"从2004年成立时面对巨头环伺的窘境，到2024年位列全球照明LED封装厂商营收第二，从单一封装业 务到'一体两翼'产业布局落地，鸿利智汇的22年，是中国LED产业自主创新、突破升级的生动缩 影。"近日，鸿利智汇董事长李俊东在接受上海证券报记者专访时说。 战略同频行稳致远 "鸿利智汇每一步布局都与国家产业方向深度契合，这是我们二十余年行稳致远的核心密码。"李俊东将 鸿利智汇的成长归因为对战略方向的精准把握。 创业初期，鸿利智汇的选择是摒弃低端加工的捷径，毅然投身于核心技术攻关，主动参与国家重要规 划，即便在发展初期面临着成本倒挂的巨大压力，也在坚持自主研发。这一选择让鸿利智汇终有收获 ——2008年用4.5万颗LED灯珠点亮北京奥运会"梦幻五环"；2019年凭借"高光效长寿命半导体照明关键 技术与产业化"项目荣获国家科学技术进步奖一等奖，成功实现核心器件国产化，打破海外技术专利垄 断。 进入"并跑"阶段后，鸿利智汇的选择是突破边界——10多年前，鸿利智汇布局汽车照明，通过收购谊善 车灯、成立车用半导体科技分公司构建全链条能力；2019年，在Mini/Micro LED显示技术萌芽期，公司 成立鸿利显示，成为 ...

Financial Performance - The company has experienced three consecutive years of losses, primarily due to negative gross margins, while a competitor, Qianzhao Optoelectronics, reported a gross margin of 16.67% [2] - The overall gross margin improved by 6.89% compared to the previous year, attributed to enhanced factory utilization and cost reduction measures [2] - In 2024, the company anticipates a significant increase in revenue, but the gross margin remains negative, with a 20%-30% decline in product prices in Q4 due to a weak market [3] Strategic Initiatives - The company aims to improve gross margins by optimizing product structure, reducing costs, and enhancing production efficiency [4] - There is a focus on expanding into high-margin markets, particularly in Mini backlighting and automotive applications [4] - Investment in cutting-edge technologies such as Micro LED and AR/VR is being increased to support future growth [4] Market Outlook - The LED market is expected to see stable growth, with emerging markets outside of Europe and the US showing significant demand [3] - The penetration rate of Mini technology in backlighting and display applications is projected to increase substantially starting in 2024 [3] - Micro LED technology is anticipated to become a new growth point for the LED industry as it matures [3] Collaboration and Management - Since becoming a subsidiary of BOE, the company has adopted BOE's management system to enhance internal management and operational efficiency [5] - The company is actively exploring synergies with BOE and assessing the potential for future mergers with BOE's subsidiaries [5]