证券代码：002036 证券简称：联创电子 债券代码：112684 债券简称：18 联创债 编号：2019-002 联创电子科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|-----------------------------------|----------------| | | | | | 投资者关系活动 | √ 特定对象调研 □分析师会议 | | | 类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | | | | □ 其他 （请文字说明其他活动内容） | | | 参与单位名称及 | 1 、国盛证券 | 郑震湘、陈永亮 | | 人员姓名 | 2、北信瑞丰基金 | 龙耀华 | | | 3 、德邦证券 | 雷涛 | | | 4 、东北证券 | 张世杰 | | | 5 、方正证券 | 陈海进 | | | 6 、国华人寿 张伟 | | | | 7、国泰基金 | 于腾达 | | | 8、国泰君安 | 陈飞达 | | --- | --- | --- | |-------|------ ...

Financial Performance - Q3 revenue reached 3.15 billion, a 97% YoY increase [3] - Q3 net profit was 123 million, a 20% YoY increase [3] - Q3 optical revenue was 600 million, with a 300% YoY increase in automotive lens revenue [4] - Q3 gross margin for automotive lenses maintained at 60%-70%, while high-definition lenses and modules were at 40%-50% [4] - Q3 mobile optical gross margin reached 28% [4] - Full-year revenue target for optics is over 3 billion, with a 50% compound growth rate expected [7] Optical Business Highlights - Automotive lenses: Mobileye EQ4/EQ5 and NVIDIA series are ramping up, with a 24 million smart car lens project in progress [4] - Mobile lenses: Capacity reached 18KK in September, with full production in September and October [4] - High-definition wide-angle lenses and imaging modules: Maintained industry leadership, with sales doubling YoY [4] - Drone lenses: Mass production for DJI began in Q4, expected to contribute significantly next year [4] - VR/AR: Focused on key optical components, with a joint research center established with Tsinghua University [6][7] Strategic Focus and Market Position - Optics industry strategy revolves around mobile smart terminals, automotive, VR/AR, and smart home sectors [5] - Company holds a 60%-70% global market share in panoramic imaging modules [5] - Partnerships with Mobileye, NVIDIA, and Tesla ensure a leading position in automotive ADAS optics [5] - Mobile lenses have entered Huawei and Samsung systems, with significant technological advantages [5] - Future automotive lens sales are projected to reach 300 million in 2021, 600 million in 2022, and 900 million in 2023 [5] Capacity Expansion and Future Plans - Mobile lens capacity to reach 25KK by December 2020, with a target of 36KK by mid-2021 and 45KK by year-end [6] - Automotive lens production lines are also expanding [6] - Focus on high-end products like 6P and 7P lenses to improve profitability [7] - Optics expected to become the company's main business, with significant growth in automotive, mobile, and high-definition wide-angle lenses [7] Investor Q&A Highlights - Company's technical advantages include comprehensive optical component, lens, and imaging module capabilities [5] - Mobile lens product structure: COB and CSP imaging modules account for 16KK, with 5P/6P lenses making up 30%-40% [5] - VR/AR industry potential: Company has been involved since 2013-2014, with key optical component expertise [6][7] - Security lens market: Limited investment due to low profitability, but high-end products developed with Huawei [7]

Group 1: Company Overview and Market Position - Lianchuang Electronics is a major supplier for high-end camera lenses, particularly for GoPro, and anticipates stable growth in 2019 despite trade war impacts [3] - The company has a strong position in the smartphone lens market, supplying major brands like ZTE, Huawei, and Oppo, with a monthly production capacity of approximately 500,000 to 600,000 units [4] - In the automotive lens sector, Lianchuang has established partnerships with Tier 1 suppliers such as Valeo and ZF, with a monthly production capacity of 2 million automotive lenses [4] Group 2: Product Development and Technological Advancements - The company is focusing on upgrading lenses to meet the 8K demand in the 5G era, positioning itself as a key supplier for high-end camera lenses [3] - Lianchuang's 3D laser collimation lens technology is leading in the market, enhancing its competitive edge in the smartphone lens sector [3] - The company has developed 6 automotive lenses certified by MobileEye, with a focus on ADAS lenses, indicating a strong technological foundation in the automotive sector [3] Group 3: Production Capacity and Expansion Plans - Current production capacity for smartphone lenses is around 500,000 to 600,000 units per month, with plans to expand to 1.2 million units per month within six months if needed [4] - The company is constructing a new factory specifically for G+P smartphone lenses to enhance production capabilities [4] - Monthly production capacity for molded glass lenses is approximately 200,000 units, which can support the production of 600,000 smartphone lenses [4] Group 4: Financial Performance and Strategic Partnerships - In 2017, the optical segment reported a net profit of 157 million yuan, indicating a solid financial performance [4] - Lianchuang has been collaborating with BOE Technology Group for over three years, enhancing its technical capabilities and expanding its service to international brands [5] - The company is considering future collaborations with Apple as its manufacturing capabilities improve [4]

证券代码：002036 证券简称：联创电子 债券代码：112684 债券简称：18 联创债 债券代码：128101 债券简称：联创转债 编号：2021-001 | --- | --- | --- | |----------------|------------------|----------------------------------| | 投资者关系活动 | □特定对象调研 | □分析师会议 | | 类别 | □媒体采访 | □业绩说明会 | | | □新闻发布会 | □路演活动 | | | □现场参观 | | | | 其他（电话会议） | | | 参与单位名称、 | 序号 | 公司名称 | | 国家和地区 | 1 杨海燕 | 申万宏源研究 | | | 2 | | | | 3 | 天津易鑫安资产管理有限公司 | | | 4 | 顶天投资 | | | 5 | 交银 | | | 6 | 源乘投资 | | | 7 杨宗星 | 华安证券自营部 | | | 8 黄小芸 | 进门财经 | | | 9 | 欣平资本 | | | 10 黄盼盼 | 中欧基金 | | | 11 刘莹莹 | 中金公司研究部 | | | 1 ...

证券代码：002036 证券简称：联创电子 债券代码：112684 债券简称：18 联创债 债券代码：128101 债券简称：联创转债 联创电子科技股份有限公司 投资者关系活动记录表 编号：2021-003 | --- | --- | --- | |-----------------------|-------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系 | □特定对象调研 | □分析师会议 | | 活动类别 | □媒体采访 | ☑ 业绩说明 ...

Financial Performance - In Q1 2021, the company achieved revenue of 2.28 billion, a year-on-year increase of 134% [4] - Net profit reached 36 million, up 50% year-on-year, while the net profit excluding non-recurring items was 30 million, a 100% increase year-on-year [4] - Compared to Q1 2019, the net profit excluding non-recurring items grew by 60% [4] Business Segments - Optical revenue saw a year-on-year increase of 76%, with significant growth in various segments: - Automotive optical revenue surged by 470% - HD wide-angle optical revenue increased by 52% - Mobile optical revenue grew by 66% - Touch display revenue grew by over 229% [4] - Inventory increased by 10%, while accounts receivable grew by 60%, indicating improved financial metrics [4] Market Developments - The automotive segment is entering a growth phase, with partnerships with Mobileye for EyeQ4, Q5, and Q6 series lenses, and successful bids for next-generation automotive optical products [5] - The company is expected to become the primary supplier for Tesla, with ongoing stable shipments [5] - HD wide-angle imaging modules have become a new growth point, with shipments expected to exceed 4 million units in 2021, recovering to 2018 levels [5] Challenges and Future Outlook - The pandemic severely impacted the action camera lens market, reducing it by nearly half [5] - The shortage of electronic materials has significantly affected mobile business operations [5] - The company anticipates substantial growth in Q2 2021 compared to Q1, particularly in automotive and HD wide-angle segments, while mobile business growth may be limited due to ongoing material shortages [9]

证券代码：002036 证券简称：联创电子 债券代码：112684 债券简称：18 联创债 债券代码：128101 债券简称：联创转债 联创电子科技股份有限公司 投资者关系活动记录表 编号：2021-004 | --- | --- | --- | --- | --- | --- | --- | |-----------------------|-------------------------------------------------------------|------------|---------------------------------------|-------|----------|--------------------| | 投资者关系 \n活动类别 | ☑特定对象调研 \n□媒体采访 \n□新闻发布会 \n□现场参观 \n□其他 | | □分析师会议 \n□业绩说明会 \n□路演活动 | | | \n \n | | 参与单位名 | 序号 | 姓名 | 公司名称 | 序号 | 姓名 | 公司名称 | | | 1 | 张海啸 | 永赢基金 | 37 | 李曾卓卓 | 平安基金 | | ...

1 / 8 证券代码：002036 证券简称：联创电子 债券代码：112684 债券简称：18 联创债 债券代码：128101 债券简称：联创转债 联创电子科技股份有限公司 投资者关系活动记录表 编号：2021-006 | --- | --- | --- | --- | --- | --- | --- | |------------------------------------|----------------------------------------------------------------|-------------------------|--------------------------------------------------|-------|--------|----------------| | 投资者关系 \n活动类别 \n参与单位名 | □特定对象调研 \n□媒体采访 \n□新闻发布会 \n□现场参观 \n☑ \n序号 | 其他（电话会议） \n姓名 | □分析师会议 \n□业绩说明会 \n□路演活动 \n机构名称 | 序号 | \n姓名 | \n \n机构名称 | | ...

证券代码：002036 证券简称：联创电子 债券代码：112684 债券简称：18 联创债 债券代码：128101 债券简称：联创转债 联创电子科技股份有限公司 投资者关系活动记录表 编号：2021-005 | --- | --- | --- | --- | --- | --- | --- | |-----------------------|-------------------------------------------------------------|--------|---------------------------------------|-------|--------|----------------| | 投资者关系 \n活动类别 | ☑特定对象调研 \n□媒体采访 \n□新闻发布会 \n☑现场参观 \n□其他 | | □分析师会议 \n□业绩说明会 \n□路演活动 | | | \n \n | | 参与单位名 | 序号 | 姓名 | 机构名称 | 序号 | 姓名 | 机构名称 | | 称、国家和 | 1 | 朱登科 | 亘曦资产管理 | 24 | 孙磊 | 金信基金 | | 地区 ...

1 / 5 证券代码：002036 证券简称：联创电子 债券代码：112684 债券简称：18 联创债 债券代码：128101 债券简称：联创转债 联创电子科技股份有限公司 投资者关系活动记录表 编号：2021-007 | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------|--------------------------------|--------------------|-----------------------------------------------------------------------------|-------------|--------|----------------| | 投资者关系 \n活动类别 \n参与单位名 | □媒体采访 \n□现场参观 \n☑ \n序 | \n其他（电话会议） | □特定对象调研 □分析师会议 \n□新闻发布会 □路演活动 \n姓名 公司名称 序号 姓名 | □业绩说明会 | | 公司名称 | | 称、国家和 | 号 1 | 肖 ...