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10日）

Group 1: OLED Material Development - The company has made significant progress in the development of Red Prime, Green Host, and Red Host materials, with Red Prime materials having undergone 7 generations of production applications and maintaining industry leadership [3] - The company achieved a revenue of 24,552.29 million yuan in the first half of 2024, representing a year-on-year growth of 73.65%, with OLED organic materials contributing 21,213.84 million yuan, accounting for 86.40% of total revenue [3] - The company is actively developing new customers while maintaining stable supply to leading OLED panel manufacturers, aiming for comprehensive coverage of domestic OLED panel manufacturers [3] Group 2: Market Position and Competition - In the global OLED organic materials supply system, domestic companies mainly focus on intermediate materials, with a low market share in terminal materials due to high technical barriers [3] - The company has successfully achieved mass production of Red Prime and Green Host materials, with Red Host materials expected to achieve bulk supply this year [3] - The company is increasing R&D investment to enhance market share and core competitiveness through technological innovation and product performance improvement [3] Group 3: Patent and Intellectual Property - The company has applied for a total of 883 patents, with 878 being invention patents, and has obtained 346 authorized patents, including 341 invention patents [4] - The patent coverage includes core functional layer materials for OLED, ensuring the safety of global sales of the company's products [4] Group 4: Production Capacity and Future Outlook - The current production capacity for OLED terminal materials is 12 tons per year, with ongoing projects to enhance capacity based on market demand [4] - The introduction of the 8.6 generation OLED production line is expected to accelerate the penetration of OLED in medium to large sizes, driving demand for OLED materials [4]