江苏捷捷微电子股份有限公司 证券代码：300623 证券简称：捷捷微电 江苏捷捷微电子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 | | | --- | --- | --- | | | □媒体采访 □业绩说明会 | | | 投资者关系活动 | □新闻发布会 □路演活动 | | | 类别 | □现场参观 | | | | 其他（电话会议） | | | ☑ | | | | | 中邮电子—吴文吉、万玮 | | | | 申万—徐巡 | | | | 创金合信—周志敏、张小郭 | | | | 招商证券—谌薇 | | | | 兴业证券—刘培锐 | | | | 华泰证券—汤仕翯 | | | | 中泰电子—康丽侠、张心阳 | | | | 平安电子—徐碧云 | | | | 富国基金—王佳晨 | | | | 汇丰晋信—周宗舟 | | | | 建信理财—张婧 | | | 参与单位名称及 | 易方达基金—黄鹤林 | | | | 永赢基金—任桀 | | | 人员姓名 | 国金证券—戴宗廷 | | | | 上海同犇投资—李晓芬 | | | | 西部利得基金管理有限公司—侯文生 | | | ...

Core Viewpoint - The company, Guoxing Optoelectronics, is actively extending its industrial chain while focusing on its core business of LED packaging, indicating a strategic diversification into new product areas [2]. Group 1: Business Development - The company is developing ultra-high-definition display modules, smart home display control modules, and lightweight display modules as part of its industrial chain extension [2]. - The company is also actively developing new product lines, including optocoupler products and automotive LED products [2].

Group 1: Business Expansion and Strategy - The company plans to optimize its layout and actively pursue investment and mergers to promote business synergy, focusing on expanding LED applications and developing new products in emerging industries [2][3] - The company is extending its industrial chain by developing ultra-high-definition display modules and smart home display modules while also exploring new business products like optical coupling products and automotive LED products [3][4] Group 2: Financial and Investment Activities - The company is currently preparing the necessary documentation for a private placement, targeting up to 35 specific investors, including its controlling shareholder, Foshan Lighting [3][4] - The company has decided to optimize its financing structure by shifting from short-term financing notes to a private placement based on a comprehensive assessment of market conditions and funding needs [3][4] Group 3: Product Development and Market Position - The automotive LED division is focused on developing and selling LED devices and modules for automotive lighting and displays, with products covering both exterior and interior applications [3][4] - In the first half of 2025, the company's overseas business revenue accounted for 21.56%, indicating a strategic push to enhance its international market presence [4]