南极光(300940) - 300940南极光投资者关系管理信息20250620

Group 1: Market Trends and Projections - The global esports market reached $16.8 billion in 2023 and is expected to exceed $28 billion by 2025, with a CAGR of approximately 18% [3] - The Chinese government has been increasingly supportive of the esports industry since 2016, creating a favorable development environment [2] Group 2: Product Performance and Revenue Impact - The Nintendo Switch 2 sold 3.5 million units within four days of its launch, surpassing the PS5's first-month sales of 3.4 million units and the previous Switch's 2.74 million units [3] - As the exclusive backlight source supplier for the Switch 2, the company anticipates revenue growth in line with the sales increase of the Switch 2 [3] Group 3: Company Strategy and Future Plans - The company has established a comprehensive reward mechanism and is considering implementing an equity incentive plan based on strategic development needs and long-term competitiveness [3] - The company is actively negotiating with more international clients, leveraging its certification as the only backlight module manufacturer recognized by Nintendo to expand into various sectors, including gaming, outdoor smart devices, automotive displays, and laptops [3] Group 4: Disclosure and Compliance - The investor relations activity did not involve any undisclosed significant information [3]