格隆汇9月4日丨联得装备(300545.SZ)于近期投资者关系活动表示，公司柔性AMOLED贴合类设备已经 广泛运用国内外知名终端客户手机折叠屏的量产。公司与国内外多家智能手机知名品牌制造商保持良好 的合作关系，并持续就柔性屏创新性作用开展深入合作。在三折屏供应链中，公司提供的贴合类工艺设 备已形成销售订单并出货。公司作为折叠屏贴合类设备相关细分市场的领先企业，持续发挥技术领先优 势。 ...

Group 1: Company Overview - The company has over 20 years of experience in the semiconductor display equipment industry, mastering various technologies through continuous innovation and development [3] - It has established strong partnerships with renowned clients, including major companies like Bosch, Apple, and Foxconn, ensuring a stable customer base [3] Group 2: Competitive Advantages - The company possesses advanced product design and manufacturing capabilities, leading to high product quality and performance that ranks among the industry leaders [3] - It offers comprehensive, high-quality personalized services throughout the pre-sale, sale, and post-sale processes, contributing to a strong reputation in the industry [3] Group 3: Technological Developments - The company is actively involved in the semiconductor field, successfully entering the semiconductor packaging industry with its IC packaging equipment [4] - It has made significant advancements in solid-state battery technology, focusing on ultrasonic welding and automation equipment for lithium battery production [4] Group 4: Market Expansion - The company is expanding its presence in the overseas market, establishing relationships with several Fortune 500 companies, including Valeo and Harman [4] - It is also developing equipment for perovskite solar cells, with new products entering the debugging phase and preparing for shipment [4]

资料显示，深圳市联得自动化装备股份有限公司位于广东省深圳市龙华区观湖街道樟溪社区下围工业区 一路1号L栋101，成立日期2002年6月7日，上市日期2016年9月28日，公司主营业务涉及电子专用设备 与解决方案供应商。主营业务收入构成为：设备类98.18%，治具夹具类1.54%，其它类0.28%。 截至发稿，孙蕾累计任职时间4年21天，现任基金资产总规模322.92亿元，任职期间最佳基金回报 20.38%， 任职期间最差基金回报0.5%。 吴凡累计任职时间2年317天，现任基金资产总规模66.28亿元，任职期间最佳基金回报10.45%， 任职期 间最差基金回报-0.01%。 9月4日，联得装备跌5%，截至发稿，报33.61元/股，成交3.53亿元，换手率8.36%，总市值62.33亿元。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓联得装备。华夏稳福六个月持有混合A（013101）二季度持有股 数1.04万股，占基金净值比例为0.23%，位居第三大重仓股。根据测算，今日浮亏损失约1.84万元。 华夏稳福六个月持有混合A（013101）成立日期2021年12月21日，最新规模8485.63万。今年以 ...

Group 1 - The folding screen concept stocks experienced a significant rally on September 4, with notable increases in share prices [1] - Yian Technology saw a rise of over 16%, while Jingyan Technology, Lens Technology, and Green Precision each increased by over 5% [1] - Other companies such as Dongcai Technology, Furong Technology, Lian De Equipment, and Lingyi Technology also showed upward movement in their stock prices [1]

Group 1 - The company, LianDe Equipment (300545), participated in a specific investor survey on August 29, attended by 11 institutions including Penghua Fund and Nuoan Fund, with the company's board secretary Liu Yuqing receiving the visitors [1] - The investor relations activity focused on introducing the company's overview, development history, main business, recent operating performance, core advantages, and future development plans [1] Group 2 - The company has a diverse business portfolio, including new semiconductor display intelligent equipment, automotive intelligent cockpit system equipment, semiconductor packaging and testing equipment, and renewable energy equipment [2] - In the semiconductor equipment sector, the company specializes in packaging and testing equipment for the back-end process, having completed multiple equipment R&D projects and formed sales orders, with capabilities in various die bonding processes and related equipment [2] - The flexible AMOLED bonding equipment has been widely applied in the mass production of foldable screens for well-known domestic and international terminal customers, with shipments made for the three-fold screen supply chain [2] - In the solid-state battery and renewable energy business, the company has increased R&D investment in lithium battery pack blue film and ultrasonic welding for solid-state/semi-solid batteries, achieving product breakthroughs and sales orders [2] - The company is actively developing equipment for the VR/AR/MR display field, gaining favor from clients and establishing partnerships with leading international terminal customers [2] - The company is continuously monitoring industry dynamics and will make prudent decisions regarding mergers and acquisitions based on its strategic planning and market demand [2]

深圳市联得自动化装备股份有限公司 投资者关系活动记录表 Q3：公司的设备应用在手机折叠屏领域发展情况如何？ 投资者关系活动记录表 证券简称：联得装备 证券代码：300545 编号：2025-011 | 投资者关系活动类别 | █特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 █其他 券商策略会 | | 参与单位名称及人员 | 第一场：鹏华基金共 2 人 | | 姓名 | 第二场：诺安基金、华福证券、卓臻基金、华美国际投资共 7 人 | | | 第三场：博时基金共 人 1 | | 时间 | 2025 年 8 月 29 日 | | 地点 | 券商策略会现场（深圳） | | 上市公司接待人员 | 董事、董事会秘书：刘雨晴女士 | | 姓名 | | | | 一、介绍公司概况 | | | 简要介绍公司及子公司发展历程、主营业务、近年主要经营业绩，公 | | | 司及子公司的核心优势及未来发展规划等情况。 | | | 二、投资者会议问答交流 | | 投资者关系活动主要 | Q1：请介绍一下公司的主要产品有哪些？ | ...

Core Viewpoint - The recent financial report of Lian De Equipment (300545) shows a decline in revenue and net profit for the first half of 2025 compared to the same period in 2024, indicating potential challenges in the company's financial health and operational efficiency [1]. Financial Performance Summary - Total revenue for the first half of 2025 was 637 million yuan, a decrease of 5.34% year-on-year [1]. - Net profit attributable to shareholders was 73.1 million yuan, down 34.78% year-on-year [1]. - In Q2 2025, total revenue was 270 million yuan, reflecting a 16.59% decline year-on-year, while net profit was 30.3 million yuan, a decrease of 54.33% year-on-year [1]. - Gross margin was 31.2%, down 14.27% year-on-year, and net margin was 11.48%, down 30.4% year-on-year [1]. - Total operating expenses (selling, administrative, and financial expenses) amounted to 59.7 million yuan, accounting for 9.37% of revenue, an increase of 22.29% year-on-year [1]. Balance Sheet and Cash Flow Summary - Cash and cash equivalents decreased to 508 million yuan, down 18.90% year-on-year [1]. - Accounts receivable increased to 662 million yuan, up 27.95% year-on-year, representing 272.62% of net profit [1]. - Interest-bearing debt decreased to 340 million yuan, down 36.49% year-on-year [1]. - Earnings per share were 0.41 yuan, a decrease of 34.92% year-on-year, while operating cash flow per share increased to 1.31 yuan, up 59.0% year-on-year [1]. Business Evaluation - The company's return on invested capital (ROIC) for the previous year was 11.15%, indicating average capital returns [3]. - The historical median ROIC since the company went public is 10.59%, suggesting reasonable investment returns [3]. - The company has a cash flow concern, with cash and cash equivalents covering only 85.81% of current liabilities [3]. - Analysts expect the company's performance in 2025 to reach 223 million yuan, with an average earnings per share forecast of 1.23 yuan [3]. Client Relationships - The company has established long-term stable relationships with notable clients, including Continental Automotive Electronics, Bosch, Harman, and Apple, among others [4].

Core Viewpoint - The article highlights the performance of several companies in the display and electronics industry for the first half of the year, noting that Sichuan Changhong, Feikai Materials, and Tianshan Electronics achieved both revenue and net profit growth, while others faced declines in performance [1][2]. Company Performance Summary 1. Xinyi International - Xinyi International reported revenue of 74.42 billion RMB, a decrease of 5.7% year-on-year, and a net profit of 1.30 billion RMB, down 19.2% [2][3]. - The company's smartphone-related product business decreased by 12.1%, while non-smartphone-related products saw a slight decline of 0.4% [5]. 2. Sichuan Changhong - Sichuan Changhong achieved revenue of 567.05 billion RMB, an increase of 10.28%, and a net profit of 5.01 billion RMB, up 78.60% [2][7]. - The company noted significant growth in non-recurring gains, primarily due to the fair value increase of its investment in Huafeng Technology [9]. 3. Laibao High-Tech - Laibao High-Tech reported revenue of 31.45 billion RMB, a growth of 7.06%, but a net profit of 1.82 billion RMB, down 13.78% [2][10]. - The decline in net profit was attributed to increased R&D expenses and reduced interest income [12]. 4. Woge Optoelectronics - Woge Optoelectronics achieved revenue of 11.90 billion RMB, a growth of 14.20%, but continued to report net losses [2][13]. - The company increased R&D investment by 63.13% to enhance its core technology position in the glass substrate field [15]. 5. Sanlipu - Sanlipu reported revenue of 16.80 billion RMB, a significant increase of 41.97%, but a net profit of 0.38 billion RMB, down 31.47% [2][16]. - The decline in net profit was due to increased competition and pressure on profit margins [17]. 6. Liande Equipment - Liande Equipment reported revenue of 6.37 billion RMB, a decrease of 5.34%, and a net profit of 0.73 billion RMB, down 34.78% [2][19]. - The company aims to strengthen its technology reserves in the semiconductor display equipment sector [20]. 7. Feikai Materials - Feikai Materials achieved revenue of 14.62 billion RMB, a growth of 3.80%, and a net profit of 2.17 billion RMB, up 80.45% [2][21]. - The company expanded its product matrix through strategic acquisitions in the liquid crystal materials sector [22]. 8. Xiangtong New Materials - Xiangtong New Materials reported revenue of 2.79 billion RMB, a decline of 17.44%, and a net profit of -0.12 billion RMB, indicating a loss [2][24]. - The company faced challenges due to customer strategy adjustments and increased competition [26]. 9. Tianshan Electronics - Tianshan Electronics achieved revenue of 8.56 billion RMB, an increase of 29.66%, and a net profit of 0.75 billion RMB, up 15.46% [2][27]. - The company reported growth in various product lines, including monochrome LCD displays and touch screens [28].

Group 1 - The company, Lian De Equipment, announced on August 28 that its fifth board meeting was held on August 27, 2025, in Dongguan, focusing on the review of the "2025 Semi-Annual Report" and related documents [1]

Core Viewpoint - The company reported a decline in both revenue and net profit for the first half of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company achieved operating revenue of 637 million yuan, a year-on-year decrease of 5.34% [1] - The net profit attributable to shareholders was 73.1 million yuan, reflecting a year-on-year decline of 34.78% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 72.1 million yuan, down 34.93% year-on-year [1] - Basic earnings per share were reported at 0.41 yuan [1]