赛腾股份：南浔项目目前主体基建已完工，预计今年上半年陆续投产

Core Viewpoint - The company is progressing with its Nanzhu project, with the main construction completed and production expected to commence in the first half of the year [2] Group 1: Project Development - The Nanzhu project is on schedule, with the main infrastructure completed [2] - After decoration and acceptance, production is anticipated to begin, with gradual capacity ramp-up based on market demand [2] Group 2: Financial Performance - The company's semiconductor business maintains a high gross margin [2] - The company continues to invest significantly in research and development [2] Group 3: Competitive Position - The company is actively expanding the variety of high-end semiconductor equipment [2] - The focus is on enhancing core competitiveness and solidifying domestic substitution advantages [2]