证券代码：300227 证券简称：光韵达 深圳光韵达光电科技股份有限公司 投资者关系活动记录表 编号：DY2014-003 | --- | --- | --- | |-------------------------|----------------------------------|---------------------------------------------------------------------------------------| | | | | | | 特定对象调研 □分析师会议 | | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动 类别 | □ 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 | 国海证券股份有限公司 王凌涛 | | | 时间 | 2014 年 8 月 8 日 | | | 地点 | 深圳市南山区高新区北区朗山路 | 13 号清华紫光信息港 C 座 1 层 | | | 公司会议室 | | | 上市公司接待人 | 董事会秘书 李璐 | | | 员姓名 ...

证券代码：300227 证券简称：光韵达 深圳光韵达光电科技股份有限公司 投资者关系活动记录表 编号：DY2014-004 | --- | --- | --- | |-------------------------|-----------------------------------------------------------|--------------------------------------------------------------| | | | | | | | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □ 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 | 浙商证券资产管理有限公司 芮晨 宏源证券股份有限公司 王建伟 | | | 时间 | 2014 年 8 月 20 | 日 | | 地点 | 深圳市南山区高新区北区朗山路 | 13 号清华紫光信息港 C 座 1 层 | | | 公司会议室 | | | 上市公司接待人 | 董事 ...

证券代码：300227 证券简称：光韵达 深圳光韵达光电科技股份有限公司 投资者关系活动记录表 编号：DY2015-003 | --- | --- | --- | --- | |-------------------------|--------------------------------|-------------------------------------|----------------------------------------------------------| | | | | | | | | 特定对象调研 □分析师会议 | | | | □ 媒体采访 □业绩说明会 | | | | 投资者关系活动 类别 | □ 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 | | | 中国银河证券 杨明辉 南方基金 陈卓 国泰君安证券 王聪 | | 时间 | 2015 年 9 月 9 日 | | | | 地点 | 深圳市南山区高新区北区朗山路 | 13 | 号清华紫光信息港 C 座 1 层 公司 ...

编号：DY2015-001 证券代码：300227 证券简称：光韵达 深圳光韵达光电科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | | 特定对象调研 □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动 类别 | □ 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 | | 申万宏源 邹兰兰 融通基金 余志勇 王迪 交银施罗德 郭斐 国投瑞银 武天祥 长城基金 陈良栋 西南证券 田明华 李孝林 鹏华基金 孙剑波 （排名 ...

证券代码：300227 证券简称：光韵达 编号：DY2015-004 深圳光韵达光电科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|-----------------------------------|-----------------------------------------------------------------------------------------------------------------------| | | | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 类别 | □ 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 | 野村证券 陈俊霖 | Eli Horton | | 时间 | 2015 年 11 月 2 | 日 | | 地点 | 深圳市南山区高新区北区朗山路 | 13 号清华紫光信息港 C 座 1 层 公司 | | | 会议室 ...

Group 1: 3D Printing in Medical Applications - The company is currently focusing on three main categories of 3D printing in the medical field: surgical models, surgical guides, and implants, which require different levels of certification [1] - The company has completed some Class I certifications for its medical applications, while others are still in progress [2] - The primary materials used for 3D printed medical products include metals, nylon, and some flexible nylon materials [2] Group 2: Sales and Market Strategy - The main products currently sold are models and surgical guides, with implants requiring Class III certification, which takes a longer time [2] - The sales strategy involves direct engagement with hospitals, starting with top-tier hospitals in first-tier cities and gradually expanding to second and third-tier cities [2] - The company is in a cultivation phase for 3D printing technology, focusing on investment and promotion [2] Group 3: Comparison with Competitors - Several companies in the A-share market are involved in 3D printing, but each has different market directions and technologies [2] - The company aims to promote 3D printing applications in both industrial and medical fields, distinguishing itself from competitors [2] Group 4: Traditional Business and Future Growth - The traditional business, which includes SMT laser templates and related products, remains the largest segment and is expected to maintain stable growth [3] - The PCB business, which includes flexible circuit board forming and HDI drilling, has seen explosive growth in recent years and is expected to continue growing, albeit at a slower rate [3] - The company sold its stake in Shanghai Guangyun 3D Technology due to underperformance and ongoing losses, but remains optimistic about the future of its 3D printing business [3]

证券代码：300227 证券简称：光韵达 编号：DY2016-001 深圳光韵达光电科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|---------------------------------------------------|-----------------------------------------------------------------------------------------------------| | | | | | | | 特定对象调研 □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动 类别 | □ 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 | 中国国际金融股份有限公司 研究部 副总经理 李璇博士 | | | 时间 | 2016 年 3 月 18 | 日 | | | 深圳市南山区高新区北区朗山路 | 13 号清华紫光信息港 C 座 1 层 | | 地点 ...

Group 1: Company Overview - The company is Shenzhen Guangyun Da Optoelectronic Technology Co., Ltd., with stock code 300227 and abbreviation Guangyun Da [1]. - The company focuses on laser applications, including reduction, equalization, and addition methods [3]. Group 2: Business Operations - The company primarily receives custom orders directly from clients, resulting in short delivery times [2]. - The first quarter is typically the slowest due to the impact of the Spring Festival [2]. Group 3: Market Trends and Competition - The SMT business is expected to maintain stable growth despite intense competition and potential price wars, with limited room for further price declines [3]. - The 3D printing market is still in the cultivation stage, facing high raw material and cost constraints, but has a promising outlook for rapid development once breakthroughs occur [3]. Group 4: Expansion and Acquisitions - The company has established nearly thirty locations nationwide, covering major electronic industry hubs, with potential for further investment based on customer and market demand [3]. - The acquisition of Jindong Tang is aimed at leveraging synergies due to overlapping customer bases and compatible management philosophies [3].

证券代码：300227 证券简称：光韵达 编号：DY2020-001 深圳光韵达光电科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-------------------------|---------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Overview - The company is Shenzhen Guangyun Da Optoelectronic Technology Co., Ltd. [2] - The meeting took place on December 12, 2017, at the company's conference room in Nanshan District, Shenzhen [2]. - The company secretary, Li Lu, introduced the company's basic situation, including industry status and development strategy [2]. Group 2: Business Operations - The company's LDS business is positioned as a platform, serving both antenna manufacturers and mobile phone manufacturers without limitations [3]. - Although some mobile phones do not use LDS technology, a significant portion still does, and the company will adjust based on market conditions [3]. - The LDS business is not a core focus, representing a small percentage of the overall business [3]. Group 3: Future Developments - The company is currently in the R&D phase for OLED screen detection and wireless charging, with no industrialization yet [3]. - There is a potential for the company to expand into the equipment sector in the future, but the current focus remains on application services [3]. - The company aims to introduce more standardized products to enhance scalability [3]. Group 4: Financial Performance - The company reported significant growth in its own business in the first three quarters of the year, in addition to the contributions from Jin Dong Tang [4]. - R&D investment is approximately 5% of revenue, differing from competitors like Han's Laser, which invests around 10% [4]. - The acquisition of Jin Dong Tang generated a goodwill of 100 million, with a low risk of impairment due to positive integration and stable operations [4]. Group 5: Challenges and Risks - The company faced a net profit decline in 2016 due to a significant reduction in non-recurring gains compared to 2015 [4]. - The 3D printing business is still in the project cultivation phase and has not yet achieved profitability [5]. - Dongguan Guangyun Da, positioned as a manufacturing center, reported a loss of over 7 million due to internal revenue offset [5].