Group 1 - The core viewpoint of the news is that Shanghai Shifeng Asset Management has conducted research on a listed company, Zhongqi New Materials, which is transitioning from traditional building materials to semiconductor materials in collaboration with Xingkong Technology [1] - Zhongqi New Materials is partnering with Xingkong Technology, which specializes in high-end equipment such as lithography machines and chip bonding machines, primarily used in advanced packaging and AI chip manufacturing [1] - Xingkong Technology has developed multiple product series, with some already launched in the market, and plans to continue developing high-performance equipment to meet customer demands [1] Group 2 - Xingkong Technology's team focuses on research and development, with over half of its employees dedicated to R&D in the future [1] - The company maintains a high domestic supply chain ratio while still retaining some international suppliers [1] - The process of securitization is expected to promote better development for the company, emphasizing independent research and sustainable growth [1]
【私募调研记录】石锋资产调研中旗新材