KINGSUN SHARE(SZ:002638) Xin Lang Cai Jing·2025-09-19 12:12Core Viewpoint - Dongguan Qunshang Optoelectronics Co., Ltd. held an online performance briefing on September 19, 2025, where the management discussed the company's operational status and business layout, revealing a revenue of 263 million yuan for the first half of the year, representing an 18.8% year-on-year increase [1][2]. Group 1: Financial Performance - The company achieved a revenue of 263 million yuan in the first half of 2025, marking an 18.8% increase compared to the same period last year [1]. - The company plans to continue expanding both domestic and international markets in the second half of the year and accelerate project construction progress [1]. Group 2: Business Strategy - The company is focusing on opportunities presented by the "new infrastructure" policy, leveraging its smart pole technology to launch integrated solutions that include smart poles, smart boxes, RSU roadside units, MEC edge computing devices, and holographic digital intersection platforms [2]. - Management expressed confidence in future development and is actively working to improve the company's fundamentals and enhance core competitiveness [2]. Group 3: Shareholder and Market Concerns - The company has not triggered any delisting risk warnings according to Shenzhen Stock Exchange regulations [3]. - In response to concerns about cash flow management, the company explained that it engages in entrusted financial management to improve fund utilization efficiency while ensuring normal business operations [3]. - The company has repurchased a total of 16,498,650 shares, accounting for 1.15% of the current total share capital, and will arrange further repurchases as per regulations [3].