Group 1: Company Overview and Investor Relations - The company is Suzhou Tianlu Technology Co., Ltd., with stock code 301045 and stock abbreviation Tianlu Technology [1] - The investor relations activity took place on December 2, 2025, via the "Investor Relations Interactive Platform" [2] Group 2: TAC Film Project Progress - The TAC film project has completed the procurement of major production equipment, with the factory construction nearing completion [3][5][8] - Major equipment is expected to arrive in the first half of 2026 [4][5][8] Group 3: Financial Performance and Challenges - The company's net profit for the first three quarters of 2025 was 25.27 million yuan, a year-on-year increase of 26.56% [10] - Revenue for the same period declined due to the downstream panel industry's performance and the company's strategy to optimize production [10] - The negative profit for minority shareholders is attributed to the construction phase of the subsidiary Anhui Jiguang, which has not yet generated revenue [6] Group 4: Research and Development Focus - R&D expenses have slightly increased, focusing on optical materials and TAC film technology [7] - Successful development of prism-type light guide plate technology has improved display panel brightness by 5%-12% without increasing energy consumption [7] Group 5: Market and Stock Performance - The company is aware of its stock price decline and is considering market management strategies [11][22] - As of November 28, 2025, the number of shareholders was 8,742 [13]
天禄科技(301045) - 2025年12月2日投资者关系活动记录表