Core Viewpoint - Company has been awarded a contract worth 201 million yuan for the 8.6-generation AMOLED production line project by BOE Technology Group, which includes various advanced equipment [1] Group 1: Company Overview - Company has over 20 years of experience in the semiconductor display equipment industry, adapting to various technological changes in the display sector [1] - Company possesses strong product research and design capabilities, as well as manufacturing processes, placing it at the forefront of the industry in terms of product quality and performance [1] - Company has established a solid reputation in the industry due to its high-quality products and comprehensive, personalized services throughout the sales process [1] Group 2: Client Relationships - Company has developed long-term stable partnerships with several well-known clients, including Continental Automotive Electronics, Bosch, Visteon, Harman, BOE, Visionox, Shenzhen Tianma, Desay SV, Huaxing Optoelectronics, Apple, Foxconn, Yicheng, Lens Technology, and HKC [1] - Company’s flexible AMOLED bonding equipment is widely used in the mass production of foldable screens for smartphones by renowned domestic and international brands [1] - Company maintains good cooperative relationships with several well-known smartphone manufacturers and continues to engage in in-depth collaboration on the innovative applications of flexible screens [1]

Core Insights - The company, LianDe Equipment, engaged in a comprehensive investigation with 19 institutions, including Xinyi Securities, focusing on its competitive advantages, advanced packaging, foldable screen applications, new energy, and perovskite equipment layout, as well as overseas market expansion [1] Group 1: Competitive Advantages - LianDe Equipment has over 20 years of experience in the semiconductor display equipment industry, accumulating deep technical expertise and leading levels in product R&D design and manufacturing processes [1] - The company has established long-term stable partnerships with well-known enterprises such as Continental Automotive Electronics and BOE, thanks to its high-quality products, core technologies, and comprehensive services [1] Group 2: Advanced Packaging - The company is actively involved in the semiconductor field and has successfully entered the testing and packaging industry [1] - In advanced packaging, LianDe Equipment possesses display driver chip bonding (ILB) equipment, utilizing a eutectic + flip-chip process that offers high precision and speed [1] Group 3: Foldable Screen Applications - The flexible AMOLED bonding equipment has been widely applied in the mass production of foldable screens both domestically and internationally, with close cooperation with several well-known brand manufacturers [1] - The company has received sales orders and shipped related equipment for the three-fold screen supply chain [1] Group 4: New Energy Equipment Progress - In the new energy equipment sector, LianDe Equipment has increased R&D investment in lithium battery pack blue film and solid/semisolid battery ultrasonic welding equipment, achieving product breakthroughs and securing orders [1] - The company has made advancements in perovskite process equipment, with breakthroughs in GW-level coating equipment, and has shipped solid-state battery ultrasonic welding equipment [1] Group 5: Perovskite Equipment Achievements - LianDe Equipment has made significant breakthroughs in core perovskite process equipment, with its coating trio equipment supporting 2.4-meter wide mass production, currently in the debugging stage and soon to be shipped [1] - The company occupies an important position in the domestic perovskite photovoltaic equipment sector [1] Group 6: Overseas Market Expansion - The company adheres to a differentiated strategy to explore overseas markets, accumulating resources from world-renowned clients such as Continental Automotive Electronics and Bosch, with good cooperation [1]

Company Overview - Shenzhen LianDe Automation Equipment Co., Ltd. has over 20 years of experience in the semiconductor display equipment industry, achieving significant technological integration and product quality [2][3] - The company has established long-term partnerships with renowned clients such as Bosch, Apple, and Foxconn, enhancing its reputation in the industry [2] Competitive Advantages - The company possesses advantages in industry experience, R&D innovation, brand recognition, comprehensive service, and customer resources, leading to stable growth in operational scale and performance [3] Product Applications - The company's flexible AMOLED bonding equipment is widely used in the mass production of foldable screens for major smartphone brands, with ongoing collaborations for innovative flexible screen applications [4] - In the solid-state battery sector, the company is increasing R&D investment in various automation equipment, achieving product breakthroughs and generating sales orders [5] Semiconductor Equipment Progress - The company focuses on chip packaging and testing equipment, including advanced devices like COF flip chip machines and high-precision semiconductor equipment, with plans to expand its R&D investment in this area [6] VR/AR/MR Display Sector - The company has developed equipment for the VR/AR/MR display field, gaining recognition from clients in this emerging market and establishing partnerships with leading international manufacturers [7]

Business Performance and Focus Areas - In 2024, the company will focus on semiconductor display equipment, automotive intelligent cockpit systems, semiconductor packaging and testing equipment, and new energy equipment [2][3] - The company aims to enhance R&D in flexible display module equipment, Mini/Micro LED equipment, and precision assembly equipment for VR/AR/MR [2][3] Shareholder Actions and Market Confidence - The controlling shareholder, Mr. Nie Quan, reduced his holdings by 3,511,600 shares (1.95% of total shares) between March 10 and March 28, 2025 [3] - The company emphasizes that shareholder reductions are based on personal financial needs and are compliant with disclosure obligations [3][4] Stock Price and Investor Relations - The company is committed to maintaining its market value and improving management levels to enhance investor relations [4][5] - There is a focus on reasonable profit distribution plans to improve investor returns, considering the company's development and legal compliance [5] Industry Position and Competitiveness - The company has over 20 years of experience in the semiconductor display equipment industry, achieving a leading position in product R&D and manufacturing processes [6][7] - It has established strong partnerships with renowned manufacturers and brands in the semiconductor display field, leveraging its industry experience and technological advantages [6][7] Future Plans and Strategic Considerations - The company is exploring opportunities for asset restructuring and strategic partnerships, aligning with regulatory support for mergers and acquisitions [7][8] - The company will disclose its operational status in regular reports, ensuring transparency with investors [8]