调研速递|联动科技接受国海证券等1家机构调研，透露行业趋势与业务要点

Group 1 - The company focuses on semiconductor backend packaging and testing equipment, with a strong emphasis on automated testing systems and laser marking equipment [1] - The company has a rich history of technological advancements in the semiconductor testing field, with significant products developed since 2001 [1] - The company is currently developing a large-scale integrated circuit testing system for SoC, although it has not yet reached mass production [4] Group 2 - The semiconductor industry is experiencing a recovery driven by demand from emerging technologies such as artificial intelligence and automotive electronics, despite facing macroeconomic and geopolitical challenges [2] - The power semiconductor market is expanding, particularly with the growing application potential of silicon carbide as a third-generation semiconductor material [2] - The demand for testing equipment for power semiconductors and integrated circuits is expected to increase due to the rising penetration of third-generation semiconductor materials [2] Group 3 - The current market for the company's products is showing positive trends, with increased demand for silicon carbide testing driven by domestic and international developments [3] - The company has established deep collaborations with leading international firms and local industry leaders, optimizing its customer structure [3] - The recovery in consumer electronics is also benefiting the market for analog testing equipment [3] Group 4 - The company's main business, which includes automated testing systems, accounts for approximately 90% of its revenue [4] - The company is actively working on new product development in the SoC testing area, although the validation process is lengthy [4]