格隆汇2月3日丨鸿利智汇(300219.SZ)在投资者互动平台表示，公司参股公司广州市鸿利秉一光电科技 有限公司生产的UV LED部分产品通过客户有间接运用在光刻机领域，目前产品占该公司营业收入比例 较小。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司的光刻胶业务主要涉及到哪些？ 鸿利智汇（300219.SZ）12月12日在投资者互动平台表示，公司参股公司广州市鸿利秉一光电科技有限 公司生产的UV LED部分产品有应用于光刻机领域，产品占该公司营业收入比例较小。 ...

Dividend Plan - The profit distribution plan for 2024 proposes a cash dividend of RMB 0.15 per 10 shares, totaling approximately RMB 10,619,152.59 (before tax) based on a total share capital of 707,943,506 shares, pending approval at the annual shareholders' meeting on May 20, 2025 [1] R&D Investment - R&D expenses for 2024 increased by 4.53% year-on-year, focusing on high-power, miniaturized, and multi-chip integrated products, particularly in high-end sectors such as LED high-power products and automotive lighting [2] Main Products - The company operates in two main segments: LED semiconductor packaging and automotive lighting. Key products include Mini/Micro LED, white light LED, automotive-grade LED, UV LED, and various automotive lighting solutions [3] Market Acceptance of New Products - New high-pressure series products (PCT three-in-one, four-in-one, five-in-one) have gained recognition in the market, particularly in mid-to-high-end sectors, achieving a significant market share [4] Profit Decline Reasons - The decline in net profit for 2024 was attributed to intensified market competition, falling product prices, and rising costs of precious metals, leading to a decrease in gross margin. The company aims to enhance operational efficiency and promote high-margin products to improve profitability [5][6] Future Development Strategy - The company plans to strengthen its "one body, two wings" strategy, focusing on semiconductor packaging as a foundation while leveraging automotive lighting and Mini/Micro LED as growth engines. It aims to enhance market share and industry influence through technological breakthroughs and global expansion [6]

根据TrendForce集邦咨询《2025 深紫外线LED市场趋势与产品分析》，在光固化市场需求稳定、UV-C LED技术与价格满足市场需求而导入空调/空气清净与动态水杀菌新项目的推动下， TrendForce集邦咨 询预估2029年UV LED市场产值将达到3.38亿美金。 多数UV LED厂商仍对2025年市场表现持乐观态度，特别是在UV-C LED技术提升下将有望进入动态水杀 菌市场，整体而言，认为UV LED营收≥10%成长可期。 相较于UV灯管 (UV Lamp)，UV LED具有较长的产品寿命与简易光学设计，Nichia、Seoul Viosys、 Violumas、奥特维 (UVT) 等厂商推出完整UV-A/B/C LED产品线，期望以完整波长解决方案，进而满足 替代UV灯管 (UV Lamp) 客户需求。 随着技术逐年成熟，深紫外线LED不仅可用于杀菌净化、光医疗、植物照明等市场，更可强化光固化产 品质量稳定性。 UV LED应用市场分析 光固化 (Curing): 受惠于光固化应用市场需求稳定成长，如喷墨印刷 (Inkjet Printing)、胶印 (Offset Printing)、3D ...

Core Viewpoint - The global LED market is expected to reach a value of $13.003 billion by 2025, despite rising costs due to tariffs and suppressed consumer demand, with growth in specific sectors like Micro/Mini LED, automotive LED, agricultural lighting, and UV/IR LED [1]. Micro LED Applications - The rapid iteration of AI is driving manufacturers to focus resources on AR devices, with Micro LED monochrome light engines contributing to short-term revenue in head-mounted displays. However, the growth rate is slowing due to a lack of differentiation in monochrome products. Long-term, AI glasses have the potential to expand application scenarios, laying the groundwork for the Micro LED full-color display market [3][4]. Mini LED Displays - The demand for Mini LED (COB) displays is projected to grow rapidly in 2024, with major manufacturers including Samsung, LG, and BOE. Technological advancements have led to a reduction in chip sizes, and the demand for Mini LED wafers is expected to continue its high growth trajectory [6]. Automotive Lighting and Displays - Automotive manufacturers are actively marketing advanced technologies such as adaptive headlights, Mini LED tail lights, and ambient lighting as high-value products. The automotive LED market is expected to grow to $3.509 billion by 2025, despite potential price pressures due to competition and economic uncertainty. However, strong order performance and the introduction of advanced technologies in 2026 are expected to support market recovery [8]. UV LED - UV LEDs offer longer product lifespans and simpler optical designs compared to UV lamps. Companies like Nichia and Seoul Viosys are launching comprehensive UV-A/B/C LED product lines to meet customer needs. The UV LED market is expected to grow due to stable demand in the curing market and advancements in UV-C LED technology for air purification and water sterilization projects [10][11]. Agricultural Lighting - The demand for agricultural lighting LEDs is expected to grow steadily in 2025, driven by the recovery of terminal demand for plant lighting and the application of new technology solutions. Factors such as localized supply of fruits and vegetables, health trends, and government subsidies will support the construction of multifunctional agricultural facilities [13].