2025年8月26日15:00 - 16:30，深圳秋田微电子股份有限公司迎来华安证券、抱石投资、必达控股等17家 机构的特定对象调研。公司财务负责人石俊、证券事务代表廖琛琛及证券事务代表助理唐军晶参与接 待。 点击查看公告原文>> 此次调研，机构与公司围绕企业文化、产品及业务等基本情况展开交流，以下为精彩要点： 1.产品应用 领域广泛：在汽车电子领域，产品涵盖仪表盘、中控台等，客户包括轩彩视佳等，配套比亚迪（王朝、 海洋系列车型）、长安等车企的多款车型。智能家电领域，应用于冰箱、空调等常见家电。产品还可应 用于智能机器人，但主要产品应用于非消费类产品。 2.合作情况：截至目前，公司尚未与华为、特斯拉 建立合作关系。对于比亚迪销售收入占总营收比例，公司暂未单独统计披露。 3.芯片业务：公司目前无 芯片业务，所使用芯片均来自外购。 4.电子纸项目：电子纸市场前景广阔，洛图科技预测2024年全球电 子纸终端产品市场规模约130亿美元，2028年超200亿美元，年复合增长率超10%。公司已基本构建电子 纸产品量产能力并小批量出货，以中小尺寸产品研发为主，早期通过与科研机构合作完成关键光电材料 研发，现已实现全链条自 ...

Financial Performance - In 2024, the company's total revenue reached 154,465.51 million yuan, a year-on-year increase of 12.17% [2] - The net profit attributable to shareholders was 3,158.45 million yuan, representing a significant growth of 168.76% compared to the previous reporting period [2] - The gross margin improved significantly in 2024 due to enhanced product value and optimized business operations [2] Product Sales Breakdown - LED products generated sales of 135,762.27 million yuan, up 11.08% year-on-year, accounting for 90.96% of main business revenue, with a gross margin of 23.26% [3] - Electronic paper products achieved sales of 13,489.21 million yuan, a remarkable increase of 75.87%, making up 9.04% of main business revenue, with a gross margin of 10.44% [3] Future Growth Opportunities - The Mini LED market is expanding rapidly, with significant sales and gross margin improvements due to optimized technology and supply chains [3] - The company is actively developing car LED products, enhancing its market share by expanding its customer base and improving product offerings [3] - New applications for electronic paper technology are being explored, with products being used in various fields such as electronic labels and advertising displays [3] R&D Investments - In 2024, the company invested 96,080,031.41 yuan in R&D, which is 6.22% of its sales revenue [6] - The company holds 322 valid patents, including 48 invention patents and 233 utility model patents, indicating a strong commitment to innovation [6] Industry Outlook - The optical and optoelectronic industry is poised for unprecedented growth due to rising demand for high-quality lighting and display products driven by emerging technologies [6] - The company aims to enhance its market position by increasing R&D investments and focusing on innovative product development [6] Q1 2025 Performance - In Q1 2025, the company reported revenue of 384,844,123.24 yuan, a 16.90% increase from the previous year [7] - The net profit attributable to shareholders, excluding non-recurring items, was 16,057,237.43 yuan, reflecting an increase of 181.58% year-on-year [7]

Core Viewpoint - Akita Microelectronics has completed the main structure of its Chunhua Technology Building project, which is expected to significantly enhance the company's industrial capacity and support for technological innovation and business expansion [1][2]. Group 1: Project Overview - The Chunhua Technology Building project has a total investment of approximately 380 million yuan, covering an area of 9,678.98 square meters with a total construction area of 54,159.24 square meters [2]. - The project includes one factory and one dormitory building, with the factory being 9 stories high (49.95 meters) and the dormitory 20 stories high (69.95 meters) [2]. - The project commenced in October 2024 and was originally scheduled for completion in October 2025. It is now transitioning to the internal decoration, equipment installation, and outdoor supporting facilities construction phase [2]. Group 2: Company Performance - In 2024, Akita Microelectronics achieved a revenue of 1.085 billion yuan, representing a year-on-year growth of 9.02%. However, the net profit attributable to shareholders decreased by 25.91% to 90.6059 million yuan [5]. - The company is increasing its investment in electronic paper projects and is actively advancing production line construction and personnel configuration. It has established basic mass production capabilities for electronic paper products and achieved small batch shipments [5]. - The company's projects related to automotive curved bonding technology and high-contrast touch and display driver integrated modules have completed project acceptance and are now in the market promotion phase [5].