证券代码：003015 证券简称：日久光电 江苏日久光电股份有限公司投资者关系活动记录表 编号：2025-005 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 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） | | | 光证资管 尚青 | | | 华安证券 潘宁馨、王强峰 | | 活动参与人员 | 英华资产 于晨阳 | | | 浩期资产 肖滨 | | 时间 | 2025 年 6 月 30 日星期一 14:00-15:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 磁控溅镀技术专家吕敬波、董事会秘书徐一佳、证券事务代表王 | | 员姓名 | 静 | | | 董事会秘书徐一佳介绍了公司的概况、发展历程、生产经营情况 | | | 及产品情况。接下来是投资者交流主要内容： | | | Q1、可以介绍一下调光膜的 PDLC 和 EC 两种不同技术路线的优 | | | 劣势吗？公司对应的调光导电膜市场占有率是多少？ | | 交流内容及具体 | 答：整体来看 PDLC ...

Group 1 - Xiaomi's first mid-to-large SUV, YU7, features a large smart dimming canopy, highlighting the application of advanced optical materials in automotive design [1] - The core technology supplier for this feature is Guangyi Technology, which provides next-generation electrochromic (EC) smart glass with a shading rate of 99.85% and blocks 99.9% of UV and infrared rays [1] - Guangyi Technology, founded in 2017, is the only company globally capable of mass-producing EC smart glass, with its products already used in over 20 mass-produced vehicle models from brands like NIO, Zeekr, Audi, BYD, and Avita [1] Group 2 - Beyond automotive applications, Guangyi is expanding into building facades and consumer electronics, with its architectural products implemented in multiple green low-carbon demonstration projects in Shanghai and Zhejiang [2] - The company has established a complete technological closed loop from automotive-grade technology to mass production and system integration, positioning itself as a representative enterprise in China for breakthroughs in this field [2] - The industry anticipates that smart dimming glass will expand from automotive applications to aerospace, architecture, and consumer electronics over the next five years, driven by user experience and the demand for differentiated smart cockpits from automakers [2]

| | ☑特定对象调研 □媒体采访 | □分析师会议 □业绩说明会 | | --- | --- | --- | | 投资者关系活动 | | | | 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） | | | | 华西证券 陈天然 | 泾溪投资 方彦 | | | 朋元资产 秦健丽 | 鹏扬基金 章宏帆 | | | 申万菱信 徐巡 | 东证证券 曹伏飙 | | | 天风证券 骆奕扬 | 翊安投资 张益锋 | | | 阳光资产 张凌禹 | 趣时资产 冯郡 | | | Pinpoint 倪韬 | 北京骏远资产 王存迎 | | | 知盈投资 张严冬 | 中金公司 胡炯益 | | 活动参与人员 | 财通证券 黄梦龙 | 上海证券 梁瑞 | | | 上海证券报 柴刘斌 | 银泰证券资管 杨皓 | | | 东兴证券 李科融 | 路演时代 曹力丹 | | | 浩期私募基金 肖滨 | 长江证券 盛硕文 | | | 新狮峰投资 孙飞 | 上海贤盛投资管理 郑力豪 | | | 中国船舶集团投资公司 | 任丽 | | | 长江证券资产管理 张剑鑫 | | | | 内蒙 ...