Group 1 - TCL Huaxing and its subsidiary are set to receive government funding as part of the Shenzhen Guangming District's support plan for high-quality manufacturing development, with a one-time reward of 2 million yuan for digital smart factory demonstration projects [3][4] - TCL Huaxing has previously received substantial government support, including a 50 million yuan grant for a new display materials testing project earlier this year [4] - Huike's subsidiary in Chuzhou has been awarded 1 million yuan in funding for its innovative AI-based detection and repair technology for LCD panels, which replaces traditional methods with advanced AI techniques [5] Group 2 - Hanbo High-tech's subsidiary, Bojing Technology, has received a total of 22 million yuan in government subsidies, which will positively impact the company's profit for the fiscal year 2025 [6] - The funding received by Bojing Technology is part of a project loan interest subsidy application to the local government, indicating strong support for technological advancements in the display industry [6]

Company Overview - Company name: Shenzhen Nanjiguang Electronic Technology Co., Ltd. - Established on January 4, 2009, and listed on February 3, 2021 - Main business involves R&D, production, and sales of mobile phone components, primarily backlight display modules, which account for 99.18% of revenue [2] Stock Performance - As of September 30, the stock price decreased by 2.03% to 28.95 CNY per share, with a total market capitalization of 6.446 billion CNY [1] - Year-to-date stock price increase of 114.44%, with a slight decline of 0.24% over the last 5 trading days and a 2.23% decline over the last 20 days [2] - Over the last 60 days, the stock price increased by 18.26% [2] Financial Performance - For the first half of 2025, the company achieved revenue of 398 million CNY, representing a year-on-year growth of 244.67% [2] - Net profit attributable to shareholders reached 72.891 million CNY, with a remarkable year-on-year increase of 982.43% [2] Shareholder Information - As of September 19, the number of shareholders was 14,700, a decrease of 2.54% from the previous period [2] - Average circulating shares per person increased by 2.61% to 10,726 shares [2] - Cumulative cash dividends since the A-share listing amount to 27.3563 million CNY, with no dividends paid in the last three years [3] Institutional Holdings - As of June 30, 2025, Huazhang Small and Medium-sized Growth Mixed Fund (040007) is the seventh largest circulating shareholder with 2.021 million shares, marking a new entry [3] - Dachen CSI 360 Internet + Index A (002236) has exited the list of the top ten circulating shareholders [3]

9月29日，南极光涨5.32%，截至发稿，报29.49元/股，成交2.51亿元，换手率5.71%，总市值65.66亿 元。 资料显示，深圳市南极光电子科技股份有限公司位于广东省深圳市宝安区松岗街道芙蓉路5号，成立日 期2009年1月4日，上市日期2021年2月3日，公司主营业务涉及以背光显示模组为核心的手机零部件的研 发、生产和销售。主营业务收入构成为：背光显示模组产品99.18%，其他(补充)0.82%。 从南极光十大流通股东角度 数据显示，华安基金旗下1只基金位居南极光十大流通股东。华安中小盘成长混合（040007）二季度新 进十大流通股东，持有股数202.1万股，占流通股的比例为1.28%。根据测算，今日浮盈赚取约301.13万 元。 华安中小盘成长混合（040007）成立日期2007年4月10日，最新规模18.5亿。今年以来收益7.32%，同类 排名6240/8244；近一年收益32.65%，同类排名4045/8080；成立以来收益213.19%。 华安中小盘成长混合（040007）基金经理为金拓。 截至发稿，金拓累计任职时间8年97天，现任基金资产总规模19.69亿元，任职期间最佳基金回报 210. ...

Group 1 - The company, Hanbo High-tech (301321), is a provider of integrated solutions for backlight display modules, which are essential components in semiconductor display panels [1] - The main products offered by the company include backlight display modules, light guide plates, precision structural components, and optical materials [1] - As of now, the company has no business cooperation with Moer Thread [1]

Group 1 - The company, Hanbo High-tech (301321.SZ), is a provider of integrated solutions for backlight display modules, which are essential components in semiconductor display panels [1] - The main products offered by the company include backlight display modules, light guide plates, precision structural components, and optical materials [1] - Currently, there is no business collaboration between the company and Moer Thread [1]

Company Overview - Longli Technology Co., Ltd. is located in Longhua New District, Shenzhen, Guangdong Province, and was established on August 16, 2007. The company went public on November 30, 2018. Its main business involves the research, production, and sales of backlight display modules, with 96.51% of its revenue coming from this segment and 3.49% from other supplementary sources [1][2]. Stock Performance - As of September 25, Longli Technology's stock price decreased by 2.06% to 23.34 CNY per share, with a trading volume of 110 million CNY and a turnover rate of 2.96%. The total market capitalization is 5.333 billion CNY [1]. - Year-to-date, the stock price has increased by 37.29%, but it has seen a decline of 1.52% over the last five trading days and 7.09% over the last 20 days, while it has risen by 6.14% over the last 60 days [1]. Financial Performance - For the first half of 2025, Longli Technology reported a revenue of 710 million CNY, representing a year-on-year growth of 14.46%. However, the net profit attributable to shareholders decreased by 11.57% to 44.2914 million CNY [2]. - Since its A-share listing, the company has distributed a total of 99.667 million CNY in dividends, with no dividends paid in the last three years [3]. Shareholder Information - As of September 19, the number of shareholders for Longli Technology is 18,900, a decrease of 2.36% from the previous period. The average number of circulating shares per person increased by 2.42% to 8,316 shares [2]. - As of June 30, 2025, notable shareholders include Guoshou Anbao Growth Preferred Stock A, which is the fifth-largest shareholder with 2.2329 million shares, and Xin'ao New Energy Industry Stock A, which is the sixth-largest with 1.9777 million shares, both being new shareholders [3].

9月22日，隆利科技涨5%，截至发稿，报24.57元/股，成交2.56亿元，换手率6.77%，总市值56.14亿元。 截至发稿，冯明远累计任职时间8年341天，现任基金资产总规模137.54亿元，任职期间最佳基金回报 355.36%， 任职期间最差基金回报-13.38%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，信达澳亚基金旗下1只基金位居隆利科技十大流通股东。信澳新能源产业股票A（001410） 二季度新进十大流通股东，持有股数197.77万股，占流通股的比例为1.26%。根据测算，今日浮盈赚取 约231.39万元。 信澳新能源产业股票A（001410）成立日期2015年7月31日，最新规模68.64亿。今年以来收益30.1%， 同类排名1591/4222；近一年收益94.73%，同类排名614/3813；成立以来收益404.09%。 信澳新能源产业股票A（001410）基金经理为冯明远。 资料显示，深圳市隆利科技股份有限公司位于广 ...

Core Viewpoint - Hanbo High-tech's subsidiary in Vietnam, Hanwei Technology, has officially opened, focusing on the intelligent production of backlight modules and liquid crystal display modules (LCM) [2][4]. Group 1: Company Overview - Hanwei Technology operates a factory in Bac Ninh, Vietnam, with plans to gradually enhance production capacity and industrial support [4]. - The factory aims to achieve full automation certification for backlight sources and LCM products by 2025, with a production capacity of 1,400K/M for backlight sources and 500K/M for LCM [4]. Group 2: Business Expansion - In July 2023, Hanbo High-tech announced the construction of a precision component base in Ho Chi Minh City, expected to start operations by the end of 2025, focusing on precision stamping and injection molding [5]. - The company is expanding its market in automotive backlight display modules, achieving significant growth in this sector [5]. Group 3: Financial Performance - In the first half of 2025, Hanbo High-tech reported revenue of 1.554 billion yuan, a year-on-year increase of 50.84%, while the net profit attributable to shareholders was -264.94 million yuan [5].

Core Viewpoint - Longli Technology's stock price has shown significant fluctuations, with a year-to-date increase of 41.06% but a recent decline of 7.56% over the past five trading days [2]. Company Overview - Longli Technology, established on August 16, 2007, and listed on November 30, 2018, is located in Longhua New District, Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of backlight display modules [2]. - The main business revenue composition is 96.51% from backlight display modules and 3.49% from other supplementary sources [2]. - The company belongs to the electronic industry, specifically in the optical optoelectronics-LED sector, and is associated with concepts such as small-cap stocks, optics, QFII holdings, smartphones, and smart glasses [2]. Financial Performance - For the period from January to June 2025, Longli Technology achieved an operating income of 710 million yuan, representing a year-on-year growth of 14.46%. However, the net profit attributable to shareholders decreased by 11.57% to 44.29 million yuan [2]. - Since its A-share listing, the company has distributed a total of 99.67 million yuan in dividends, with no dividends paid in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Longli Technology was 19,400, an increase of 1.85% from the previous period. The average circulating shares per person decreased by 1.82% to 8,119 shares [2]. - Notable changes in institutional holdings include new shareholders such as Guoshou Anbao Growth Preferred Stock A and Xin'ao New Energy Industry Stock A, while Yongying Ruixin Mixed A reduced its holdings significantly [3].

截至2025年9月12日收盘，伟时电子（605218）报收于22.4元，较上周的23.27元下跌3.74%。本周，伟 时电子9月9日盘中最高价报22.99元。9月11日盘中最低价报21.75元。伟时电子当前最新总市值48.02亿 元，在光学光电子板块市值排名63/92，在两市A股市值排名3422/5153。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 本周关注点 公司公告汇总：伟时电子向特定对象发行股票获证监会同意注册批复。 公司公告汇总：本次发行募集资金总额不超过48,000.00万元，用于轻量化车载新型显示组件项目 及补充流动资金。 公司公告汇总：公司存在业绩下滑、毛利率下降、行业竞争加剧等风险。 公司公告汇总 伟时电子股份有限公司收到中国证券监督管理委员会《关于同意伟时电子股份有限公司向特定对象发行 股票注册的批复》（证监许可[2025]1855号），主要内容包括：同意公司向特定对象发行股票的注册申 请；本次发行应严格按照报送上海证券交易所的申报文件和发行方案实施；本批复自同意注册之日起12 个月内有效；期间如发生重大事项 ...