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深科技(000021) - 2016年11月3日投资者关系活动记录表
2022-12-06 09:36
Group 1: Company Overview - Shenzhen Changcheng Development Technology Co., Ltd. was established in 1985, initially focusing on hard disk components and later diversifying into semiconductor storage and other businesses [2] - The company ranks among the top ten global EMS providers for five consecutive years, indicating its leading position in the industry [2] - The company has seen a decline in hard disk head shipments due to the rise of solid-state drives, but PCBA business shipments are gradually increasing [2] Group 2: Business Segments - The smart meter business has experienced rapid growth, aligning with the national "Belt and Road" strategy, and has established strategic partnerships in Europe, Southeast Asia, Central Asia, and Africa [3] - Automation equipment has expanded beyond the computer and storage sectors, with a new automated production line developed for Huawei, expected to reduce labor by 50% and enhance efficiency [3] - The medical products segment is growing, with new clients in the healthcare sector from the US, Australia, and Israel, indicating a strengthening of the company's technical capabilities [4] Group 3: Semiconductor and LED Business - The company has entered the semiconductor packaging and testing field through the acquisition of Peidun Technology, enhancing its value chain [5] - Peidun Technology provides complete chip testing services and has maintained a close partnership with Kingston, contributing to steady growth in its operations [6] - The LED business has developed successfully, with 70 MOCVD devices in production, aiming to reach over 90 devices, which will enable a production capacity of 1.2 million 4-inch wafers [5] Group 4: Future Development Strategy - The company plans to strengthen market expansion and accelerate the development of new businesses such as LED and automation equipment [7] - New factories in Malaysia, Thailand, and Dongguan are operational, enhancing overall capacity and business layout [7] - The urban renewal project for the headquarters has been approved, with a planned construction area of 262,970 square meters, including 195,280 square meters for industrial R&D [8]
深科技(000021) - 2017年4月10日投资者关系活动记录表
2022-12-06 05:26
Company Overview - Shenzhen Chuangwei Technology Co., Ltd. was established in 1985, initially focusing on hard disk components and later diversifying into semiconductor storage and other businesses [3] - The company ranks among the top ten global EMS providers for five consecutive years [3] Business Segments Hard Disk and Storage - The decline in global PC shipments and the rise of SSDs have impacted traditional hard disk markets, leading to a decrease in overall shipments of magnetic heads [3] - However, the PCBA business is gradually increasing [3] Smart Metering - The smart meter business has shown rapid growth, aligning with the national "Belt and Road" initiative, expanding into Europe, Southeast Asia, Central Asia, and Africa [3] - Strategic partnerships have been established with multiple countries, laying a foundation for sustained growth [3] Automation Equipment - The company has expanded its automation equipment products beyond computing and storage, focusing on the EMS industry [4] - A new automated production line has been developed, significantly reducing labor costs by 50% and enhancing efficiency [4] Communication and Consumer Electronics - The company has become a benchmark supplier for Huawei, with a projected 70% increase in supply volume in 2017 [5] - Monthly supply volumes for VIVO and Huawei smartphones reached 3 million and 1 million units, respectively, in December 2016 [5] Medical Products - The company has successfully introduced new medical products and clients in the U.S., Australia, and Israel, enhancing its production capabilities [5] LED Business - The company has 82 MOCVD devices in production, with a projected annual capacity of 1.2 million 4-inch wafers [6] - The LED industry is undergoing strategic adjustments to transition from manufacturing to brand operation [7] Financial Performance - Peidun Technology, acquired in 2015, reported a revenue of 395.91 million yuan in 2016, with a net profit of 44.20 million yuan after adjustments [11] Future Strategies - The company aims to strengthen market expansion and accelerate the development of new businesses such as LED and automation equipment [9] - Plans are in place to enhance production capacity in Dongguan and Huizhou to meet increasing customer orders [10] - The company is committed to maintaining its leading position in EMS manufacturing and advancing towards high-end manufacturing capabilities [11]