南极光(300940) - 300940南极光投资者关系管理信息20250618

Group 1: Financial Performance - The net profit for Q1 2025 has already exceeded the total net profit for the entire year of 2024, indicating significant growth potential [2] - The company's gross margin and net margin are expected to further increase due to the demand for core terminals like Switch 2 [3] Group 2: Market Position and Product Supply - South Polar Light is currently the only certified supplier of backlight modules for Nintendo Switch 2, with stable delivery of products already achieved [4] - The sales of Switch 2 have surpassed 3.5 million units within just four days of its launch, showcasing strong market demand [4] Group 3: International Business and Growth Potential - Approximately 50% of the company's business comes from overseas markets, which still have room for growth driven by technological innovation and global strategic layout [5] - The successful mass production of the Switch 2 project has validated the company's core technical capabilities and quality control systems, potentially accelerating global penetration in various sectors [5] Group 4: Industry Trends and Clientele - The LED backlight technology continues to meet diverse performance and cost demands across various market segments, ensuring a stable market share [7] - The company has established supply chain relationships with leading LCD module enterprises and serves well-known brands such as Nintendo, Garmin, Lenovo, Huawei, and BYD [7]