UNILUMIN(SZ:300232)2022-12-04 06:56Group 1: Company Overview - The company is Shenzhen Zhouming Technology Co., Ltd., with stock code 300232 and abbreviation "Zhouming Technology" [1] - The investor relations activity was held on September 25 and 28, 2020, at the company's headquarters [4][5] Group 2: Market Performance - The company's performance in the first half of 2020 was impacted by the pandemic, but the decline began to narrow in June, with business gradually recovering [5] - The company has identified new market opportunities due to domestic new infrastructure and internal circulation policies [5] Group 3: Mini LED Market - Zhouming launched its P0.9 Mini LED product in 2019 and has made significant breakthroughs, including collaborations with major entities like CCTV [5][6] - The new UMini product features dynamic energy-saving technology and 5G transmission, enhancing energy efficiency and connectivity [5] - The Mini LED market is expected to see explosive growth, particularly from government agencies and large enterprises [6][8] Group 4: Virtual Production in Film - LED displays offer advantages in virtual production, providing stronger immersion and efficiency compared to green screen setups [6] - The company's products have been successfully used in Hollywood productions, establishing a strong brand presence in the international market [6] Group 5: Smart Lamp Post Market - The smart lamp post construction in China transitioned from pilot to substantial planning after the "Three One Four" document, with 5G+ lamp post models gaining recognition [7] - Zhouming has maintained a leading position in this market, having developed the first national standard for smart lamp posts in Shenzhen [7] Group 6: Financial Insights - The company reported a negative growth in mid-year performance due to the pandemic's impact on orders and shipments [8] - The production capacity utilization rate is approximately 80%-85%, with ongoing expansion plans to meet increasing demand [9][10] Group 7: Future Developments - The company is advancing its refinancing efforts and has received a notice from the Shenzhen Stock Exchange regarding related matters [10]