Workflow
Switch2背光模组
icon
Search documents
南极光:公司与任天堂的合作以Switch2背光模组供应为核心,结算货币主要为美元
Zheng Quan Ri Bao Wang· 2025-07-30 10:44
Group 1 - The core focus of the company's collaboration with Nintendo is the supply of backlight modules for the Switch2 [1] - The primary currency for settlement in this partnership is USD, which indicates potential exposure to foreign exchange fluctuations [1] - The appreciation of the RMB may have a certain impact on the company's exchange gains and losses [1]
南极光:公司与任天堂的合作以Switch2 背光模组供应为核心,结算货币主要为美元
Mei Ri Jing Ji Xin Wen· 2025-07-30 08:41
Group 1 - The company is collaborating with Nintendo, focusing on the supply of backlight modules for the Switch 2, with the primary settlement currency being USD. The appreciation of RMB may impact the company's exchange gains and losses [1][3] - After the reduction, the shareholding ratio of Jinfuyuan No. 5 Fund has decreased to 4.5958%, no longer qualifying as a major shareholder (5% or more), thus not required to disclose shareholding changes [1][3] Group 2 - Investors inquired about the company's stock performance amidst a rising market, questioning the impact of USD depreciation on potential exchange losses and future profits [3] - The company confirmed that the recent reduction in shareholding by Jinfuyuan No. 5 Fund means that any further reductions do not require announcements, and there are no new reductions reported from this shareholder [1][3]
南极光:与任天堂Switch2背光模组供应合作以美元结算
Jin Rong Jie· 2025-07-30 03:59
Core Viewpoint - The company is experiencing stock price stagnation despite a market rally, raising concerns about its financial performance and shareholder actions [1] Group 1: Currency Impact - The company's collaboration with Nintendo primarily involves the supply of backlight modules for the Switch2, with transactions mainly settled in USD. The recent depreciation of the USD may lead to significant foreign exchange losses for the company [1] - The appreciation of the RMB could also impact the company's foreign exchange gains and losses, with detailed data to be disclosed in future periodic reports [1] Group 2: Shareholder Actions - Following the recent announcement, the Jinfuyuan No. 5 Fund and its concerted parties have completed a reduction of approximately 0.4% in their holdings, bringing their stake to 4.5958%, which is below the 5% threshold for mandatory disclosure of shareholding changes [1] - As the Jinfuyuan No. 5 Fund is no longer classified as a major shareholder, it is not required to disclose further shareholding changes unless specified in the company's periodic reports [1]