光弘科技(300735.SZ)Q2净利环比飙升八成 汽车电子业务高增61.32%成业绩新引擎

Core Viewpoint - Guanghong Technology (光弘科技) reported steady growth in its 2025 semi-annual performance, with revenue reaching 3.318 billion yuan, a year-on-year increase of 0.17%, and a net profit of 99.34 million yuan, up 0.46% year-on-year [1] Group 1: Financial Performance - In Q2, the company achieved revenue of 2.123 billion yuan, a year-on-year increase of 28.61% and a quarter-on-quarter increase of 77.51% [1] - The net profit for Q2 was 63.90 million yuan, reflecting a year-on-year growth of 61.89% and a quarter-on-quarter growth of 80.31% [1] Group 2: Business Segments - In the first half of the year, revenue from consumer electronics was 1.834 billion yuan, while automotive electronics revenue reached 1.144 billion yuan, marking a year-on-year growth of 61.32% [1] - The automotive electronics segment's revenue contribution has increased to 34.48% of total revenue [1] Group 3: Acquisition Impact - The acquisition of French company AC was completed in May, contributing 578 million yuan in revenue within two months, accounting for 17.42% of total revenue, and a net profit of 2.95 million yuan, representing 2.97% of total net profit [1] - AC's established relationships with major clients such as Renault and Schneider Electric enhance Guanghong's market position and growth potential in the automotive sector [2][3] Group 4: Global Expansion - Guanghong Technology has established manufacturing bases across Asia, Europe, America, and Africa, enhancing its global operational capabilities [5] - The company has made significant investments in countries like India, Bangladesh, and Vietnam, which have proven effective in supporting its overseas market expansion [4] Group 5: Future Outlook - The automotive electronics sector is expected to continue driving growth for consumer electronics companies, supported by technological upgrades and market demand [2] - Guanghong plans to increase investments in automotive electronics while also diversifying into high-value sectors such as medical and industrial control [5]