【私募调研记录】晨燕资产调研德龙激光

Group 1 - The core focus of Delong Laser is on providing various laser solutions for solid-state battery manufacturing processes, including a laser marking insulation solution that has received small batch orders [1] - In the traditional lithium battery sector, Delong Laser offers fully automated laser blue film removal, laser baking, and roller cleaning solutions, which have achieved mass production and delivery [1] - The company's core competencies lie in laser technology, laser processing technology, and high-precision motion systems [1] Group 2 - Delong Laser is constructing a new energy high-end equipment manufacturing project 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]