证券日报网讯光莆股份（300632）8月5日在互动平台回答投资者提问时表示，公司目前生产经营正常， 各项业务有序推进；公司的光电传感器件业务处于产能爬坡阶段，相关订单正逐步放量。 ...

Core Viewpoint - Guangpu Co., Ltd. has approved changes to its fundraising project implementation methods and extended the project timeline due to changes in the international trade environment and geopolitical tensions [3][4]. Group 1: Fundraising and Project Changes - On May 28, Guangpu Co., Ltd. announced the approval of changes to the implementation methods and timeline for its fundraising projects, specifically the "Overseas Intelligent Manufacturing Base Expansion Project" [3]. - The company raised approximately RMB 1.03 billion through a private placement of shares in September 2020, with a net amount of RMB 1.017 billion after deducting related expenses [3]. - The company has decided to allocate unused funds from previous projects to new initiatives, including the "Optoelectronic Sensor Integrated Packaging and Testing R&D and Industrialization Project" and the "Overseas Intelligent Manufacturing Base Expansion Project" [3]. Group 2: Project Implementation Strategy - Due to significant changes in the international trade environment and frequent shifts in trade policies, Guangpu Co., Ltd. plans to initially lease and renovate factory spaces to quickly meet market demands and reduce upfront investment risks [4]. - The timeline for the project to reach a usable state has been extended to December 31, 2027, allowing for a more cautious approach to investment until trade conditions stabilize [4].

Group 1: Investor Relations and Company Overview - Xiamen Guangpu Electronics Co., Ltd. participated in the 2024 annual report performance briefing on May 15, 2025, to enhance interaction with investors [1] - The company emphasized its commitment to shareholder rights and market value performance through transparent information disclosure [2] Group 2: Business Operations and Market Strategy - The company focuses on core business operations, particularly in optical integrated sensor packaging and semiconductor optical applications, to enhance profitability and cash flow [2] - The company aims to establish a closed-loop industrial chain for optical integrated sensors, enhancing R&D investment and promoting integration of production, learning, and research [4] Group 3: Product Development and Market Applications - The company has developed a transparent antenna circuit board that can extend to 6G network applications and has established software development and information security departments [2] - The company’s optical health products, such as the "Xinyou Beauty Lamp," have various skincare benefits and are primarily sold through online platforms [3] Group 4: Capacity and Production Plans - The company’s sensor packaging capacity has reached 40KK/month, focusing on high-growth areas such as robotics, drones, and smart driving [8] - The company is dynamically adjusting production capacity for composite copper foil based on market demand and customer needs [3] Group 5: Strategic Partnerships and Investments - The company has invested in various funds and companies, with some planning to go public, including Zhongchuang Xinhang and Haichen Energy [3] - The Hong Kong operational center will serve as a hub for global business and investment mergers and acquisitions [7]