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道明光学(002632) - 2018年5月28日投资者关系活动记录表
DAOMINGDAOMING(SZ:002632)2022-12-03 09:50

Group 1: Micro Prism Reflective Film - The micro prism reflective film generated revenue of 56 million in 2017, with sales reaching 124 million in 2016 and approximately 50 million in Q1 2018 [1] - The average price per square meter of the micro prism film reached 69 yuan (excluding tax) by the end of 2017, with a cost reduction of 40-50 yuan per square meter compared to glass beads [1] - The company aims to capture 70% of the domestic market currently dominated by foreign products, particularly 3M, leveraging a price advantage of 15%-20% [2] Group 2: Aluminum-Plastic Film - The aluminum-plastic film began production in Q4 2016 and achieved stable mass production by Q2 2017, with sales volume reaching 1.0314 million square meters and revenue of 20.4997 million yuan in 2017 [2] - The average selling price for aluminum-plastic film was 19.88 yuan per square meter (excluding tax), with monthly sales approaching 200,000 square meters by August 2017 [2] - The company is working on increasing the domestic sourcing of raw materials to reduce costs and improve profit margins [2] Group 3: Quantum Dot Film - The quantum dot film project has completed installation and debugging, with trial production expected to start in the second half of 2018 [3] - Currently, the market for quantum dot films is dominated by imported products, with 3M selling at prices as high as 50 USD per square meter [3] - The company plans to reduce the price of domestically produced quantum dot films to around 30 USD per square meter, significantly expanding market potential [3]