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]

Group 1: Company Overview - The main products of Jufei Optoelectronics include backlight and lighting LED devices, primarily used in TV, automotive display systems, and lighting fields [1] - The company has a history of focusing on small-sized backlight products and is now expanding into lighting and international markets [1][2] Group 2: Development Strategy - Jufei aims to deepen its presence in the LED industry, focusing on strengthening and expanding its core backlight and lighting LED businesses while exploring new areas such as small-pitch LED, infrared LED, and automotive LED [2] - The company plans to enhance its global market share while developing integrated circuit packaging and components [2] Group 3: Internationalization and Market Expansion - The international sales proportion has significantly increased in the first three quarters of 2017, with major overseas clients from Taiwan, South Korea, and a few from Japan [2] - The small-pitch display LED business is progressing well, with production and sales already achieved, indicating a high market demand [2][3] Group 4: Financial Performance - The profit growth in Q3 2017 was slower than revenue growth due to high profits in the same period last year and increased expenses in market development, R&D, and personnel training [3] - The company is prioritizing market share expansion over immediate profit, aiming to capture market opportunities quickly [3] Group 5: Competitive Advantages - Jufei emphasizes technological innovation in R&D, continuous improvement in production, and strategic planning to enhance internal management and product quality [3] - The company maintains a stable operational style, avoiding blind capacity expansion while increasing market share in existing businesses and developing new ones [3][4] Group 6: Future Plans - Jufei plans to expand its IC integrated circuit business gradually, considering mergers and acquisitions if suitable high-end resources are available [4] - The company aims to become a respected world-class enterprise in the LED industry, focusing on sustainable growth and market leadership [4]

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：2020-011 | --- | --- | --- | |-----------------------------|----------------------------------------------------------|---------------------------------------------------------------| | 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 | | 方式 | 线上通讯交流 2020 年 | 日 | | | | | | | 国泰君安证券股份有限公司 | 冯定成 | | | 万家基金管理有限公司 | 董一平 | | | 方正证券股份有限公司 | 赖彦杰 | | | 浙江浙商证券资产管理有限公司 | 徐岩 | | | 太平资产管理有限公司 | 曹丽娟 | | | 华融证券股份有限公司 | 毛晓光 | | | | | | | | | | | 国泰 ...

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：2020-012 | --- | --- | --- | |-----------------------------|----------------------------------------------------------|----------------------------------------------------------| | 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 | | 方式 | 公司会议室线下交流 2020 | 11 月 3 日 | | | | | | | 中国国际金融股份有限公司 | 胡誉镜 | | | 中国国际金融股份有限公司 | 李澄宁 | | | 方正证券股份有限公司 | 赖彦杰 | | | 中泰证券股份有限公司 | 李荣庆 | | 参与单位名称及 | 上海世诚投资管理有限公司 | 陈之璩 | | 人员姓名 | | | | | 深圳市中泓汇富资产管理有限公司 ...