Group 1: Business Operations - The company's overseas business revenue accounts for over 30% of total revenue, with significant contributions from its wholly-owned subsidiary in Singapore, covering markets in Asia, Europe, the USA, the Middle East, and Latin America [1] - The production capacity for optical products primarily remains in China, despite Singapore's role in global market expansion [1] Group 2: Raw Materials and Production - Key raw materials for optical components include zinc selenide, germanium single crystal, optical glass, and chalcogenide glass, with the company mastering purification and growth technology for infrared chalcogenide glass [2] - The rising price and longer delivery times of germanium have impacted the infrared optical business, while chalcogenide glass can partially replace germanium in certain applications [2] Group 3: Market Strategy and Development - The company is focusing on high-precision, high-stability, and high-value-added product development, particularly in the semiconductor optical field, which has significant growth potential in China [2] - The strategic emphasis has shifted towards technological innovation and product development in the semiconductor sector to maintain competitive advantages and explore new market opportunities [2] Group 4: Risk Management - The company advises investors to refer to official announcements on the Giant Tide Information Network for accurate information and warns that discussions about external environment judgments and future plans do not constitute substantial commitments to investors [3]
波长光电(301421) - 投资者关系活动记录表