Financial Performance - In 2016, the company achieved operating revenue of 521.79 million yuan, a year-on-year increase of 21.49%, marking the highest sales revenue growth since its listing [1] - The total profit for 2016 was 59.93 million yuan, up 10.21% year-on-year; net profit attributable to shareholders was 48.71 million yuan, an increase of 8.26% [1] - Excluding impairment losses, the net profit attributable to shareholders would have increased by 40.64% compared to the previous year [2] - In Q1 2017, net profit attributable to shareholders was 19.67 million yuan, a year-on-year increase of 79.10% [2] - For the first half of 2017, the expected net profit growth is projected to be between 80% and 130% [2] Product Development - The company’s micro-prism reflective film is a high-end product used in various applications, including highways and urban roads [2] - The micro-prism reflective film project began production in Q4 2016, generating sales of 56.54 million yuan in its first year [2] - The gross margin for the micro-prism reflective film is approximately 50%, making it competitively priced compared to 3M products [2] Strategic Initiatives - The company has delayed its employee stock ownership plan due to the sensitivity of regular report periods and the stable growth of its operations [3] - Employees are actively adjusting sales strategies to expand high-margin product sales, particularly in the reflective film sector [3] - The lithium battery packaging film project has started normal production since Q2 2016, with initial sales already realized [3] Mergers and Acquisitions - The company plans to acquire 100% of Changzhou Huawai New Materials for 350 million yuan, with the deal conditionally approved by the China Securities Regulatory Commission [3] - The performance commitment for Huawai New Materials includes net profits of 27 million yuan, 34 million yuan, and 44 million yuan for 2016, 2017, and 2018, respectively [3] - In 2016, Huawai New Materials exceeded its performance commitment with a net profit of 30.16 million yuan, excluding share payment factors [3]

证券代码：002632 证券简称：道明光学 道明光学股份有限公司 投资者关系活动记录表 编号：2017-03-22 | --- | --- | --- | |----------------|-------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------| | | ■ | 特定对象调研 □分析师会议 | | 投资者关系 | □ 媒体采访 □业绩说明会 | | | 活动类别 | □ 新闻发布会 □路演活动 | | | | □ 现场参观 □其他 | | | 参与单位名称及 | 浙银泽泉资产管理有限公司 王嘉 | | | 人员姓名 | 湛银投资管理有限公司 项敬康 | | | 时 间 | 2017 年 3 月 21 | 日 上午 | | 地 点 | 公司四楼会议室 | | | 上市公司接待 | | 财务总监：张崇俊 ...

证券代码：002632 证券简称：道明光学 道明光学股份有限公司 投资者关系活动记录表 编号：2017-9-7 | --- | --- | --- | |----------------|------------------------|--------------------------------------------------------------------| | | ■ | 特定对象调研 □分析师会议 | | 投资者关系 | □ | 媒体采访 □业绩说明会 | | 活动类别 | □ | 新闻发布会 □路演活动 | | | □ 现场参观 □其他 | | | 参与单位名称及 | | 平安证券电力设备新能源行业分析师 朱栋 | | 人员姓名 | | | | 时 间 | 2017 年 9 月 7 | 日 上午 | | 地 点 | 公司证券部 | | | 上市公司接待 | | | | 人员姓名 | 董事会秘书：尤敏卫 | | | 投资者关系活动 | | 一、公司与国内其他反光材料公司相比，竞争优势在哪里？ | | 主要内容介绍 | | 答：公司是国内反光材料行业的龙头企业之一，也是目前国内唯一一家反 | ...

证券代码：002632 证券简称：道明光学 道明光学股份有限公司 投资者关系活动记录表 编号：2017-9-19 | --- | --- | --- | |----------------|------------------------|----------------------------------------------------------| | | | | | | □ | 特定对象调研 □分析师会议 | | 投资者关系 | □媒体采访 □业绩说明会 | | | 活动类别 | □ 新闻发布会 □路演活动 | | | | □现场参观 ■其他 | | | 参与单位名称及 | | 东北证券股份有限公司 化工新材料行业分析师 邹兰兰、李楠 | | 人员姓名 | 竹； | | | | | 农银汇理基金管理有限公司 化工研究员 陆震； | | | | 长信基金管理有限责任公司 总经理助理安昀；投资经理陈言 | | | | 午；研究员唐卓菁；基金经理叶松；分析师张凯 | | | | 国联安基金管理有限公司 研究员 周南；基金经理郑青；研究员 | | | 刘统； | | | | | 中欧基金管理有限公司 投资总 ...

证券代码：002632 证券简称：道明光学 道明光学股份有限公司 投资者关系活动记录表 编号：2017-8-25 | --- | --- | --- | |-----------------------------|----------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002632 证券简称：道明光学 编号：2020-6-09 道明光学股份有限公司 投资者关系活动记录表 | --- | --- | --- | |----------------|----------------------------|------------------------------------------| | | R 特定对象调研 | £ 分析师会议 | | 投资者关系 | □ | 媒体采访 £业绩说明会 | | 活动类别 | □ | 新闻发布会 □路演活动 | | | □ 现场参观 £其他 | | | 参与单位名称及 | | 申港证券 化工行业首席分析师 曹承安 | | 人员姓名 | | 财通证券 有色行业首席分析师 李帅华 | | | | 国信证券 经济研究所首席分析师 商艾华 | | | 国信证券 化工分析师 龚诚 | | | | 海通证券 化工研究员 刘海荣 | | | | | 财通证券 化工行业研究员 路辛之 | | | | 华银精治资产管理有限公司 副总经理 谭鹏飞 | 1 | --- | --- | |-----------------------|--------- ...

证券代码：002632 证券简称：道明光学 编号：2020-1-22 参与单位名称及 中信建投证券股份有限公司 化工新材料分析师 邓胜 人员姓名 道明光学股份有限公司 投资者关系活动记录表 | --- | --- | --- | |------------|----------------------------|-------| | | ■ 特定对象调研 □分析师会议 | | | 投资者关系 | □媒体采访 □业绩说明会 | | | 活动类别 | □ 新闻发布会 □路演活动 | | | | □现场参观 £其他 | | | --- | --- | |-----------------------|-----------------------------------------------------------------------------------------| | 时 间 | 2020 年 1 月 20 日 | | 地 点 | 杭州 | | 上市公司接待 人员姓名 | 董事会秘书：尤敏卫 | | | | | 投资者关系活动 | 一、公司主业反光材料情况介绍 答：公司目前仍以主营业务反光材料为主， ...

证券代码：002632 证券简称：道明光学 道明光学股份有限公司 投资者关系活动记录表 编号：2020-3-20 | --- | --- | --- | |----------------|-------------------------|-------------------------------------------------------------------------------------------------------------------------------| | | □ 特定对象调研 | R 分析师会议 | | 投资者关系 | □ | 媒体采访 □业绩说明会 | | 活动类别 | □ | 新闻发布会 □路演活动 | | | □ 现场参观 □其他 | | | 参与单位名称及 | | 股份有限公司 化工分析师 郭敏、郭齐坤 | | 人员姓名 | | | | 时 间 | 2020 年 3 月 19 | 日 | | 地 点 | 电话会议 | | | 上市公司接待 | 董事会秘书：尤敏卫； | | | 人员姓名 | | 一、公司车牌膜市场占有率未来市场布局情况 | | 投资者关系活动 ...

证券代码：002632 证券简称：道明光学 道明光学股份有限公司 投资者关系活动记录表 编号：2020-5-6 | --- | --- | --- | |-----------------------------|-------------------------|------------------------------------------------------------------| | | □ | 特定对象调研 £分析师会议 | | 投资者关系 | □ | 媒体采访 □业绩说明会 | | 活动类别 | □ | 新闻发布会 □路演活动 | | | □ 现场参观 | R 其他 | | | | 中信证券股份有限公司 首席化工分析师 王喆； | | 参与单位名称及 | | 中信资管 黄哲、王卫；平安银行 刘飞；万丰有方 李鸿江；安中 | | 人员姓名 | | 投资 沙正江；民生银行 尹邦仁；华宝基金 徐程惠；中信自营 | | | | 赵芳芳；淡水泉 罗怡达；光大银行 刘奎；社保基金 林建宁、陈 | | | | 恩俊；华商基金 杨志栋、崔智鹏；融通基金 戴福宏 | | 时 间 | 2020 年 4 月 ...

Financial Performance - In 2019, the company achieved total revenue of 1.39 billion yuan, a year-on-year increase of 16.23% [3] - The total profit was 231 million yuan, a decrease of 8.27% year-on-year [3] - Net profit attributable to shareholders was 198 million yuan, down 3.50% year-on-year [3] - The net profit after deducting non-recurring gains and losses was 142 million yuan, a decline of 17.97% year-on-year [3] Key Growth Drivers for 2020 - The sales revenue from license plate film and semi-finished products reached 255 million yuan in 2019, growing by 30.10% and capturing nearly 30% market share [4] - Reflective fabric sales generated 149 million yuan, a 15.95% increase, while reflective clothing sales were 81 million yuan, down 14.40% [4] - The prism reflective film achieved sales of 267 million yuan, a growth of 46.79% [4] - Aluminum-plastic film sales reached 51.09 million yuan, up 19.65% year-on-year [5] Market Impact and Challenges - The overseas market generated sales of 314 million yuan in 2019, accounting for 22.6% of total revenue [6] - The pandemic has negatively impacted overseas operations and demand for road safety materials [6] - The company faces challenges in the LCD TV and display panel industry due to increased competition and declining prices [5] Future Market Potential - The total market for license plates in China is estimated at 7.5-8 billion yuan, with a potential market size of 45-50 billion yuan for new energy vehicle plates [6] - The company aims to expand its market share in both domestic and international markets, particularly in reflective materials and safety products [6] Financial Strategies for 2020 - The company plans to enhance cash flow through the pre-sale of properties in the small and micro park project [6] - Increased focus on sales collection and operational cash flow is expected to improve financial stability [6]