Optics Tech(SZ:300489)2025-03-27 09:26Group 1: Company Performance and Growth Drivers - The company's performance growth in 2024 was driven by opportunities in the infrared industry, extending the product chain downstream, and increasing market share in mature materials, with a revenue increase of approximately 38 million CNY from asset disposals [2] - The sales revenue of the infrared optical business reached 1,282.70 million CNY in 2024, representing a growth of 54.74% compared to the previous year [4] - R&D investment in 2024 amounted to 156 million CNY, accounting for 10.74% of total revenue [3] Group 2: Market Position and Applications - The company is the largest supplier of infrared materials in China, with applications in security monitoring, industrial inspection, medical diagnosis, autonomous driving, and more [3] - The company has developed high-performance aluminum alloy products for applications in the automotive industry, including components for electric vehicles [4] Group 3: Research and Development - The company has established advanced technologies in crystal growth, production of zinc selenide, and detector manufacturing, maintaining a competitive edge in the infrared optical field [4] - The company holds 428 patents, indicating a strong focus on innovation and technology development [4] Group 4: Future Plans and Market Expansion - The company plans to expand its overseas market presence through the establishment of foreign subsidiaries or offices [3] - Ongoing major asset restructuring is in progress, with due diligence and valuation activities being conducted as of March 13, 2025 [4]