NATA OPTO-ELECT(SZ:300346)2022-12-06 23:36Group 1: Company Development Strategy - The company aims to become a world-class electronic materials company, focusing on the development of MO sources and high-purity electronic materials for LED and integrated circuit industries [1][2] - Key development directions include: 1. MO sources for LED, solar energy, and defense aviation sectors [2] 2. High-purity gases, particularly phosphine and arsine, to develop high-end electronic gases [2] 3. Advanced semiconductor materials like photoresists [2] 4. High-purity titanium precursor materials [2] 5. Other high-purity electronic materials for various applications [2] Group 2: Operational Progress - The company continues to strengthen its MO source business, aiming to be a major supplier both domestically and globally [3] - High-purity phosphine and arsine have received safety production licenses, with products already in trial use by major LED and semiconductor companies [3] - The company is actively advancing the industrialization of high-end photoresists and has developed high-purity titanium precursor materials, with ongoing recruitment of high-end talent [3][4] Group 3: Financial Performance - The company's main product, trimethyl gallium, saw a price drop of approximately 38% year-on-year, significantly impacting revenue [4] - Cash management changes led to a decrease in net profit, with a reported loss of approximately 8 million yuan due to the shift from bank deposits to financial products [5] - A subsidiary, Quanjiao Nanda Optoelectronic Materials Co., Ltd., started production in June but reported a loss of about 4.8 million yuan during the reporting period [5] Group 4: Future Projects - The company is involved in the "02 Special Project," focusing on the R&D and industrialization of high-purity phosphine and arsine [5] - There are plans to actively monitor and participate in other projects under the "02 Special Project" in the future [5]