公司注册地址、公司办公地址及其邮政编码、公司网址、电子信箱等在报告期是否变化 □适用 ?不适用 公司注册地址、公司办公地址及其邮政编码、公司网址、电子信箱等在报告期无变化，具体可参见 2024 年年报。 信息披露及备置地点在报告期是否变化 □适用 ?不适用 公司披露半年度报告的证券交易所网站和媒体名称及网址，公司半年度报告备置地在报告期无变化，具体可参见 2024 年 年报。 注册情况在报告期是否变更情况 □适用 ?不适用 公司注册情况在报告期无变化，具体可参见 2024 年年报。 深圳市南极光电子科技股份有限公司 2025 年半年度报告全文 四、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 ?否 本报告期 上年同期 本报告期比上年同期增减 营业收入（元） 397,508,466.21 115,330,560.37 244.67% 归属于上市公司股东的净利 润（元） 归属于上市公司股东的扣除 非经常性损益的净利润 71,181,360.63 -12,184,217.62 684.21% （元） 经营活动产生的现金流量净 额（元） 基本每股收益（元/股） 0.3274 -0.0371 ...

Core Viewpoint - The article discusses the significant acquisition plan by GoerTek Inc., which aims to acquire 100% equity of two companies under Hong Kong Lianfeng for approximately 10.4 billion HKD (around 9.5 billion RMB), marking the largest acquisition in GoerTek's history [1][2]. Group 1: Acquisition Details - GoerTek announced a preliminary agreement to acquire Hong Kong Lianfeng's subsidiaries, Mia Precision Technology Co., Ltd. and Changhong Industrial Co., Ltd., both registered in Hong Kong [1]. - The two target companies reported an estimated unaudited revenue of approximately 9.11 billion HKD for the fiscal year 2024 [1]. - Mia Precision was established in 2007 with a registered capital of 500 million HKD, focusing on investment holding and precision metal parts trading, while Changhong was founded in 2004 with a registered capital of 50 million HKD [1]. Group 2: Strategic Implications - The acquisition is expected to enhance GoerTek's vertical integration capabilities and strengthen its competitive position in the precision structural components sector [2]. - The deal reflects a shift in GoerTek's acquisition strategy from a technology-centric approach to a focus on major clients, aligning with current market demands [2]. - In 2024, GoerTek's top five clients are projected to account for approximately 89% of its revenue, indicating a strategic move to solidify relationships with key customers [2]. Group 3: Market Context - GoerTek's precision structural components segment accounted for 14.9% of its revenue in the 2024 annual report [3]. - The company plans to invest in R&D and explore new product technologies in response to trends in AI and emerging smart hardware products [3]. - According to IDC, global smartphone shipments are expected to reach approximately 1.24 billion units in 2024, reflecting a year-on-year growth of about 6.1%, which may positively impact the precision components market [3].

Core Viewpoint - The acquisition plan by GoerTek, involving approximately HKD 104 billion (around RMB 95 billion) to purchase 100% equity of Hong Kong Mia Precision Technology and Changhong Industrial, marks a significant strategic move to enhance its capabilities in the precision metal components sector [1][4]. Group 1: Acquisition Details - GoerTek has reached a preliminary agreement with Hong Kong Lianfeng to acquire two wholly-owned subsidiaries, Hong Kong Mia and Changhong, which are registered in Hong Kong [1][4]. - The two target companies reported an estimated combined revenue of approximately HKD 91.1 billion for the fiscal year 2024 [4]. - The acquisition does not constitute a related party transaction and is not expected to be a major asset restructuring [2]. Group 2: Strategic Implications - The acquisition is seen as GoerTek's largest merger to date, indicating a shift in its acquisition strategy from a technology-centric approach to a focus on major clients [5]. - The move is expected to enhance GoerTek's vertical integration capabilities and strengthen its competitive position in the precision components market [4][5]. - GoerTek's existing precision components business accounted for 14.9% of its revenue in 2024, highlighting the importance of this sector to the company's overall strategy [6]. Group 3: Market Context - The global smartphone shipment is projected to reach approximately 1.24 billion units in 2024, reflecting a year-on-year growth of about 6.1%, which is expected to positively impact the precision components market [6]. - GoerTek's stock opened up by 1.64% on July 23, trading at RMB 24.20 per share, with a total market capitalization of around RMB 845 billion [6].