证券代码：300691 证券简称：联合光电 编号：2021-03-002 中山联合光电科技股份有限公司 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 □业绩说明会 □新闻发布会 □路演活动 | □分析师会议 □现场参观 ■其他（电话交流会） | | | 国信证券股份有限公司 国信研究所 许亮 | 叶子 | | | 华商基金管理有限公司 | 常宁 | | | 广发证券股份有限公司 ...

Group 1: IPO and Fundraising Progress - The company has completed the project closure for the "Engineering Technology R&D Center" and allocated surplus funds to replenish working capital as of July 6, 2020 [2] - The "High-end Optoelectronic Lens Product Intelligent Manufacturing Base Expansion Project" was approved for project closure on March 17, 2021, with surplus funds also allocated to working capital [2] - The company plans to issue up to 38,902,538 shares at a price of 12.21 CNY per share, raising a total of no more than 475 million CNY for the "New Display and Smart Wearable Products Manufacturing Project" [2] Group 2: Revenue Expectations and Market Position - The company anticipates significant revenue growth in 2021, driven by the release of production capacity, with security product revenue expected to remain stable and non-security product revenue projected to be a major growth driver [3] - The company has achieved world-leading technology in the security video surveillance field, maintaining a stable customer base and high market share [3] Group 3: Technological Advantages and R&D Capabilities - The company has 16 years of development experience and possesses key technologies in projection equipment and laser television, including 15 domestic patents and 1 U.S. patent in the ultra-short throw field [3] - The company has established a comprehensive R&D platform for optical products, with strong capabilities in optical lens design and production [4] Group 4: Strategic Partnerships and Client Development - The company has formed strategic partnerships with well-known enterprises such as Hikvision and Dahua Technology, enhancing its market presence [4] - The first major client, Hikvision, has established a long-term cooperative model with the company, focusing on customized product services to address market technical pain points [4]

证券代码：300691 证券简称：联合光电 编号：2021-03-001 中山联合光电科技股份有限公司 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 | □分析师会议 □媒体采访 □业绩说明会 □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 及人员姓名 | 个人投资者马骞 | | | 时间 | 2021 年 3 月 5 | 日 上午 9:30-10:30 | | 地点 ...

Group 1: Investment and Financial Overview - The company plans to issue up to 38,902,538 shares at a price of 12.21 CNY per share, raising a total of no more than 475 million CNY [1] - The funds raised will primarily be used for the "New Display and Smart Wearable Products Manufacturing Project" [1] - The project is expected to commence construction by the end of 2021 and be completed by the end of 2021 [1] Group 2: Product Development and Market Performance - The company aims to achieve an annual production capacity of 18 million sets of vehicle-mounted lenses, 2 million sets of new projection lenses, and 580,000 sets of VR/AR all-in-one machines [2] - Revenue from the automotive electronics sector grew by 230.87% compared to 2019, while the consumer electronics sector saw a growth of 189.11%, and the smart display sector increased by 91.38% [2] - The company has established itself as a secondary supplier for market terminal customers in the consumer electronics field, producing high-resolution mobile lenses and various optical products [2] Group 3: Strategic Goals and Future Plans - The company is committed to maintaining its leading position in high-end security lenses and expanding its market share in vehicle-mounted lenses [3] - Plans include enhancing competitiveness in vehicle-mounted lenses and new projection lenses through the introduction of new equipment, processes, and technologies [3] - The company aims to leverage technological innovation to strengthen its optical product offerings and expand into new markets such as smart projection and virtual reality [3]

Company Overview - The company specializes in optical imaging, display, and sensing technologies, providing optical products and system solutions [1] - It has developed a complete industrial chain in optical products, including aspheric lenses, Fresnel lenses, and freeform lenses [1][2] Market Performance - In 2020, the company achieved significant revenue growth in various sectors compared to 2019: - Automotive electronics revenue increased by 230.87% - Consumer electronics revenue increased by 189.11% - Smart display revenue increased by 91.38% [2] - The global VR/AR market was approximately ¥90 billion in 2020, expected to reach over ¥480 billion by 2024, with an annual growth rate exceeding 54% [3] Product Development and Future Plans - The company is focusing on expanding its product lines in automotive electronics, smart projection, and VR/AR technologies [4] - A private placement project aims to raise up to ¥475 million for new display and smart wearable product manufacturing [2] - The company plans to achieve an annual production capacity of 18 million vehicle-mounted lenses, 2 million new projection lenses, and 580,000 VR/AR all-in-one devices post-project completion [2] Strategic Goals - The company aims to solidify its leading position in high-end security lenses while expanding its market share in automotive lenses and other non-security sectors [4] - It intends to enhance its technological capabilities and product development in optical systems, focusing on innovation and market expansion [4] Investor Relations - The company maintains transparent communication with investors, adhering to regulations to prevent the disclosure of undisclosed significant information [4]

证券代码：300691 证券简称：联合光电 编号：2021-05-006 中山联合光电科技股份有限公司 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 □新闻发布会 □路演活动 | □分析师会议 □媒体采访 □业绩说明会 ■现场参观 □其他（电话交流会） | | | | 广东省上市公司协会：封志敏、赵思皓、江河 | | | 广发基金管理有限公司：李治呈 广州金控资产管理有限公司：黄健 | 深圳市全景网络有限公司：漆思瑶、林一、聂仕昌 | | | | 中国国际金融股份有限公司：杨秋硕、徐奕晨、林少铭 | | | 国泰君安证券股份有限公司：刘韵甜 | | | | 粤开证券股份有限公司：冯伟 | | | ...

证券代码：300691 证券简称：联合光电 编号：2021-05-007 中山联合光电科技股份有限公司 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 □新闻发布 ...

证券代码：300691 证券简称：联合光电 编号：2021-08-012 中山联合光电科技股份有限公司 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 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ■其他（电话交流会） | | | 华创证券 孟灿、岳阳、郭一江 | | 参与单位名称 | 善渊资产 唐聪、刘明霞 中银基金 王嘉琦 兴证资管 王正 聚鸣 蔡成吉 泰达宏利 孟杰 | | 及人员姓名 | 光证资管 李行杰 长城基金 余欢 彤源资产 张乐 国金证券 刘妍雪 中科沃土基金 李晓宇 | | 时间 | 202 ...

Group 1: Company Overview and Strategy - The company specializes in optical imaging, display, and sensing technologies, providing optical products and system solutions [1] - It aims to strengthen its technological foundation in the optical field and enhance high-end manufacturing capabilities [1] - The company plans to increase market R&D investment and product development to expand the application areas of optical products [1] Group 2: Non-Security Product Development - The company focuses on developing non-security optical products, particularly in new display and intelligent driving sectors [2] - It aims to enhance its one-stop manufacturing capabilities from optical design to intelligent assembly [2] - The company has established a strategic partnership with major automotive manufacturers for its vehicle-mounted lens products [2] Group 3: Market Growth and Projections - The global vehicle-mounted lens market is projected to grow from 81.77 million units in 2016 to 204.5 million units by 2023, with a CAGR of 29.09% [3] - The market value is expected to reach $1.353 billion by 2023, driven by advancements in 5G technology [3] - The company plans to increase R&D investment in vehicle-mounted lenses to enhance product competitiveness [3] Group 4: Product Innovations and Technical Barriers - The company has developed laser projection and AR/VR products, with stable customer orders [3] - It has achieved breakthroughs in mirror technology, mastering ultra-short focus lens technology [3] - The company produces medical micro-lenses for endoscopes, which are now in mass production [3] Group 5: Management and R&D Team - The company has over 500 R&D personnel across five bases, maintaining a leading position in domestic optical technology [4] - The management team includes experienced professionals from major companies, enhancing operational efficiency [4] - The company has established a joint training base with Changchun University to foster high-quality talent [4] Group 6: Fund Investment Strategy - The company has established four investment funds to optimize its upstream and downstream industry layout in the optical sector [5] - Future plans include leveraging these funds to invest in optical-related projects, creating strong synergies with its optical technology [5]

Group 1: Business Performance - The company's non-security business revenue decreased by 11.58% year-on-year in the first half of 2022, primarily due to a decline in consumer electronics revenue [1] - Revenue from new display and smart driving sectors saw significant growth, with laser projection products increasing by 289.68% and AR/VR products growing by 93.38% [1] - Smart driving products revenue increased by 79.05%, with major breakthroughs in business expansion [2] Group 2: Product Development and Market Position - The company has established a leading technology route for AR-HUD products, offering advantages such as high resolution and low energy consumption [2] - The company’s millimeter-wave radar products are competitive due to a strong R&D team and cost-effectiveness compared to similar products [2] - The company has achieved coverage with major domestic automotive manufacturers for its vehicle-mounted lens products [2] Group 3: Future Outlook and Strategy - The company plans to expand its market presence and strengthen cooperation with high-quality clients in the automotive sector [3] - The company is optimistic about the future of its security business, despite a 13.19% year-on-year revenue decline in the first half of 2022 due to macroeconomic uncertainties [3] - The company is committed to continuous R&D investment in the AR/VR field to enhance market share [3]