摘要 ： 泰思肯集团收购FemtoInnovations，成立激光技术业务单元，拓展半导体、生物医学等领域解决方案。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 捷克布尔诺2025年9月22日消息 – 泰思肯集团宣布收购超快激光技术领域的领先创新者FemtoInnovations公司 ，并成立全新的激光技术 业务单元。该业务单元总部将设于康涅狄格大学科技园。新部门的成立将拓展泰思肯为半导体、生物医学设备制造以及高端研究市场提供的关 联与多模态解决方案组合。 FemtoInnovations为泰思肯带来了一项独特且具有颠覆性的 激光平台技术 ——该技术已在严苛的工作流程中得到验证，并吸引了来自半导 体、先进制造和高科技产业的全球领先企业的浓厚兴趣。 "将FemtoInnovations纳入泰思肯大家庭是一个战略性举措，它增强了我们提供端到端工作流程的能力。通过将超快激光微加工与我们领先 的成像分析平台相结合，我们能够帮助客户在故障分析、样品制备、研发及先进制造等领域，更快地从发现问题过渡到获得深度洞察，"泰思肯 集团首席执行官Jean-C ...

Summary of Dazhu CNC Conference Call Company Overview - Dazhu CNC reported Q1 2025 revenue of approximately 960 million RMB, with mechanical drilling machines accounting for over 60% of revenue, laser drilling machines less than 10%, and testing equipment over 10% with a gross margin exceeding 45% [1][3] - The company has seen significant growth in 2024, with revenue doubling and profits increasing notably, driven by AI-related computing chain developments and a resurgence in consumer products like smartphones and home appliances [2] Key Financial Metrics - Q1 gross margin improved by 2-3 percentage points year-on-year, with a substantial increase in net margin attributed to business growth, high-margin testing equipment contributions, and approximately 20 million RMB in concentrated tax refunds [1][4] Business Segmentation - In Q1 2025, the revenue breakdown included mechanical drilling machines over 60%, laser drilling machines under 10%, exposure machines around 6-7%, and testing equipment over 10% [3] - The company anticipates a favorable outlook for laser drilling machines due to increased AI usage in HDI processes [3] Growth Drivers - AI-related business has significantly boosted specialized testing equipment, particularly with Shenghong securing numerous server board orders [1][5] - The company plans to expand into optical testing as a future growth area, with current optical testing equipment sales expected to increase significantly [6] Market Potential - The domestic and international PCB market is estimated to be worth 7-10 billion RMB, with new optical testing equipment expected to maintain growth rates of over 30% to 50%, while existing equipment is projected to grow by 20% to 30% [9] - The combination of new and existing products could lead to a doubling of revenue within three to five years [9] International Strategy - Dazhu CNC's overseas business growth is primarily focused on Southeast Asia, influenced by domestic clients relocating production capacity [10][11] - The company is actively planning its overseas strategy in response to changes in international trade relations [11] Technology and Product Development - The company is focusing on ultra-fast laser technology as a key area for capability enhancement, with plans to establish laboratories overseas to develop new processes [14][15] - Dazhu CNC is also prioritizing the development of pressing equipment, aiming to achieve significant sales in this area and establish itself as a leading domestic brand [16] Competitive Positioning - Dazhu CNC holds a strong position in the electrical testing field, with global-leading product quality in multilayer and standard HDI markets [7][8] - The company differentiates itself by integrating testing data across processes to enhance efficiency and quality [8] Financial Management and Risks - The increase in accounts receivable and inventory is linked to sales growth, with the company maintaining transparent management practices to mitigate risks [25][29] - Dazhu CNC emphasizes strict financial management to ensure a low-risk development environment [29] Future Outlook - The company aims to continue its focus solely on the PCB industry, enhancing its technological capabilities and customer relationships to drive industry transformation [27] - Dazhu CNC plans to attract international talent through its Hong Kong listing, enhancing its brand recognition and market influence [22][24]