Financial Performance - In the first half of 2024, the company achieved operating revenue of CNY 190 million, a year-on-year increase of 3.76% [2] - The net profit attributable to shareholders was CNY 28.8 million, a decrease of 16.67% compared to the previous year [2] - Revenue from laser optical business reached CNY 135 million, accounting for 71% of total revenue [2] - The company's overseas business revenue was CNY 67.8 million, a year-on-year increase of 33.84%, representing 35.9% of total revenue [5] Business Segments - The infrared optical business experienced a decline due to fluctuations in the market for raw materials, particularly germanium [2] - The semiconductor business, categorized under laser optics, generated over CNY 17 million in revenue, primarily from optical components [3] - The AR/VR sector saw revenue growth, with ongoing development of Pancake optical modules for VR equipment [3] Challenges and Strategies - The company faced challenges in the infrared optical segment due to raw material price volatility and supply chain issues [2] - To mitigate these challenges, the company is optimizing product design and exploring alternative materials [2] - The company is also focusing on enhancing its high-end product line and increasing production capacity to meet market demand [3] R&D and Future Outlook - The company is investing in a new "Micro-Nano Optical Laboratory" to enhance its R&D capabilities and product offerings [6] - The adjustment of fundraising projects aims to improve technical innovation and expand product categories [6] - The company anticipates that the gradual release of production capacity will stabilize profit margins in the long term [4] Shareholder Engagement - The company has announced a mid-year cash dividend plan, reflecting its commitment to providing reasonable returns to investors [7] - The dividend is based on the annual shareholders' meeting authorization and will not adversely affect the company's cash flow [7]
波长光电(301421) - 投资者关系活动记录表