Shenzhen Lihexing (SZ:301013) Xin Lang Cai Jing·2025-08-13 08:00Core Insights - The company has outlined a strategic path focusing on intelligent manufacturing equipment while steadily expanding into the electronic components and semiconductor sectors, viewing semiconductor equipment and precision components as key growth areas for future performance [1][2]. Semiconductor Business Development - The company's expansion into the semiconductor field is based on its long-term technical capabilities in intelligent manufacturing equipment and deep insights into industry trends, focusing on semiconductor testing equipment and precision components [2]. - As of June 30, 2025, the company has invested 16.24 million yuan in R&D, holding 44 invention patents, 143 utility model patents, 28 design patents, 275 software copyrights, and 12 registered trademarks, establishing a strong technical foundation in areas related to semiconductor equipment [2][3]. Market Position and Growth Potential - The company has established a quality management system and service reputation in the intelligent equipment sector, laying the groundwork for entering the semiconductor equipment supply chain [3]. - The semiconductor business has begun to show initial results, with the semiconductor equipment subsidiary generating revenue, marking a transition from R&D to market development and production delivery [3][4]. - The semiconductor equipment components are crucial for the precision and reliability of semiconductor devices, and breakthroughs in technology are expected to drive upgrades in semiconductor equipment, supported by national policies that promote domestic substitution and create a broad market development space [3][4]. Future Outlook - The company is accelerating its semiconductor industry layout to meet the growing product demand from customers, establishing a solid foundation for long-term rapid development [4]. - With the urgent demand for domestic substitution and the surge in chip demand driven by new energy vehicles and artificial intelligence, the semiconductor business segment is expected to exhibit significant growth potential [4].