编号：2017-002 证券代码：300123 证券简称：太阳鸟 太阳鸟游艇股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------------|------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：300123 证券简称：亚光科技 亚光科技集团股份有限公司投资者关系活动记录表 编号：2020-015 | --- | --- | --- | |-------------------------------|-------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------| | 投资者关 \n系活动类 \n别 | □ 特定对象调研 \n□ 媒体采访 \n□ 新闻发布会 □ 现场参观 | □ 分析师会议 \n □ 业绩说明会 \n □ 路演活动 ■ 其他 电话会议 | | | 司巍 | 摩根士丹利华鑫 | | | 蔡春根 | 人保资产 | | | 陈柏熹 | 深圳远致富海 | | | 孙卫党 | 融通基金 | | | 黎泉宏 | 华创证券自营 | | | 崔晨 | 金鹰基金 | | | 董总 | 华商基金 | | ...

编号：2019-006 证券代码：300123 证券简称：亚光科技 亚光科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |---------------------|-----------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

编号：2019-004 证券代码：300123 证券简称：亚光科技 亚光科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------- ...

编号：2019-003 证券代码：300123 证券简称：亚光科技 亚光科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号：2019-002 证券代码：300123 证券简称：亚光科技 亚光科技股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |-------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Overview - A光科技 is a leading manufacturer of composite material boats and has the largest production capacity in China, ranking first among domestic companies for several consecutive years [1]. - The company was formed after the acquisition of 成都亚光电子股份有限公司, which has a history dating back to 1965 as a key producer of microwave chips and circuits [1]. - The actual controller of the company is Mr. 李跃先, who holds 97.38% of the shares [1]. Group 2: Technological Advancements - The company has developed over 400 types of self-designed RF chips, significantly enhancing its core competitiveness [3]. - Recent advancements include the successful development of GaN power amplifiers for 5G applications, with small batch production already underway [3]. - The company has achieved a 62% year-on-year increase in new orders, primarily driven by active phased array control orders [4]. Group 3: Market Position and Competitors - The TR component market is valued between 100-160 billion, with significant room for market share growth [4]. - A光科技's products are competitive in terms of pricing and supply speed compared to competitors like 芯谷 and 中科海高 [3]. - The company is actively engaging with major telecom firms like 华为 and 中兴通讯 to expand its 5G product offerings [3]. Group 4: Future Growth and Challenges - The company is optimistic about future growth driven by military-civilian integration and its own R&D initiatives in RF microwave technology [5]. - The ongoing US-China trade tensions present both risks and opportunities, with the company having prepared for domestic substitution in key technologies [4]. - The company is focusing on entering the civilian market for military-grade filters, adapting to the evolving technological landscape [4].

编号：2019-001 证券代码：300123 证券简称：亚光科技 亚光科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------------------|-------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号：2018-003 证券代码：300123 证券简称：亚光科技 亚光科技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 | □ 媒体采访 | □ 业绩说明会 | | 系活动类 | □ 新闻发布会 | □ 路演活动 | | 别 | ■ 现场参观 | □ 其他 | | 参与单位 | 民生证券股份有限公司 杨琨 | | | 名称及人 | 兴业证券股份有限公司 黄艳 | | | | 华安基金管理有限公司 宋巨生 | | | 员姓名 | | 四川天府弘威军民融合产业发展股权投资基金 吴一鹭 刘俊卿 | | 时间 | 2016 年 8 月 9 日 | | | 地点 | | 成都亚光电子股份有限公司四楼二号会议室 | | | | 亚光科技集团股份有限 ...

Group 1: Company Overview - A光科技股份有限公司, formerly known as 太阳鸟游艇股份有限公司, was rebranded after acquiring 成都亚光电子股份有限公司. The company has over 2,000 employees and operates in three industrial parks in China [2]. - The company has achieved a compound annual growth rate (CAGR) of over 30% in revenue and net profit since 2018, establishing itself as a leading player in the military electronics and microwave chip semiconductor sectors in China [2]. Group 2: Financial Performance - In the first half of 2018, the company reported a revenue of 572 million CNY, representing a year-on-year increase of 112.74%. The net profit attributable to shareholders was 52 million CNY, up 478.34% compared to the previous year [3]. - New orders signed in the first half of 2018 increased by 107% year-on-year, indicating strong growth momentum [4]. Group 3: Research and Development - The company is actively involved in 26 vertical research projects, with significant progress in key projects, including the completion of all acceptance tests for nuclear high-tech projects [3]. - Collaborations with universities and military research institutes are ongoing to advance technologies in 5G, high-power microwave devices, terahertz and infrared technologies, and artificial intelligence [3]. Group 4: Competitive Position - The domestic military microwave industry is categorized into three tiers, with state-owned enterprises leading in technical strength and revenue. 成都亚光 is positioned in the second tier, slightly behind the top players [2]. - The company has a strong brand reputation built over 50 years and leads in the production of microwave circuits and components, including a full-process silicon-based chip production line [3]. Group 5: Future Outlook - The company anticipates that new orders in the second half of 2018 will significantly exceed those in the first half, with historical data indicating that second-half orders are typically higher [4]. - To address the increased demand, the company is implementing measures such as shift work and external collaborations to enhance production capacity [4].