According to the announcement, a total of three people from Lianjian Optoelectronics participated in this reception, including director and general manager Qiao Jianrong, director, board secretary and financial director He Haobin, and independent director Xia Minghui. The reception location for the survey is the "Performance Briefing" section of the "Golden Bull Portrait" platform of Shenzhen Daguan Artificial Intelligence Technology Co., Ltd. (https://www.ai-gbulls.com).
It is understood that Lianjian Optoelectronics held the 2024 performance briefing meeting through a specific platform on the afternoon of May 12, 2025, and responded to many questions from investors. The company's current production model is order production combined with planned production, the procurement model is formulated according to the production plan, and the sales model is a combination of direct sales and distribution. In the face of industry competition, its advantages are reflected in product quality and other aspects. In 2025, the company formulated the "251" business policy objectives to achieve business goals, made important breakthroughs in technologies such as mask injection, and focused on cooperation to promote technology development.In order to develop, non-LED businesses will be divested in 2023 to focus on the main business. During the reporting period, the company achieved a certain amount of revenue and profits, and the company continued to optimize cost control.
It is understood that Lianjian Optoelectronics has launched a number of R&D projects in new technology fields. As of the end of 2024, the net assets per share will be 0.16 yuan, an increase from the previous year. The company will display a variety of innovative solutions at the 2025 Shenzhen ISLE Exhibition, which will expand application scenarios and strengthen cooperation. In the future, the company will clearly adhere to the strategic positioning of developing the core LED display business, use digitalization and other means to improve quality and efficiency, and explore innovative and sustainable development paths.
It is understood that investors have also paid attention to the company's main business model adjustment, profit growth points, technical advantages and conversion income of new research and development products, profitability levels and net assets per share in the annual report, etc. The company has responded to all of these issues. For details, please refer to the company's relevant reports.
The survey details are as follows:
The company on May 12, 2025(Monday) from 15:00 pm to
16:00, through Shenzhen Daguan Artificial Intelligence Technology Co., Ltd. "Golden Bull Portrait"
The platform (https://www.ai-gbulls.com) "Performance Briefing" column starts with
The company 300269 Lianjian Optoelectronics-
2024 annual performance briefing, main issues of investor concern and company responses
As follows:
1. Are there any new adjustments to the company's current main business model under the current market environment?
Company reply:Dear investors, hello. The company provides high-quality, high-performance LED display equipment and display control solutions to domestic and foreign customers. The production model is order production combined with planned production, that is, based on the product orders and business opportunity forecasts of the sales department, the production plan is formulated, and the production department executes and decomposes the production plan issued by the overall plan; the procurement model is based on the raw materials required for the production plan and the safety inventory of commonly used raw materials. The purchase plan is formulated and the purchase is organized; the sales model is a combination of direct sales for end customers and a distribution model sold through engineering companies and channels. Thank you for your attention.
2. In the face of fierce industry competition, what are the company's advantages?
Company reply: Thank you for your attention to the company. In the face of industry competition, the company has always been based on differentiated core competitiveness. Its main advantages are reflected in product quality, technology research and development, marketing services, brand value and talent building. For details, please see the relevant content on pages 19-20 of the company's "2024 Annual Report". Thank you.
3. What are the future growth points of the company’s profits?
Company reply: Dear investors, hello. In 2025, facing the complex and ever-changing domestic and international economic situation, the company conducted a comprehensive, systematic and in-depth investigation and analysis of the internal and external operating environment, and closely focused on the company's strategic plan, it formulated a forward-looking, instructive and operable "251" business policy goal. The policy aims to take "two focuses" as the strategic orientation, "five improvements" as the core starting point, and "one development" as the ultimate goal. By coordinating and promoting various key tasks, a synergistic effect will be formed to provide a solid guarantee for the successful realization of the company's 2025 business objectives. For details, please refer to the relevant content on pages 34-36 of the "2024 Annual Report" disclosed by the company on cninfo.com. Thank you for your attention.
4. What are the technical advantages of the company's newly developed optoelectronic products compared to its peers? How can they be converted into revenue and profits?
Company reply: Dear investors, hello. The company has demonstrated significant advantages in technology research and development, and has a profound LED display technology research and development background and innovation capabilities. The company has invested in research and development on mask inkjet technology, using A+B mixed nano-ink technology to make the mask ink darker.The display screen has a 30% contrast ratio; it has developed high-grade fire-retardant and flame-retardant products according to the national standard GB8624 and the British standard BS476; and in special product applications, it has made important breakthroughs in special product applications through independently innovatively designed magnetic sealing technology to isolate the magnetic lines of force spilled from the magnet and pioneeringly solve the problem of magnetic suction points in the LED display industry. These technological innovations not only improve product performance and quality, but also promote the progress of the entire LED display industry. In addition, the company focuses on close ties with scientific research institutions and industry partners to jointly promote the innovation and development of LED display technology. Thank you for your attention.
5. After the company completed the divestiture of non-LED businesses in 2023, its revenue dropped significantly. What is the company's layout in the field of new technologies?
Company reply: Thank you for your attention to the company. The company will complete the divestiture of non-LED businesses in 2023 out of strategic considerations to focus on its core business and optimize resource allocation. Although revenue will be affected by structural adjustments in the short term, this move will help the company focus its resources on strengthening its core competitiveness in the LED field. In the field of new technologies, the company has launched a number of R&D projects around cutting-edge technologies in the industry. For details, please see Chapter 27 of the "2024 Annual Report"-30 pages of related content, thank you.
6. What is the company's profit level for this period?
Company reply: Dear investors, hello. During the reporting period, the company achieved operating income of RMB 665,483,656.24, operating profit of RMB 4,365,255.17, total profit of RMB 6,112,604.26, net profit attributable to common shareholders of the listed company of RMB 6,340,256.15, and net cash flow generated from operating activities of RMB 133,157,365.94. Driven by the management's adherence to and in-depth implementation of the governance philosophy of "increasing revenue and reducing expenditure to consolidate the foundation, reducing costs and increasing efficiency to promote development", the company's three major expenses in 2024, including administrative expenses, sales expenses, and financial expenses, totaled 134 million yuan, a decrease of 31.77% from the same period last year. The company has achieved certain results in continuously optimizing cost control under the influence of the economic environment and competitive situation and facing various challenges such as fierce market competition. Thank you for your attention.
7. The company’s annual report shows that the company’s net assets per share are low. Does the company have any plans to take any measures?
Company reply: Dear investors, hello. As of December 31, 2024, the company's net assets per share were 0.16 yuan, an increase of 42.81% compared with the same period last year. In 2025, facing the complex and ever-changing domestic and international economic situation, the company conducted a comprehensive, systematic and in-depth investigation and analysis of the internal and external operating environment, and closely focused on the company's strategic plan, it formulated a forward-looking, instructive and operable "251" business policy goal. The policy aims to take "two focuses" as the strategic orientation, "five improvements" as the core starting point, and "one development" as the ultimate goal. By coordinating and promoting various key tasks, a synergistic effect will be formed to provide a solid guarantee for the successful realization of the company's 2025 business objectives. For details, please refer to the relevant content on pages 34-36 of the "2024 Annual Report" disclosed by the company on cninfo.com. Thank you for your attention.
8. At the 2025 Shenzhen ISLE exhibition, what are the advantages of Lianjian Optoelectronics' exhibits in terms of design and technical indicators compared with peers, and what are its expectations for performance growth?
Company reply: Dear investors, hello. Company in 2The 2025 Shenzhen ISLE exhibition brought innovative cutting-edge technologies and a variety of creative solutions to customers and partners, and set up multiple scenes such as "outdoor display solutions", "rental display solutions", "photovoltaic energy storage display solutions" and "commercial display solutions" on site, bringing a visual and technological shock to the audience. Among them, the photovoltaic energy storage display solution is the company's first release in China. This innovative solution cleverly integrates photovoltaic technology and energy storage systems. The surface of the display product adopts HOB technology and has an IP65 protection level, which effectively improves product protection. Achieve green and sustainable energy supply and lead the industry towards an energy-saving, environmentally friendly, smart and efficient future. In addition, the company will continue to expand product application scenarios, strengthen in-depth cooperation with industry chain ecological partners, implement the "product + ecology" strategy, expand relevant ecosystem layouts according to specific usage scenarios, continue to build and enhance product competitiveness, and promote the realization of the company's strategic goals. Thanks.
9. What is the company's future development plan? What industries will it be deployed in?
Company reply: Dear investors, hello. The company will clarify and adhere to the strategic positioning of "concentrate on developing the core LED display business" andCustomer development and service, optimization and upgrading of main products, and maintenance and deepening of brand positioning are the core tasks of enterprise development. At the same time, the company will use digital and information technology to further improve quality and efficiency, and seek benefits from refined management. By continuously optimizing management processes, improving management efficiency, and reducing operating costs, the company has achieved high-quality development. In future development, the company will continue to adhere to this strategic direction, continue to explore and innovate sustainable development paths, and lay a solid foundation for the company's long-term and stable development. Thanks.
ANNA