编号：2020-007 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 电话会议调研 | | 参与单位 | 1 、东北证券：陈鼎如 | | | 名称及人 | 2 | 、金鹰基金：陈立、李海、杜昊 | | 员姓名 | | | | 时间 | 2020 年 2 月 14 | 日 17： 00-18：00 | | 地点 | 东北证券军工电话会议调研 | | | 上市公司 | | | | 接待人员 | | 亚光科技集团股份有限公司董秘 夏亦才 | | 姓名 | | 成都亚光电子股份有限公司总工 何 放 | | | | 问：请 ...

编号：2020-008 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 电话会议调研 | | | 参与单位 | 1 、中泰证券 | | 李聪、范方舟、林虎、徐彤 | | 名称及人 | 2 、农银汇理基金 | | 诸天力 | | 员姓名 | 3 、南方基金 | | 张磊 | | | 4 、富国基金 | | 王浩 | | | 5、博时基金 | | 董方旭 | | | 6、汇丰晋信基金 | | 陆彬 | | | 7 、上海金恩投资 | | 林仁兴 | | | 8 、德邦证券自营 | | 杨宇南 | | | 9 、德邦证券 | | 谷龙 | | | 10 ...

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 | --- | --- | --- | |--------------------------|-------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...