格隆汇1月21日丨联得装备(300545.SZ)在投资者互动平台表示，公司目前在半导体行业领域的设备主要 集中在芯片封装测试设备领域，主要有显示驱动芯片ILB倒装机、半导体倒装机、软焊料固晶机、共晶 固晶机、贴膜机、引线框架检测机等高速高精的半导体装备。在先进封装制程和第三代半导体相关设备 领域，在市场和技术等方面，公司也正在布局拓展。公司将持续加大对半导体的研发投入，进一步完善 新业务板块产业布局，推动公司半导体设备业务板块的发展。 ...

Core Viewpoint - The company is actively increasing its investment in the research and development of perovskite equipment and market expansion, indicating a strategic focus on this emerging technology [1] Group 1: Technological Advancements - The company has made progress in key processes related to perovskite equipment, including slot-die coating, rapid vacuum extraction, and high-temperature crystallization [1] - The company's coating equipment is one of the few in China capable of producing 2.4-meter wide mass production products, showcasing its advanced capabilities in the market [1] Group 2: Market Development - The relevant equipment has entered the pilot testing phase at client sites, indicating a move towards practical application and validation of the technology [1]

（记者 张喜威） 每经AI快讯，有投资者在投资者互动平台提问：钙钛矿电池在轻量化与高能质比、低成本、稳定性等 方面具备优势，潜力十足、有望成为太空供电更优方案。请问公司的钙钛矿设备研发进度怎么样，有哪 些优势？ 联得装备（300545.SZ）1月21日在投资者互动平台表示，公司正在积极加大对钙钛矿设备领域的技术研 发和市场开拓，目前公司已经在狭缝涂布设备、快速抽真空设备和高温结晶设备等钙钛矿核心工艺环节 设备上已经取得进展，相关设备已在客户端进入中试阶段验证。目前我司涂布三件套设备是国内少数能 对应2.4米宽幅量产产品的最新型号。 ...

Summary of Key Points from Conference Call Records Industry Overview - The conference call discusses the AI equipment sector, focusing on semiconductor, gas turbine, PCB equipment, and liquid cooling technologies. [1][3] Company Highlights Guanggang Gas - Expected to double new orders from 150,000 cubic meters to approximately 300,000 cubic meters by 2026, with a market capitalization projected to grow from 26 billion to between 80 billion and 100 billion [1][4] - Profit margin anticipated to rise from 10% in 2025 to 34% in the first half of the current year [4] - Actively expanding into overseas markets and developing new products like supercritical carbon dioxide [4] Gas Turbine Sector - Global gas turbine orders expected to increase from 85 GW in 2025 to over 120 GW in 2026, driven by severe electricity shortages in the U.S. [1][5] - Jie Rui is highlighted as a key player, with a potential market capitalization of over 100 billion due to shortened delivery times and strong channel capabilities [5] Gas Turbine Blade Market - Ying Liu and Wan Ze hold less than 2% of a market worth approximately 170 billion, indicating significant growth potential [6] - Improvement in yield rates from 40% to 50-60% expected, enhancing order capacity and profit margins, which currently exceed 40% [6] Lian De Co. - Projected profits for 2026 could exceed expectations, reaching between 350 million and 360 million, with a potential increase to 500 million by 2027 [9] PCB Equipment - Notable companies include Dazhu Laser, New Qiwei, and Kaige, with Dazhu Laser expected to achieve profits of 2 billion by 2026, corresponding to a market cap of 80 billion [10] Liquid Cooling Technology - Companies like Hongsheng and Ying Wei are recommended, with Ying Wei's products being more reliable and likely to enter the U.S. AI supply chain [11] Optical Communication Equipment - Aotewei is identified as a key player with significant market potential in AOI and gold wire bonding machines, with a potential revenue increase of 2 to 2.5 billion if it captures 10% market share [12] Semiconductor Industry - Huahong Semiconductor is highlighted as a key player with a favorable competitive landscape and future growth potential [13] Additional Insights - The gas turbine sector is seen as the most sustainable segment within AI equipment, with increasing demand due to electricity shortages in the U.S. [5] - The liquid cooling technology is noted for its potential to ensure operational stability in data centers, especially under extreme weather conditions [11] - The PCB equipment sector is characterized by limited investment options, making it a secondary focus compared to gas turbines and liquid cooling [3] This summary encapsulates the key points and insights from the conference call, providing a comprehensive overview of the discussed companies and industry trends.

Group 1 - The company, Lian De Equipment, announced the completion of its registered capital change, increasing from 178,484,320 yuan to 185,461,376 yuan [2] - The company has also completed the filing of its updated Articles of Association [2]

证券代码：300545 证券简称：联得装备 公告编号：2026-001 深圳市联得自动化装备股份有限公司 关于完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 深圳市联得自动化装备股份有限公司（以下简称"公司"）分别于 2025 年 12 月 12 日、 2025 年 12 月 30 日召开了第五届董事会第十一次会议及 2025 年第一次临时股东会，审议通 过了《关于变更注册资本、增加董事会席位及修订<公司章程>的议案》，同意公司变更注 册资本并修订《公司章程》，公司注册资本由 178,484,320 元增加至 185,461,376 元。 公司已于近日完成工商变更登记和《公司章程》备案等手续，并领取了深圳市市场监督 管理局出具的《登记通知书》。本次变更完成后，公司的工商登记基本信息如下： 1、名称：深圳市联得自动化装备股份有限公司 2、统一社会信用代码：91440300738806748A 3、类型：上市股份有限公司 4、注册资本：18,546.1376 万元人民币 5、法定代表人：聂泉 6、成立日期：2002 年 06 月 07 日 ...

证券代码：300545 证券简称：联得装备 公告编号：2025-089 深圳市联得自动化装备股份有限公司 关于选举第五届董事会职工代表董事的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 根据《中华人民共和国公司法》《上市公司章程指引》等法律、行政法规和规范性文件 的规定，深圳市联得自动化装备股份有限公司（以下简称"公司"）于 2025 年 12 月 30 日 召开 2025 年第一次临时股东会，审议通过了《关于变更注册资本、增加董事会席位及修订 <公司章程>的议案》。根据修订后的《深圳市联得自动化装备股份有限公司章程》（以下 简称"《公司章程》"），公司董事会增设职工代表董事 1 名，由职工代表大会选举产生。 公司于同日召开 2025 年第一次职工代表大会，经职工代表审议表决，同意选举欧阳小 平先生担任公司第五届董事会职工代表董事（简历附后），任期自本次职工代表大会选举通 过之日起至第五届董事会届满之日止。 欧阳小平先生符合《公司法》《公司章程》规定的关于董事任职的资格和条件。本次选 举完成后，公司董事会中兼任高级管理人员以及由职工代表担任的董事人数总 ...

中国 深圳 福田区 益田路6001号太平金融大厦11、12楼 邮政编码：518038 11F/12F., Taiping Finance Tower, 6001 Yitian Road, Futian District, Shenzhen, P.R. China 518038 电话（Tel.）：（0755）8826 5288 传真（Fax.）：(0755) 8826 5537 网址（Website）：www.sundiallawfirm.com 广东信达律师事务所 关于深圳市联得自动化装备股份有限公司 2025年第一次临时股东会的 法律意见书 信达会字（2025）第426号 致：深圳市联得自动化装备股份有限公司 广东信达律师事务所（以下称"信达"）接受深圳市联得自动化装备股份有限 公司（以下称"公司"）的委托，指派信达律师出席公司2025年第一次临时股东会 （以下称"本次股东会"），对本次股东会的合法性进行见证。 信达律师根据《中华人民共和国公司法》（以下称"《公司法》"）、《上市 公司股东会规则》（以下称"《股东会规则》"）等法律、法规和规范性法律文件 以及《深圳市联得自动化装备股份有限公司章程》（以下称" ...

证券代码：300545 证券简称：联得装备 公告编号：2025-088 深圳市联得自动化装备股份有限公司 2025 年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 特别提示： 1、本次股东会未出现否决的情况； 2、本次股东会不涉及变更以往股东会决议的情况。 一、会议召开和出席情况 1、会议召开的日期、时间 现场会议召开时间为：2025 年 12 月 30 日下午 15:00 网络投票时间为：通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 12 月 30 日上午 9：15-9：25，9：30-11：30，下午 13：00-15：00；通过深圳证券交易所互联 网投票系统投票的具体时间为 2025 年 12 月 30 日上午 9:15—2025 年 12 月 30 日下午 15:00 期间的任意时间。 2、会议召开地点：广东省东莞市塘厦镇塘厦大道南 243 号东莞联鹏智能装备有限公司 10 层会议室 3、会议的召开方式：现场投票与网络投票相结合的方式 4、会议召集人：公司董事会 5、会议主持人：董事长聂泉先生 6、会议召 ...

Market Overview - The Shanghai Composite Index closed at 3940.67 points, above the annual line, with a gain of 0.53% [1] - The total trading volume of A-shares reached 15,224.97 million yuan [1] Stocks Breaking Annual Line - A total of 145 A-shares have surpassed the annual line today, with notable stocks including: - Supcon Test (300887) with a deviation rate of 15.30% - New Jingang (300629) with a deviation rate of 10.60% - Yongyue Technology (603879) with a deviation rate of 9.68% [1] Deviation Rate Rankings - The top stocks with significant deviation rates from the annual line include: - Supcon Test: Today's price increased by 19.95% with a turnover rate of 15.61% [1] - New Jingang: Today's price increased by 20.02% with a turnover rate of 23.76% [1] - Yongyue Technology: Today's price increased by 10.09% with a turnover rate of 5.48% [1] Additional Notable Stocks - Other stocks that have recently crossed the annual line include: - Zhenzhen Technology (003007) with a deviation rate of 8.41% and a price increase of 9.99% [1] - Jun Da Co., Ltd. (002865) with a deviation rate of 6.95% and a price increase of 10.01% [1] - Daye Co., Ltd. (603278) with a deviation rate of 6.60% and a price increase of 9.98% [1]