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国星光电(002449) - 2020年4月9日投资者关系活动记录表
2022-12-04 10:00
证券代码:002449 证券简称:国星光电 佛山市国星光电股份有限公司投资者关系活动记录表 编号:20200409 | --- | --- | --- | --- | --- | |-----------------------|--------------------------------------------|--------------------------------------------|-------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | | 投资者关系活 动类别 | | 特定对象调研 □分析师会议 | | | | | 媒体采访 □新闻发布会 □路演活动 | □业绩说明会 | | | | | □现场参观 | | | | | | √其他 电话会议 | | | ...
国星光电(002449) - 国星光电调研活动信息
2022-12-04 09:42
Financial Performance - In 2019, the company experienced a slight decline in overall operations due to weak downstream demand affecting revenue expectations in the midstream white light packaging sector [1] - Core business segments, including display packaging and component products, showed good production and sales performance [1] - The company maintained a strong financial position with ample funds and good risk resistance capabilities [1] Impact of COVID-19 - The pandemic's impact on operations is currently manageable, with delays in resuming work not exceeding one month [2] - The first quarter is typically a low season for the LED business, minimizing the overall annual performance impact [2] - The company has seized market opportunities by participating in the supply of epidemic prevention materials, leading to new order opportunities [2] Chip Business Outlook - The chip business showed improvement in Q4 2019, with a focus on optimizing operations and aiming to significantly reduce losses in 2020 [2] - Key strategies include reallocating capacity to core products with higher gross margins and increasing internal procurement support for Mini LED [2] Mini LED Market Development - The company launched Mini LED products in 2018, and the market is gradually expanding with increased investments from major screen and TV manufacturers [3] - A dedicated Mini manufacturing department was established in December 2019 to meet 2020 order demands, with plans for a 500 million investment in capacity expansion [3] Competitive Landscape - The entry of new competitors indicates a positive market outlook, validating the company's early strategic positioning [3] - The company aims to strengthen its competitive advantages through capacity expansion, technological enhancement, and management optimization [3]
国星光电(002449) - 2020年8月21日投资者关系活动记录表
2022-12-04 09:42
证券代码:002449 证券简称:国星光电 佛山市国星光电股份有限公司投资者关系活动记录表 编号:20200821 | --- | --- | --- | |-----------------------|--------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活 | | 特定对象调研 □分析师会议 | | 动类别 | 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 | | 前海联合基金、招商基金、天弘基金、仁桥资产、生命保险资 ...
国星光电(002449) - 2017年12月26日投资者关系活动记录表
2022-12-04 08:32
证券代码:002449 证券简称:国星光电 佛山市国星光电股份有限公司投资者关系活动记录表 编号:20171226 | --- | --- | --- | |-----------------------|-----------------------------------------------|----------------------------------------------------------| | | | | | 投资者关系活 动类别 | √特定对象调研 □分析师会议 | | | | □媒体采访 □新闻发布会 □路演活动 | □业绩说明会 | | | □现场参观 | | | | □其他 | (请文字说明其他活动内容) | | 参与单位名称 | 华创证券 刘逸斌 | | | 及人员姓名 | 银华基金管理 向伊达 | | | | 金鹰基金 乔春 | | | 时间 2017 | 年 12 月 26 日 | | | | 地点 佛山市禅城区华宝南路 | 18 号公司 115 号会议室 | | | 总经理 王森 | | | | | | | 上市公司接待 人员姓名 | 董事会秘书 刘艾璨子 | | ...
国星光电(002449) - 2017年11月14日投资者关系活动记录表
2022-12-04 08:22
Group 1: Financial Performance - The company reported significant growth in sales revenue and profits for Q3 2017, driven by a favorable LED terminal application market and explosive growth in small-pitch display applications [1] - The company maintains good control over production and operational costs, optimizing financial structure and fund management [1] Group 2: Chip Production and Expansion - The company is expanding chip production capacity, aligning upstream chip technology with midstream packaging scale [2] - Plans for chip capacity expansion are in place for this year and next, focusing on 4-inch wafer development, with flexible decision-making based on market conditions [2] Group 3: Technology Development - The company acquired 51% of RaySent Technology in early 2017, which specializes in silicon substrate technology, known for its high crystal quality and cost-effectiveness [2] - The first silicon substrate chip was successfully lit in July 2017, with ongoing efforts to mature the technology and seek partnerships with automotive manufacturers for market promotion [2] Group 4: Market Stability and Profitability - Current market conditions indicate stable prices for LED upstream and midstream products, with the company focusing on operational management and strengthening customer relationships to maintain profit growth [2]
国星光电(002449) - 2020年10月16日投资者关系活动记录表
2022-12-04 06:54
证券代码:002449 证券简称:国星光电 佛山市国星光电股份有限公司投资者关系活动记录表 编号:20201016 | --- | --- | --- | --- | --- | |-------------------------|---------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|-------| | | | | | | | 投资者关系活 动类别 | √特定对象调研 ...
国星光电(002449) - 2018年8月28日投资者关系活动记录表
2022-12-03 09:24
证券代码:002449 证券简称:国星光电 佛山市国星光电股份有限公司投资者关系活动记录表 编号:20180828 | --- | --- | --- | --- | --- | |-------------------------|--------------------------------------------------------|----------------------------|------------------------------------------------------------|-------| | | | | | | | 投资者关系活 | √特定对象调研 □分析师会议 | | | | | 动类别 | □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 及人员姓名 | 申万证券:梁爽;中投证券:胡晶晶; | | | | | | 前海投资:朱梁;中融鼎投资:吴函亮; | | | | | | 德邦证券:奚嘉;海通证券: ...
国星光电(002449) - 2018年8月16日投资者关系活动记录表
2022-12-03 09:24
证券代码:002449 证券简称:国星光电 佛山市国星光电股份有限公司投资者关系活动记录表 编号:20180816 | --- | --- | --- | --- | |-------------------------|---------------------------------------------------------------------|----------------------------------------------------------|-------| | | | | | | 投资者关系活 | √特定对象调研 □分析师会议 | | | | 动类别 | □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 及人员姓名 | 安信证券:马良;金信基金:江磊; 锦泓资本:彭江锋;中融信托:吴海飞 | 中金蓝海资产:唐君臣;宏鼎财富:李小斌; | | | | | | | | 时间 2018 | 年 8 月 16 日 | | | | | 地点 佛山 ...
国星光电(002449) - 国星光电调研活动信息
2022-12-03 09:01
证券代码:002449 证券简称:国星光电 佛山市国星光电股份有限公司投资者关系活动记录表 编号:20190118 | --- | --- | --- | --- | --- | |--------------------------|-------------------------------------------------------------------------|--------------------------------------------------|-------|--------------------------------------------------------------| | | | | | | | | | | | | | 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 称及人员姓 名 | 华创证券:丁超凡;杉树资产:袁斌; 万 ...
国星光电(002449) - 2019年2月22日投资者关系活动记录表
2022-12-03 08:58
证券代码:002449 证券简称:国星光电 佛山市国星光电股份有限公司投资者关系活动记录表 编号:20190222 | --- | --- | --- | --- | --- | |------------------------------|-------------------------------------------------------------------|-----------------------|----------------------------------------------------------|---------| | | | | | | | 投资者关系活 | | | √特定对象调研 □分析师会议 | | | 动类别 | □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 及人员姓名 | 民生加银基金:刘旭明;宝盈基金:洪骐; | | | | | | 上海清淙投资:于海恒、郑嘉宜; | | | | | | 智诚海 ...