Company Overview - Shenzhen Ruifeng Optoelectronics Co., Ltd. is a national high-tech enterprise specializing in LED packaging and related solutions, recognized as a leading company in the domestic packaging field [2]. - The main products include display devices and components (backlight sources, RGB, Chip LED, etc.), widely used in various applications such as LCD TVs, computers, mobile phones, and smart homes [2]. Product Development - The company has established comprehensive cooperation in UV-LED, automotive LIDAR, infrared, VCSEL, and proximity sensor light sources, with a focus on expanding its automotive module and laser display business [3]. - Ruifeng has been developing Mini LED backlight technology for five years, accumulating a strong customer base domestically and internationally [3]. - It is expected that more products featuring Ruifeng's Mini LED backlight will be launched in the second half of 2021 [3]. Financial Aspects - In May 2021, the company completed a private placement financing of 699 million yuan, primarily aimed at expanding RGB LED and Mini LED businesses [4]. Market Positioning - Mini LED backlight technology offers advantages over traditional backlight TVs, including better HDR effects and thinner designs, making it competitive against OLED TVs [4][5]. - The company anticipates that Mini LED backlight modules will have varying gross margins depending on customer requirements and material costs [4]. Future Outlook - The company is exploring both glass-based and PCB-based technologies for Mini LED, with glass substrates showing long-term advantages in flatness and heat dissipation, although technical challenges remain [4]. - Mini LED products are positioned to dominate the mid-to-large size display market, while OLED and Micro LED will compete in smaller displays [5].

证券代码：300241 证券简称：瑞丰光电 编号：2021-010 1 深圳市瑞丰光电子股份有限公司 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） | | | 前海圣耀资本 杨皓 | | | | 长盛基金 汤其勇 | | | 参与单位名称/人员 | 中鸿汇富 余一奇 | | | 姓名 | 锦盈资本 余康俊 | | | | 中信建投 王天乐 | | | 时间 2021 | 年 9 月 8 日（周三） | 10:00-12:00 | | 地点 | | 深圳市光明新区公明办事处田寮汉海达第十工业区一栋六楼会议室 | | | 裴小明（副总经理 ...

证券代码：300241 证券简称：瑞丰光电 编号：2021-004 1 深圳市瑞丰光电子股份有限公司 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） | | | 翎展资本 龙江伟 | | | | 顺景长城基金 程振宇 | | | 参与单位名称/人员 姓名 | 信达澳银基金 吴清宇 长城证券 宝盈基金 朱建明 盈峰资本 张珣 | 宋旭育、张元默、夏宁 | | | | | | | | | | | | | | 时间 2021 | 年 7 月 27 ...

1 证券代码：300241 证券简称：瑞丰光电 深圳市瑞丰光电子股份有限公司 投资者关系活动记录表 编号：2021-011 | --- | --- | --- | |------------------|------------------------------------|------------------------------------------------------------| | | √特定对象调研 | | | | □媒体采访 □业绩说明会 | | | 投资者关系活动类 | □新闻发布会 □路演活动 | | | 别 | □现场参观 | | | | □其他 （请文字说明其他活动内容） | | | | 1. 李澄宁 中金公司 | 12. 魏来 璞远资产 | | | 2. 李泽豪 河清资本 | 13. 郑天涛 海岸线投资 | | | 3. 白宇 德邦资管 | 14. 叶元琪 中睿合银资管 | | | 4. 旷斌 望正资产 | 15. 黄天擎 中金公司 | | | 5. 刘金宇 杉树资产 | 16. 梁忻 东方基金 | | 参与单位名称/人 | 6. 陈祥辉 德邦自营 | 17. 董丰侨 方圆基 ...

证券代码：300241 证券简称：瑞丰光电 编号：2021-012 1 深圳市瑞丰光电子股份有限公司 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 | □新闻发布会 □路演活动 | | | 类别 | □现场参观 | | | | □其他 | （请文字说明其他活动内容） | | 参与 单位名称 / | 中信建投 刘双锋 | | | 人员姓名 | 沣京资本 陈华良 | | | 时间 2021 | 年 11 月 18 | 日（周四） 10:00-12:00 | | 地点 | | 深圳市光明新区公明办事处田寮汉海达第十工业区一栋六楼会议室 | | | 刘雅芳（董事会秘书） | | | 上市公司接待人 员姓名 | 张嘉显（研发总监） | | | | 康翔（证券事 ...

证券代码：300241 证券简称：瑞丰光电 1 深圳市瑞丰光电子股份有限公司 投资者关系活动记录表 编号：2022-001 | --- | --- | --- | |------------------------|-------------------------------------------------------------------------|--------------------------------------------------------------| | | □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/人员 姓名 | 参与公司 2021 | 年度网上业绩说明会的投资者 | | | | | | 时间 2022 | 年 5 月 13 | 日（周五） 15:00-17:00 | | 地点 | 深交所互动易"云访谈" | | | | 董事长、总经理：龚伟斌 | | | 上市公司接待人员姓 ...

证券代码：300241 证券简称：瑞丰光电 1 深圳市瑞丰光电子股份有限公司 投资者关系活动记录表 编号：2022-003 | --- | --- | --- | |---------------------|-------------------------------------|----------------------------------------------------------------| | | | | | | | 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） | | | 天风证券 许俊峰 | | | | 惠通基金 王青晨 | | | | 景石投资 黎向阳 | | | 参与单位名称 / 人员 | 聚鸣投资 史 书 | | | 姓名 | 华美国际 颜 滨 | | | | 中融鼎投资 关劲鹏 | | | | 鼎薩投资 刘寻峰 东方财富 夏嘉鑫 | | | | | | | 时间 2022 | 年 11 月 15 | 日（周二） ...

证券代码：300241 证券简称：瑞丰光电 1 深圳市瑞丰光电子股份有限公司 投资者关系活动记录表 编号：2022-002 | --- | --- | --- | |--------------------------|------------------------------|-------------------------------------------------------------------------------------------------------------| | | | | | | □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 （ 2022 | 深圳辖区上市公司投资者网上集体接待日） | | 参与单位名称 / 人员 姓名 | 参与 2022 | 深圳辖区上市公司投资者网上集体接待日的投资者 | | 时间 2022 | 年 11 月 09 | 日（周三）16： 30-17：30 | | 地点 | " 全景 • 路演天下 " 网站（ | ...

证券代码：300241 证券简称：瑞丰光电 公告编号：2022-070 深圳市瑞丰光电子股份有限公司 关于参加深圳辖区上市公司 2022 年投资者网上集体接待日 活动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，深圳市瑞丰光电子股份有限公司（以下 简称"公司"）将参加由深圳证监局指导、深圳上市公司协会与深圳市全景网络 有限公司联合举办的"2022 年深圳辖区上市公司投资者集体接待日活动"，现 将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2022 年 11 月 9 日（周三）16：30-17：30。届 时公司高管将在线就公司业绩、公司治理、发展战略、经营状况、融资计划、 股权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广 大投资者踊跃参与！ 特此公告。 深圳市瑞丰光电子股份有限公司 董事会 2022 年 11 月 8 日 ...

Financial Performance - The company's revenue for Q3 2022 was CNY 383,820,771, representing a 1.15% increase year-over-year, while the year-to-date revenue decreased by 5.89% to CNY 1,033,314,720.48[5] - The net profit attributable to shareholders for Q3 2022 was CNY 11,501,367, a decrease of 26.36% compared to the same period last year, and a year-to-date decline of 43.27% to CNY 28,705,280.83[5] - The basic earnings per share for Q3 2022 was CNY 0.0168, down 26.92% year-over-year, and the diluted earnings per share also decreased by 26.30% to CNY 0.0168[5] - Total operating revenue for Q3 2022 was CNY 1,033,314,720.48, a decrease of 5.9% compared to CNY 1,097,939,898.81 in Q3 2021[24] - Net profit for Q3 2022 was CNY 27,151,886.75, a decline of 48.2% from CNY 52,262,127.41 in Q3 2021[25] - The total comprehensive income for the third quarter was CNY 27,151,886.75, compared to CNY 52,262,127.41 in the previous year, reflecting a decrease of approximately 48.2%[26] Assets and Liabilities - The total assets at the end of Q3 2022 were CNY 3,869,388,248.61, an increase of 13.25% compared to the end of the previous year[5] - The company's total assets increased to CNY 3,869,388,248.61 in Q3 2022, up from CNY 3,416,598,434.47 in Q3 2021, representing a growth of 13.2%[23] - Current liabilities rose to CNY 1,240,801,869.04, an increase of 27.0% compared to CNY 976,057,538.04 in the previous year[23] - Long-term borrowings increased significantly to CNY 348,500,777.59 from CNY 102,647,600.80, marking a growth of 239.5%[23] - The total liabilities increased to CNY 1,704,899,603.46, up from CNY 1,270,584,094.11, reflecting a growth of 34.1%[23] - The equity attributable to shareholders of the parent company reached CNY 2,158,003,823.29, an increase from CNY 2,137,716,546.74, representing a growth of 0.9%[23] Cash Flow - The cash flow from operating activities for the year-to-date period was a net outflow of CNY 39,812,767.62, representing a 50.15% decrease compared to the same period last year[5] - The net cash flow from operating activities was negative CNY 39,812,767.62, an improvement from negative CNY 79,861,010.65 in the same period last year[28] - Cash inflow from operating activities totaled CNY 913,940,780.45, while cash outflow was CNY 953,753,548.07, resulting in a net cash flow deficit[28] - The net cash flow from investing activities was negative CNY 408,732,916.24, compared to negative CNY 105,802,831.59 in the previous year[28] - Cash inflow from financing activities was CNY 1,108,819,579.01, while cash outflow was CNY 640,534,676.77, resulting in a net cash flow of CNY 468,284,902.24[28] - The company received CNY 943,078,485.38 from borrowings during the financing activities, significantly higher than CNY 141,859,531.41 in the previous year[28] Inventory and Receivables - The company’s inventory increased by 65.07% to CNY 468,795,400.00, primarily due to accounting standards applied by its subsidiary[10] - The company's inventory increased significantly to RMB 468,795,421.80 from RMB 284,002,864.48, reflecting a growth of about 64.9%[21] - Accounts receivable decreased slightly to RMB 509,758,565.69 from RMB 537,822,458.78, indicating a reduction of approximately 5.2%[21] Expenses - The company’s management expenses increased by 14.41% year-over-year to CNY 7,303.06 million, attributed to depreciation and relocation costs[12] - The company’s investment income decreased by 62.81% to CNY 1,006.85 million, mainly due to the previous year's gains from the disposal of equity in a subsidiary[12] - Research and development expenses for Q3 2022 were CNY 78,041,504.05, a decrease of 6.5% from CNY 83,485,033.75 in Q3 2021[24] - The company reported a decrease in investment income to CNY 10,068,523.08 from CNY 27,071,030.94, a decline of 62.8% year-over-year[25] Shareholder Information - The company reported a total of 38,461,538 shares held by Hubei Gedian Development Zone Construction Investment Co., Ltd., representing 5.61% of total shares[15] - The company has a total of 340,143 restricted shares, with 113,381 shares released from restriction during the period, resulting in a total of 453,524 restricted shares at the end of the period[17] - The company has not disclosed any related party relationships among the top shareholders, indicating a lack of known associations[15] Corporate Actions - The company is in the process of adjusting its stock option and restricted stock incentive plans, which includes proposals for price adjustments and stock option cancellations[19] - The company has not reported any new product developments or market expansions in the current quarter[18] Audit Status - The company has not undergone an audit for the third quarter report[29]