福晶科技(002222) - 福晶科技调研活动信息

Group 1: Company Overview and Performance - The company focuses on the laser and optical communication sectors, providing crystals, precision optical components, and laser devices, positioning itself upstream in the industry [1] - In Q1 2021, the company experienced a revenue and profit growth of approximately 40%, driven by strong downstream market demand [1] Group 2: Revenue Structure and Market Share - The revenue structure is approximately 50% for crystal components, 30% for precision optical components, and 20% for laser devices [1] - The market share for core crystal products LBO and BBO is estimated to be between 70% and 80%, while the market share for optical and laser devices remains relatively small [1] Group 3: Product Orders and Profitability - Crystal business prices and gross margins are relatively stable, while prices for optical and device products fluctuate due to market competition [1] - The company aims to counteract price pressure through internal technical adjustments and efficiency improvements, focusing on volume growth to maintain profitability [1] Group 4: Future Projects and Capacity Expansion - The company is cautiously considering the consumer optical components market, with ongoing development in laser radar and AR/VR projects, which currently have limited revenue contribution [2] - The production site is nearing capacity, prompting the initiation of a second-phase expansion project, expected to take 2-3 years to complete [2]