奥普光电2024年度网上业绩说明会问答实录

Core Viewpoint - The company held its 2024 annual online performance briefing, achieving a high interaction rate with investors, addressing various inquiries regarding its business strategies and financial performance [1]. Group 1: Company Performance and Financials - The company reported a significant increase in accounts receivable, nearing 500 million, with a strong collection capability due to payments primarily from central finance [53]. - The company plans to distribute a cash dividend of 0.6 yuan per 10 shares for the 2024 fiscal year, aiming to enhance shareholder value [21]. - The company has faced challenges in maintaining consistent growth in scale and profitability since its listing, prompting a focus on new business areas for profit growth [46][14]. Group 2: Business Strategy and Future Plans - The company is exploring new business fields, including potential applications in artificial intelligence and IoT, while considering its existing technological capabilities and market foundation [41][28]. - The company is in the process of establishing a precision optical manufacturing center, expected to be operational within the year, and a grating center projected for completion in 2026 [40][43]. - The company has authorized the board to handle small-scale financing, but due to external factors, the plan has not progressed to formal approval [4][7]. Group 3: Product Development and Market Position - The company has received positive feedback from clients regarding its high-precision optical devices, with expectations for increased testing quantities in 2025, although significant revenue impact is not anticipated in the short term [13]. - The company has invested 193 million in R&D over the past three years, focusing on optical imaging products and high-precision grating scales [35]. - The company has not established business relations with certain key players in the semiconductor industry, indicating a need for further market engagement [6][30].