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联合光电(300691) - 2018年1月11日投资者关系活动记录表
2022-12-04 08:46
Group 1: Company Overview and Market Position - The company transitioned from mobile phone lenses to security lenses due to high initial capital requirements and a focus on high-tech industries [1][2]. - The security lens industry is characterized by small batch production and high fixed costs, which affects overall profit margins [2]. Group 2: Financial Performance - In 2016, the company's operating income significantly increased compared to 2015, with a notable rise in net profit after deducting non-recurring items [2]. - Research and development (R&D) expenditures have been balanced with revenue growth, maintaining a steady growth state despite not increasing proportionally with operating income [2]. Group 3: Production and Capacity - The company is currently preparing for construction and project reporting for its production capacity, particularly for security lenses, which are expected to have high utilization rates in the second half of the year [1]. - The total number of lenses produced is relatively low in the overall security industry, but the company's share in the security zoom lens segment is comparatively higher [2]. Group 4: Competitive Landscape - Major competitors in the zoom lens field include Japanese companies such as Fujifilm, Tamron, and Canon [2]. - The company has established business collaborations with international first-tier clients and plans to expand its overseas customer base post-IPO [2]. Group 5: Market Trends and Future Outlook - The mobile phone lens market is currently dominated by oligopolistic competition, and the company aims to maintain its technological advantage while waiting for the right opportunity to re-enter this market [2]. - The company's performance in 2014 saw a significant surge due to the development of new high-definition models and the rapid release of production capacity after moving to a new facility [2].
联合光电(300691) - 联合光电调研活动信息
2022-12-04 07:02
Group 1: Business Overview - The company has established a leading market position in high-end optical lenses for security video monitoring, with products supporting resolutions from 720P to 8K and optical zoom from 3x to 100x [3] - In the first half of 2020, the revenue from security-related products reached CNY 344 million [3] Group 2: Product Development - The company has expanded its product offerings in the consumer electronics sector, producing mobile phone lenses with a resolution of up to 48 million pixels and automotive lenses with a field of view of 220 degrees [4] - The company is actively exploring emerging fields such as video conferencing, drones, virtual reality, and smart home technologies, collaborating with well-known industry partners to enhance its market resilience [4] Group 3: Research and Innovation - The company emphasizes long-term investment in product R&D to drive the application of new technologies, materials, and processes in lens products [4] - Since 2005, the company has continuously expanded its design and production capabilities to include high-resolution mobile camera lenses, micro cameras, and infrared optical touch screen camera lenses [5] Group 4: Technological Advancements - The company has achieved breakthroughs in ultra-short focus lenses and Fresnel lenses, extending its product applications to video teaching, video conferencing, automotive electronics, laser TVs, and virtual reality [5] - The integration of advanced technologies with optical lens system design has led to continuous performance improvements in the company's products, ensuring high-definition and stable imaging under various lighting conditions [5]
联合光电(300691) - 2017年11月2日投资者关系活动记录表
2022-12-04 06:48
证券代码:300691 证券简称:联合光电 编号:2017-11-02 | --- | --- | --- | |-------------------------|-----------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------| | | ■ | 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 | □ 新闻发布会 □路演活动 | | | 活动类别 | ■ 现场参观 | | | | □ | 其他 (请文字说明其他活动内容) | | | 招商证券:王淑姬 中泰证券:张欣 华泰证券:彭茜 义乌高创:王都发 中金子公司:宗佳颖 浙商证券:张伟 海通证券:石坚 交银施德罗:高 ...
联合光电(300691) - 2018年5月11日投资者关系活动记录表
2022-12-03 09:56
证券代码:300691 证券简称:联合光电编号:2018-05-11 中山联合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 | | 投资者关系 | □ 媒体采访 □业绩说明会 | | | 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 | 中信证券股份有限公司 胡叶倩雯 | | | 及人员姓名 | 深圳嘉禾资产管理有限公司 黄逸风 | | | 时间 | 2018 年 5 月 11 日下午 | 15:00 | | 地点 | 联合光电会议室 | | | | 董事会 ...
联合光电(300691) - 2018年5月24日投资者关系活动记录表
2022-12-03 09:50
证券代码:300691 证券简称:联合光电编号:2018-05-24 中山联合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 | | 投资者关系 | □ 媒体采访 □业绩说明会 | | | 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 | 天风证券 陈俊杰 分析师 | | | 及人员姓名 | 信达证券 王佐玉 研究员 | | | 时间 | 2018 年 5 月 24 | 日下午 15:00 | | 地点 | 联合光电会议室 | | ...
联合光电(300691) - 2018年6月15日投资者关系活动记录表
2022-12-03 09:48
证券代码:300691 证券简称:联合光电 编号:2018-06-15 中山联合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 | | | 投资者关系 | □ 媒体采访 □业绩说明会 | | | 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 | 麦格里资本股份有限公司 张博凯 | | | 及人员姓名 | 麦格里资本股份有限公司 郑宇评 | | | 时间 | 2018 年 6 月 15 日下午 | 14:00 | | 地点 | 联合光电会议室 | | | 上市公司 | 董事会秘书:瞿宗金 | | | 接待人员姓名 | 证 ...
联合光电(300691) - 2018年8月31日投资者关系活动记录表
2022-12-03 09:22
证券代码:300691 证券简称:联合光电 编号:2018-08-31 中山联合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 | | 投资者关系 | | | □媒体采访 ■业绩说明会 | | 活动类别 | □ | | 新闻发布会 □路演活动 | | | | | □现场参观 ■其他(电话交流会) | | | | | 天风证券 陈俊杰 东海证券 刘俊 | | | | | 征金资本 蔡硕 鼎力投资 杨卓英 | | 参与单位名称 | | | 登程资产 于俊晨 东信资本 陈晨 | | | | | 林孚投资 江军 双安资产 宋斌 | | 及人员姓名 | | | 睿远资本 金宇 壹心投资 郭歌 | | | | | 源乘投资 曾尚 中瑞基金 李准 | | 时间 | 兴全 ...
联合光电(300691) - 2018年11月22日投资者关系活动记录表
2022-12-03 09:11
证券代码:300691 证券简称:联合光电 编号:2018-11-22 中山联合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 | | 投资者关系 | | | □媒体采访 □业绩说明会 | | 活动类别 | □ | | 新闻发布会 □路演活动 | | | | | □现场参观 □其他(电话交流会) | | 参与单位名称 | | | 天风证券 陈俊杰 于翼资产 刘生 | | 及人员姓名 | | | 浙商基金 王斌 竣弘投资 陈翔 | | 时间 | 2018 年 11 月 | 22 | 日下午 15:00 | | 地点 ...
联合光电(300691) - 2018年12月27日投资者关系活动记录表
2022-12-03 09:04
证券代码:300691 证券简称:联合光电 编号:2018-12-27 中山联合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 | | 投资者关系 | □媒体采访 □业绩说 ...
联合光电(300691) - 2018年12月18日投资者关系活动记录表
2022-12-03 09:04
证券代码:300691 证券简称:联合光电 编号:2018-12-18 中山联合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 | | 投资者关系 | □媒体采访 □业绩说明会 | | | 活动类别 | □ | 新闻发布会 □路演活动 | | | | □现场参观 □其他(电话交流会) | | 参与单位名称 | 太平洋证券 刘翔 分析师 | | | 及人员姓名 | | | | 时间 | 2018 年 12 月 18 | 日下午 13:40 | | 地点 | 联合光电会议室 | | | | | | | 上市公司 | | 董事会秘书:瞿宗金;证代:徐雁双 | | 接待人员姓名 | ...