OFILM(SZ:002456) Xin Lang Cai Jing·2025-08-28 01:33Core Viewpoint - O-Film Technology Co., Ltd. has experienced significant fluctuations in its stock performance and financing activities, indicating a high level of market activity and investor interest, despite recent financial challenges [1][2]. Financing Activities - On August 27, O-Film's stock fell by 4.08%, with a trading volume of 4.85 billion yuan. The financing buy-in amount was 570 million yuan, while the financing repayment was 606 million yuan, resulting in a net financing outflow of 35.99 million yuan [1]. - As of August 27, the total financing and securities lending balance for O-Film was 2.689 billion yuan, with the current financing balance of 2.677 billion yuan accounting for 5.99% of the circulating market value, which is above the 90th percentile level over the past year [1]. - In terms of securities lending, O-Film repaid 48,700 shares and sold 51,400 shares on August 27, with a selling amount of 689,300 yuan. The remaining securities lending volume was 897,300 shares, with a balance of 12.03 million yuan, also above the 80th percentile level over the past year [1]. Company Overview - O-Film Technology Co., Ltd. was established on March 12, 2001, and went public on August 3, 2010. The company is based in Shenzhen, Guangdong Province, and its main business includes optical imaging modules, optical lenses, microelectronics, and products related to smart vehicles, primarily serving the consumer electronics and smart automotive sectors [2]. - The revenue composition of O-Film's main business includes 75.60% from smartphone products, 12.83% from smart automotive products, 11.23% from new field products, and 0.33% from other sources [2]. - As of August 20, the number of shareholders for O-Film was 607,700, an increase of 5.99% from the previous period, with an average of 5,451 circulating shares per person, a decrease of 5.65% [2]. Financial Performance - For the first half of 2025, O-Film reported a revenue of 9.837 billion yuan, representing a year-on-year growth of 3.15%. However, the net profit attributable to shareholders was -109 million yuan, a significant decrease of 378.13% compared to the previous year [2]. - Since its A-share listing, O-Film has distributed a total of 648 million yuan in dividends, with no dividends paid in the last three years [3]. Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders of O-Film, Hong Kong Central Clearing Limited was the fourth largest, holding 41.165 million shares, a decrease of 6.082 million shares from the previous period. Various ETFs, including Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, have increased their holdings [3].