理工光科(300557) - 300557理工光科投资者关系管理信息20251016
WUTOSWUTOS(SZ:300557)2025-10-16 10:56

Group 1: Company Overview - The company specializes in fiber optic sensing technologies, including fiber Bragg grating sensing technology, distributed fiber temperature measurement technology, and distributed fiber vibration measurement technology [1] - The new generation fiber Bragg grating array sensing technology combines the advantages of quasi-distributed and distributed technologies [1] Group 2: Future Business Growth - The company sees potential growth in the rail transit, oil and gas pipeline, and highway surface safety monitoring markets [3] - The company is exploring cooperation and acquisition opportunities within the fiber optic sensing and IoT industry chain while maintaining stable internal growth [3] Group 3: Financial Performance - The company's net profit attributable to shareholders for 2024 is expected to outperform revenue due to product structure adjustments and steady improvement in gross margin [3] - The current yield rate for fiber grating writing is approximately 98% [3] Group 4: Contract and Revenue Management - The revenue release cycle for contracts varies: oil tank market 1-2 years, tunnel and civil fire protection market 2-3 years, and municipal projects have longer cycles [3] - The company has integrated market value management into its long-term strategic management system to synchronize company value and market value [3]