分红方面，国星光电A股上市后累计派现11.35亿元。近三年，累计派现1.05亿元。 机构持仓方面，截止2025年6月30日，国星光电十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股335.82万股，相比上期减少381.95万股。 责任编辑：小浪快报 资料显示，佛山市国星光电股份有限公司位于广东省佛山市禅城区华宝南路18号，成立日期1981年8月 31日，上市日期2010年7月16日，公司主营业务涉及LED器件及其组件的研发、生产与销售。主营业务 收入构成为：LED封装及组件产品69.80%，贸易及应用类产品17.41%，其他(补充)5.55%，集成电路封 装测试4.12%，外延及芯片产品3.11%。 截至9月19日，国星光电股东户数7.05万，较上期减少1.42%；人均流通股8768股，较上期增加1.44%。 2025年1月-6月，国星光电实现营业收入16.81亿元，同比减少9.30%；归母净利润2457.23万元，同比减 少56.31%。 9月30日，国星光电涨0.56%，成交额9506.76万元。两融数据显示，当日国星光电获融资买入额1216.98 万元，融资偿还1539.94万元，融资净买 ...

截至9月28日，万山、李泽华均未持有公司股票。 值得一提的是，一个月内佛山照明已有4名高管辞职。 辞职后，万山将不再担任佛山照明任何职务，李泽华将继续担任佛山照明副总经理职务。 佛山照明表示，根据《公司法》及《公司章程》等有关规定，万山及李泽华的辞职未导致公司董事会成 员人数低于法定最低人数，辞职报告自送达公司董事会时生效。 此前的9月12日，佛山照明曾公告称，因工作调整原因，陈明杰申请辞去公司董事及董事会专门委员会 相关职务，张勇申请辞去公司常务副总经理职务，陈明杰和张勇原定任职日期均为至第十届董事会任期 届满之日，即2027年10月9日。辞职后，二人将不再担任公司任何职务。 9月28日，佛山照明（000541.SZ）公告称，董事会于近日收到公司董事长万山及公司董事李泽华的书面 辞职报告。 因工作调整原因，万山申请辞去佛山照明董事长、董事及董事会专门委员会相关职务，李泽华申请辞去 佛山照明董事及董事会专门委员会相关职务，二人原定任职日期均为至第十届董事会任期届满之日，即 2027年10月9日。 广东省广晟控股集团有限公司由广东省政府控股90%，广东省财政厅持股10%。其于2015年通过收购欧 司朗控股有限公 ...

Company Overview - Guoxing Optoelectronics Co., Ltd. is located in Foshan, Guangdong Province, established on August 31, 1981, and listed on July 16, 2010. The company specializes in the research, production, and sales of LED devices and components [2] - The revenue composition of Guoxing Optoelectronics includes: 69.80% from LED packaging and component products, 17.41% from trade and application products, 5.55% from other sources, 4.12% from integrated circuit packaging and testing, and 3.11% from epitaxial and chip products [2] - The company belongs to the electronic-optical optoelectronics-LED industry and is associated with concepts such as small-cap, blood oxygen monitors, massive transfer concepts, ultra-high definition, and gallium nitride [2] Financial Performance - As of September 10, 2023, the number of shareholders of Guoxing Optoelectronics is 71,600, a decrease of 3.33% from the previous period, with an average of 8,643 circulating shares per person, an increase of 3.45% [2] - For the first half of 2025, Guoxing Optoelectronics achieved operating revenue of 1.681 billion yuan, a year-on-year decrease of 9.30%, and a net profit attributable to the parent company of 24.57 million yuan, a year-on-year decrease of 56.31% [2] Stock Performance - On September 16, 2023, Guoxing Optoelectronics' stock price increased by 2.08%, reaching 9.31 yuan per share, with a trading volume of 99.32 million yuan and a turnover rate of 1.75%, resulting in a total market value of 5.758 billion yuan [1] - The stock has decreased by 31.39% year-to-date, with a 1.97% increase over the last five trading days, a 6.99% decrease over the last 20 days, and an 8.00% decrease over the last 60 days [1] - Guoxing Optoelectronics has appeared on the "Dragon and Tiger List" nine times this year, with the most recent appearance on January 14, 2023, where the net buying on that day was -44.12 million yuan, with total buying of 165 million yuan (7.66% of total trading volume) and total selling of 209 million yuan (9.71% of total trading volume) [1] Dividend Information - Since its A-share listing, Guoxing Optoelectronics has distributed a total of 1.135 billion yuan in dividends, with 105 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the sixth-largest circulating shareholder of Guoxing Optoelectronics, holding 3.3582 million shares, a decrease of 3.8195 million shares compared to the previous period [3]

Core Viewpoint - Foshan Lighting reported a decline in both revenue and net profit for the first half of 2025, indicating challenges in its core product segments [1]. Financial Performance - The company achieved a total revenue of 4.39 billion yuan, a year-on-year decrease of 8.34% compared to 4.78 billion yuan in the same period last year [3]. - The net profit attributable to shareholders was 115 million yuan, down 40.18% from the previous year [1]. Product Segment Analysis - General lighting products generated revenue of 1.56 billion yuan, accounting for 35.47% of total revenue, with a year-on-year decline of 9.49% [3]. - LED packaging and components contributed 1.14 billion yuan, representing 25.97% of total revenue, and saw a decrease of 13.94% year-on-year [3]. - Automotive lighting products earned 1.01 billion yuan, making up 23.11% of total revenue, with a slight decline of 3.02% [3]. Regional Performance - Domestic sales amounted to 3.42 billion yuan, which is 77.97% of total revenue, reflecting an 8.76% decrease from the previous year [3]. - International sales reached 966 million yuan, accounting for 22.03% of total revenue, with a decline of 6.79% year-on-year [3].

Investment Rating - The report maintains a "Outperform" rating for the company [8] Core Views - The company's Q2 2025 performance was below expectations, with H1 2025 revenue of 4.386 billion yuan, a year-on-year decline of 8%, and a net profit attributable to shareholders of 115 million yuan, down 40% year-on-year [5][8] - Traditional business segments, including general lighting and LED packaging, faced challenges due to external factors such as tariff disputes and market demand slowdown, while new business segments showed growth [8] - The company achieved a gross margin of 17.86% in Q2 2025, a decrease of 2.52 percentage points year-on-year, primarily due to reduced demand in the general lighting sector [8] Financial Data and Profit Forecast - H1 2025 total revenue is projected at 9.022 billion yuan, with a year-on-year growth rate of -0.3% for 2025 [7] - The forecasted net profit for 2025 is 304 million yuan, reflecting a year-on-year decline of 31.8% [7] - The company expects to achieve a net profit of 359 million yuan in 2026 and 388 million yuan in 2027, with corresponding P/E ratios of 29 and 27 [7][8]