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波长光电(301421) - 投资者关系活动记录表
2025-05-21 12:04
Group 1: Semiconductor Business Progress - In 2024, the company's revenue from semiconductor and related fields reached 51 million, an increase of 82% compared to the previous year [1] - Revenue from semiconductor business, including lithography and testing, was approximately 17.7 million, with products used in mature processes and advanced lithography equipment [1] - The company has deepened cooperation with existing semiconductor clients and increased both product categories and client numbers in 2024 [2] Group 2: Growth Points for 2025 - The company continues to implement the "Optics+" strategy, with projected revenue of approximately 33 million from PCB and display fields in 2024 [2] - The PCB laser micro-processing lens has significantly increased orders, indicating a shift towards domestic alternatives [2] - Revenue from consumer-grade optical products, particularly AR/VR, was about 5.5 million in 2024, with expectations for substantial growth in 2025 due to improved market demand [2] - The infrared imaging optical business underperformed in 2024 but is expected to recover in 2025 as market conditions stabilize [2] Group 3: Equipment and Manufacturing Capabilities - The company possesses over 20 years of precision optical processing experience and advanced manufacturing capabilities, including high-precision polishing and coating equipment [4] - Current equipment, primarily domestic with some imports, meets the demands of the semiconductor business, with processing precision reaching ultra-precision levels [4] - The company has established advanced manufacturing process centers and cleanroom environments to ensure high-quality production standards [4] Group 4: Risk and Disclosure - The company emphasizes that information disclosed during investor relations activities should be verified against official announcements on designated platforms [5] - No significant undisclosed information was involved in this investor relations activity [6]