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 ...

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 ...

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 ...

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 ...

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 | ...

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]