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 | 胡勇军 ( | 国银资本)、梁利光（国银资本）、朱珺（招商证券）、 | | 人员姓名 | | 张建东（上海东吴玖盈投资）、成学（富喜资本）、王震（东 | | | | 吴创新资本）、成军（东吴创新资本）、林春燕（中信证 | | | | 券）、李珂欣（中信证券）、李贝（中信证券）、刘定杰（前 | | | | 海鼎业）、漆奕辰（证信资本）、张镭（中投证券）、林起贤 | | | | （中投证券）、郭靖（广东 ...

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 | | 韩丽华（泰石投资）、赵睿（宝盈基金）、车骥己（泰石投 | | 人员姓名 | | 资）、吴波川（汇融丰资产）、张鑫（博时基金）、陈明波 | | | | （上海大包巷投资）、郭玮羚（大成基金）、张士强（上海朴 | | | | 道瑞富）、潘光想（深圳市龙腾资产）、冯潇（华泰资管）、 | | | | 易沛琪（展博投资）、沈佳（长信基金）、姜斌宇（尚雅投 | | | | 资）、聂勇（大象投资）、宁铂 ...

Group 1: Company Overview - Lehman Shares operates with a dual business model focusing on "LED + Sports" to achieve diversified development and risk resistance [4] - The company has a strong patent portfolio in LED packaging and display technologies [4] Group 2: Technology and Product Development - The third-generation COB (Chip On Board) display technology has advantages such as high density, high protection, high reliability, high adaptability, high picture quality, and low usage costs [5] - COB technology is expected to lead the market towards Micro LED technology, with Lehman Shares having a one-year lead over competitors [8] Group 3: Market Applications - COB small-pitch LED displays are currently applied in various fields including broadcasting, command control centers, video surveillance, conference displays, and cinema lines [6] - The company plans to expand into the household display market if it can overcome cost and technical challenges for displays sized between 80 inches and 200 inches [9] Group 4: Production and Future Plans - The company completed trial production in January and aims for mass production by March, with plans for quarterly expansion thereafter [5] - The target for pixel pitch is set at 0.95 mm by the third quarter and 0.7 mm by the end of the year [13] Group 5: Competitive Landscape - Currently, there are a few non-listed companies producing COB displays, but their technology paths differ from Lehman Shares [8] - The LED small-pitch display market is expected to grow, and the company is optimistic about its market capacity [14]

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 2020 年 5 月 8 日投资者关系活动记录表 编号：2020-001 | --- | --- | |----------------|--------------------------| | | | | 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 | | | | | | √其他 （线上会议） | | 参与单位名称及 | 华安证券 | | 人员姓名 | 兴业证券 | | | 浙商证券 | | | 浙商证券 | | | 海通证券 | | | 华金证券 | | | 华金证券 | | --- | --- | --- | --- | |----------------|-------|-------------|----------------------------------------------------| | | | | | | | 8 | 李智浩 | 方正证券 | | | 9 | 刘鲁钰 | 信达证券 | | | 10 | 张清文 | 国盛证券 ...

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 2019 年 7 月 15 日投资者关系活动记录表 编号：2019-003 | --- | --- | --- | |-------------------------|-------------------------|-----------------------------------------------------| | | | | | 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 人员姓名 | 1 深圳菁英时代基金 | 谢钧 | | 时间 | 2019 年 7 月 15 | 日下午 14:00-15:30 | | 地点 | | 深圳市南山区松白公路百旺信工业园二区八栋五楼会议室 | | 上市公司接待人 | | 罗竝（副总裁 董事会秘书）、张琰（财务总监）、屠孟龙 | | 员姓名 | （技术总监） | ...

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]