奥拓电子(002587) - 2021年9月29日投资者关系活动记录表

Group 1: Market Recovery and Growth - The company's overseas market is showing signs of recovery, particularly in the advertising and airport sectors, which are gradually bouncing back from the pandemic impact [3] - The smart conference all-in-one machine business and film shooting sectors have seen accelerated growth, with film shooting market orders reaching a historical high in the first half of 2021, exceeding the total contract amount for the entire year of 2020 [3] Group 2: Raw Material Price Trends - Since the beginning of 2021, the domestic COVID-19 situation has improved, but overseas outbreaks continue to impact global supply and demand, leading to significant shortages and rising prices of upstream raw materials, which compresses profit margins for companies [3] - The main price increases for raw materials in the LED display business are attributed to driver ICs and PCBs, with the return to normal levels dependent on industry supply and demand factors [3] Group 3: Client Base and Market Expansion - The primary clients for the company's smart conference all-in-one machines include educational institutions and government enterprises, with significant growth in contracts signed in the first half of 2021, showing a year-on-year increase of 516.96% [3] - The company has actively expanded its domestic market presence, achieving good results in sectors such as transportation, education, and government enterprises, while shifting focus from high-end to mid-range markets [4] Group 4: Mini LED Product Development - The company's Mini LED display products have seen continuous growth, with their order proportion increasing to over 60% in the first half of 2021, a 12 percentage point increase compared to the total for 2020 [4] - Mini LED products are gaining recognition in various applications, including conference rooms, educational institutions, and studios, with expectations for further market share growth [4] Group 5: Financial Performance - The revenue from LED video display systems increased by 59.95% year-on-year in the first half of 2021, reflecting the company's successful market strategies [4]