诺瓦星云(301589) - 2024年5月22日投资者关系活动记录表

Group 1: Company Performance - The company's net profit for 2023 reached 607 million RMB, a year-on-year increase of 96.96% [3][4] - The net profit margin in 2023 increased by 5.70 percentage points, reaching 19.88% [2][3] - Revenue from the LED display control system was 1,441.60 million RMB, a year-on-year growth of 30.19% [3] - Revenue from the video processing system was 1,275.07 million RMB, a year-on-year growth of 58.76% [3] - Revenue from the cloud-based information release and management system was 158.58 million RMB, a year-on-year growth of 16.65% [3] Group 2: Research and Development - The company invested 44,196.37 million RMB in R&D in 2023 [12] - The company holds 983 domestic patents and 17 foreign patents, with 519 of them being invention patents [12][13] - The company focuses on core algorithm research and application in video and display control [9][10] Group 3: Market Strategy and Competition - The company has established long-term cooperative relationships with domestic and foreign partners [3] - The company aims to transition from a product R&D-oriented enterprise to an innovative service-oriented enterprise [4] - The company is actively participating in overseas exhibitions to expand its business reach [9] Group 4: Financial Management and Shareholder Returns - The company plans to distribute a cash dividend of 9.7 RMB per 10 shares and a capital reserve increase of 8 shares for every 10 shares held [15] - The company reported a cash dividend payout of 498 million RMB based on its 2023 profit distribution plan [16] - The company's cash and cash equivalents stood at 1.973 billion RMB as of March 31, 2024, ensuring sufficient funds for operations and development [16] Group 5: Supply Chain and Risk Management - The company has implemented a mature raw material procurement system to mitigate the impact of raw material price fluctuations [2] - The company has invested in upstream chip manufacturers to secure the supply chain [2][12] - The company has established an overseas production base in Thailand to address extreme risks [11]