Costar Group(SZ:002189)2022-12-03 10:16Group 1: Business Segments and Projections - The company has no specific proportion planning for its three main business areas: optoelectronic defense, projection display, and security monitoring, as future developments will depend on market conditions [1][3]. - The annual revenue from the security monitoring system integration business is approximately 100 million, with over 80% coming from border and coastal defense monitoring [2][3]. - The optical components business is expected to continue growing, with the future scale of mobile phone prisms depending on downstream demand [2][4]. Group 2: Market Conditions and Orders - The order situation for the optoelectronic defense business in 2019 is expected to remain stable, similar to 2018, with national policies encouraging civilian participation in military projects having a limited overall impact on the company [2][4]. - The optoelectronic defense business primarily focuses on light weapons but also includes products for heavy weapons such as armored vehicles and tanks [4]. Group 3: Growth Factors - The significant growth of the company's subsidiary, Duba Optical, in the first quarter of 2019 is attributed to the rising demand for glass and composite materials in smartphones, leading to opportunities for ultra-hard functional optical film products [4].