万润科技(002654) - 2014年10月27日投资者关系活动记录表
MASONMASON(SZ:002654)2022-12-08 09:26

Group 1: Acquisition Strategy - The acquisition of Rishang Optoelectronics is based on its leading position in the domestic LED advertising signage lighting sector, aligning with the company's high-end marketing strategy [1] - Rishang Optoelectronics has strong competitive advantages and brand recognition in the advertising signage lighting industry, allowing the company to quickly enter this specialized market [1] - The company focuses on municipal and commercial lighting, while Rishang Optoelectronics specializes in advertising signage lighting, enabling both to explore customer needs and share resources [1] - The collaboration will enhance the company's packaging device capabilities, providing high-quality, low-cost, and fast-delivery components to improve market competitiveness [1] - The partnership will effectively integrate R&D resources, enhancing overall technological capabilities [2] Group 2: Market Insights - Currently, the penetration rate of commercial lighting is higher than that of residential lighting; however, residential lighting holds significant consumer potential due to advancements in LED technology and improved cost-performance ratios [3] - The company's international sales model for lighting products primarily involves distributors and contractors, while domestic sales focus on direct collaboration with end customers [3]