| |  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（ 现场调研 ） | | 参与单位名称及人 | 李明明 国海证券 | | 员姓名 | 李庭旭 招银理财 | | | （以上排名不分先后） | | 时间 | 2025年11月20日 | | 地点 | 合肥市方兴大道6988号芯瑞达科技园 | | 上市公司 | | | 接待人员姓名 | 董事会秘书兼财务总监：唐先胜 | | 投资者关系活动主 | 问题1、如何看待当前行业数据，公司核心业务现状 | | 要内容介绍 | 回答： | | | 从行业数据看，当前国内电视出库量同比有所降低，但在结构上， | | | Mini终端产品的渗透率却在大幅提升。体现到公司数据上，一是Mini | | | 产品渗透率提升，二是单位价值明显高于传统，对营收与利润贡献均 | | | 超过了传统。行业数据变化对公司核心业务的影响较小。 | | | 今年前三季度，公司净利润9,427.41万元，同比增长25.75%。公 | | | ...

Core Viewpoint - Chipone Microelectronics (688630) announced the official production launch of its second-phase park on September 5, 2023, which will significantly enhance the annual production capacity of high-end direct-write lithography equipment, addressing current delivery pressures and laying a foundation for future market share growth [1] Group 1 - The second-phase facility is now operational, which is expected to alleviate delivery pressures by increasing production capacity [1] - The enhanced capacity will effectively support incremental orders in AI servers, intelligent driving, and Mini/Micro-LED sectors [1] - The company aims to establish a solid production capacity base for future market share expansion [1]

Group 1: Market Strategy - The company plans to focus on both "deepening advantages" and "forward-looking layout" in its market expansion strategy over the next three to five years, targeting high-growth sectors such as gaming, smart wearables, and automotive displays [3] - The company aims to enhance its comprehensive service capabilities for global top clients by concentrating resources and fostering cross-departmental innovation [3] Group 2: R&D Investment - The cumulative R&D investment over the past three years accounts for 6.39% of the company's revenue, reflecting its commitment to technological innovation [4] - Future R&D efforts will focus on optimizing high-value product lines and advancing new display technologies like Mini LED and Micro LED [4] Group 3: Revenue from Overseas Markets - In the first half of 2025, overseas market sales accounted for 69.81% of the company's total revenue, becoming a core growth driver [4] - The company is optimistic about scaling production for several emerging overseas projects, which are currently in the stages of technical validation and sample testing [4] Group 4: Technology Development - The company is actively pursuing breakthroughs in new display technologies and has made substantial progress in Mini LED backlighting, with customer samples already delivered [4] - The upcoming "Mini/Micro-LED display module production line" is a key focus for future R&D investments [4] Group 5: Investor Relations Activity - The investor relations activity took place from August 19 to August 20, 2025, at the company's conference room in Shenzhen [2][5] - The event involved discussions with various investment firms and individual investors, focusing on the company's strategic direction and market performance [2]