中润光学(688307) - 投资者活动关系记录表(2024年12月11日)
ZmaxZmax(SH:688307)2024-12-12 07:34

Group 1: Company Overview - The company, Jiaxing Zhongrun Optical Technology Co., Ltd., focuses on high-performance optical lens products for various applications, including digital security, drones, and smart home devices [1][2]. Group 2: Product Development and Applications - The company has expanded its product applications into multiple sectors, including smart monitoring, intelligent detection, video communication, and high-definition imaging [2]. - The company is actively researching AR/VR optical components and has developed some solutions, with products in small batch trial production [3]. Group 3: Manufacturing Capabilities - The company possesses in-house capabilities for producing plastic lens molding, coating, and precision plastic components, supported by a high-level optical lens manufacturing workshop and testing laboratory [2][3]. - The ongoing "High-end Optical Lens Intelligent Manufacturing Project" aims to enhance the production capacity of both components and complete products, catering to diverse customer needs [3]. Group 4: Financial Performance - The pricing and gross margin of the company's optical lenses vary significantly based on product performance, technology content, application fields, and customer groups, with a focus on high-performance, customized products [3]. - The company invests heavily in R&D to meet comprehensive customer requirements, ensuring profitability while providing high-value products [3]. Group 5: Strategic Partnerships - The company has established strong business relationships with industry clients, such as DJI, focusing on ultra-high-definition zoom optical lenses for industrial drones, enhancing flight capabilities in various applications [3].