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四方光电(688665) - 2024年9月投资者关系活动记录表
688665Cubic(688665)2024-10-14 08:34

Product and Technology Overview - The company has developed a core gas sensing technology platform, including optical (infrared, ultraviolet, TDLAS, light scattering, laser Raman), ultrasonic, MEMS metal oxide semiconductor (MOX), electrochemical, high-temperature solid electrolyte, and thermal conductivity (TCD) technologies [2] - The HVAC business primarily focuses on sensor products, with modules and complete machines gradually increasing in proportion [2] - The automotive electronics business includes sensors for comfort systems, high-temperature gas sensors, and thermal runaway monitoring sensors for power batteries [2] Business Development and Strategy - The company has obtained project approvals from several international clients for refrigerant leak monitoring sensors, with UL certification expected to support future mass deliveries [3] - The low-carbon thermal engineering business is developing a supply chain solution for gas wall-hung boilers, integrating sensors, actuators, and controllers [4] - The company is actively following the "Education Sector Major Equipment Renewal Implementation Plan" to identify business opportunities in scientific instruments [4] Sales and Customer Service - The company employs a direct sales model, with multiple vice presidents overseeing sales in different business areas [5] - A four-in-one customer service system integrates sales, R&D, project management, and customer service [5] Financial and Investment Strategy - From 2021 to 2024, the company has distributed a total of 240.8 million yuan in cash dividends, accounting for approximately 44.40% of the cumulative net profit attributable to ordinary shareholders [5] - Future investment and mergers and acquisitions will focus on targets with good synergy in the upstream and downstream of the industrial chain [5]