Group 1: Sales Performance - The overall shipment volume of display products increased, with a year-on-year growth of 8.59% for display products, while the shipment volume of smart interactive panels decreased by 32.33% [1] - Smart TV revenue for the first half of 2023 was ¥2,494,876,403.06, with a shipment volume growth of 14.41% [2] - The shipment volume of professional display products increased by 117.37%, and innovative display products saw a growth of 127.12% [2] Group 2: Revenue Trends - Despite the increase in shipment volume, revenue declined due to lower raw material prices compared to the previous year, affecting the overall revenue [1] - The revenue from component sales increased by 9.80% year-on-year [1] Group 3: Market Dynamics - The demand for smart interactive panels decreased due to factors such as the Russia-Ukraine war and inflation affecting the European and American markets [3] - The company ranks fifth globally in shipment volume among manufacturing suppliers for smart TVs in the first half of 2023 [2] Group 4: Future Outlook - The company anticipates a gradual recovery in revenue for educational smart interactive panels as overseas demand and raw material prices improve [3] - The company plans to continue accumulating technological reserves in the VR field and will upgrade its VR products based on user feedback [2]
康冠科技(001308) - 2023年8月7日投资者关系活动记录表