南极光(300940) - 300940南极光投资者关系管理信息20250611

Group 1: Company Position and Product Supply - Shenzhen Nanjiguang is currently the only certified supplier of LCD backlight modules for the Nintendo Switch 2 [2][3] - The company's position as a sole supplier is supported by its advanced core technology and high production efficiency, making it difficult for competitors to surpass [3] - Nintendo's high stability requirements for suppliers reduce the likelihood of changing certified suppliers [3] Group 2: Research and Development Investment - Despite securing the Switch 2 contract, R&D expenses have decreased due to a shift in focus from development to process optimization [5] - The company has been investing in core technologies for the Switch 2 backlight module for several years, with a significant reduction in R&D costs expected in 2024 due to the termination of a stock incentive plan [5] Group 3: Sales and Financial Outlook - The company anticipates stable delivery of backlight modules, with sales expected to increase alongside Switch 2 console sales [6] - A strategic shift from low-margin mobile products to high-margin gaming and tablet products is expected to improve overall business performance [6] - The company aims to enhance profit margins as the proportion of high-value products increases, with specific performance details to be disclosed in regular reports [6] Group 4: Future Strategic Direction - The company plans to implement a dual-track strategy focusing on emerging consumer trends and electronic product iterations, particularly in gaming and outdoor wearable devices [6] - There is an intention to leverage existing solutions and technology reserves to explore opportunities in AI and related fields [6]