Dongshan Precision Plus Layout: Ten billion investment starts a new journey of optical communication

After spending nearly 6 billion yuan to deploy its optical communications business, Dongshan Precision has made another wave in the capital market. On June 18, 2025, the company's "Report on the Issuance of A-Shares to Specific Objects" attracted great attention from the industry. The total amount of funds raised from this additional issuance reached 1.404 billion yuan. After deducting approximately 12.4874 million yuan of tax-free issuance fees, the net amount of approximately 1.392 billion yuan will be injected into the blood of the company, mainly used to supplement working capital, provide solid financial backing for business expansion, and further enhance the momentum of sustainable development. Dongshan Precision emphasized that this additional issuance will not cause major changes in the scope of its main business and income structure, and the tone of steady development will always be maintained.

On June 15 three days ago, Dongshan Precision had already released a heavy signal in advance.
而在三天前的 6 月 15 日，东山精密已提前释放重磅信号。Through its wholly-owned subsidiary Chaoyi Group (Hong Kong) Co., Ltd., the company plans to acquire 100% equity of Solsi Optoelectronics, the global leader in optical communication modules, with a large sum of no more than RMB 5.935 billion, and simultaneously subscribe for its convertible bonds. This move can be called a key step in Dongshan Precision's strategic transformation. It marks that the company has officially opened the door to the field of optical communications, striving to promote the collaborative resonance of consumer electronics, new energy vehicles, optical communications and other business segments, and accelerate the upgrading of strategic layout.
回溯东山精密的发展脉络，作为电子制造领域的 "多面手"，其业务版图横跨电子电路、精密组件、触控显示模组与 LED 显示器件等多个赛道。In the electronic circuit sector, flexible wiring board (FPC) and PCB products have been at the forefront of the industry for many years; the precision components business has gained a foothold in the field of new energy and communications by supplying structural parts to world-renowned new energy vehicle companies and communication equipment manufacturers; By completing the acquisition and integration of Suzhou Jingduan, Dongshan Precision has further broadened the territory of its in-vehicle display business in the field of touch display modules; In the field of LED display devices, encapsulated particle products such as small-pitch LEDs and Mini LEDs are widely used in high-definition display scenarios.
值得关注的是，自 2024 年起，东山精密针对 LED 业务启动大刀阔斧的内部改革。Through the structural adjustment of the manufacturing system and the construction of a low-cost production model, the effectiveness of this change has gradually emerged in the first quarter of 2025. At the same time, companies have launched a combination of punches around optimizing business structure: on the one hand, their sales strategy has shifted from relying on channel providers to deeply cultivating engineering customers, focusing on increasing the proportion of high-margin products; on the other hand, they have focused on the need for technological upgrades in areas such as TV backlighting, and Continue to launch new products to seize market opportunities.
展望未来，东山精密将以结构优化、产品创新、成本管控三大策略为驱动，全力推动 LED 业务减亏增效，实现可持续发展。The combination of heavy layout in the field of optical communications and refined adjustment of internal business not only demonstrates Dongshan Precision's accurate grasp of market trends, but also indicates that it is accelerating on the road of coordinated development of multiple services and is expected to seize the commanding heights in a new round of industrial transformation and reshape the competitive landscape of the industry.