全省共有规模以上工业专精特新企业3000余户 占规模以上工业企业总数的15.2%左右 有100余户企业的年生产规模超过10亿元 全省179个A股上市公司中，有46家是专精特新企业 今年上半年 全省专精特新工业企业增加值同比增长10.2% 增速高于规模以上工业平均水平2.9个百分点 □四川日报全媒体记者 文露敏 屏幕上飞舞的凤凰，色彩斑斓，光彩夺目。7月24日，2025（第二届）产融合作大会在宜宾开幕。 成果展上，成都辰显光电有限公司的全球首款量产P0.7 TFT基Micro-LED商用显示屏吸引了不少 与会者目光。 这款显示屏背后，是金融"活水"滋润产业"沃土"的故事。"Micro-LED技术商业化推进长期以来面 临挑战，从中试研发到产品量产，每道难关的突破，都有国有投资运营平台等力量的托举。"辰显 光电公共事务总监付超凡回忆。 金融助力产业"发新芽、成大树"并非个例。两年前，同样在四川举办的第一届产融合作大会，通 过搭建"政产学研用金服"高层次交流平台，涌现出一批产融合作成功经验，带来更多合作机会。 时隔两年，"活水"润"沃土"的故事，迎来新篇章。 更"吸金"的领域 引导更多金融资源用于科技创新、先进制造、 ...

Investment Rating - The report assigns a "Buy" rating for the company with a target price of 28.81 CNY, corresponding to a market capitalization of 6.425 billion CNY [5][38]. Core Insights - The company is expected to benefit significantly from the launch of Nintendo Switch 2, with a diversified layout in full-scene display modules and a strong technological reserve in Mini/Micro-LED [4][37]. - The company has successfully transitioned from a focus on mobile backlighting to mid-size products, enhancing its revenue structure with high-margin gaming and tablet products [2][29]. Company Overview - Shenzhen Nanjiguang Electronic Technology Co., Ltd. was established in 2009, focusing on the R&D, production, and sales of LED backlight products, with applications in smartphones, tablets, gaming, automotive displays, and medical devices [1][12]. - The company has a stable ownership structure, with the founders holding a combined 39.03% of shares, ensuring control and liquidity [1][14]. Business Transformation and Growth Engines - The company is shifting from traditional mobile backlighting, which saw a revenue share drop from 91.15% in 2022 to lower levels due to declining LCD market share and increased competition [2][27]. - In 2024, the company became the exclusive supplier of backlight modules for the Nintendo Switch 2, meeting stringent technical requirements and driving a shift towards higher-margin products [2][29]. Financial Performance - The company faced a downturn from 2020 to 2023, with a net loss of 305.25 million CNY in 2023, but is projected to return to profitability in 2024 with a net profit of 20.63 million CNY [3][39]. - The gross margin is expected to improve significantly, rising from -3.47% in 2023 to 16.24% in 2024 and 26.97% in Q1 2025 [3][39]. Investment Recommendations - The company is anticipated to achieve net profits of 257 million CNY, 353 million CNY, and 457 million CNY from 2025 to 2027, benefiting from the anticipated sales of the Switch 2 exceeding expectations [4][38]. - The report highlights the potential for the company to expand its influence in the industry and attract high-end clients due to its successful collaboration with Nintendo [4][38].