时隔两年多，信濠光电突然对一则公告笔误进行更正。 信濠光电9月30日公告，公司于2023年7月3日在巨潮资讯网上披露了《关于对外投资收购股权及增资的进展公告》，经核查发现，关于2023年5月23日相关 公告的引用存在笔误。 同时，信濠光电还补充了多个说明事项。 一是，董事姚浩、王雅媛，独立董事邹奇、冯海涛、令西普在其他单位任职情况披露不完整，现进行补充。 二是，公司于今年6月26日在巨潮资讯网上披露了《简式权益变动报告书》，为避免表述出现理解歧义，现对《简式权益变动报告书》中第三节部分内容 进行补充说明。 信濠光电表示，除对上述内容进行补充说明及更正外，原定期报告及有关公告文件中其他内容保持不变。 资料显示，信濠光电是一家主要从事玻璃防护屏的研发、生产和销售的高新技术企业，产品广泛应用于智能手机、平板电脑、智能穿戴等新一代智能终 端。 2025年上半年，公司实现营业总收入8.83亿元，同比增长10.18%；归母净利润亏损2.15亿元，上年同期亏损1.22亿元；扣非净利润亏损2.24亿元，上年同 期亏损1.4亿元；经营活动产生的现金流量净额为-7477.23万元，上年同期为6715.75万元。 值得一提的是，不 ...

Core Viewpoint - The company, Xinhau Optoelectronics, is experiencing a decline in stock performance and financial metrics, with significant changes in financing and shareholder structure [1][2]. Financing Summary - On September 15, Xinhau Optoelectronics' stock fell by 1.26%, with a trading volume of 72.79 million yuan. The financing buy-in amount was 5.91 million yuan, while the financing repayment was 13.09 million yuan, resulting in a net financing outflow of 7.18 million yuan [1]. - As of September 15, the total financing and securities lending balance for Xinhau Optoelectronics was 117 million yuan, with the financing balance accounting for 2.45% of the circulating market value, which is below the 40th percentile of the past year, indicating a low level of financing [1]. - On the same day, there were no shares sold or repaid in the securities lending segment, with a lending balance of 0, which is above the 70th percentile of the past year, indicating a high level of securities lending [1]. Financial Performance Summary - For the first half of 2025, Xinhau Optoelectronics reported a revenue of 883 million yuan, representing a year-on-year growth of 10.18%. However, the net profit attributable to shareholders was -215 million yuan, a decrease of 75.32% compared to the previous period [2]. - The company has distributed a total of 112 million yuan in dividends since its A-share listing, with cumulative distributions of 32.46 million yuan over the past three years [3]. Shareholder Structure Summary - As of June 30, the number of shareholders for Xinhau Optoelectronics reached 12,100, an increase of 26.05% from the previous period. The average number of circulating shares per shareholder decreased by 4.80% to 13,274 shares [2].

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Xinhau Optoelectronics, indicating a mixed financial outlook with a significant drop in net profit despite revenue growth [1][2] - As of August 25, Xinhau Optoelectronics' stock price increased by 0.75%, with a trading volume of 272 million yuan, and a net financing outflow of 243.39 million yuan [1] - The company has a total financing and securities balance of 164 million yuan, which accounts for 3.16% of its market capitalization, indicating a relatively high level of financing compared to the past year [1] Group 2 - For the first half of 2025, Xinhau Optoelectronics reported a revenue of 883 million yuan, reflecting a year-on-year growth of 10.18%, while the net profit attributable to shareholders was a loss of 215 million yuan, a decrease of 75.32% compared to the previous year [2] - The number of shareholders increased to 12,100, a rise of 26.05%, while the average circulating shares per person decreased by 4.80% to 13,274 shares [2] - Since its A-share listing, the company has distributed a total of 112 million yuan in dividends, with 32.46 million yuan distributed over the past three years [3]

Core Viewpoint - The report highlights the financial performance and operational challenges faced by Shenzhen Xinhao Photoelectric Technology Co., Ltd. in the first half of 2025, indicating a significant decline in net profit and cash flow, while emphasizing the growth potential in the glass protective screen market driven by advancements in consumer electronics and automotive applications [1][5][15]. Financial Performance - The company's revenue for the first half of 2025 was approximately CNY 883.07 million, representing a 10.18% increase compared to CNY 801.48 million in the same period of 2024 [5][23]. - The net profit attributable to shareholders was a loss of CNY 214.53 million, a 75.32% decline from a loss of CNY 122.37 million in the previous year [5][23]. - The net cash flow from operating activities was negative at CNY -74.77 million, a significant decrease of 211.34% compared to a positive cash flow of CNY 67.16 million in the same period last year [5][23]. Industry Overview - The glass protective screen market is expected to grow due to the increasing demand for smartphones, smartwatches, and other consumer electronics, driven by advancements in 5G technology and AIoT applications [7][9]. - The global smartphone shipment is projected to grow by 0.6% in 2025, reaching 1.24 billion units, despite macroeconomic challenges affecting consumer spending [9][14]. - The automotive sector is also expanding the use of glass covers in vehicle displays, driven by trends towards larger and multiple screens in electric vehicles [8][9]. Business Operations - The company focuses on the research, production, and sales of glass protective screens, which are critical components in smartphones, tablets, and automotive displays [11][12]. - The company has established strong partnerships with major manufacturers such as BOE, Tianma Microelectronics, and Samsung Display, supplying glass protective screens for well-known brands like Huawei and OPPO [11][12][18]. - The operational model includes direct sales to downstream manufacturers, allowing for customized solutions based on market demand [13][15]. Challenges and Strategic Adjustments - The company faces challenges such as increased production costs due to lower yield rates and the complexity of new material production processes [15][16]. - In response to these challenges, the company is optimizing its production capacity and has announced the transfer of its subsidiary Anhui Xinguang to focus on its core business of glass protective screens [17]. - The company is also investing in automation and smart manufacturing to enhance production efficiency and reduce costs [19][21].

Corporate Governance Changes - The company held its 21st meeting of the third board of directors on July 22, 2025, where it approved the proposal to change the chairman and elect a co-chairman [1] - Yao Hao was elected as the chairman of the board, while Bai Rujing was elected as the co-chairman, with their terms lasting until the end of the current board's term [1] Personnel Appointments - The company announced the appointment of Yin Haibo as the vice general manager, effective from the date of the board meeting [3] - Yao Hao, born in November 1975, has extensive experience in the finance and investment sectors, having held various positions in companies such as Ping An Life Insurance and CITIC Securities [3] - Bai Rujing, born in 1974, has a background in the 3C connector manufacturing and management field, previously working at Luxshare Precision Industry [3] Financial Performance - The company reported a revenue of 1.687 billion yuan for 2024, representing a year-on-year decrease of 2.72% [5] - The net profit attributable to shareholders was -353 million yuan, a significant decline of 972.54% year-on-year [5] - The basic earnings per share were reported at -2.10 yuan [5] Company Overview - Shenzhen Xinhau Optoelectronics Co., Ltd. was established on November 26, 2013, and went public on August 27, 2021 [6] - The company's main business involves the research, production, and sales of glass protective screens [6]

Core Viewpoint - The company Xinhau Optoelectronics (301051.SZ) is planning to transfer 100% equity of its wholly-owned subsidiary Xinguang Energy Technology (Anhui) Co., Ltd. to its related party Luxshare Precision (002475.SZ) due to underperformance and financial pressure [2][3]. Company Overview - Xinhau Optoelectronics acquired Xinguang Energy for approximately 100 million yuan, including a capital increase of 70 million yuan, aiming to expand into the energy storage market [3]. - Xinguang Energy primarily focuses on smart energy design and manufacturing, offering products such as energy storage solutions and inverters [3]. Financial Performance - Xinguang Energy has been operating at a loss, with losses of 839.66 million yuan from January to April 2023, which expanded to 4,051.37 million yuan for the entire year [3]. - The company's gross margin has turned negative, and its cash reserves are insufficient to cover short-term debts, indicating ongoing financial risks [2][7]. Strategic Shift - The transfer of Xinguang Energy is seen as a strategic move to optimize resource allocation and improve financial statements [4]. - The company plans to focus on its core business of glass protective screens and develop independent frequency modulation energy storage projects, indicating a shift away from energy storage diversification [6]. Operational Challenges - Xinhau Optoelectronics has faced challenges due to rapid factory expansions leading to increased debt and negative gross margins [7]. - The company reported a revenue of 1.687 billion yuan in 2024, a decrease of 2.72% year-on-year, with a net loss of 353 million yuan [7]. Investment and Expansion - Despite the divestment from Xinguang Energy, the company continues to invest in its core business, with a total investment of 2.212 billion yuan in 2024, a year-on-year increase of 77.58% [8]. - The company is also expanding its production capacity in various locations, including a new production base in Enshi, with an expected investment of 800 million yuan [8]. Market Dynamics - The company has experienced a decline in sales and production volumes in its main product lines, indicating potential overcapacity and challenges in the market [9]. - The competitive landscape in the photovoltaic sector has intensified, leading to significant impairment losses [7].

Group 1 - The core point of the article is that Xinhau Optoelectronics plans to transfer 100% equity of its wholly-owned subsidiary Anhui Xinguang to Lixun Precision to optimize its industrial layout [1] - The transaction is classified as a related party transaction due to the relationship between the shareholders and directors involved [1] - Anhui Xinguang, established in 2022, focuses on the research and production of new energy storage equipment, which has low synergy with Xinhau Optoelectronics' main business [1] Group 2 - Xinhau Optoelectronics aims to concentrate resources on its two core businesses: glass protective screens and mixed energy storage frequency modulation projects after divesting Anhui Xinguang [1] - In the glass protective screen sector, Xinhau Optoelectronics is one of the largest suppliers in China, with a projected revenue growth of 11.99% in 2024 and a gross margin increase to 17.57% [2] - Despite the asset divestiture, the company faces challenges with its operating performance, reporting a revenue of 1.687 billion yuan in 2024, a decrease of 2.72%, and a net loss of 353 million yuan [2]

对于本次转让，信濠光电表示，转让安徽信光100%股权有助于公司优化公司产业布局与资源配置，专 注于玻璃防护屏业务，同步发展混合储能独立调频电站项目，进一步优化公司整体资源配置，促进公司 高质量发展，符合公司长远发展目标。 "重仓"光伏反受挫 信濠光电成立于2013年，专注于精密光学组件领域的研发和制造，玻璃防护屏产品广泛应用于智能手 机、平板电脑、智能穿戴等新一代智能终端。 2023年5月，信濠光电收购深圳市桓灿投资有限公司持有的安徽信光100%股权，此前2-4月，安徽信光 的净利润为亏损839.66万元。信濠光电却表示，收购安徽信光可以帮助公司快速进军智慧光伏、智慧能 源等相关领域。随后，信濠光电向安徽信光增资7000万元。 6月23日，信濠光电（301051）（301051）发布公告，拟转让全资子公司信光能源科技（安徽）有限公 司（以下简称"安徽信光"）100%股权，受让方为立讯精密（002475）工业股份有限公司（以下简称"立 讯精密"），双方于22日签署了《股权转让意向协议》。 两年来，安徽信光业绩并未有较大起色，2023年，安徽信光实现营业收入7858.13万元，净利润亏损 4052.37万元。20 ...

6月22日，信濠光电披露公告称，拟将全资子公司信光能源科技（安徽）有限公司（以下简称"安徽信 光"）100%股权转让给立讯精密，交易双方已达成初步意向。 此次立讯精密接手的同样是一家未盈利的公司。 资料显示，标的安徽信光一家智慧能源解决方案提供商，主营业务为新能源原动设备制造、销售，光伏 设备及元器件制造等，成立于2023年2月，三个月后便被信濠光电纳入麾下并对其增资7000万元，是信 濠光电旗下光伏业务的主要子公司。彼时，信濠光电意在通过进军智慧能源领域，从而提升整体竞争 力。 然而，事与愿违。2024年光伏业遭遇了前所未有的寒冬，产能过剩和需求疲软导致光伏产品价格暴跌， 大型光伏企业的盈利水平均出现大幅下滑甚至出现亏损，信濠光电也未能避免。虽已在下半年调整布 局，转而重点开拓国内市场，但由于国内市场的竞争激烈，导致在国内光伏领域未能形成市场竞争力， 相关收入较少。 在此背景下，也对信濠光电的业绩造成一定压力。2024年年报显示，信濠光电去年实现营业收入16.87 亿元，同比下降2.72%；归母净利润亏损3.53亿元，同比下降972.54%；2025年一季度营收为4.21亿元； 归母净利润亏损1.05亿元， ...

Core Viewpoint - Xinhau Optoelectronics plans to transfer 100% equity of Anhui Xinguang to Luxshare Precision, which may provide financial support to Xinhau Optoelectronics as it faces losses in 2024 and the first quarter of 2025 [2][6][11]. Group 1: Transaction Details - On June 22, Xinhau Optoelectronics announced the signing of an equity transfer intention agreement with Luxshare Precision for the cash acquisition of Anhui Xinguang [6]. - This transaction is classified as a related party transaction due to the familial relationship between major shareholders of Xinhau Optoelectronics and Luxshare Precision [2][19]. Group 2: Financial Performance - Xinhau Optoelectronics reported significant losses in 2024, with a net profit attributable to shareholders of -353.38 million yuan and a non-recurring net profit of -364.77 million yuan [11][12]. - The company's revenue for 2024 was approximately 1.69 billion yuan, reflecting a decrease of 2.72% compared to 2023 [12]. Group 3: Business Challenges - The company has faced challenges in its photovoltaic business, primarily due to an oversupply in the market leading to declining prices and increased costs [9][10]. - Xinhau Optoelectronics aims to focus on its glass protection screen business and develop hybrid energy storage projects following the asset transfer [13]. Group 4: Market Position and Strategy - Xinhau Optoelectronics is attempting to expand its domestic market presence, but high industry barriers have limited its competitiveness and revenue generation [10]. - The company has been actively restructuring its asset portfolio to optimize resource allocation and improve overall performance [13].