南极光股价微跌0.54% 机构调研透露Switch2独供技术细节

Core Viewpoint - The company, Nanji Guang, has shown significant growth in revenue and profitability, driven by its role as a key supplier for the Nintendo Switch 2 backlight module, despite experiencing a slight decline in stock price recently [1] Financial Performance - The company reported a revenue increase of 244.67% year-on-year, reaching 398 million yuan [1] - The net profit attributable to shareholders was 72.89 million yuan, marking a turnaround from previous losses [1] Market Activity - The stock price closed at 27.81 yuan, down 0.15 yuan from the previous trading day, with a trading volume of 253 million yuan [1] - The stock experienced a trading range of 3.25%, with a high of 28.19 yuan and a low of 27.28 yuan [1] Institutional Engagement - From August 12 to 13, the company hosted several institutional investors, including Hongwei Chuangshi, to discuss its technological advantages as the sole supplier of backlight sources for the Nintendo Switch 2 [1] Technological Advancements - The company has achieved a 0.3X millimeter ultra-thin light guide plate technology, which reduces power consumption by 25% and meets the 6000 micro-drop test standards [1] Production Capacity - The Shenzhen and Jiangxi production bases are responsible for international order fulfillment and capacity assurance, respectively [1] Market Sentiment - The main funds saw a net outflow of 21.24 million yuan on the day, with a cumulative net outflow of 137 million yuan over the past five days [1] - The current price-to-earnings ratio stands at 42.47 times, and the price-to-book ratio is 5.37 times [1]