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].

2025 年中国光电子器件行业市场前景预测研究报告 中商产业研究院 2025 年 06 月 26 日 光电子器件作为光电转换的核心载体，正通过技术升级与需求爆发双重驱动， 重塑通信、显示、医疗、能源等多行业格局。未来随着硅光集成、CPO 等技术 的成熟与国产化替代的推进，中国光电子器件行业有望在全球市场中占据更核心 地位，为数字经济与智能制造提供关键基础设施支撑。 光电子器件的定义及分类 光电子器件是利用电-光子转换效应实现光信号与电信号相互转换的功能器 件，广泛应用于通信、能源、医疗及智能制造等领域。根据功能与结构，光电子 器件可分为以下类别： 光电子器件行业发展政策 近年来，中国政府将光电子器件行业纳入战略性新兴产业，通过《电子信息 制造业数字化转型实施方案》《关于推动未来产业创新发展的实施意见》《制造 资料来源：中商产业研究院整理 业可靠性提升实施意见》《关于推动能源电子产业发展的指导意见》《"十四五" 信息通信行业发展规划》等政策，明确支持光电子器件的技术创新与产业化。 | | 中国光电子器件行业最新政策汇总一览表 | | | --- | --- | --- | | 时间 | 政策名称 | 高要内容 ...

Core Insights - Hubei province is recognized as a major science and education hub in China, playing a crucial role in the national innovation system and has successfully entered the "first echelon" of national technological innovation [1][3] Innovation Strategy - The "14th Five-Year Plan" emphasizes innovation as the primary driving force for development, focusing on key core technology breakthroughs in areas such as 3D storage chips and high-end medical imaging equipment [2][3] - Hubei aims to establish a competitive trillion-yuan optical electronics and health industry cluster, leveraging major projects to create an industrial layout centered around Wuhan [2][4] Technological Advancements - Hubei has made significant progress in developing new industries and strengthening core industrial chains, with breakthroughs in key technologies such as semiconductor devices and agricultural biotechnology [5][6][9] - The establishment of various laboratories and research platforms has facilitated the rapid transformation of scientific research into practical applications, enhancing the province's innovation capabilities [6][8] Talent and Education - Hubei boasts a large pool of skilled talent, with over 11 million skilled workers and more than 132 universities, which supports its innovation-driven development [8][9] - Policies have been introduced to encourage innovation and support for technology talent, including significant loan programs for tech professionals [4][8] Industry Development - Hubei is constructing a modern industrial system characterized by a "51020" cluster model, which includes five trillion-yuan industries and numerous other significant sectors [9][10] - The province has seen a rise in technology-driven small and medium enterprises, with over 45,000 tech firms established, reflecting a robust entrepreneurial ecosystem [4][8]

作为全国举足轻重的科教大省，湖北以高度的战略自觉，肩负起推动科技自立自强、建设科技强国的战 略责任，为把科技的命脉牢牢掌握在自己手中贡献更多力量。 围绕产业链部署创新链，确保重要产业链供应链自主安全可控。面向产业发展需求开展科技创新，聚焦 现代化产业体系建设重点领域和薄弱环节，加大技术创新，攻克关键核心技术，全面拓展应用，推动优 势产业发展壮大。 融合的目标是增加高质量科技产出和提升产业质效，关键是强化企业的创新主体地位，途径是科技成果 的转化。深度融合，双向奔赴，产出高水平科技成果、培育新的经营主体，产出高质量新产品、培育新 的市场需求，从而塑造高质量发展的更多新动能、新优势。 要想成为具有全国影响力的科技创新高地，就必须具备国家级的科技创新能力、战略地位和突出贡献。 湖北是全国重要的智力密集区、高层次人才集聚区和高质量科技成果产出大省。"十四五"期间，湖北强 化"卡脖子"关键核心技术攻关，在一批战略必争领域屡有重大突破，一系列前沿科技成果领跑全球，一 大批"国之重器"挺起大国脊梁，一系列行业领航产品不断涌现。湖北成为全国最大的光电子芯片研发生 产基地、最大的中小尺寸显示面板制造基地，全国重要的商业航天基地 ...

| | | A股董秘学历分布及对比 | | | | --- | --- | --- | --- | --- | | | 杰出董秘 | | 全部A股 | | | 学历 | 人数(人) | 足比 | 人数(人) | 早比 | | 高中及以下 | 1 | 0.40% | 21 | 0.39% | | 大专及本科 | 90 | 36.00% | 2638 | 48.60% | | 硕士及以上 | 156 | 62.40% | 2694 | 49.63% | 在资本市场的舞台上，董秘扮演着至关重要的角色。他们不仅是上市公司与投资者之间的桥梁，更是公 司价值传播、投资者沟通与公司治理的关键角色。 高水准传播公司价值 合规、透明的信息披露是上市公司董秘的重要工作之一，是向投资者传递公司价值的重要途径。杰出董 秘在信息披露合规性方面表现出色，250位董秘的信披评级均为"A"或"B"，其中112位董秘获得了最高 的"A级"评级，占比接近一半。这一比例充分体现了获奖董秘在信息披露工作中的卓越表现和专业能 力。 证券时报社主办的"中国上市公司投资者关系管理天马奖"活动迄今已举办16届，持续关注董秘这一职业 群体的发展现状及特点。近 ...

Core Viewpoint - The participation of 12 companies from Chengdu in the Laser World of Photonics exhibition in Munich represents a significant step towards the internationalization of Chengdu's optoelectronic industry, showcasing its strength and innovation in the sector [1][2][3] Group 1: Event Overview - The Laser World of Photonics exhibition is one of the most influential and largest professional exhibitions in the global optoelectronic industry, taking place from June 24 to 27 in Munich, Germany [1] - The event attracted leading companies, research institutions, and industry elites from 43 countries and regions, facilitating discussions on cutting-edge technologies and development trends in the optoelectronic industry [1] - The World of Photonics Congress, held during the exhibition, is one of Europe's three major scientific conferences, providing a crucial platform for the synergy between academic research and industrial applications [1] Group 2: Chengdu Companies Participation - Chengdu's participation in the exhibition includes 12 companies such as Chengdu Guotai Vacuum Equipment Co., Ltd. and Chengdu Taike Optoelectronic Technology Co., Ltd., showcasing products across various fields including optoelectronic device manufacturing and laser technology [2] - Chengdu Jiangxi Future Optoelectronic Technology Co., Ltd. aims to demonstrate its innovative products like the R-800 quadrupole mass spectrometer leak detector and seek collaboration with European battery manufacturers and semiconductor equipment suppliers [2] - Chengdu Xinyuan Huibo Optoelectronic Technology Co., Ltd. plans to collect information on over 50 potential customers during the exhibition to enhance its market reach [2] Group 3: Industry Development - Chengdu has actively promoted the development of the optoelectronic industry through supportive policies, fostering a number of internationally competitive companies [3] - Participation in top international exhibitions allows Chengdu companies to better understand global market demands, learn advanced technologies, and enhance their innovation capabilities [3] - The efforts aim to expand the overseas market for "Chengdu-made" optoelectronic products and drive high-quality development in the industry [3]

今天上午，A股延续反弹态势，大金融、国防军工板块领涨。 大金融方面，多元金融、证券、互联网保险等板块涨幅居前。东方财富（300059）上涨4.63%，成交额 为122.45亿元，再居A股第一，同时还是最近一段时间内，首只半日成交额过百亿元的个股。 港股券商板块上午大涨，龙头股国泰君安国际上涨68.55%，第一上海涨超25%。 消息面上，国泰君安国际获香港证监会批准，将现有证券交易牌照升级为可提供虚拟资产交易服务，以 及在提供虚拟资产交易服务的基础上提供意见。牌照升级后，客户将可在国泰君安国际平台直接交易加 密货币、稳定币等虚拟资产。国泰君安国际成为首家可提供全方位虚拟资产相关交易服务的香港中资券 商。 银行股盘中探底回升。中国银行、农业银行、工商银行、建设银行、江苏银行、杭州银行盘中股价集体 刷新历史新高。 国防军工板块方面，军工装备、军工电子等板块大涨。 截至上午收盘，上证指数上涨0.28%，深证成指上涨0.64%，创业板指上涨1.34%。 业绩线浮出水面 最近，中报业绩线开始崭露头角。 今天上午，泰凌微迎来"20CM"涨停。公司昨日晚间公告称，预计今年上半年实现营业收入5.03亿元左 右，同比增加37%左 ...

证券代码：688205 证券简称：德科立 公告编号：2025-024 无锡市德科立光电子技术股份有限公司 关于 2023 年限制性股票激励计划首次授予部分 第一个归属期归属结果暨股份上市的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ? 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 本次股票上市流通总数为1,124,656股。 ? 本次股票上市流通日期为2025 年 6 月 30 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司有关业务规则的规定，无锡市德科立光电子技术股份有限公司 （以下简称"公司"）于近日收到中国证券登记结算有限责任公司上海分公司出 具的《证券变更登记证明》，公司完成了 2023 年限制性股票激励计划首次授予部 分第一个归属期的股份登记工作。现将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 于公司<2023 年限制性股票激励计划（草案）>及其摘要的议案》《关于公司<2023 年限制性股票激励计划实施 ...

证券代码：300757 证券简称：罗博特科 罗博特科智能科技股份有限公司投资者关系活动记录表 编号：2025-04 | | ☑特定对象调研 □分析师会议 | | | | | | --- | --- | --- | --- | --- | --- | | 投资者关系活动 | □业绩说明会 | □媒体采访 | | | | | 类别 | □新闻发布会 □路演活动 | | | | | | | | ☑现场参观 | | | | | | （电话会议） 周艺轩、张扬浩、陈俊韬 | □其他 浙商证券 | | | | | | 王俊之 | 伯利恒资产 | | 南京证券自营 | 李栋 | | | | 平安人寿 | 周重志 | 兴合基金 陈诚 | | | 参与单位名称及 | 韩红成 | 尚雅投资 | | 达诚基金缪扬帆 | | | 人员姓名 | 周晴 | 中邮证券 | | 秦兵投资 | 海俊 | | | 占豪 | 民生证券 | | 必达控股 | 王兴博 | | | 叶罗彬、须瑞祥 | 鼎江通 | | 财通基金 | 章新甫 | | | 府国华 | 个人投资者 | | | | | 时间 | 年 6 月 24 日 15:45-17:00 | ...

金融界6月24日消息，上证指数低开高走，中证港美上市全球智能汽车主题指数 (港美智能汽车， 931900)报5858.40点。 从中证港美上市全球智能汽车主题指数持仓样本的行业来看，乘用车占比17.21%、数字媒体占比 2.91%、光学光电子占比2.32%、汽车零部件与轮胎占比0.54%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 本文源自：金融界 作者：行情君 数据统计显示，中证港美上市全球智能汽车主题指数近一个月上涨1.45%，近三个月上涨3.55%，年至 今下跌4.71%。 据了解，中证港美上市全球智能汽车主题指数从中国香港和美国市场上市的证券中选取50只业务涉及感 知定位、决策规划、控制执行、智能座舱以及车联网等智能汽车相关领域的上市公司证券作为指数样 本，反映中国香港和美国市场上市的智能汽车 ...