证券代码：300303 证券简称：聚飞光电 深圳市聚飞光电股份有限公司投资者关系活动记录表 编号：2020-001 | --- | --- | --- | |-------------------------|------------------------------------------------------------------------------------------------------------|----------------------------------------------------------| | 投资者关系活 动类别 | √特定对象调研 □媒体采访 □新闻发布会 □现场参观 | □分析师会议 □业绩说明会 □路演活动 □其他： | | | 长江证券 | 杨洋 | | | 博时基金 | 李昂 | | | 博时基金 | 王帅 | | | 博时基金 | 高晖 | | | 大家资管 | 胡斌 | | | 丹羿投资 | 朱亮 | | | 德邦基金 | 吴昊 | | | 德邦基金 | 房建威 | | | 东方资管 | 蔡志鹏 | | | 东方资管 | 虞圳劬 | | | ...

编号：2020-003 证券代码：300303 证券简称：聚飞光电 深圳市聚飞光电股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |-----------------------|----------------------------------------------------------|-------------------------------------------------|------------| | 投资者关系活动 \n类别 | 特定对象调研 \n□媒体采访 \n□现场参观 \n□新闻发布会 | □分析师会议 \n□业绩说明会 \n□其他： \n□路演活动 | | | | | | | | | 申万宏源研究所 | | 唐宗其 | | | cosco shipping | | Jason Yang | | | 三井住友德思资产管理股份有限公司 | | | | | 三商美邦人寿 | | Daniel | | | 上海人寿 | | 杜青鹏 | | | 上海创芮企业管理合伙企业（有限合伙） | | 张权 | | | 上海同犇投资管理中心（有限合伙） | | ...

Company Overview - The company specializes in LED products, including backlight LED devices and lighting LED devices, primarily used in mobile phones, computers, and indoor lighting [3][4]. - The company aims to strengthen its market share in backlight LED products while pursuing international expansion [3]. Financial Performance - The company reported an increase in profit margins for 2019 due to improved operational efficiency and product structure adjustments, leading to a rise in overall gross margin [3][4]. - The gross margin improvement was attributed to three main factors: lower raw material costs, enhanced operational efficiency, and increased shipment rates [4]. International Strategy - The company's international sales ratio has been steadily increasing over the past few years, indicating successful implementation of its internationalization strategy [4]. - Key overseas clients include Taiwanese, Korean, European, and some South Asian and Japanese customers [4]. Production and R&D - The company is expanding its production capacity for LED products, including backlight, automotive, and display LEDs, as well as establishing a technology R&D center [5]. - The R&D center will focus on various technologies, including Mini LED module manufacturing and Micro LED packaging [5]. Impact of Market Changes - The company anticipates limited impact from Huawei's reduced smartphone shipment forecasts due to its diverse product range and extensive global customer base [5]. - The first quarter of 2020 saw a decline in revenue, primarily due to the pandemic's impact and the sale of a previously acquired company, Livecom, which was no longer consolidated in the financial statements [5]. Investor Relations - The investor relations activity was conducted online on April 28-29, 2020, with participation from various analysts and investment firms [2].

1 证券代码：300303 证券简称：聚飞光电 深圳市聚飞光电股份有限公司投资者关系活动记录表 编号：2020-004 | --- | --- | --- | |-----------------------|----------------------------------------------------------|---------------------------------------------------------------| | 投资者关系活动 \n类别 | 特定对象调研 \n□媒体采访 \n□新闻发布会 \n□现场参观 | □分析师会议 \n□业绩说明会 | | | 海宸投资 | 杨文斌 | | | 深圳市唯德投资管理有限公司 | 杨青海 | | 参与单位名称及 | 深圳正元投资有限公司 | 张荟慧 | | 人员姓名 | 上海聚鸣投资管理有限公司 | 蔡成吉 | | | 太平洋证券 | 杨钟 | | 地点 | 公司会议室 | | | | | | | 上市公司接待人 | 董事会秘书：于芳 | | | 员姓名 | | | | | 一、公司基本情况介绍： | | | | 董事会秘书 于 ...

1 证券代码：300303 证券简称：聚飞光电 深圳市聚飞光电股份有限公司投资者关系活动记录表 编号：2020-009 | --- | --- | --- | --- | |-------------------------|-------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------| | 投资者关系活动 \n类别 | 特定对象调研 \n□媒体采访 \n□新闻发布会 \n□现场参观 | □分析师会议 \n□业绩说明会 \n□路演活动 \n□其他： | | | 方式 | 线下交流 2020 年 9 月 | 3 日 ...

Group 1: Company Overview - The company specializes in LED products, including backlight devices, lighting, and display applications [3][4] - Current main products are backlight LED devices used in mobile phones, computers, and TVs [3] - Future strategy includes expanding into new business areas such as automotive LEDs, Mini/Micro LEDs, and semiconductor packaging [3][4] Group 2: Financial Performance - The company's revenue declined in the first half of 2020 due to the impact of the pandemic and the sale of its subsidiary Livecom in October 2019 [3][4] - The company aims to diversify its revenue structure with rapid growth in new business areas [4][5] Group 3: Market Position and Competitiveness - The company maintains a strong focus on R&D and continuous improvement in production and management [4] - It has a high customer retention rate due to quality products and comprehensive service [4] - The company is recognized as the second-largest seller of LED backlight products in the international market, following Japan [5] Group 4: Product Development and Future Plans - Mini LED is a key area for future investment, with significant market demand anticipated [4][5] - The company is gradually expanding production capacity based on market demand, with new facilities under renovation [5] - The company plans to launch high-end lighting products to mitigate the impact of market competition and economic downturns [5]

编号：2020-006 证券代码：300303 证券简称：聚飞光电 深圳市聚飞光电股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |-----------------------|----------------------------------------------------------|-------------------------------------------------|--------| | 投资者关系活动 \n类别 | 特定对象调研 \n□媒体采访 \n□新闻发布会 \n□现场参观 | □分析师会议 \n□业绩说明会 \n□路演活动 \n□其他： | | | | 开源证券 | | 梁岩涛 | | | 万联证券 | | 刘晓菲 | | | 申万菱信 | | 褚一凡 | | | 华龙证券 | | 周志 | | | 长城基金 | | 刘婵媛 | | | 天弘 | | 刘佳欣 | | | 淳厚基金 | | 吴若宗 | | | 国元信托 | | 周喆 | | | 长城基金管理有限公司 | | 姚彦如 | | | 易方达基金管理有限公司 | | 单博 | ...

编号：2019-003 证券代码：300303 证券简称：聚飞光电 深圳市聚飞光电股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | --- | |---------------------|-----------------------------------------------|---------------------------------------------------------------------------------------|-------------------|----------------------------------|----------------------| | 投资者关系活 动类别 | □媒体采访 □新闻发布会 □现场参观 \n蒯剑 | √特定对象调研 \n \n东方证券 | □路演活动 □其他： | □分析师会议 \n□业绩说明会 \n王鼎 | 广发证券 | | | 李文斌 | 万家基金 | | 李哲渊 | 广州市好投投资管理 | | | 王斌 | 万家基金 | | 陈静 | 拾贝投资 | | | 王炫 ...

证券代码：300303 证券简称：聚飞光电 编号：2019-002 深圳市聚飞光电股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |---------------------------|-----------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------| | 投资者关系活 动类别 | √特定对象调研 □媒体采访 □新闻发布会 □现场参观 | □分析师会议 □业绩说明会 □路演活动 □其他： | ...

Company Overview - The company, Jufei Optoelectronics, primarily focuses on LED products, including backlight devices and lighting applications [2] - The main product categories include display screens, lighting fixtures, and backlight sources for various devices [2] Business Strategy - The company aims to deepen its presence in the LED industry, expanding into new areas such as display LEDs, automotive LEDs, and Mini/Micro LEDs [3] - The international sales ratio has been steadily increasing as part of the company's ongoing internationalization strategy [3] Financial Performance - The company has set performance targets for its restricted stock incentive plan, with net profit growth rates of at least 30%, 50%, and 70% for the years 2018, 2019, and 2020, respectively [3] - The gross margin for LED products has seen an increase due to selective customer screening and improved operational efficiency [5] Market Position and Competitiveness - The company maintains a strong focus on R&D and production improvements, emphasizing lean management and strategic planning [4] - Jufei Optoelectronics has a diverse revenue structure, with new business areas rapidly growing and expected to become significant profit contributors [4] Production and Expansion Plans - The company is expanding its production capabilities in Huizhou and Wuhu to meet increasing demand, with Huizhou serving South China and overseas clients, while Wuhu focuses on North and East China [5] - The semiconductor packaging business is a strategic new area, with plans for expansion through organic growth and potential acquisitions [5]