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聚飞光电(300303) - 2021年10月29日投资者关系活动记录表
JUFEIJUFEI(SZ:300303)2022-11-21 15:40

Group 1: Company Performance - The company's Q3 2021 performance showed a year-on-year decline due to the pandemic's impact, with demand for some products delayed from Q1 and Q2 to Q3 and Q4 [2] - The overall economic environment has weakened the consumer electronics market, leading to less than expected performance during the peak season [2] Group 2: Product Development - The company plans to expand production capacity for its LED lighting products [3] - Mini LED products are primarily used in televisions, monitors, and automotive applications, with a growing acceptance in the market [3][4] - The company is focusing on high-end lighting markets despite increased competition in the Mini LED sector [4] Group 3: Supply Chain and Material Costs - Rising prices of raw materials due to international capital pursuits are expected to negatively impact production, but resources will prioritize leading enterprises [3] - The company is implementing strategies such as advance payments to secure supply chain stability [3] Group 4: Future Investments - The company is increasing investments in various new products, including automotive LEDs, Mini, Micro, and invisible light technologies [5] - The invisible light business has made significant progress, gaining recognition from leading brands in the smart wearable sector [5] Group 5: Optical Film Business - The optical film business has achieved breakthroughs and is expanding cooperation with existing customers, particularly in high-end product launches [4] - The optical film products utilize copper roller imprinting technology and are applicable in various display screens [4]