南极光(300940) - 300940南极光投资者关系管理信息20250701

Group 1: Company Capacity and Production - The company's production capacity is structured with a monthly output of over 2 million units at the Shenzhen facility and over 5 million units at the Jiangxi Wanzai facility, totaling a scalable capacity of over 7 million units per month [2] - The Wanzai facility covers an area of approximately 56,700 square meters, enabling rapid capacity expansion to effectively support core customer orders, including those for the Nintendo Switch 2 [2] Group 2: Market Performance and Sales Projections - The Nintendo Switch 2 achieved sales of 3.5 million units within the first four days of its launch, surpassing the PS5's first-month sales of 3.4 million units and the previous Switch's first-month sales of 2.74 million units [3] - It is projected that the annual sales of the Nintendo Switch 2 could exceed 20 million units in 2025, driven by the expansion of the 3A game lineup [3] Group 3: Research and Development Focus - Over the past three years, the company's R&D investment has accounted for 6.39% of its revenue, with a strategic focus on high-value areas such as esports displays, laptop displays, and automotive displays [3] - The company plans to advance the construction of the "Mini/Micro-LED display module production line" to seize market opportunities and respond to the demand upgrade in high-end display applications [3] Group 4: Disclosure and Compliance - The investor relations activity did not involve the disclosure of any undisclosed significant information [3]