Core Viewpoint - Chipone Microelectronics (688630) announced the official production launch of its second-phase park on September 5, 2023, which will significantly enhance the annual production capacity of high-end direct-write lithography equipment, addressing current delivery pressures and laying a foundation for future market share growth [1] Group 1 - The second-phase facility is now operational, which is expected to alleviate delivery pressures by increasing production capacity [1] - The enhanced capacity will effectively support incremental orders in AI servers, intelligent driving, and Mini/Micro-LED sectors [1] - The company aims to establish a solid production capacity base for future market share expansion [1]

Group 1: Market Strategy - The company plans to focus on both "deepening advantages" and "forward-looking layout" in its market expansion strategy over the next three to five years, targeting high-growth sectors such as gaming, smart wearables, and automotive displays [3] - The company aims to enhance its comprehensive service capabilities for global top clients by concentrating resources and fostering cross-departmental innovation [3] Group 2: R&D Investment - The cumulative R&D investment over the past three years accounts for 6.39% of the company's revenue, reflecting its commitment to technological innovation [4] - Future R&D efforts will focus on optimizing high-value product lines and advancing new display technologies like Mini LED and Micro LED [4] Group 3: Revenue from Overseas Markets - In the first half of 2025, overseas market sales accounted for 69.81% of the company's total revenue, becoming a core growth driver [4] - The company is optimistic about scaling production for several emerging overseas projects, which are currently in the stages of technical validation and sample testing [4] Group 4: Technology Development - The company is actively pursuing breakthroughs in new display technologies and has made substantial progress in Mini LED backlighting, with customer samples already delivered [4] - The upcoming "Mini/Micro-LED display module production line" is a key focus for future R&D investments [4] Group 5: Investor Relations Activity - The investor relations activity took place from August 19 to August 20, 2025, at the company's conference room in Shenzhen [2][5] - The event involved discussions with various investment firms and individual investors, focusing on the company's strategic direction and market performance [2]