莱特光电(688150) - 陕西莱特光电材料股份有限公司投资者关系活动记录表（2024年9月4日）

Group 1: Company Performance - In the first half of 2024, the company achieved operating revenue of 24,552.29 million yuan, a year-on-year increase of 73.65% [3] - Revenue from OLED organic materials was 21,213.84 million yuan, accounting for 86.40% of total revenue [3] - Other intermediate products, mainly pharmaceutical intermediates, generated revenue of 1,797.53 million yuan, representing 7.32% [3] Group 2: Product Development - The company has made significant progress in developing Red Prime, Green Host, and Red Host materials, with Red Prime material having undergone 7 generations of iteration [3] - Green Host material has achieved international advanced levels after 2 generations of iteration [3] - The company is actively developing new customers to gradually cover domestic OLED panel manufacturers [3] Group 3: Market Position and Competition - In the global OLED organic materials supply system, domestic companies mainly focus on intermediate materials, with low market share in terminal materials [3] - The company has successfully achieved mass production of Red Prime and Green Host materials, with Red Host material expected to enter mass production this year [3] - There is significant potential for domestic material substitution in the OLED market [3] Group 4: Intellectual Property and Innovation - The company has applied for a total of 883 patents, with 878 being invention patents, and has obtained 346 authorized patents [4] - The patent coverage includes core functional layer materials for OLED, ensuring global sales security [4] - The company emphasizes technological innovation and knowledge protection to build a strong market barrier [4] Group 5: Material Demand and Industry Trends - The introduction of the 8.6 generation OLED production line is expected to accelerate the penetration of OLED materials into larger sizes [4] - Red Prime material accounts for approximately 12% of the OLED organic materials procurement amount for OLED panels [4] - The company is advancing the development of blue light materials and collaborating with clients for industrialization [4]