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【私募调研记录】华杉投资调研德龙激光
Zheng Quan Zhi Xing· 2025-08-12 00:12
Group 1 - The core focus of Delong Laser is on providing various laser solutions for solid-state battery manufacturing processes, including a laser marking insulation solution that has received small batch orders [1] - In the traditional lithium battery sector, the company offers fully automated laser blue film removal, laser baking, and roller cleaning solutions, which have achieved mass production and delivery [1] - Delong Laser's core competitive advantages lie in its laser technology, laser processing technology, and high-precision motion systems [1] Group 2 - Delong Laser is currently constructing a high-end equipment manufacturing project for new energy in the Jiangyin High-tech Industrial Development Zone, with plans to commence production in 2026 [1] - Beyond its lithium battery business, the company is also focusing on the application of precision laser micro-processing in industries such as semiconductors, electronics, and new energy, with an emphasis on developing precision laser processing equipment and solutions [1]