Group 1: Company Performance - The company's revenue for 2024 reached 289.25 million CNY, representing a year-on-year growth of 18.51% [2] - MLED-related income has seen rapid growth due to the company's early investment in MLED technology and the launch of core detection equipment and integrated circuits [1][3] - The gross profit margin has improved compared to the same period last year, driven by the expansion into high-value downstream application scenarios [2] Group 2: Market and Export Dynamics - Overseas direct export revenue has increased, accounting for 41.78% of total sales in the first half of 2024, indicating a significant rise in international market presence [2] - The company has established a comprehensive overseas sales system, covering key regions globally, which has contributed to stable growth in overseas performance [3] Group 3: Supply Chain Management - The company has implemented strategic investments in domestic chip manufacturers to ensure supply chain security and mitigate risks [2] - Measures taken include strategic reserves of key raw materials and establishing an overseas production base in Thailand to address extreme risks [2] Group 4: Future Outlook - The MLED industry is experiencing rapid growth, with the company positioned to benefit from the ongoing transition to ultra-high-definition displays, moving from 2K to 4K and beyond [3] - The company is actively exploring high-value areas in downstream applications and investing in technology research and market expansion to enhance profitability [3]
诺瓦星云(301589) - 2024年9月13日投资者关系活动记录表