证券代码：300203 证券简称：聚光科技 编号：2016-003 聚光科技（杭州）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 | | □ 一对一沟通 | | | ■ | | 其他 （投资者接待日活动） | | 参与单位名称及 | | | 侏罗纪资产 伏少松 上海高毅 周 龙 | | 人员姓名 | | | 华夏未来 褚 天 浙江重阳 曾平庞 | | | | | 中财招商 吴 羽 毕盛投资 林建军 | | | | | 众心投资 王 瑩 中财招商 刘福杰 | | | | | 中财招商 金天裕 浙农控股 许 磊 | | | | | 拓聚投资 伍丹妮 天安财产保险 杨 雪 | | | | | 海通证券 ...

证券代码：300203 证券简称：聚光科技 聚光科技（杭州）股份有限公司投资者关系活动记录表 编号：2016-002 | --- | --- | --- | --- | --- | |----------------|-----------------------------|---------|---------------------------|-------------------------------------| | | | | | | | 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 | | | □ 一对一沟通 | | | ■ | | 其他 （投资者接待日活动） | | | 参与单位名称及 | | | | 元大证券 严泽文 浙江天堂硅谷 尤宣竣 | | 人员姓名 | | | | 东吴证券 翟堃 上海盟洋投资 吴有钦 | | | | | | 银万资本 翟庚元 上海汇利资产 朱远峰 | | | | | | 财富证券 邹建军 宝新能源投资 闫 ...

编号：2017-003 证券代码：300203 证券简称：聚光科技 聚光科技（杭州）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 | □ 一对一沟通 | | | □ 其他 | | | 参与单位名称及 | | 东海证券 隋 欣 浙江瑞特资产 王忆宁 | | 人员姓名 | | 坤易投资 林捷鸣 东方资产管理 吴思雨 | | | | 英大证券 孙 超 景林资产管理 徐 宽 | | | | 五矿资本 郭 慧 上海汇利资产 朱远峰 | | | | 罗夏资本 高溪健 北京宏道投资 范 凯 | | | | 工银瑞信 钟 睿 张 青 东方证券 王楷迪 陈 晨 | | | 华泰证券 徐 科 王玮嘉 张雪蓉 ...

证券代码：300203 证券简称：聚光科技 编号：2017-002 聚光科技（杭州）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 | □ 一对一沟通 | | | ■ 其他 （投资者接待日活动） | | | 参与单位名称及 | | 君煦投资 张 文 季诚冠 国泰君安 杜丽丹 | | 人员姓名 | 东来方元 姜 垚 物产公用 揭建强 | | | | 广发证券 许 洁 中信建投 朱瀚清 | | | | | 君合投资 陆 诚 张英顺 国信证券 王 宁 | | | | 中国平安 庞文亮 银领资本 陈秋东 | | | | 开域投资 白培根 红塔证券 俞海海 | | | | 浙银资本 毛眉琪 德意志银行 王斐丽 | | ...

Group 1: Company Overview - The company focuses on high-end analytical instruments, with a complex business model involving multiple technology platforms and product lines applied across various industries such as environmental monitoring and industrial production [4][5]. - Since its establishment, the company has invested nearly 2 billion in R&D, mastering various technology platforms including mass spectrometry, spectroscopy, and chromatography, making it a leader in the domestic analytical instrument sector [5][6]. Group 2: Market Position and Competition - The company aims to differentiate itself through customized and application-specific products, prioritizing online and portable instruments to replace imported products in various sectors [7][8]. - Compared to international competitors, the company faces challenges due to the late start of the domestic industry and the scarcity of excellent technical talent, leading to a focus on self-developed product lines [6][9]. Group 3: Future Growth and Opportunities - The demand for environmental monitoring instruments is expected to remain high due to increasing governmental emphasis on environmental protection, with significant growth anticipated over the next five years [8][9]. - The company plans to expand into new fields such as semiconductor applications, leveraging market opportunities presented by the construction of numerous wafer and reagent factories in China [7][9]. Group 4: Talent Acquisition and Development - The company faces challenges in attracting skilled management, sales, and technical personnel due to the human capital-intensive nature of the industry [9]. - To address talent shortages, the company focuses on self-training for R&D personnel and plans to establish overseas R&D centers to recruit and retain more talent [9][10].

编号：2017-001 证券代码：300203 证券简称：聚光科技 聚光科技（杭州）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 | □ 一对一沟通 | | | □ 其他 | | | 参与单位名称及 | | 新加坡银行 卓弘镔 富兰克林华美投信 陈蓓娟 | | 人员姓名 | | 惠理基金 陈子栋 大和住银投信 寺田亘 | | | | 恩荣金融 庄婉文 南山人寿保险 谢尚蓉 | | | | 挪威银行 石大维 德意志银行 李卓伦 | | | 南土资产 黄文睿 才华资本 唐毅 | | | | 中环资产 杨华杰 盛树投资 郭梅 | | | | | REDWOOD INVESTMENTS Greg Jone ...

Group 1: Company Structure and Management - The company has a complex management structure due to the increasing number of new technologies and products, with mature businesses managed by divisions or subsidiaries [2][3] - Different roles and responsibilities exist between the founders, leading to discussions and consensus-driven decision-making, which enhances decision safety despite potentially lower efficiency [3] - The company is focused on self-driven development in new fields like semiconductors, as acquiring suitable companies domestically is challenging [3][4] Group 2: Market Expansion and Product Development - The company is actively entering the semiconductor market and planning to expand into life sciences and clinical diagnostics, with acquisitions being a cautious consideration [4] - The company has invested nearly 2 billion in R&D since its inception, establishing a comprehensive product line in high-end analytical instruments [5] - The company emphasizes differentiation and customization in its products to compete with international firms, focusing on innovative, portable instruments [5][6] Group 3: Competitive Advantages - The company has built a "multi-to-multi" business model, allowing various technology product lines to cater to multiple niche markets, positioning itself as a leader in domestic analytical instruments [5][6] - The company has developed world-leading products, such as laser online gas analyzers, and has set international standards [6] - The company faces challenges in sourcing key components, but has backup suppliers and has managed to mitigate pandemic-related impacts on production [6] Group 4: Future Market Outlook - The environmental monitoring sector is the largest revenue contributor, with significant government emphasis on environmental protection, indicating sustained demand for monitoring instruments over the next five years [7][8] - The company plans to continue providing customized services based on customer needs to expand into more niche markets [8] - The company is focused on talent acquisition and development, utilizing various channels for recruitment and considering establishing R&D centers overseas [8]

Group 1: Company Positioning and Market Overview - The company is a leader in high-end analytical instruments in China, providing comprehensive solutions across various sectors including environmental safety, industrial processes, and water management [2] - The company has made significant applications in industries such as petrochemicals, steel, rare earths, and nuclear power, with plans to expand into new fields like semiconductors [3] Group 2: Research and Development - In 2019, the company's R&D investment in high-end analytical instruments accounted for approximately 8% of its revenue, with a total R&D investment exceeding 1.9 billion [3] - The company has over 1,000 R&D personnel and has developed more than 20 new technology platforms, marking a transition from a technology reserve phase to a harvest phase in its high-end analytical instrument business [3] Group 3: Impact of COVID-19 - The pandemic significantly affected government bidding processes, leading to challenges in business operations and a substantial decline in Q1 revenue compared to the previous year [4] - Despite the difficulties, the company has seen an increase in order volume, although execution has been delayed [4] Group 4: Financial Performance and Challenges - The major reasons for the significant decline in the company's performance in 2019 included provisions and excessive competition [5] - The company is working to improve these factors in 2020 to return to a stable business trajectory [5] Group 5: PPP Business and Risk Management - The company has been involved in PPP projects since 2016, focusing on environmental equipment development and management [5] - Most PPP projects have an investment scale controlled within 1 billion, with about 50% of projects under 500 million [6] - The capital contribution ratio for projects is controlled at around 20% of total investment, with the company contributing no more than 90% of the capital [6] Group 6: Market Expansion and Future Plans - The company aims to strengthen import substitution in the high-end analytical instrument sector, with applications in various fields including environmental monitoring and smart manufacturing [7] - Plans are in place to develop products for the semiconductor manufacturing sector, with a focus on meeting the industry's specific instrument needs [8] Group 7: Technical Capabilities and Product Development - The company has a strong capability in optical, mass spectrometry, and other analytical technologies, which are applicable in semiconductor laboratories and monitoring [9] - The company is well-positioned to meet the demands of the semiconductor industry, leveraging its existing technologies and R&D capabilities [9]

编号：2020-002 证券代码：300203 证券简称：聚光科技 聚光科技（杭州）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 | □ 一对一沟通 | | | □ 其他 | | | 参与单位名称及 | | 浙商证券 佘骞 东亚前海证券 杨柳青 | | 人员姓名 | | | | 时间 | 2020 年 5 月 27 | 日下午 3:30 | | 地点 | 公司会议室 | | | 上市公司接待人 | | 公司创始人 王健 董事会秘书 田昆仑 | | 员 | | | | 投资者关系活动 | 1 、公司 PPP | 业务的状况？ | | 主要内容介绍 | 答：公司自开展 | PPP 业务 ...

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