Group 1: Company Overview and Activities - Guanghong Technology has been engaged in EMS electronic manufacturing services for over 30 years, accumulating rich technical experience and holding 95 patents and 21 software copyrights [3] - The company participated in the "2025 Guangdong Listed Companies Investor Relations Management Month" event on September 19, 2025, via the Panoramic Network [2] - The company has 13 manufacturing bases across 7 countries on 4 continents, with significant production capabilities in India and Vietnam [4] Group 2: Production Capacity and Expansion - The Shenzhen Pingshan Intelligent Manufacturing Park is a key new manufacturing base, currently in trial operation with plans for further production line integration [3] - The Indian base employs over 10,000 staff with a monthly capacity of 3 million smartphones or similar products, while the Vietnam base produces over 3 million electronic products monthly [5] - The company is actively expanding its manufacturing capacity in response to international customer demand, including acquiring additional land in Vietnam [5] Group 3: Financial and Investment Insights - The company’s application for a private placement of shares was formally accepted by the Shenzhen Stock Exchange on August 13, 2025, which is crucial for future funding [4] - R&D investment for 2024 is projected at 138 million yuan, with an annual growth rate of nearly 10% in R&D spending over the past few years [5] Group 4: Market Position and Future Prospects - The company is exploring opportunities to collaborate with leading brands, including Apple, and is focused on enhancing its global manufacturing network [4] - The EMS industry is expected to grow significantly, with the company aiming to leverage its differentiated advantages to capture market share [4] - The company is positioned to respond to the increasing demand for AI server hardware manufacturing, which is anticipated to grow due to market trends [4]
光弘科技(300735) - 300735光弘科技2025年9月19日投资者关系活动记录表