【私募调研记录】德若私募基金调研德龙激光

Core Viewpoint - The recent research conducted by the well-known private equity firm Deruo focuses on Delong Laser, which is advancing in solid-state battery manufacturing and laser processing technologies [1] Group 1: Company Overview - Delong Laser provides various laser solutions for solid-state battery manufacturing and has launched a laser marking insulation solution, receiving small batch orders [1] - The company offers fully automated laser solutions for traditional lithium batteries, including laser blue film removal, laser baking, and roller cleaning, achieving mass production delivery [1] - Delong Laser's core competencies lie in laser technology, laser processing technology, and high-precision motion systems [1] Group 2: Future Developments - The company is constructing a high-end equipment manufacturing project for new energy in the Jiangyin High-tech Industrial Development Zone, with plans to commence production in 2026 [1] - Beyond lithium battery applications, Delong Laser is focusing on precision laser micro-processing in sectors such as semiconductors, electronics, and new energy, emphasizing the development of precision laser processing equipment and solutions [1]