证券代码：300308 证券简称：中际旭创 中际旭创股份有限公司 投资者关系活动记录表 | 投资者关 | ☑特定对象调研 □分析师会议 □媒体采访 □业绩说 | | --- | --- | | 系活动类 | 明会 □新闻发布会 □路演活动 | | 别 | □现场参观□其他 （电话会议） | | 参与单位 | 易方达基金、广发基金、泰康资产、华宝基金、博时基金、永赢基金、 | | | 东方阿尔法基金、财通资管、财通基金、中邮基金、申万菱信基金、新 | | 名称 | 华基金、长江资管、盘京投资、东吴基金、长盛基金、诺德基金、国泰 | | | 海通证券、国信证券、长江证券 | | 时间 | 2025 年 6 月 日（星期三）15:00—16:30 | | 地点 | 公司会议室 | | 上市公司接 | 公司副总裁、董事会秘书王军先生 | | 待人员姓名 | | | | 基础设施建设和 | | | 将有较大 | | 投资者关系 | 幅度增长。此外，还有部分客户也给出了 1.6T 光模块的部署计划和需 | | 活动主要 内容介绍 | 求指引，预计 需求也将在 年出现快速增长。 1.6T 2026 | | | Q2：传统数 ...

Core Insights - New Yisheng (300502) reported a significant increase in financial performance for 2024, with total revenue reaching 8.647 billion yuan, a year-on-year growth of 179.15%, and net profit attributable to shareholders at 2.838 billion yuan, up 312.26% [1][4] Financial Performance - The company's net profit excluding non-recurring items was 2.830 billion yuan, reflecting a year-on-year increase of 317.59% [1] - R&D investment for 2024 amounted to 403 million yuan, representing 4.66% of total revenue, reinforcing its technological leadership in the optical communication industry [4] Business Performance - The growth in performance was primarily driven by the strong performance of the optical module business, with successful launches of 400G, 800G, and 1.6T high-speed optical module products [4] - The company has established strong partnerships with leading global communication equipment manufacturers and internet companies, enhancing its market presence [7] Inventory Management - Despite the impressive financial results, the company faced challenges with inventory, which increased by 32.26% compared to the previous year, raising concerns about supply chain management [5] - The rise in inventory may indicate issues in raw material procurement and production planning, potentially impacting cash flow and profitability if not addressed [5] Market Expansion - New Yisheng actively expanded its market and optimized its customer structure, utilizing both direct sales and distributor sales models to cater to different customer needs [7] - The diversified sales strategy has contributed to an increase in market share and brand influence [7]