SLC(SZ:002106)2022-12-06 08:38Group 1: Investor Relations Activity - The investor relations activity included a site visit and a presentation on the company's 2015 performance and 2016 industry trends [1][2] - Participants included representatives from major Taiwanese financial institutions and investment firms [1] Group 2: Company Performance and Clientele - The company serves top-tier consumer electronics brands such as Lenovo, HP, Dell, ASUS, and TCL, but does not disclose specific client rankings due to confidentiality [2] - The gross margin for large-sized capacitive touch screens is slightly higher than that for small-sized screens, influenced by various factors including customization and market competition [3][4] Group 3: Capital Expenditure and Future Outlook - In 2015, capital expenditures were primarily for fixed asset investments in the OGS project and equipment upgrades to improve efficiency; a decrease in capital expenditure is expected in 2016 [3] - The market for 2 in 1 PCs is anticipated to grow, with the company leveraging its OGS technology to capture market share [4] Group 4: Technology and Competitive Advantage - The company has achieved global leading levels in full lamination technology, with an increasing proportion of full lamination products expected in 2016 [5] - The company holds patents for OGS products and has the only mass production line for G5 OGS in China, providing a competitive edge in quality and supply [5] Group 5: Dividend Policy - The company has a policy to distribute at least 10% of distributable profits as cash dividends, with a cumulative distribution of no less than 30% over any three consecutive years [6] - Due to significant losses in 2015, no cash dividends were distributed for that year, but the company plans to resume dividends when profitable [6]