格隆汇9月26日丨秋田微(300939.SZ)在互动平台表示，公司主要从事液晶显示及触控产品的研发、设 计、生产和销售，公司产品已应用于充电桩类产品并实现量产销售。 ...

Company Overview - Akita Microelectronics Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, and was established on November 5, 2004. The company went public on January 28, 2021. Its main business involves the research, design, production, and sales of LCD display and touch control products [1]. Business Composition - The revenue composition of Akita Microelectronics is as follows: capacitive touch screens account for 31.70%, monochrome LCD modules for 19.91%, color LCD modules for 19.28%, monochrome LCD displays for 16.90%, and other supplementary products for 12.21% [1]. Stock Performance - As of September 17, Akita Microelectronics' stock price increased by 5.22%, reaching 37.66 CNY per share, with a trading volume of 67.30 million CNY and a turnover rate of 1.51%. The total market capitalization is 4.519 billion CNY [1]. Major Shareholders - Among the top ten circulating shareholders of Akita Microelectronics, a fund under Great Wall Fund ranks first. The Great Wall CSI 360 Internet + Index A (002236) entered the top ten circulating shareholders in the second quarter, holding 505,400 shares, which is 0.42% of the circulating shares. The estimated floating profit today is approximately 945,100 CNY [2]. Fund Performance - The Great Wall CSI 360 Internet + Index A (002236) was established on February 3, 2016, with a latest scale of 698 million CNY. Year-to-date returns are 36.66%, ranking 1130 out of 4222 in its category. Over the past year, the return is 96%, ranking 587 out of 3804, and since inception, the return is 222.31% [2]. Fund Manager - The fund manager of Great Wall CSI 360 Internet + Index A (002236) is Xia Gao, who has a cumulative tenure of 10 years and 289 days. The total asset scale of the fund is 2.26 billion CNY, with the best fund return during the tenure being 217.4% and the worst being -71.74% [3].

Company Overview - Akita Microelectronics Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, established on November 5, 2004, and listed on January 28, 2021. The company primarily engages in the research, design, production, and sales of LCD display and touch control products [1]. Business Composition - The main business revenue composition is as follows: capacitive touch screens account for 31.70%, monochrome LCD modules 19.91%, color LCD modules 19.28%, monochrome LCD displays 16.90%, and others 12.21% [1]. Stock Performance - As of September 2, the stock price of Akita Microelectronics decreased by 5.29%, trading at 36.38 yuan per share, with a transaction volume of 82.89 million yuan and a turnover rate of 1.87%. The total market capitalization is 4.366 billion yuan [1]. Major Shareholders - Among the top ten circulating shareholders of Akita Microelectronics, a fund under Da Cheng Fund ranks first. The Da Cheng CSI 360 Internet + Index A (002236) entered the top ten circulating shareholders in the second quarter, holding 505,400 shares, which represents 0.42% of the circulating shares. The estimated floating loss today is approximately 1.026 million yuan [2]. Fund Performance - The Da Cheng CSI 360 Internet + Index A (002236) was established on February 3, 2016, with a latest scale of 698 million yuan. Year-to-date returns are 35.65%, ranking 1064 out of 4222 in its category; the one-year return is 86.08%, ranking 596 out of 3781; and since inception, the return is 219.94% [2]. Fund Management - The fund manager of Da Cheng CSI 360 Internet + Index A (002236) is Xia Gao, who has a cumulative tenure of 10 years and 274 days. The total asset scale of the fund is 2.26 billion yuan, with the best fund return during the tenure being 219.94% and the worst being -71.74% [3].

Group 1 - The company, QiuTian Micro (300939.SZ), primarily engages in the research, design, production, and sales of liquid crystal display and touch control products [1] - The company has not ventured into the business of co-packaged optics [1]

Core Viewpoint - The company is a national high-tech enterprise specializing in the research, design, production, and sales of LCD display and touch products, aiming to provide customized solutions and enhance its market presence in various sectors such as industrial control, IoT, healthcare, and automotive electronics [4][5][11]. Company Overview - The company focuses on LCD displays and touch products, with major applications in industrial control, IoT, healthcare, and automotive electronics [4][5]. - Key products include monochrome LCDs, color LCD modules, and capacitive touch screens, serving clients like ABB, HP, GE, and BYD [5][11]. Financial Performance - In the reporting period, the company achieved a revenue of 1,084.67 million yuan, a year-on-year increase of 9.02%, while net profit decreased by 25.91% to 90.61 million yuan [11]. - Total assets amounted to 1,651.14 million yuan, a decrease of 1.44%, while net assets grew by 0.67% to 1,369.87 million yuan [11]. Business Model - The company operates a customized sales model targeting both end-product manufacturers and technical service providers, ensuring tailored solutions based on client specifications [9][10]. - The procurement strategy is primarily self-sourced, focusing on minimizing risks associated with material price fluctuations [6][10]. R&D and Innovation - The company emphasizes innovation and R&D, with ongoing projects in electronic paper technology, automotive display systems, and energy storage solutions [13][14][16][18]. - Significant investments in R&D aim to enhance product competitiveness and align with market demands [12][13]. Market Trends and Opportunities - The global electronic paper market is projected to reach approximately $13 billion in 2024, with a compound annual growth rate exceeding 10% [14]. - The automotive sector is experiencing rapid growth in demand for touch display systems, driven by the increasing penetration of electric vehicles [17]. Talent Development - The company implements a talent development strategy focusing on internal training and external recruitment to build a high-level talent pool [21]. Operational Efficiency - Continuous improvements in operational processes and the adoption of lean production practices are prioritized to enhance efficiency and product quality [22]. ESG Management - The company integrates ESG principles into its operations, aiming to contribute to sustainable development and align with national carbon neutrality goals [23]. Shareholder Returns - The company has consistently provided cash dividends since its listing, with a cumulative dividend payout of 183.43 million yuan, reflecting a commitment to shareholder returns [24][25]. International Expansion - The establishment of a production base in Thailand is a strategic move to enhance international operations and mitigate supply chain risks [26].