Group 1: Company Performance and Growth - The company experienced external macroeconomic pressures, but overseas growth remained strong, with MLED-related revenue rapidly increasing due to early investments in relevant technologies and products [2] - The company is actively exploring high-value downstream application scenarios and conducting technology research and market expansion [2] Group 2: Future Expense Trends - The company is focused on cost control and optimization, with R&D and sales expenses aligned with operational needs, expecting expense ratios to normalize as revenue increases [3] Group 3: Dividend Plans - The company emphasizes shareholder returns and plans to develop a prudent profit distribution scheme to share development results with shareholders while ensuring normal operations and long-term growth [3] Group 4: Supply Chain Risk Management - The company has implemented several measures to ensure supply chain security, including strategic investments in domestic chip manufacturers, strategic reserves of high-end chip materials, and establishing overseas production bases in Thailand [3] Group 5: Future Development Trends - MLED industry is experiencing rapid growth, with the company launching core detection equipment and integrated circuit products, leading to fast revenue growth in this area [3] - The company has increased efforts in overseas markets, significantly expanding its international workforce and distribution network, resulting in stable high-speed growth in overseas performance [3] - Recent government policies aimed at stimulating domestic demand are expected to improve domestic market conditions [3]
诺瓦星云(301589) - 2024年11月7日投资者关系活动记录表