Optics Tech(SZ:300489) Zheng Quan Ri Bao·2025-03-28 11:12Core Viewpoint - The company, Guangzhi Technology Co., Ltd., reported significant growth in its 2024 annual performance, driven by strategic initiatives in the infrared materials sector and effective asset management [2][3]. Financial Performance - In 2024, Guangzhi Technology achieved a revenue of 1.455 billion yuan, representing a year-on-year increase of 43.82% [2]. - The net profit attributable to shareholders was 12.2571 million yuan, marking a turnaround from previous losses [2]. Business Strategy - The company focuses on an integrated optoelectronic industry chain strategy, extending from infrared materials to devices and complete systems [3]. - Guangzhi Technology plans to enhance its research and development (R&D) efforts, with an R&D investment of 156 million yuan in 2024, accounting for 10.74% of its revenue [3][4]. Technological Advancements - The company has developed advanced technologies in crystal growth, zinc selenide production, coating, optical-mechanical-electrical design optimization, and detector production [3]. - Guangzhi Technology is recognized as the largest domestic supplier of infrared materials and has established a production line for ultra-pure germanium with international standards [2][3]. Market Position and Expansion - The global infrared industry is characterized by a competitive landscape dominated by North America, which holds over 60% of the civilian infrared thermal imaging product market [3]. - The company is committed to expanding its overseas market presence through the establishment of foreign subsidiaries or offices [3]. Future Plans - For 2025, Guangzhi Technology intends to further increase R&D investments focused on infrared devices and complete products, aiming for technological innovation and market competitiveness [4]. - The company emphasizes collaboration with supply chain partners to manage raw material price fluctuations and ensure rapid commercialization of R&D outcomes [4].