证券日报网讯太辰光（300570）8月21日发布公告，在公司回答调研者提问时表示，公司主营产品是无 源光器件、有源光器件、光传感产品，其中无源光器件产品的营收占比超过90%。 ...

证券代码：300570 证券简称：太辰光 深圳太辰光通信股份有限公司投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | √其他 投资者交流会 | | 参与单位名称及 | 详见附件清单 1：投资者交流会参会名单 | | 人员姓名 | | | 时间 | 2025 年 8 月 20 日 15:00-16:30 | | 地点 | 广东省深圳市坪山区锦绣中路 8 号太辰光通信科技园 | | 上市公司接待人 | 董事长：张致民先生； | | 员姓名 | 总经理、董事、财务总监：张艺明先生； | | | 副总经理、董事、技术总监：肖湘杰先生； | | | 董事会秘书、海外市场部经理：蔡波女士； | | | 监事会主席、助理技术总监、技术开发部经理、光栅部经理： | | | 侯丹先生。 | | | 一、董事长张致民先生致欢迎辞 二、问答及交流 | | 投资者关系活动 | 问题 1：公司各业务结构情况 | | 主要内容介绍 | 答：公司 ...

Group 1: Business Strategy and Future Directions - The company plans to optimize its layout and actively engage in investment and mergers, focusing on expanding into emerging industries such as LED applications, optical sensing, and intelligent systems [1] - Future capital investments will target new fields including third-generation semiconductors and advanced semiconductor packaging [1] - The company aims to enhance its product offerings in the automotive sector, particularly in LED products used by major manufacturers like Changan and BYD [2] Group 2: Product Development and Competitive Advantages - The company has a strong competitive edge due to its technological innovation, with over 1,200 patents filed and more than 840 granted, establishing a solid technical barrier [2] - The new AS series panel utilizes a "MIP + module + GOB" technology integration, enhancing display quality and reliability while reducing costs [3] - The company is developing optical sensing products for automotive applications, specifically for AEBS systems [1] Group 3: Market Outlook and Industry Trends - The domestic LED industry is expected to benefit from the ongoing push for localization and technological advancements, particularly in high-value sectors [3] - Emerging markets, such as those related to the Belt and Road Initiative, are anticipated to provide new growth opportunities for the industry [4] - The company is optimistic about the future of the LED market, driven by technological maturity and cost optimization [3] Group 4: Financial Performance and Growth Opportunities - The company has seen growth in its automotive LED and optical sensing sectors, with plans to continue developing new products and exploring acquisition opportunities [5] - Despite recent declines in overall business performance, the company is committed to diversifying its product range and enhancing its market presence [6] - The company is focused on maintaining a stable cash dividend policy to support investor interests amid fluctuating stock prices [7] Group 5: Strategic Adjustments and Future Plans - The company is restructuring its strategy around three pillars: core industries, foundational industries, and emerging industries, to enhance business synergy [6] - Plans include deepening cooperation with key customers and improving product value attributes in foundational industries [6] - The company is actively seeking quality acquisition targets in the LED and optical sensing sectors to strengthen its market position [6]