Group 1: Market Strategy - The company focuses on the consumer optical market by targeting new incremental consumer optical products such as smart home TOF lenses, infrared monitoring lenses, and medical endoscopes [1] - The company has differentiated strategies for industrial and consumer optical products, emphasizing product design and quality control for industrial products while focusing on customer demand and cost control for consumer products [2] Group 2: Financial Performance - In the first half of 2024, the company's revenue in the semiconductor and related fields reached 17 million yuan, exceeding 60% of last year's total revenue in this sector [2] - The infrared optical business saw a 38% year-on-year growth in 2023, but revenue declined in the first half of 2024 due to fluctuations in the supply of germanium, a key raw material [3] Group 3: Future Outlook - The company anticipates growth opportunities in the laser optical business driven by the recovery of the consumer electronics industry and the release of market demand in high-precision manufacturing sectors [3] - The company plans to strengthen supply chain management and optimize product design to mitigate the impact of raw material price fluctuations on its infrared optical products [3] Group 4: Risk Management - The company advises investors to refer to official announcements on the Cninfo website for accurate information and warns that the descriptions of external environment judgments and future plans do not constitute substantial commitments to investors [3]
波长光电(301421) - 投资者关系活动记录表