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：2020-010 | --- | --- | --- | |--------------------|----------------------------|---------------------------------| | | | | | | √ 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） | | | 太平洋证券 杨钟 | | | | 江苏和光投资 袁健 | | | | Wind 资讯 王佳 | | | 参与单位名称/人员 | 安信基金 沈傲远 | | | 姓名 | 广州圆石投资 黄咏 | | | | TPY 研究院 张靖雯 | | | | 兴业基金 徐立人 | | | | 王磊 | | | 时间 | 2020 年 8 月 30 | 日（周日） 20:00-21:00 | 1 | --- | --- | |--------- ...

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：2020-011 | --- | --- | --- | |--------------------|-------------------------|------------------------------------------------------------| | | | | | | √ | 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） | | | 中信证券 胡叶倩雯 | | | 参与单位名称/人员 | 淡水泉 董轶 | | | 姓名 | 沣京资本 王洪祥 | | | | 泰达宏利基金 周琦凯 | | | 时间 | 2020 年 9 月 24 | 日（周四） 14:30-16:40 | | 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 | | 上市公司接待人员姓 | 裴小明（副总经理、 | C ...

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：2020-012 | --- | --- | --- | |--------------------|--------------------------|----------------------------------| | | | | | | √ | 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） | | | 国泰君安冯定成 | | | | | 深圳前海无量资本管理有限公司李钟 | | | 凯石基金管理有限公司 | 周德生 | | 参与单位名称/人员 | 华泰保兴基金管理有限公司 | 刘腾飞 | | 姓名 | 财通基金管理有限公司 | 周博北 | | | 中银国际证券股份有限公司 | 宁宁 | | | | 广东竣弘投资管理有限责任公司陈翔 | | | | 徐若葵、洪惠平、崔水荣、欧阳泉 | | 时间 | 2020 年 10 月 30 ...

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 [3] - Main products include LED devices and components for lighting, high-end backlighting, and display applications, widely used in various sectors such as electronics, urban lighting, and automotive [3] Financial Performance - For the first three quarters of 2020, the company achieved a revenue of CNY 879 million, a decrease of 12.69% compared to the same period last year [4] - Net profit attributable to shareholders was CNY 42.06 million, an increase of 26% year-on-year [4] - Revenue from the lighting LED business accounted for approximately 39% of total revenue in the first half of 2020, continuing to decline [5] Product Development and Market Positioning - The company is focusing on new applications such as automotive, infrared, and laser light sources, with significant investments in Mini LED and Micro LED technologies [3] - Mini LED backlight technology is positioned to compete with OLED, offering advantages in cost and lifespan, targeting mid-to-high-end customers [5] - The company is actively collaborating with multiple clients for Mini LED product development, with some projects already in sample delivery and mass production stages [6] Future Outlook - The company plans to enhance the proportion of high-margin products in its portfolio while reducing low-margin product offerings [5] - There is potential for price reductions in Mini LED backlight modules through design optimization, standardization, and improved production efficiency [7] - The company is exploring both glass substrate and PCB substrate technologies for Mini LED, with glass substrates offering long-term advantages despite current technical challenges [7]

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：2019-003 | --- | --- | --- | |--------------------|--------------------------|-----------------------------------------------------------------| | | | | | | √ | 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/人员 | 马良、张大印（安信证券） | | | 姓名 | | | | 时间 | 2019 年 7 月 29 | 日（周一） 14:30-16:30 | | 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 | | 上市公司接待人员姓 | | 刘智（董事、副总经理、董事会秘书） | | 名 | 刘雅芳（证券事务代表） | | | 投资者 ...

Group 1: 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][3] - The main products include LED devices and components for lighting, high-end backlighting, and display applications, widely used in various sectors such as LCD TVs, computers, mobile devices, and urban lighting [3][4] Group 2: Business Strategy and Market Position - The company is gradually reducing its traditional lighting business, which now accounts for less than 50% of its business structure, focusing on high-potential product directions like laser and infrared technologies [4][5] - The company has established subsidiaries to accelerate its industrial layout in automotive and laser light sources, with plans to enhance external cooperation for growth [3][4] Group 3: Product Development and Innovations - The company began collaborating with major domestic and international clients on Mini LED products in 2016, achieving mass production capabilities and high product yield [5][6] - The Mini LED backlight module for TVs is expected to have varying costs based on customer specifications, with significant advancements in production efficiency and cost reduction [5][6] Group 4: Competitive Advantages - The company's Mini LED backlight technology is recognized for its industry-leading standards in chip transfer and consistency, contributing to superior display quality [6][7] - The new μLED display technology series features a pixel pitch of 0.49mm, showcasing the company's commitment to cutting-edge display solutions [7] Group 5: Market Potential and Future Outlook - The laser light source products can significantly enhance cinema projection quality, achieving over 20FL in 2D screenings and reducing power consumption by nearly 50% compared to xenon lamps [4][5] - The market for laser projection in cinemas is expected to grow, with a current installation rate of 39% in Chinese cinemas, indicating substantial future development opportunities [4][5]

证券代码：300241 证券简称：瑞丰光电 编号：2018-002 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） | | | | 蒋朝庆、徐勇（平安证券）、季清斌（中信建投证券）、蒯剑（东 | | | | 方证券）、李博（大成基金）、吴振华（中信保诚基金）、黄皓、 | | | | 黄浩嘉（九泰基金）、范宇（广州证券）、熊奇（中天国富证 | | | | 券）、俞文静（天风证券）、周梦缘（中泰证券） ...

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：2020-015 | --- | --- | --- | |--------------------|-----------------------------------------|------------------------------------------------------------| | | | | | | √ | 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） | | | 成泉资本 孙宇 | | | 参与单位名称/人员 | 淡水泉 董轶 | | | | | | | 姓名 | 中泓汇富资产 余一奇 | | | | 长盛基金 汤其勇 | | | 时间 | 2020 年 12 月 10 | 日（周四） 10:30-12:00 | | 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 | | 上市公司 ...

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：2021-002 | --- | --- | --- | --- | |--------------------|---------------------------|----------------------------|--------| | | √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 | （请文字说明其他活动内容） | | | | | | | | | 华商基金 高兵 | 招商自营 | 秦勉 | | | 招商基金 解茹 | 英大证券 | 王理廷 | | | 创金合信 周志敏 | 中天证券 | 王帅 | | | 恒生前海 李峥嵘 | 国君资管 | 肖凯 | | | 华富基金 王帅 | 浙商自营 | 王鹏 | | | 易方达基金 | 中信理财 | 宁宁 | | | 南方基金 张延闽 | 南京银行资管部 | 张柏贤 | | | 嘉实基金 姜玉雯 ...

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].