南极光(300940) - 300940南极光投资者关系管理信息20250516

Financial Performance - In 2024, the company achieved a net profit of 20.63 million CNY, with a comprehensive gross margin of 16.24%, marking a turnaround from losses [3] - In Q1 2025, the net profit rose to 29.73 million CNY, with a gross margin of 26.97%, indicating a continuous growth trend [3] - The significant increase in profitability is attributed to optimizing the business structure and cost control measures, leading to reduced operational costs [3][9] Product Development - The company has successfully developed Mini-LED backlight products, which are expected to be used in smart wearable devices [4] - Plans are in place to invest in Mini/Micro-LED display module production projects to enhance competitiveness in the new display technology market [4] Client Base - The company is a qualified supplier for major LCD display module enterprises, including brands like Nintendo, OPPO, VIVO, and Huawei [5][6] Market Outlook - The company maintains a positive outlook on the display industry, driven by the increasing demand for consumer electronics and advancements in AI technology [12][14] - The performance of backlight display components is closely tied to the overall health of the consumer electronics market, with seasonal influences expected to diminish over time [12] Strategic Goals - The company encourages investors to monitor future financial reports for specific profit targets and revenue contributions from key projects like the Switch 2 [7][12]