股票代码：002449 股票简称：国星光电 佛山市国星光电股份有限公司投资者关系活动记录表 4、公司下半年 LED 照明板块有何发展规划？ 您好！公司白光 LED 封装业务下半年将围绕：持续稳固与几家 照明头部厂商的业务合作，提升服务能力和产品竞争力，进一步深 化业务往来，构建起坚实的业务基本盘；在此基础上，深度聚焦光 的价值挖掘与设计创新，重点打造全光谱、户外照明领域产品竞争 力，加大市场开拓，增强盈利能力。谢谢！ 5、公司产品竞争优势在哪里？有什么独特的技术和产品优势 吗？ 您好，公司产品竞争优势主要包括：一是技术积累与创新优势， 公司拥有深厚的 LED 封装技术积累，是最早进入 LED 封装领域的公 司之一，成功承接多个国家级及省市级的科研项目，申请专利超 1200 项，获得授权专利超 840 项，秉着"研发一代，储备一代，量 产一代"的研发理念布局，形成了坚实的技术壁垒和竞争优势，荣 获"国家科学技术进步一等奖"、"中国专利金奖"、"中国专利 优秀奖"、国家级"专精特新"企业等多项重要荣誉。二是市场地 位与品牌影响力优势，公司产品广泛应用于多个领域，与多家知名 企业建立了合作关系，成为其核心战略供货商 ...

Investment Rating - The report maintains an "Accumulate" rating for the company [4] Core Views - The company's revenue and net profit growth in 2024 are primarily driven by the synergistic development in the television and LED industries, alongside advancements in optical communication and video network sectors [2][9] - The company has successfully expanded its television business, achieving a revenue of 14.996 billion yuan in 2024, a year-on-year increase of 18.43%, with a shipment volume of 12.5 million units, up 14% year-on-year [3] - The report highlights the company's focus on cost control and enhancing product value, contributing to its profitability despite a slight decline in gross and net profit margins [2][9] Financial Summary - For 2024, the company achieved a revenue of 20.326 billion yuan, a year-on-year growth of 18.4%, and a net profit of 1.602 billion yuan, a year-on-year increase of 0.89% [1] - The projected revenues for 2025 to 2027 are 21.465 billion yuan, 24.083 billion yuan, and 27.527 billion yuan, respectively, with corresponding net profits of 1.732 billion yuan, 2.029 billion yuan, and 2.493 billion yuan [1][9] - The company's gross margin for 2024 was 17.17%, a decrease of 1.66 percentage points year-on-year, while the net margin was 8.52%, down 1.09 percentage points year-on-year [2]