Core Viewpoint - The company, Nanji Guang, reported significant financial improvements in the first half of 2025, with a notable increase in revenue and a return to profitability, driven by strategic shifts and industry recovery [1][2][3]. Financial Performance - The company achieved operating revenue of 397.5 million yuan, representing a year-on-year growth of 244.67% [2]. - Net profit attributable to shareholders reached 72.89 million yuan, marking a turnaround from a loss of 8.26 million yuan in the previous year, reflecting a 982.43% increase [2]. - The net profit after deducting non-recurring gains and losses was 71.18 million yuan, compared to a loss of 12.18 million yuan, indicating a 684.21% improvement [2]. - The net cash flow from operating activities was 95.82 million yuan, a significant increase of 499.53% from a negative cash flow of 23.98 million yuan [2]. - Basic and diluted earnings per share were both 0.3274 yuan, a substantial increase from a loss of 0.0371 yuan per share [2]. - The weighted average return on equity was 6.53%, up from -0.78% [2]. - Total assets at the end of the reporting period were 1.60 billion yuan, a 6.00% increase from the previous year [2]. Industry Context - The global small and medium-sized display industry showed signs of recovery in the first half of 2025, driven by the resurgence of consumer electronics, the rise of AI, and the launch of innovative products [1][3]. - Despite the recovery, the industry continues to face intense competition and pressure from OLED penetration [1][3]. Strategic Focus - The company is focusing on LED backlight display modules and is shifting its business strategy from a heavy reliance on the mobile supply chain to diversifying into gaming, smart wearables, tablets, laptops, industrial control, and automotive displays [3]. - The market structure is evolving from a single domestic focus to a balanced approach between domestic and international sales [3]. - The proportion of international high-end customers is increasing, along with a higher share of value-added products, which is enhancing the company's operational performance [3]. - The company is increasing its R&D investment and actively expanding its international customer base, transitioning from low-margin mobile products to high-margin products such as handheld devices, tablets, laptops, and automotive displays [3]. - The stable growth in shipments of gaming backlight modules for the Switch 2 is contributing to revenue and gross margin improvements, enhancing overall profitability [3].

公司注册地址、公司办公地址及其邮政编码、公司网址、电子信箱等在报告期是否变化 □适用 ?不适用 公司注册地址、公司办公地址及其邮政编码、公司网址、电子信箱等在报告期无变化，具体可参见 2024 年年报。 信息披露及备置地点在报告期是否变化 □适用 ?不适用 公司披露半年度报告的证券交易所网站和媒体名称及网址，公司半年度报告备置地在报告期无变化，具体可参见 2024 年 年报。 注册情况在报告期是否变更情况 □适用 ?不适用 公司注册情况在报告期无变化，具体可参见 2024 年年报。 深圳市南极光电子科技股份有限公司 2025 年半年度报告全文 四、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 ?否 本报告期 上年同期 本报告期比上年同期增减 营业收入（元） 397,508,466.21 115,330,560.37 244.67% 归属于上市公司股东的净利 润（元） 归属于上市公司股东的扣除 非经常性损益的净利润 71,181,360.63 -12,184,217.62 684.21% （元） 经营活动产生的现金流量净 额（元） 基本每股收益（元/股） 0.3274 -0.0371 ...

证券日报网讯南极光（300940）7月29日在互动平台回答投资者提问时表示，公司持续巩固在LED背光 显示模组产品领域的创新与领先优势。通过不断加大技术研发投入，公司积极掌握Mini/Micro LED等新 型显示技术，以把握行业发展新方向。这些新技术与现有产品形成互补优势，有效提升了产品丰富度与 技术先进性。同时，公司积极探索行业前沿技术，推动产品创新，进一步增强核心竞争力。 ...

Company Overview - Company specializes in the research, production, and sales of LED backlight display modules, which are widely used in various display fields such as tablets, laptops, gaming, smartphones, automotive displays, medical displays, industrial control equipment, home appliances, and other consumer electronics [5][6] Industry Status and Trends - The LED backlight display module industry is closely linked to the development of the liquid crystal display (LCD) industry, which is a key focus of national support and policy encouragement [7] - The industry is experiencing a trend towards new technologies, with Mini/Micro-LED and OLED competing in the smartphone market, while LCD remains dominant in professional displays due to its longevity and stability [8][9] - The global tablet market is projected to reach 147.6 million units in 2024, reflecting a 9.2% year-on-year growth, indicating robust demand for backlight display modules across various applications [9] - The industry is moving towards lightweight, ultra-narrow bezel, and irregular designs to meet consumer demands for stylish and portable electronic products [10] - There is a growing trend towards larger display sizes, higher brightness, uniformity, and energy efficiency in backlight display modules to enhance user experience and meet market demands [11][12][13] Market Position - The company has established itself as a leading player in the backlight display module industry through over a decade of experience, strong product development, quality control, and supply capabilities [15] - The company is a qualified supplier for major LCD module manufacturers and has partnerships with well-known brands such as Nintendo, OPPO, VIVO, Xiaomi, Huawei, Samsung, and others [15]