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国星光电(002449) - 2014年11月05日投资者关系活动记录表
NATIONSTARNATIONSTAR(SZ:002449)2022-12-07 09:28

Group 1: Investor Relations Activity - The investor relations activity was a specific object survey conducted on November 5, 2014 [1] - Participants included representatives from various securities firms such as Yintai Securities and Dongfang Securities Asset Management [1] - The meeting took place in the company's conference room 208 [1] Group 2: Company Insights - The company chose small-pitch display screen devices for its non-public offering due to its technological and scale advantages, along with stable gross profit margins [2] - Major manufacturers in the display screen device market include Nichia, Everlight, Guoxing, Crystal Technology, and Mulinsen [2] - The company has 20 MOCVD devices, with 18 currently in production and 2 for research and development, aiming for breakeven in the first half of 2015 [2] Group 3: Supply Chain and Production - The company primarily sources RGB devices from domestic chip manufacturers such as Sanan, Huacan, Silan, and Qianzhao [2] - The large-size backlight business began scaling up in 2013, mainly supplying clients in Taiwan for TV and monitor backlight products [2] - There are currently no specific plans or requirements from Guangsheng, the company's major shareholder [2]