Group 1: Investor Relations Activity Overview - The investor relations activity was held on May 8, 2025, at the Shanghai Jinmao Hotel [3] - Participating institutions included various securities firms and asset management companies [3] - The company was represented by Mr. Liu Xunan, the securities affairs representative [3] Group 2: AI Glasses Business Development - The company plans to enhance R&D for multilayer soft boards and HDI products through its subsidiary, Guangdong Zecheng Technology Co., Ltd. [4] - Batch shipments of FPC products related to AI glasses began in Q4 2024, contributing to sales growth in Q1 2025 [4] - The company is engaging with mainstream AI glasses brands and manufacturers, entering substantive business negotiations [4] Group 3: Optical Module PCB Business Progress - The focus is on collaboration with mainstream optical module manufacturers, utilizing self-developed NBCF materials [5] - Ongoing testing and optimization of performance parameters are in progress [5] - The company will disclose relevant progress in a timely manner [5] Group 4: Domestic and International Market Development - The company achieved balanced growth in domestic and international sales in 2024 [6] - In 2025, the company will continue to focus on high-value clients in automotive electronics, medical electronics, and high-end consumer electronics [6] - Sales proportions may fluctuate based on project progress and product output [6]
则成电子(837821) - 投资者关系活动记录表