Group 1: Company Overview - The company, Nanjing Maolai Optical Technology Co., Ltd., focuses on precision optical products for the semiconductor and measurement fields [1] - The company emphasizes technological leadership and invests in R&D to achieve breakthroughs in key areas rather than prioritizing short-term profits [1] Group 2: R&D and Production - The company customizes products based on specific customer needs, requiring adjustments to technical specifications and parameters [2] - Current production capacity is limited by processing difficulty and coating stability, which are weak links in the optical industry [2] Group 3: Market Dynamics - Revenue has been impacted by a decline in the life sciences sector, with downstream customers facing demand slowdowns due to overseas market promotion issues and inventory cycles [2] - The company maintains stable relationships with leading semiconductor equipment suppliers and continues to upgrade technology based on customer needs [2] Group 4: Future Prospects - The company is actively involved in the AR field, providing optical testing modules and detection equipment, with expectations for growth as customer product maturity and market acceptance increase [2] - The company has introduced new quality clients while maintaining cooperation with existing major clients, aiming to deepen partnerships [2] Group 5: Risk Considerations - Forward-looking statements regarding external environment assessments, company development strategies, and future plans do not constitute substantial commitments to investors [3]
茂莱光学(688502) - 南京茂莱光学科技股份有限公司投资者关系活动记录表（2024年11月21日、11月22日)