鸿日达再次变更部分募投项目 改投光通信设备与半导体引线框架

Core Viewpoint - The company Hongrida (301285) is changing part of its fundraising projects to invest in optical communication and semiconductor lead frame projects due to slow progress in original projects and changing market conditions [1][2]. Group 1: Fundraising Changes - The company plans to change the use of approximately 169 million yuan of its fundraising, which accounts for about 25% of the net fundraising amount [2]. - As of September 30, 2025, the company has a remaining fundraising balance of approximately 301 million yuan [2]. - The original fundraising projects included the "Kunshan Hanjing Precision Connector Production Project" and the "Automotive High-Frequency Signal Cable and Connector Project," which were based on trends in consumer electronics and the automotive industry [2]. Group 2: Reasons for Change - The company cited macroeconomic conditions, industry cyclicality, and changes in market competition as reasons for the slow progress of the original projects [2]. - The company believes that continued investment in the original projects would hinder its ability to respond to the current market environment and achieve the expected investment returns [2]. Group 3: New Strategic Focus - The company aims to leverage its existing technology to gradually expand into optical communication equipment and high-end semiconductor packaging lead frames [3]. - The company has made certain R&D achievements and plans to accelerate the construction of optical communication and semiconductor packaging businesses to enhance product delivery capabilities and strengthen competitive advantages [3].