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同惠电子赵浩华:锚定半导体测试新机遇

Core Insights - The company, Tonghui Electronics, has successfully transitioned from focusing on consumer electronics testing to semiconductor and new energy testing, marking a significant shift in its business strategy [1][2][3] Company Development - Founded by Zhao Haohua and seven partners, Tonghui Electronics has maintained a strong team spirit and commitment to technology and product quality over its 30 years of operation [1] - The company has achieved substantial growth in semiconductor testing products, driven by the rapid development of the domestic semiconductor industry and increasing demand for testing equipment [1][2] Product Strategy - Tonghui Electronics has launched three core products in the semiconductor testing field: a precision source meter, a high-resistance meter for microcurrent applications, and a CV testing integrated product for power semiconductor devices [2][3] - The company plans to continue developing a series of semiconductor testing products and enhance collaboration with leading clients in the semiconductor and new energy sectors [2][3] Capacity and Investment - The company's current capacity utilization rate is approximately 70%, with plans to increase it to over 80% in the next two to three years [3] - Tonghui Electronics is focusing on high-value-added products and investing in R&D to tackle core technical challenges, aiming to improve profit margins and strengthen its market position [3][4] Market Strategy - The company adopts a dual strategy of focusing on high-value-added products while expanding into international markets, particularly in Europe, North America, and Southeast Asia [4] - Currently, overseas revenue accounts for only 10% of total revenue, indicating significant potential for growth in international markets [4] Alignment with National Strategy - The company emphasizes the importance of aligning its market focus with national strategic priorities, particularly in the semiconductor industry, which is supported by government initiatives [4]