Group 1: Company Overview and Business Development - Dongtian Micro currently does not produce Faraday rotation plates but procures them for optical isolator production [1] - In 2024, the company's optical communication business achieved revenue of 1.24 billion yuan, a year-on-year growth of 101.65% [1] - The company aims to strengthen its existing business while seizing opportunities in the data communication market, focusing on the delivery of optical isolators and the development of new products like z-blocks and optical components [1] Group 2: Market Trends and Product Outlook - The global smartphone shipment in 2024 is projected to reach 1.24 billion units, a year-on-year increase of 6.4%, with China's market expected to see shipments of approximately 400 million units, growing by 2.86% [2] - The demand for high-speed optical modules, particularly 800G and 1.6T products, is expected to rise due to increasing AI computing power, driving the need for optical components [2] - The market for smartphone micro-prisms is significant, with high unit value and low current penetration, indicating substantial growth potential [2] Group 3: Technological Advancements - The spin-coating filter technology offers high absorption rates in the near-infrared spectrum, significantly improving image quality for high-end smartphone cameras [2]

福建福晶股份有限公司投资者关系活动记录表 编号：2025001 | | □特定对象调研 | □分析师会议 | | | --- | --- | --- | --- | | 投资者关系活动类 | □媒体采访 | √业绩说明会 | | | 别 | □新闻发布会 | □路演活动 | | | | □现场参观 | √其他 | 投资者线上集体接待日活动 | | 参与单位名称及人 | 广大投资者网上提问 | | | | 员姓名 | | | | | 时间 | 2025 年 5 月 14 日 15:30-17:00 | | | | 地点 | 全景网 | | | | 上市公司接待人员 | | | 副董事长兼总经理陈秋华先生、董秘薛汉锋先生、财务总监郭宗慧先生、独立董事 | | 姓名 | 陈嘉女士 交流主要内容见附件。 | | | | 投资者关系活动主 要内容介绍 | | | | | 关于本次活动是 否涉及应披露重大 | 否 | | | | 信息 | | | | | 附件清单（如有） | 《投资者交流主要内容》 | | | 提问人 提问内容 回复内容 135****3770 公司的存货比较多，咱是先生产后销售 吗？ 公司业务模式主要 ...