LEDMAN 投资者关系活动记录表 证券代码：300162 证券简称：雷曼股份 深圳雷曼光电科技股份有限公司投资者关系活动记录表 | --- | --- | --- | |--------------|----------------------|---------------------------------| | | | | | 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 | 1、 李 静 | 江元基金 | | 及人员姓名 | 、 张 检 江元基金 | | | | 、 王 腾 | 君如资产 | | | 4、 李 浈 君如资产 | | | | 、 崔文彬 国元证券 | | | | 、 陈 晨 远东宏信 | | | | 、 张大印 | 安信证券 | 编号：2018-003 1 LEDMAN 投资者关系活动记录表 | --- | --- | --- | |-------|-------------|--------- ...

LEDMAN 投资者关系活动记录表 证券代码：300162 证券简称：雷曼股份 深圳雷曼光电科技股份有限公司投资者关系活动记录表 编号：2018-005 | --- | --- | --- | |----------------|---------------------|---------------------------------| | | | | | 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 、丁 诚 方正证券 | | | 人员姓名 | 2 、李昊庭 乾明资产 | | | | 3 、李何如 乾明资产 | | | | 4 、金 山 乾明资产 | | | | 5 、胡 申 信达证券 | | | | 6 、蒋雨勋 瀚信资产 | | | | 7 | 、丰孝庭 美国协同并购资本 | LEDMAN 投资者关系活动记录表 | --- | --- | --- | --- | |--- ...

证券代码：300162 证券简称：雷曼股份 深圳雷曼光电科技股份有限公司 2019 年 3 月 7 日投资者关系活动记录表 编号：2019-001 | --- | --- | --- | |----------------|-----------------------|----------------------------------| | | | | | 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 、任亮亮 开源证券 | | | 人员姓名 | 2 、王经纬 光大证券 | | | | 3 、陈强胜 大数据资产 | | | | 4 、陈 诤 无锋基金 | | | | 5 、施天骅 无锋基金 | | | | 6 | 、黎 雯 汇垠澳丰股权投资基金 | | --- | --- | --- | |-----------------------|--------------------|------ ...

Group 1: Financial Performance - The company's main revenue for 2020 accounted for 99.97% of total revenue [3] - In Q1 2021, the company achieved operating revenue of ¥225,839,744.45, a year-on-year increase of 33.88% [3] - The operating cash flow in Q1 2021 increased by 67.63% compared to the same period last year [3] - The Micro LED ultra-high-definition display business revenue for 2020 grew by 47% year-on-year, with domestic market growth of 62% [8] - In Q1 2021, the Micro LED ultra-high-definition display business revenue increased by 130% year-on-year, with domestic market growth of 187% [8] Group 2: Market Strategy and Development - The company is focusing on installing high-quality Micro LED display products in venues for the 2022 Winter Olympics [3] - The company is actively expanding its domestic market strategy, achieving a 60% growth in the domestic Micro LED ultra-high-definition display market in 2020 [3] - The company plans to strengthen its channel construction and project coverage in the Micro LED market, especially in commercial and consumer display sectors [8] - The company aims to enhance its market share and expand its business scale by leveraging the support of national policies for the ultra-high-definition display industry [7] Group 3: Technology and Innovation - The company has developed a pixel engine display technology that significantly enhances the resolution of Micro LED displays without substantially increasing costs [4] - The company has accumulated nearly 300 domestic patents, including 60 related to COB technology, establishing a strong intellectual property system [4] - The company is committed to reducing Micro LED product costs through technological advancements and scale production [6] Group 4: Corporate Governance and Management - The company has no significant defects in its governance structure and internal control management [4] - The company emphasizes the importance of good operational management and investor relations for effective market value management [4] - The company has established a comprehensive sales network across major regions in China, with over twenty experience exhibition halls [6]

证券代码：300162 证券简称：雷曼光电 深圳雷曼光电科技股份有限公司 2021 年 6 月 10 日投资者关系活动记录表 编号：2021-004 | --- | --- | --- | --- | |----------------|-------------|----------------------------------|---------------------------------------------------| | | | | | | | | | √特定对象调研 □分析师会议 | | 投资者关系活动 | | | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 | | □路演活动 | | | □现场参观 | | | | | √其他 | （电话会议） | | | | | 天风证券 许俊峰 | | | | | 长昇投资 杜先维 | | | 参与单位名称及 | | 明湖投资 丁 汀 | | | 人员姓名 | | 中海基金 王泉涌 | | | | | 梧桐资本 周一帆 | | | | | 宏鼎财富 李小斌 | | | 时间 2021 | 年 6 | 月 10 日下午 | 3:00-4 ...

Group 1: Company Overview - Shenzhen Lehman Optoelectronics is a leading provider of LED high-tech products and solutions, focusing on the 8K ultra-high-definition display and lighting industries [3] - The company has launched and mass-produced Micro LED ultra-high-definition display products based on advanced COB packaging technology, establishing a comprehensive ecosystem of LED products and solutions [3] Group 2: Market Performance - In 2020, revenue from Micro LED ultra-high-definition display business increased by 47% year-on-year, with domestic market growth of 62% [3] - In Q1 2021, revenue from the same business surged by 130% year-on-year, with domestic market growth reaching 187% [3] Group 3: Strategic Focus - In 2021, the company aims to strengthen its core business by integrating 5G, 8K, and AI technologies, enhancing its LED product structure, and expanding market share [4] - The company plans to leverage COB technology to penetrate various professional markets and enhance its competitive advantage [4] Group 4: Technology Insights - COB technology offers higher production efficiency and lower comprehensive costs compared to SMD technology, especially for small pitch displays [4] - The investment-output ratio for COB technology is approximately 1:3, meaning an investment of 100 million yuan can yield an annual output of about 300 million yuan [5] Group 5: International Market Strategy - The company’s overseas sales model varies by product type, with LED lighting products primarily using contract manufacturing and self-owned brand operations [5] - The overseas market is gradually recovering, with expectations for growth driven by the resumption of commercial activities and the global development of smart cities and big data [6] Group 6: Challenges and Risks - Rising prices of key raw materials like driver ICs and PCBs are impacting product prices and order fulfillment capabilities across the industry [6] - The company recorded a goodwill impairment of 138 million yuan due to underperformance of its subsidiary, but the remaining goodwill value is relatively small at 45.77 million yuan [6]

证券代码：300162 证券简称：雷曼光电 深圳雷曼光电科技股份有限公司 2021 年 5 月 14 日投资者关系活动记录表 编号：2021-002 | --- | --- | --- | |-----------------------------|--------------------------------------------------|-----------------------------------------------------------------------------------------------------------------| | | | | | | | √特定对象调研 □分析师会议 | | 投资者关系活动 | | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | □其他 （线上会议） | | | | 长城证券 邹兰兰 | | | 参与单位名称及 | 长城证券 郭 旺 | | | 人员姓名 | 长城证券 张元默 | | | | 中金蓝海 王吉鹏 | | | | | | | 时间 2021 | 年 ...

证券代码：300162 证券简称：雷曼光电 深圳雷曼光电科技股份有限公司 2021 年 8 月 13 日投资者关系活动记录表 编号：2021-005 | --- | --- | --- | |----------------|----------------------------|---------------------------------------------------| | | | | | | | √特定对象调研 □分析师会议 | | 投资者关系活动 | | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | √其他 （电话会议） | | | | 长城证券 邹兰兰 | | | | 长城证券 张元默 | | | | 国投瑞银 苏 | | | 参与单位名称及 | 华夏久盈 姜 | | | | 华夏久盈 胡朝凤 | | | 人员姓名 | 益民基金 张 | | | | 中邮基金 周 | | | | 银华基金 刘宇尘 | | | | 信达澳银 童昌希 | | | 时间 2021 | 年 8 月 | 日下午 3:00-4:00 | | | | ...

证券代码：300162 证券简称：雷曼光电 深圳雷曼光电科技股份有限公司 2021 年 8 月 26 日投资者关系活动记录表 编号：2021-006 | --- | --- | --- | --- | |----------------|-----------|----------------------------------|--------------------------------------------------------| | | | | | | | | | √特定对象调研 □分析师会议 | | 投资者关系活动 | □媒体采访 | | □业绩说明会 | | 类别 | | □新闻发布会 □路演活动 | | | | □现场参观 | | | | | √其他 | （电话会议） | | | | | 德邦证券 张世杰 | | | 参与单位名称及 | 新华基金 | 陈 磊 | | | 人员姓名 | | 浦银安盛 朱胜波 | | | | 尊为投资 | 王开荣 | | | 时间 2021 | 年 8 | 月 26 日下午 | 3:00-4:00 | | 地点 | | | 深圳市南山区松白公路百旺信工业园二区 ...

证券代码：300162 证券简称：雷曼光电 编号：2021-007 深圳雷曼光电科技股份有限公司 2021 年 9 月 28 日投资者关系活动记录表 | --- | --- | --- | |----------------|----------------------------|---------------------------------------------------| | | | | | | | √特定对象调研 □分析师会议 | | 投资者关系活动 | □媒体采访 | □业绩说明会 | | 类别 | | □新闻发布会 □路演活动 | | | □现场参观 | | | | □其他 | | | | 长城证券 邹兰兰 | | | | 长城证券 张元默 | | | | 长城基金 廖瀚博 | | | | 招商基金 高 | | | 参与单位名称及 | 海通证券 薛逸民 | | | 人员姓名 | 国元证券 王舒磊 | | | | 国联证券 王 | | | | 国君资管 肖 | | | | 华泰柏瑞 李学涛 | | | | 亘曦资产 李登科 | | | 时间 2021 | 年 9 月 | 14:00-15:3 ...