings per share: 0.2534 - Net profit: 86.73 million - Net profit growth: 20.91% - Revenue: 82.48 million - Revenue growth: 10.47% [1] - **Changhonghua (000404)**: - Earnings per share: 0.3696 - Net profit: 257.26 million - Net profit growth: 13.42% - Revenue: 6627.89 million - Revenue growth: -1.52% [1] - **Jiuzhou Pharmaceutical (603456)**: - Earnings per share: 0.5900 - Net profit: 525.83 million - Net profit growth: 10.70% - Revenue: 2870.95 million - Revenue growth: 3.86% [1] - **Jiahua Energy (600273)**: - Earnings per share: 0.4301 - Net profit: 580.59 million - Net profit growth: 9.64% - Revenue: 5006.31 million - Revenue growth: 8.31% [1]

公司营业总收入为3.98亿元，较去年同报告期营业总收入增加2.82亿元，同比较去年同期上涨 244.67%。归母净利润为7289.10万元，较去年同报告期归母净利润增加8115.12万元，实现2年连续上 涨。经营活动现金净流入为9582.03万元，较去年同报告期经营活动现金净流入增加1.20亿元。 公司摊薄每股收益为0.33元，较去年同报告期摊薄每股收益增加0.36元，实现2年连续上涨。 公司最新资产负债率为27.97%，较上季度资产负债率减少1.54个百分点。 公司最新毛利率为28.37%，较上季度毛利率增加1.40个百分点，实现6个季度连续上涨，较去年同期毛 利率增加26.50个百分点，实现2年连续上涨。最新ROE为6.33%，较去年同期ROE增加7.11个百分点。 2025年8月6日，南极光(300940.SZ)发布2025年中报。 公司最新总资产周转率为0.26次，较去年同期总资产周转率增加0.18次，同比较去年同期上涨 222.04%。最新存货周转率为5.05次，较去年同期存货周转率增加2.03次，同比较去年同期上涨 67.20%。 公司股东户数为1.56万户，前十大股东持股数量为1.19亿股，占总 ...

| 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | WNH | 姜发明 | 21.52% | | | 潘连兴 | 17.51% | | | 锦福源(海南)私募基金管理合伙企业(有限合伙)-锦福源五号私募证券投资基金 | 4.60% | | 4 | 深圳市奥斯曼咨询管理合伙企业(有限合伙) | 2.46% | | 5 | 深圳市南极光管理咨询合伙企业(有限合伙) | 2.46% | | 6 | 任元林 | 1.51% | | | 中国工商银行-华安中小盘成长混合型证券投资基金 | 0.91% | | 8 | 赵鹏 | 0.85% | | 9 | 中信证券资产管理(香港)有限公司-客户资金 | 0.84% | | 10 | 罗健 | 0.82% | 公司摊薄每股收益为0.33元。 2025年8月6日，南极光(300940.SZ)发布2025年中报。 公司最新总资产周转率为0.26次。最新存货周转率为5.05次。 公司营业总收入为3.98亿元。归母净利润为7289.10万元。经营活动现金净流入为9582.03万元。 公司股东户数为1.56万户，前十大股东持股数量为1.19亿股，占总 ...

公募基金方面本期较上一季度持股减少的公募基金共计1个，即大成中证360互联网+指数A，持股减少 占比达0.11%。本期较上一季度新披露的公募基金共计3个，包括华安中小盘成长混合、长城核心优势 混合A、百嘉百瑞混合发起式A。 外资态度来看，本期较上一季度新披露的外资机构有 1 家 ，即中信证券资产管理(香港)有限公司-客户 资金。 2025年8月6日，南极光(300940.SZ)发布2025年半年度报告。截至2025年8月05日，共有8个机构投资者 披露持有南极光A股股份，合计持股量达2590.27万股，占南极光总股本的11.63%。其中，机构投资者 包括锦福源(海南)私募基金管理合伙企业(有限合伙)-锦福源五号私募证券投资基金、深圳市奥斯曼咨询 管理合伙企业(有限合伙)、深圳市南极光管理咨询合伙企业(有限合伙)、中国工商银行-华安中小盘成长 混合型证券投资基金、中信证券资产管理(香港)有限公司-客户资金、大成中证360互联网+指数A、长城 核心优势混合A、百嘉百瑞混合发起式A，机构投资者合计持股比例达11.63%。相较于上一季度，机构 持股比例合计上涨了1.29个百分点。 ...

Core Viewpoint - The report highlights the significant growth in revenue and net profit for Shenzhen Australis Electronic Technology Co., Ltd. in the first half of 2025, driven by strong demand in the LED backlight display module sector and strategic shifts towards diverse applications in gaming, smart wearables, and automotive displays [4][10][11]. Financial Performance - The company's operating revenue for the reporting period reached approximately 397.51 million yuan, a 244.67% increase compared to the same period last year [4]. - The net profit attributable to shareholders was approximately 71.18 million yuan, marking a 684.21% increase year-on-year [4]. - Basic earnings per share rose to 0.3274 yuan, a significant improvement from a loss of 0.0371 yuan in the previous year [4]. Industry Overview - The LED backlight display module industry is closely tied to the development of the LCD display industry, which is supported by national policies aimed at fostering innovation and growth in the new display sector [5][10]. - The market is experiencing a trend towards miniaturization, ultra-thin designs, and high brightness, driven by consumer demand for stylish and portable electronic products [5][6]. Product Development and Trends - The company focuses on LED backlight display modules, which are essential components for various electronic devices, including tablets, laptops, gaming consoles, and automotive displays [11][12]. - There is a growing trend towards larger display sizes and higher uniformity and brightness in backlight modules, which enhances user experience [6][10]. - The company is also investing in energy-efficient technologies to meet increasing demands for lower power consumption in electronic devices [6][10]. Market Demand and Applications - The demand for backlight display modules is robust across multiple sectors, including gaming, consumer electronics, and automotive displays, with significant growth expected in the gaming console market [7][9][10]. - The rise of AI PCs and smart hardware is anticipated to further drive demand for backlight modules, as these technologies become more prevalent in consumer electronics [8][10]. Competitive Position - The company has established itself as a leading player in the backlight display module industry, with a strong focus on R&D and innovation, resulting in a portfolio of 320 patents [15][19]. - The company maintains long-term relationships with major clients, including Nintendo and various leading LCD module manufacturers, which enhances its market stability and competitive edge [19][20]. Strategic Focus - The company is shifting its business focus from a heavy reliance on smartphone supply chains to a more diversified approach that includes gaming, smart wearables, and industrial applications [16][23]. - This strategic pivot is expected to improve the company's operational performance and market positioning in the rapidly evolving display technology landscape [16][23].

Core Viewpoint - Shenzhen Nanjiguang Electronic Technology Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, indicating a strong recovery and operational improvement compared to the previous year [1][4]. Financial Performance - The company's operating revenue reached approximately 397.51 million yuan, a 244.67% increase from 115.33 million yuan in the same period last year [1]. - The net profit attributable to shareholders was approximately 72.89 million yuan, a remarkable increase of 982.43% compared to a loss of 8.26 million yuan in the previous year [1]. - The net cash flow from operating activities was approximately 95.82 million yuan, up 499.53% from a negative cash flow of 23.98 million yuan [1]. - Basic and diluted earnings per share were both 0.3274 yuan, reflecting an increase of 982.48% from a loss of 0.0371 yuan per share in the previous year [1]. Asset and Equity Position - Total assets at the end of the reporting period were approximately 1.60 billion yuan, an increase from 1.51 billion yuan at the end of the previous year [2]. - The net assets attributable to shareholders were approximately 1.15 billion yuan, up 6.75% from 1.08 billion yuan [2]. Shareholder Information - The top shareholders include Jiang Faming with 21.52% and Pan Lianxing with 17.51%, both of whom have pledged a portion of their shares [2][3]. - The company has not experienced any changes in its controlling shareholder or actual controller during the reporting period [4]. Important Events - A plan was announced for the reduction of shares by Jinfu Yuan (Hainan) Private Fund Management Partnership, which may involve selling up to 2,226,443 shares, representing 1.00% of the total share capital [4][5]. - The company received two invention patents from the National Intellectual Property Administration, which are valid for twenty years from the date of application [5].

证券代码：300940 证券简称：南极光 公告编号：2025-036 深圳市南极光电子科技股份有限公司 第三届董事会第五次会议决议公告 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。 深圳市南极光电子科技股份有限公司（以下简称"公司"）第三届董事会第 五次会议于 2025 年 8 月 5 日在公司会议室以现场会议结合通讯的形式召开。会 议通知已于 2025 年 7 月 26 日以邮件、电话、书面等方式发出。本次会议应出席 董事 7 人，实际出席会议董事 7 人，其中方泽南先生、李伟相先生以通讯方式出 席会议。会议由董事长潘连兴先生主持，公司监事、高级管理人员列席了本次会 议。本次会议的召集、召开程序及表决方式符合《中华人民共和国公司法》《中 华人民共和国证券法》等有关法律、行政法规、部门规章、规范性文件和《公司 章程》的有关规定，会议合法、有效。 二、董事会会议审议情况 经与会董事认真审议，充分讨论，审慎表决，会议审议通过了以下议案： 公司《2025 年半年度报告》 深圳市南极光电子科技股份有限公司 董事会 法律、法规和中国证券监督管理委员会（以下简称"中国证 ...