NATIONSTAR(002449)
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国星光电(002449) - 2014年10月14日投资者关系活动记录表
2022-12-08 09:26
Group 1: Company Structure and Shareholder Relations - The company is introducing new shareholders to optimize its equity and governance structure, which will aid in achieving future development plans and strategic goals [1] - The company aims to strengthen its position through further integration with Guangsheng Company after the successful completion of a targeted capital increase in 2014 [2] Group 2: Production and Capacity - The chip production is managed by the subsidiary, Foshan Guoxing Semiconductor Technology Co., Ltd., which began production in the second half of 2013 [1] - Currently, 20 MOCVD equipment units have been debugged and put into production, with 18 units operational and 2 units reserved for research and development [1] - The company expects to achieve breakeven as production capacity gradually increases [1] Group 3: Sales and Market Development - The current sales model for LED packaging products primarily relies on direct sales, while terminal lighting products are marketed through self-built channels and a network of distributors and agents [2] - The company has over 10 operational centers, 3 direct offices, and more than 1,000 distribution points across the national market for its terminal lighting business [2] Group 4: Product Structure - The main business focuses on LED packaging, categorized into component products (including display and white light devices), assembly products (including display modules and backlights), and lighting application products [2]
国星光电(002449) - 2014年7月2日投资者关系活动记录表
2022-12-08 05:28
Group 1: Company Overview - The company operates in the LED packaging industry, with a product structure divided into device products (including display and white light devices), component products (including display modules and backlight sources), and lighting application products [2]. - The upstream segment involves the research, production, and sales of chips by its subsidiary, with approximately 15 MOCVD devices in production and a yield rate exceeding 92% [1]. - The midstream segment focuses on LED packaging, with a current production capacity of 1,400KK per month [1]. Group 2: Strategic Development - The company's development strategy since its IPO has been to strengthen its core LED packaging business while gradually integrating upstream LED chips and downstream LED lighting products [2]. - The organizational structure was reformed in 2013 to a divisional system based on product categories, including five major divisions: RGB device division, white light device division, component division, lighting division, and electronic manufacturing division [2]. Group 3: Business Goals and Performance - The management set a sales growth target of over 20% for 2014, considering industry development trends [2]. - The recent acquisition of a patent is expected to enhance the company's intellectual property protection and maintain its technological leadership, although it will not significantly impact production operations [2]. Group 4: Market Expansion - Currently, the company has no plans to expand into e-commerce channels, taking into account the situation of distributors across the country [2].
国星光电(002449) - 2015年11月5日投资者关系活动记录表
2022-12-08 01:31
Group 1: Company Overview - Guoxing Optoelectronics is focused on vertical integration, with upstream epitaxial chip production handled by its subsidiary, Foshan Guoxing Semiconductor Technology Co., Ltd. [2] - The main business of Guoxing Optoelectronics is LED packaging, while the downstream terminal lighting business is managed by its lighting division [2]. Group 2: Production and Operations - As of November 2015, Guoxing Semiconductor has 20 MOCVD devices, with 18 operational and 2 for research and development [2]. - The company has seen improvements in production and operational stability, achieving profitability in the third quarter of 2015 [3]. - The subsidiary Yawilang Technology operates 11 MOCVD devices, complementing Guoxing Semiconductor's production capabilities [3]. Group 3: Strategic Direction - The company's strategy remains focused on "strengthening packaging and vertical integration" despite the introduction of new shareholders [3]. - Guoxing Optoelectronics aims to maintain its leading position in technology and scale while enhancing sales channels for lighting products [3]. Group 4: Product Structure and Market Position - The main product categories include device products (display and white light devices), component products (display modules and backlights), and lighting application products [3]. - The company has extensive experience in LED production since 1976, a strong R&D team, and stable domestic and international customers, providing a competitive edge in the market [3].
国星光电(002449) - 2014年11月13日投资者关系活动记录表
2022-12-07 09:32
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: 20141113 | | 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 | 大成基金:徐雄晖 | | | 人员姓名 | 中国平安:张孝达 | | | 时间 2014 | 年 11 月 13 日 | | | 地点 公司会议室 | | | | 上市公司接待人 员姓名 | 董事会秘书刘迪 | | | | 1 、公司目前各项业务的情况? | | | | 刘迪:按照产品及业务分类,公司目前主要有 | RGB 器件事业部 ...
国星光电(002449) - 2014年11月05日投资者关系活动记录表
2022-12-07 09:28
Group 1: Investor Relations Activity - The investor relations activity was a specific object survey conducted on November 5, 2014 [1] - Participants included representatives from various securities firms such as Yintai Securities and Dongfang Securities Asset Management [1] - The meeting took place in the company's conference room 208 [1] Group 2: Company Insights - The company chose small-pitch display screen devices for its non-public offering due to its technological and scale advantages, along with stable gross profit margins [2] - Major manufacturers in the display screen device market include Nichia, Everlight, Guoxing, Crystal Technology, and Mulinsen [2] - The company has 20 MOCVD devices, with 18 currently in production and 2 for research and development, aiming for breakeven in the first half of 2015 [2] Group 3: Supply Chain and Production - The company primarily sources RGB devices from domestic chip manufacturers such as Sanan, Huacan, Silan, and Qianzhao [2] - The large-size backlight business began scaling up in 2013, mainly supplying clients in Taiwan for TV and monitor backlight products [2] - There are currently no specific plans or requirements from Guangsheng, the company's major shareholder [2]
国星光电(002449) - 2015年1月7日投资者关系活动记录表
2022-12-07 09:24
编号:20150107 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 | --- | --- | --- | |-----------------------|------------------------------------|----------------------------------------------------------| | | | | | 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 、中国银河证券 邓锐 | | | 人员姓名 | 2、东兴证券 张济 | | | 时间 2015 | 年 1 月 7 日 | | | 地点 公司 | 106 会议室 | | | 上市公司接待人 员姓名 | 董事会秘书刘迪 | | | | 1 、请简要介绍下公司业务基本情况。 | | | | | 刘迪答:上游芯片业务由公司控股子公司佛山市国星半导体技 ...
国星光电(002449) - 2015年6月25日投资者关系活动记录表
2022-12-07 08:11
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: 20150625 | | 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 、国信证券:赵婧、李智能 | | | 人员姓名 | 2 、招商证券:马鹏清、潘东煦 | | | | 3 、第一创业证券:张庆 | | | | 4 、中欧基金:陈海进 | | | | 5 、华鑫基金:齐兴方 | | | 时间 2015 | 年 6 月 25 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | 董 ...
国星光电(002449) - 2016年7月21日投资者关系活动记录表
2022-12-06 23:56
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:20160721 | --- | --- | --- | --- | --- | |-------------------------|--------------------------------------------|----------------------------|----------------------------------------------------------|------------| | | | | | | | 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 | 国信证券 刘翔 | | | | | 时间 2016 | 年 7 月 21 日 | | | | | 地点 | 佛山市禅城区华宝南路 | 18 号公司 112 | 号会议 ...
国星光电(002449) - 2016年2月17日投资者关系活动记录表
2022-12-06 11:31
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:20160217 | --- | --- | --- | --- | --- | |-------------------------|----------------------------|----------------------------------------------------------|-------|--------------------| | | | | | | | 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 | 国泰君安证券:王聪 | | | | | 时间 2016 | 年 2 月 17 日 | | | | | | 地点 佛山市禅城区华宝南路 | 18 号公司 112 号会议室 | | | | 上市公司接待 人员姓名 ...