值得注意的是，南极光成功实现了市场结构转型，从相对单一的内销市场向内销与外销并举转变。报告 期内，国际龙头高端客户比重明显提升，为公司业绩增长提供了强劲动力。 行业分析人士指出，南极光的业绩反弹不仅受益于终端消费电子市场回暖，更体现了公司战略转型的前 瞻性。随着智能化和生成式AI的普及，以及创新产品的持续发布，中小尺寸显示行业仍将保持良好发 展态势。南极光通过提前布局多元化应用场景，有效规避了手机供应链的激烈竞争风险，未来发展空间 值得期待。 8月5日，南极光发布2025年半年度业绩报告称，公司上半年实现营业收入约3.98亿元，同比大幅增长 244.67%；归属于上市公司股东的净利润约7289万元，成功实现扭亏为盈；基本每股收益0.3274元。这 一亮眼业绩标志着公司战略转型取得显著成效。 业绩大幅增长主要得益于公司成功的业务转型和市场拓展。报告显示，南极光积极推动业务重心从高度 依赖手机供应链向多场景应用转变，产品结构实现从低毛利率手机产品向高附加值产品的升级。具体来 看，公司成功切入游戏电竞领域，配套任天堂Switch 2的背光源模组出货量稳步提升；同时在智能穿 戴、平板电脑、笔记本电脑等领域取得突破；而 ...

Core Viewpoint - The 2024 Annual General Meeting of Kunshan Longteng Optoelectronics Co., Ltd. aims to ensure the rights of all shareholders and maintain the order and efficiency of the meeting, adhering to relevant laws and regulations [1][2][3]. Meeting Procedures - Shareholders or their proxies must arrive 30 minutes before the meeting to complete registration and present necessary identification documents [2][3]. - The meeting will follow a predetermined agenda for reviewing and voting on proposals [2][3]. - Shareholders have the right to speak, consult, and vote during the meeting, but must register in advance to speak [2][3][4]. - Voting will be conducted through a combination of on-site and online methods, with results announced after the meeting [2][3][4]. Financial Performance - In 2024, the company experienced a 9.77% decrease in total revenue compared to the previous year, while the net profit attributable to shareholders improved by 31.64% [6][20]. - The company’s financial structure remains robust, with a debt-to-asset ratio of 34.84%, which is lower than the industry average [6][20]. Board of Directors' Work - The Board of Directors held three meetings in 2024, reviewing 29 proposals related to financial management and corporate governance [6][8]. - The Board aims to enhance shareholder value and ensure compliance with legal and regulatory requirements [8][9]. Supervisory Board's Role - The Supervisory Board conducted three meetings in 2024, focusing on the legality and compliance of the company's operations and financial status [13][14]. - The Supervisory Board confirmed that the company adhered to relevant laws and regulations, ensuring the protection of shareholder interests [14][15]. Future Plans - The company plans to enhance its governance structure and improve information disclosure management to foster better investor relations [9][12]. - The 2025 work plan includes continuous improvement of governance practices and compliance with legal standards [9][12]. Proposals for Shareholder Approval - The company proposed not to distribute profits for 2024, opting to reinvest retained earnings into project development and market expansion [23]. - A proposal to apply for a comprehensive credit limit of up to 73.3 billion yuan from banks was also presented [25]. - The company intends to continue its partnership with the auditing firm Gongzheng Tianye for the 2025 fiscal year [24].