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福光股份(688010) - 投资者关系活动记录表2024-12-12
688010Forecam(688010)2024-12-12 09:44

Group 1: Company Overview - Fujian Fuguang Co., Ltd. is a high-tech enterprise specializing in the research and production of special and civilian optical lenses, optoelectronic systems, and optical components, making it a significant manufacturer in the global optical lens market [2]. - The company's products include a full spectrum of lenses and optoelectronic systems, categorized into "custom products" and "non-custom products," with applications in major national space missions and high-end equipment [2]. Group 2: Custom Products - The custom products primarily consist of special optical lenses and optoelectronic systems, widely used in national space missions such as the Shenzhou series and Chang'e lunar exploration [3]. - Pricing for new custom products is determined through a combination of appraisal and negotiation, considering factors like technical complexity and experimental requirements [3]. Group 3: Optical Components - The demand for glass optical components is expected to grow due to the increasing need for optical lens technology in electronic consumer products, leading to higher requirements for large-scale processing capabilities [3]. - As of September 30, 2024, the sales revenue from optical components has increased compared to the same period last year [3]. Group 4: Projection Equipment - The company's projection equipment is primarily used in laser TVs, smart home projectors, AR, and wearable devices [3]. - In 2023, significant breakthroughs were achieved in projection technology, leading to the development of various advanced projection systems, with plans to continue upgrading products in 2024 [3]. Group 5: Precision Processing - The company has established multiple divisions, including one for ultra-precision processing, achieving advancements in various optical processing technologies, which are now at an internationally advanced level [3]. Group 6: Shareholder Reduction - On December 11, 2024, the company received a notice regarding a shareholder reduction plan, with a total of up to 3,000,000 shares (1.87% of total share capital) to be sold due to personal funding needs [3]. - The controlling shareholders and senior management have committed not to reduce their holdings during the implementation of this plan [3].