Group 1: Zhijiang Biology - The company plans to invest approximately 60 million yuan in R&D for 2024, with expected growth in 2025 [1] - The focus is on innovation in molecular diagnostic technology, particularly in early cancer screening, companion diagnostics, and precision treatment [1] - Collaboration with Sanyou Biology includes four ongoing projects, with one entering the patent application stage [1] - The company aims to provide customized models and one-stop solutions through organoid services targeting research and medical institutions [1] - Future investments in Sanyou Biology will consider strategic layout, shareholder interests, and market conditions [1] - The company has completed three rounds of share purchases and is conducting a second purchase for 2025, with future plans dependent on circumstances [1] - The development strategy emphasizes technological innovation, product line expansion, and international market exploration [1] - Overseas plans include enhancing global presence, establishing smart manufacturing facilities, and improving localized team management [1] Group 2: Pengding Holdings - The company is focusing on the development of AI server capabilities, with production capacity established in Huai'an, mainland China, and Thailand [2] - Investment and expansion plans will be adjusted based on market demand and strategic considerations [2] - The first phase of the Thailand project is completed, currently undergoing customer certification and sampling, with small-scale production expected in the second half of the year [2] - Cost assessments for the Thailand facility will be conducted post-mass production, with plans to optimize production processes and supply chain management for cost efficiency [2] - Capital expenditure will primarily target the Thailand facility, soft board expansion, and advanced HDI and SLP projects in Huai'an [2] - The company is cautious about commenting on new product requirements due to the upcoming product launch, which may affect production processes and performance [2] - The timeline from equipment setup to production is approximately six months, contingent on facility and mechanical conditions [2]
【私募调研记录】青骊投资调研之江生物、鹏鼎控股