AI视觉模型

Search documents
凯格精机(301338) - 2025年4月28日投资者关系活动记录表
2025-04-28 12:56
Group 1: Financial Performance - The company achieved a revenue of 196.56 million yuan in Q1 2025, representing a year-on-year growth of 27.23% [2] - The net profit attributable to shareholders reached 33.21 million yuan, with a significant year-on-year increase of 208.34% [2] - The net profit excluding non-recurring gains and losses was 31.46 million yuan, showing a year-on-year growth of 235.72% [2] - The continuous growth in net profit over four consecutive quarters indicates a robust development trend [2] Group 2: Market Drivers - Revenue growth in Q1 2025 was primarily driven by the recovery in consumer electronics demand, particularly in mobile phones, increased demand for AI servers, and the rising penetration rate of new energy vehicles [2] - The improvement in net profit is attributed to a higher gross margin, with an increasing proportion of high-end products contributing to revenue [2] Group 3: R&D and Innovation - The company established the 2025 Laboratory to develop foundational algorithm models for industrial AI, focusing on self-adjusting capabilities of equipment [2] - R&D investment as a percentage of revenue for 2023, 2024, and Q1 2025 was 10.06%, 9.12%, and 9.88% respectively [3] - As of December 31, 2024, the company held 212 patents, with 18 new invention patents and 30 utility model patents granted in 2024 [3] Group 4: Product Development - The company is advancing in the development of SIC wafer aging test equipment and SIC KGD sorting equipment, which are essential for testing the long-term stability of third-generation semiconductor chips [3] - The focus for 2025 includes enhancing R&D capabilities, optimizing team structures, and launching new products targeting SIP and semiconductor packaging markets [3]
凯格精机:去年净利润同比增逾三成
Zheng Quan Shi Bao Wang· 2025-04-25 11:30
产品布局方面,在SIP封装,半导体封测及汽车电子领域的交付取得了新进展;面向先进封装及半导体 行业储备了多项核心产品,如第三代半导体领域的SIC晶圆老化设备及SICKGD分选设备;成功开拓光 通讯行业应用场景,推出800G光模块自动化线体。 对于2025年的经营计划,凯格精机表示,公司仍要坚持"强攻击抓机会",积极拥抱市场的变化,持续提 升市场份额。同时,基于中长期的发展战略,坚定投入,为公司持续增长打下坚实的基础。在内部运营 方面,公司会持续推进精益与高效运营,坚持向流程要效率,向创新要利润,向管理要效益。(文穗) 校对:陶谦 年报披露,公司积极践行"提质增效",坚持开源节流,通过研发创新、产品拓展、管理优化、人才培养 等方面多措并举,不断提升经营质量。 研发创新方面,公司研发中心进行了多项技术创新与应用,如将AI视觉模型应用于封装设备中的芯片 检测及缺陷检测、点胶机的胶点检测、植球机的缺陷检测;将3D视觉应用于五轴点胶机的胶路引导与 检测环节,提高了点胶的精度、稳定性和检测的效率;研发并储备了先进封装领域"印刷+植球+检测 +补球"的整线技术。报告期内,新增授权发明专利18项、实用新型专利30项,并与华为 ...