Guoxing Optoelectronics explains the development blueprint in detail: increase the accumulation of p

On September 19, 2025, Foshan City Guoxing Optoelectronics Co., Ltd.(stock code: 002449) appeared on the 2025 Online Collective Reception Day for Investors of Listed Companies in Guangdong. Lei Zihe, Chairman of the Company, Li Junzheng, Vice President and Financial Officer, and Li Wenqiang, Secretary of the Board of Directors, formed a core response team to dismantle seven hot issues of concern to investors, such as new business planning, main business extension, and fixed increase progress, and clearly conveyed the three-dimensional development strategy of deep cultivation of the main business + emerging breakthroughs + capital empowerment.​

Strategic breakthrough: from LED packaging to multi-industry collaborative ecology

Faced with investors 'focus on new business directions, Guoxing Optoelectronics has outlined a blueprint for cross-field coordinated development. The company clearly stated that it will base itself on the main business of LED packaging, open up industrial synergy links through investment and mergers, and at the same time launch impacts on multiple cutting-edge fields. On the LED application side, we will further strengthen core products such as optocouplers, photoelectric sensing, and intelligent sensing, and focus on emerging scenarios such as smart cockpits, humanoid robots, and low-altitude economy; in the semiconductor field, we will launch efforts in third-generation semiconductors and advanced packaging and testing business, simultaneously pre-research new displays, efficient equipment and other forward-looking technologies, forming an industrial pattern with stable growth in mature businesses and increasing growth in emerging businesses.​

This layout is not a blind expansion, but a strategic extension based on technological collaboration. For example, smart sensing technology can serve both the environmental perception of smart homes and the driving monitoring of vehicle-mounted systems, while the accumulated precision manufacturing capabilities of LED packaging provide a natural foundation for technology migration for the third-generation semiconductor packaging and testing business. Guoxing Optoelectronics is transforming from a single device supplier to a comprehensive service provider of optoelectronic devices + system solutions + cross-domain technologies.​

Deep cultivation of main business: dual paths of extension and upgrade of LED packaging

For the main LED packaging industry, which accounts for nearly 70% of the total, Guoxing Optoelectronics provides a dual breakthrough path of industrial chain extension + application scenario expansion. In terms of product extension, we have successfully developed a series of products such as ultra-high-definition display modules, smart home display and control modules, and thin and light display modules, upgrading our business from core devices to terminal modules, significantly increasing the added value; In terms of category expansion, we will focus on laying out the two high-growth tracks of optocouplers and vehicle-mounted LEDs, and enhance anti-cycle capabilities through product structure optimization.​

Among them, the performance of the in-vehicle business is particularly outstanding. Guoxing Optoelectronics's Vehicle LED Division has built a full-scene product matrix covering both the outside and inside the car: the outside of the car has complete solutions such as display interactive screen modules, single-pixel to million-pixel headlights, and through-type light groups. Inside the car, it covers core scenes such as head-up display, backlighting, and atmosphere lights. It is worth noting that its exterior display interactive module has been launched many times in well-known new energy models in China. In 2024, the exterior light LED device will win the title of high-quality supplier of well-known lamp manufacturers, marking its competitiveness in the field of in-vehicle segments. Strength has been recognized by leading customers.​

Capital action: Fixed increase in reserve capacity and optimization of financing structure

The fixed increase matters of great concern to the capital market received a clear response during this reception day. Guoxing Optoelectronics revealed that it is currently working with the sponsor agency to advance the preparation of application materials in an orderly manner, but has not yet been submitted to the Shenzhen Stock Exchange, and subsequent progress will be disclosed in strict accordance with regulations. The target of this fixed-added issuance has been confirmed to include the controlling shareholder Foshan Lighting, and the remaining no more than 34 specific investors are still being screened. The company has clearly stated that it has not mentioned Huawei's participation in related matters, responding to previous market speculation.​

In terms of financing strategy, the company explained that abandoning the registration of ultra-short-term financing bonds and promoting fixed increase is based on a comprehensive consideration of issuance timing, capital needs and financing adaptability. It aims to further optimize the financing structure, reduce short-term debt repayment pressure, and reserve stable funds for long-term projects. This adjustment is highly consistent with the company's strategic positioning of focusing on long-term industrial layout, demonstrating sound financial management ideas.​

Cooperation and reward: ecological binding and dual protection of shareholder interests

At the business cooperation level, Guoxing Optoelectronics disclosed the progress of two core tracks: cooperation with Xiaomi in the smart home field continues to deepen, and the two sides jointly explore product opportunities in scenarios such as lighting control and environmental monitoring; in the in-vehicle field, the product matrix has entered the domestic mainstream new energy vehicle supply chain, forming a stable source of orders. This cooperation model of binding head partners + deeply cultivating market segments provides reliable support for business growth.​

Regarding shareholder returns, the company has made clear two major commitments: first, it adheres to a stable cash dividend policy and rewards investors with continuous returns; second, for share repurchase matters, it will make decisions after comprehensively evaluating the financial situation, cash flow and business needs. If there is any plan, it will strictly fulfill its information disclosure obligations. This concept of paying equal attention to development and return further enhances investors 'confidence in the long-term value of the company.​

Technological breakthrough: The industrialization of three and a half generations of services

The third-generation semiconductor business has become a highlight of this exchange. Guoxing Optoelectronics confirmed that it has fully equipped the sealing and testing capabilities of gallium nitride (GaN) and silicon carbide (SiC). Currently, it has not only achieved industrial order delivery, but also fully undertaken customer customization needs. Among them, silicon carbide products focus on new energy fields such as charging piles and energy storage, and have achieved small batch shipments, becoming an important growth pole for the company on the semiconductor track.​

Behind the leap from technical reserves to mass production and delivery is Guoxing Optoelectronics 'years of research and development accumulation. Relying on its accumulated experience in material technology and precision manufacturing in the field of LED packaging, the company has made rapid breakthroughs in the third-generation semiconductor packaging and testing process, forming a differentiated competitive advantage. As the new energy industry continues to expand, this business is expected to form a synergistic effect with vehicle-mounted LEDs to jointly seize the green technology market.​

Conclusion: Multiple tracks go hand in hand, opening a new chapter of high-quality development

On this investor reception day, Guoxing Optoelectronics clearly demonstrated its layout logic in the three dimensions of industry, capital and technology: building a solid foundation with its main business of LED packaging, opening up a growth curve with emerging businesses such as vehicle-mounted and third-and-a-half generations, and using capital operations such as fixed increase to accumulate strength for development. Faced with opportunities for changes in the global science and technology industry and upgrading in the domestic market, the company is leapfrogging from a traditional optoelectronic device company to a multi-field technology group through a strategic combination of stabilizing the foundation of its main business, expanding space for emerging development, and strong capital guarantee.​

As Lei Zihe emphasized in the exchange: the company will always be guided by market demand and focus on technological innovation. rdquo; In the future, with the implementation of fixed revenue and the increase in new businesses, Guoxing Optoelectronics is expected to achieve coordinated growth on multiple tracks such as display, vehicle, and semiconductor, creating greater value for investors and the industry.