Core Viewpoint - The company, LianDe Equipment (300545.SZ), has successfully integrated flexible AMOLED bonding equipment into the mass production of foldable screens for well-known domestic and international smartphone manufacturers [1] Group 1: Company Operations - The company has established strong cooperative relationships with several renowned smartphone brands, both domestically and internationally [1] - The company is actively engaged in in-depth collaborations focused on the innovative applications of flexible screens [1] - The company has received sales orders and has begun shipments for bonding equipment in the supply chain of tri-fold screens [1] Group 2: Market Position - The company is recognized as a leading player in the niche market of bonding equipment for foldable screens, leveraging its technological advantages [1]

Core Insights - The company, LianDe Equipment, engaged in a comprehensive investigation with 19 institutions, including Xinyi Securities, focusing on its competitive advantages, advanced packaging, foldable screen applications, new energy, and perovskite equipment layout, as well as overseas market expansion [1] Group 1: Competitive Advantages - LianDe Equipment has over 20 years of experience in the semiconductor display equipment industry, accumulating deep technical expertise and leading levels in product R&D design and manufacturing processes [1] - The company has established long-term stable partnerships with well-known enterprises such as Continental Automotive Electronics and BOE, thanks to its high-quality products, core technologies, and comprehensive services [1] Group 2: Advanced Packaging - The company is actively involved in the semiconductor field and has successfully entered the testing and packaging industry [1] - In advanced packaging, LianDe Equipment possesses display driver chip bonding (ILB) equipment, utilizing a eutectic + flip-chip process that offers high precision and speed [1] Group 3: Foldable Screen Applications - The flexible AMOLED bonding equipment has been widely applied in the mass production of foldable screens both domestically and internationally, with close cooperation with several well-known brand manufacturers [1] - The company has received sales orders and shipped related equipment for the three-fold screen supply chain [1] Group 4: New Energy Equipment Progress - In the new energy equipment sector, LianDe Equipment has increased R&D investment in lithium battery pack blue film and solid/semisolid battery ultrasonic welding equipment, achieving product breakthroughs and securing orders [1] - The company has made advancements in perovskite process equipment, with breakthroughs in GW-level coating equipment, and has shipped solid-state battery ultrasonic welding equipment [1] Group 5: Perovskite Equipment Achievements - LianDe Equipment has made significant breakthroughs in core perovskite process equipment, with its coating trio equipment supporting 2.4-meter wide mass production, currently in the debugging stage and soon to be shipped [1] - The company occupies an important position in the domestic perovskite photovoltaic equipment sector [1] Group 6: Overseas Market Expansion - The company adheres to a differentiated strategy to explore overseas markets, accumulating resources from world-renowned clients such as Continental Automotive Electronics and Bosch, with good cooperation [1]

Group 1 - The core viewpoint of the news is that Lian De Equipment (SZ 300545) announced an investor research event scheduled for September 3-4, 2025, where company executives will engage with investors [1] - As of the report, Lian De Equipment has a market capitalization of 6.3 billion yuan [2] - For the year 2024, the revenue composition of Lian De Equipment is reported to be 96.06% from smart displays and 3.94% from other sources [1]

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，公司积极开拓海外市场，坚持差异 化竞争策略，充分发挥自身优势，持续提升核心竞争力，积累了如大陆汽车电子、博世、伟世通、哈 曼、法雷奥等诸多世界500强的客户资源，并建立了良好的合作关系。 ...

Group 1 - The company has made breakthroughs in core equipment for perovskite technology, establishing a significant position in the domestic perovskite photovoltaic equipment sector [1] - The newly developed coating equipment, known as the "three-piece set," is one of the few in the country capable of supporting mass production with a width of 2.4 meters and is currently in the debugging phase, ready for shipment [1]

Core Viewpoint - The company, LianDe Equipment (300545.SZ), has successfully integrated flexible AMOLED bonding equipment into the mass production of foldable screens for well-known domestic and international smartphone brands [1] Group 1: Company Operations - The company has established strong cooperative relationships with several renowned smartphone manufacturers both domestically and internationally [1] - The company is actively engaged in in-depth collaborations regarding the innovative applications of flexible screens [1] - The company has received sales orders and shipped equipment related to bonding processes in the supply chain for three-fold screens [1] Group 2: Market Position - The company is recognized as a leading player in the niche market of bonding equipment for foldable screens, leveraging its technological advantages [1]

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]