【私募调研记录】呈瑞投资调研德龙激光

Group 1 - The core focus of Delong Laser is on providing various laser solutions for solid-state battery manufacturing, including a laser marking insulation solution that has received small batch orders [1] - In the traditional lithium battery sector, the company offers fully automated laser blue film removal, laser baking, and roller cleaning solutions, which have achieved mass production and delivery [1] - Delong Laser's core competencies lie in laser technology, laser processing technology, and high-precision motion systems [1] Group 2 - Delong Laser is constructing a high-end equipment manufacturing project for new energy in Jiangyin High-tech Industrial Development Zone, with plans to commence production in 2026 [1] - Beyond lithium battery applications, the company is also focusing on precision laser processing in semiconductor, electronics, and new energy industries, emphasizing the development of precision laser processing equipment and solutions [1] Group 3 - Shanghai Chengrui Investment Management Co., Ltd. was established in May 2010 with a registered capital of 11 million [2] - The company has been recognized for its stable development and diverse client base, which includes banks, private banks, securities firms, insurance companies, trusts, various FOF institutions, and state-owned enterprises [2] - The investment research team consists of 33 highly qualified professionals with strong educational backgrounds and extensive investment experience from prestigious universities [2]