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宇瞳光学(300790) - 宇瞳光学调研活动信息
YTOTYTOT(SZ:300790)2022-12-27 08:24

Group 1: Investor Relations Activities - The investor relations activities included specific object research and roadshow events, with participation from various securities and fund companies [2][3][4][5]. Group 2: Product Development and Sales - The company focuses on car-mounted laser radar products, primarily in optical components and partial assembly/testing, with production capacity not expected to face bottlenecks [5]. - The sales scale for car-mounted lenses is projected to exceed the company's established goals, with a monthly production capacity of 7 million units planned across three production workshops [5]. - The company anticipates significant revenue growth from HUD products, particularly AR-HUD, with multiple projects already secured for mass supply [5]. Group 3: Market Expansion and Revenue - The company is actively expanding its overseas market presence, with expectations for a notable increase in overseas revenue share next year [6]. - Current production capacity for molded aspheric glass lenses is 1 million pieces per month, with plans to double this to 2 million pieces per month in 2023 [6]. Group 4: Competitive Landscape - Major competitors in the laser radar and HUD optical products include traditional optical companies and non-automotive optical manufacturers entering the automotive sector [6].