【私募调研记录】宝隽资产调研德龙激光

Group 1 - The core viewpoint is that DeLong Laser is actively involved in the solid-state battery manufacturing process, providing various laser solutions and has received small batch orders for its laser marking insulation solution [1] - DeLong Laser has achieved mass production delivery in the traditional lithium battery sector, offering fully automated laser blue film removal, laser baking, and roller cleaning solutions [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] - In addition to its lithium battery business, the company is focusing on precision laser micro-processing applications in the semiconductor, electronics, and new energy industries, emphasizing the development of precision laser processing equipment and solutions [1]