【私募调研记录】正圆投资调研骄成超声

Group 1 - The core viewpoint of the news is that the company Jiao Cheng Ultrasonic is experiencing improvements in gross profit margin due to changes in product structure and enhanced management efficiency, with a focus on the semiconductor advanced packaging sector [1] - Jiao Cheng Ultrasonic has received orders and has begun mass shipments of various ultrasonic equipment, indicating a positive trend in their business operations [1] - The company has a strong R&D team, which provides a competitive advantage and core competencies in the market [1] Group 2 - The company has seen a recovery in orders for its new energy battery equipment business after facing challenges last year [1] - Ultrasonic welding equipment is being utilized for solid-state battery ear welding, with small batch orders already delivered [1] - The company is expanding its applications of ultrasonic technology across various sectors, including new energy batteries, wiring harness connectors, and semiconductors [1]