【私募调研记录】善思投资调研新益昌

Group 1 - The core viewpoint of the news highlights that Xinyi Chang has a strong order situation for Mini LED products and has recently signed a procurement order with Suzhou Huaxing Optoelectronics [1] - According to Aowei Cloud Network, the penetration rate of Mini LED TVs in China's color TV market is expected to significantly increase to 29% in the first half of 2025, with sales growth exceeding 200% year-on-year [1] - Lottu Technology predicts that the global Mini LED market size will exceed $3 billion by 2028, with a compound annual growth rate (CAGR) of approximately 40% [1] - The company has a series of semiconductor die bonding machines and has recently launched wire bonding machines and testing packaging equipment, with multiple advanced packaging devices currently undergoing verification and optimization [1] - A newly established robotics subsidiary is engaged in artificial intelligence research and robot manufacturing and sales, possessing advantages and technical capabilities in developing robotic brains [1] - The company plans to focus its R&D investment in 2025 on the semiconductor, Mini LED, and robotics sectors while continuing to expand its overseas market presence to enhance international competitiveness [1]