Quan Jing Wang·2025-08-13 05:51Core Viewpoint - The event organized by Dongfang Securities aims to enhance investor education and promote rational investment by providing a platform for investors to engage with listed companies, specifically Universal Scientific Industrial Co., Ltd. (环旭电子) [1] Company Overview - Universal Scientific Industrial Co., Ltd. (USI), listed under stock code 601231, is a leading global provider of electronic design and manufacturing services (EMS) [1][2] - The company is headquartered in Zhangjiang, Shanghai, and is a core enterprise under ASE Investment Holding Co., with projected revenue of 60.7 billion RMB in 2024 and over 22,000 employees globally [2] Core Business and Technical Advantages - USI offers a comprehensive D(MS)² service system, focusing on design, manufacturing, and solutions, which includes: - Electronic product design and collaborative development [3] - High-precision manufacturing and global mass production delivery [3] - Miniaturization technology, leading in the SiP (System in Package) module field, applied in advanced smartphones and wearable devices [3][4] - The company provides customized solutions for vertical industries such as cloud, industrial, and automotive sectors [4] Leadership in SiP Technology - USI is recognized as a global leader in SiP modules, having achieved mass production of micron-level packaging technology, enhancing client products in performance, size, and energy efficiency [4] - Notable applications include: - Core modules for smartwatches and TWS earphones for international brands [4] - SiP module services for leading smart glasses products [4] - Automotive-grade packaging modules used in ADAS and intelligent cockpit systems [4] Global Manufacturing and Agile Supply Chain - The company has established a "global platform + localized service" operational model centered in the Asia-Pacific region, offering: - Flexible manufacturing service options for clients [4] - 48-hour rapid response to key customer demands [4] - An intelligent logistics system covering vendor-managed inventory (VMI) and cross-border bonded warehousing [4] Sustainable Development and Future Strategy - USI is committed to low-carbon development, aiming for "net-zero emissions" by 2040 [4] - The company is investing in smart manufacturing and has set standards for "five-star factories," actively adopting Industry 4.0 practices [4] - USI has been recognized for three consecutive years as one of the top 1% in ESG ratings among Chinese enterprises, indicating a strong commitment to environmental, social, and governance standards [4] - The integration of "AI+" in consumer electronics is expected to drive high growth for USI's SiP business, alongside innovative business layouts for future potential [4]