光莆股份(300632) - 300632光莆股份投资者关系管理信息20251023

Group 1: Company Development Strategy - The company focuses on global industrial chain restructuring, accelerating domestic substitution, and achieving dual carbon goals, emphasizing semiconductor optical integrated sensors as its core business [2][3] - It aims to create a closed-loop industrial chain for optical integrated sensors, from packaging to intelligent terminal products, enhancing ecological multiplier effects [2][3] Group 2: Collaboration and Innovation - The company collaborates with institutions like the Chinese Academy of Sciences and Xiamen University to foster innovation and talent development [3] - It explores emerging technologies such as "brain-computer interfaces" with academic teams to expand its high-tech business landscape [3] Group 3: Market Competition and Positioning - The company differentiates itself from competitors like Changdian and Huada by focusing on high-end optical sensors, which are currently dominated by foreign firms [3][4] - It plans to become a domestic leader in optical integrated packaging by following a technology roadmap from optical sensing to optical computing [3][4] Group 4: Resource Management and Cost Control - The company employs a flexible procurement strategy combining spot and futures purchasing to manage costs of precious metals [4] - It collaborates with local traders for futures contracts to align with production capacity and market trends [4] Group 5: Product Applications and Capacity Planning - The company’s laser radar and TOF sensors are already applied in well-known domestic drone brands, with ongoing sample testing for more clients [5] - The Xiamen optical integrated sensor packaging base has a planned capacity of 100KK/month, with current production at approximately 20KK/month [5]