导光膜(LGF)
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调研速递|汇创达科技接待多家投资者调研 业绩驱动、融资计划及355项专利技术优势成焦点
Xin Lang Cai Jing· 2025-11-20 11:37
Core Insights - The company participated in an investor online reception event on November 20, 2025, focusing on high-quality development for listed companies [1] - The company is actively expanding its customer base and will disclose any significant collaborations, including potential partnerships with Apple, in accordance with information disclosure requirements [2] - The actual controller's pledged shares are under control, and the company is advancing its convertible bond financing plan to raise funds for specific projects [3] Financial Performance - For the first half of 2025, the company reported a net profit of 32.21 million yuan, a decrease of 26.32% year-on-year; by the third quarter, revenue reached 1.095 billion yuan, up 7.62% year-on-year, while net profit was 57.65 million yuan, down 23.72% year-on-year [4] - The decline in profit is attributed to fluctuations in raw material prices and increased business expansion costs, but the company is implementing strategies to improve profitability [4] Growth Drivers - The primary growth driver is the demand for optical micro-structure light guide components, particularly benefiting from the AIPC market's rising demand, which has led to increased shipments of laptops [5] - The company is enhancing its product technology and maintaining a leading position in the keyboard backlight segment [5] Technical Advantages - The company holds 355 patents, including 72 invention patents, which support its technological capabilities in various specialized fields [6] - Key technologies include precision laser welding and automated connector testing, all developed in-house [6] Product and Market Position - The company focuses on customized non-standard products, including light guide films and precision connectors, catering to various application fields [7] - It maintains a stable competitive position in the keyboard backlight market [7] Future Outlook - The company aims to continue expanding its customer base and business operations to deliver better performance for investors [8]
汇创达(300909) - 2025年度深圳辖区上市公司投资者网上集体接待日活动记录表
2025-11-20 10:26
Group 1: Investor Relations Activity - The company participated in the "Value Transmission, Trust Promotion, and Opportunity Sharing" online collective reception day for listed companies in Shenzhen on November 20, 2025 [2] - The event was held remotely via the "Panorama Roadshow" website [2] Group 2: Company Performance and Market Position - The company achieved a net profit of 32.21 million CNY in the first half of 2025, a decrease of 26.32% year-on-year due to raw material price fluctuations and increased business development expenses [5] - As of the third quarter, the company reported revenue of 1.095 billion CNY, a year-on-year increase of 7.62%, and a net profit of 57.65 million CNY, down 23.72% year-on-year [5] Group 3: Strategic Development and Future Plans - The company is actively expanding its customer base and exploring new business opportunities, including a potential partnership with Apple [3] - A convertible bond issuance application was accepted by the Shenzhen Stock Exchange on October 24, 2025, aimed at funding projects related to energy storage and working capital [4] Group 4: Technological Advancements and Product Development - The company holds a total of 355 patents as of June 30, 2025, including 72 invention patents and 278 utility model patents [4] - Core technologies include precision laser welding, automated connector testing, and waterproof sealing technologies, primarily developed in-house [6] Group 5: Market Trends and Competitive Landscape - The demand for notebook computers is increasing, driven by the rise of AI technology and government subsidies, benefiting the company's product lines [6] - The company is positioned as a leading player in the backlight module market, adapting to trends such as product miniaturization and automation [6]