Group 1: Company Overview and Product Lines - The company's infrared thermal imaging products are divided into wavelength bands of 900nm-14000nm, including 900nm-1700nm and 2000nm-14000nm, with a focal length range from 2mm to 500mm and a field of view covering 1 to 180 degrees [1] - The main downstream applications of infrared products include infrared aiming devices, infrared detectors, infrared monitors, infrared night vision devices, and infrared thermometers, widely used in body temperature measurement, civil investigation, aiming, security monitoring, drones, and forest early warning [1][2] Group 2: Revenue and Market Share - In the past three years, the revenue from the infrared optical field has averaged around 20%, with an expected increase this year, primarily from domestic customers [2] - The semiconductor business generated over 10 million yuan in revenue in 2022, with plans to enhance collaboration with clients and invest in new hardware facilities for research and production [2] Group 3: Future Business Development - The company has limited products in the biomedical field but is exploring opportunities, with sales revenue of approximately 9 million yuan in 2022, focusing on high-value-added products due to the industry's high technical barriers [2] - The company plans to maintain its core focus on industrial applications while also developing consumer-oriented products, such as robotics vision and AR/VR, to capture future growth opportunities [3] Group 4: Investment and Capacity Expansion - The fundraising projects include product line expansion and capacity enhancement, with an expected doubling of production capacity upon completion [3] - The construction for the expansion project has been largely completed, with internal renovations and equipment orders underway, aiming for partial production by next year [3]
波长光电(301421) - 投资者关系活动记录表