三维自动光学检测设备(3D AOI)

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思泰克:业务未涉及生产AR眼镜
Ge Long Hui· 2025-09-22 07:11
Core Viewpoint - The company focuses on the field of machine vision inspection equipment, specifically in 3D solder paste inspection (3D SPI) and 3D automated optical inspection (3D AOI) [1] Group 1: Company Overview - The core products of the company are 3D SPI and 3D AOI, which are primarily used for quality control in the electronic assembly sector [1] - The company's business does not involve the production of AR glasses [1] Group 2: Industry Application - The products are applied in quality inspection processes covering PCB SMT production lines and semiconductor backend packaging processes [1]
思泰克(301568.SZ):业务未涉及生产AR眼镜
Ge Long Hui· 2025-09-22 07:04
Core Viewpoint - The company, Sytake (301568.SZ), focuses on the field of machine vision inspection equipment, specifically in 3D solder paste inspection (3D SPI) and 3D automated optical inspection (3D AOI) [1] Group 1: Company Overview - Sytake's core products are 3D SPI and 3D AOI, which are primarily used for quality control in the electronic assembly sector [1] - The company's business does not involve the production of AR glasses [1] Group 2: Industry Application - The products are applied in quality inspection processes for PCB SMT production lines and semiconductor back-end packaging processes [1]
思泰克:主营业务是机器视觉检测设备的研发、生产、销售及增值服务
Zheng Quan Ri Bao Zhi Sheng· 2025-07-31 10:40
(编辑 王雪儿) 证券日报网讯 思泰克7月31日在互动平台回答投资者提问时表示,公司的主营业务是机器视觉检测设备 的研发、生产、销售及增值服务,核心产品为三维锡膏印刷检测设备(3D SPI)及三维自动光学检测设 备(3D AOI)。截至2025年3月31日,公司营业收入较上年同期增长22.51%、归母净利润较上年同期增 长25.98%、扣非归母净利润较上年同期增长40.08%,具体参见公司披露的《2025年一季度报告》。涉 及公司具体客户信息的内容,公司不便回复。 ...
思泰克:公司旗下核心产品可针对玻璃基板上的锡膏印刷质量与电子元器件进行检测
Mei Ri Jing Ji Xin Wen· 2025-07-31 01:05
思泰克(301568.SZ)7月31日在投资者互动平台表示,公司旗下核心产品三维锡膏印刷检测设备(3D SPI)及三维自动光学检测设备(3D AOI)可针对玻璃基板上的锡膏印刷质量与电子元器件进行检测。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:请问公司的产品是否适用于玻璃基板? ...
思泰克(301568) - 2025年5月12日投资者关系活动记录表
2025-05-13 02:20
Market Position and Performance - The company maintains a leading position in the 3D machine vision detection market, particularly with its core products: 3D Solder Paste Inspection (3D SPI) and 3D Automated Optical Inspection (3D AOI) [2][4] - In Q1 2025, the company reported a year-on-year revenue growth of 22.51%, net profit growth of 25.98%, and a 40.08% increase in net profit after deducting non-recurring items [4][5] Brand Influence and Marketing Strategies - The company participates in various domestic and international exhibitions to enhance brand influence, including the 2024 Munich Shanghai Electronics Production Equipment Exhibition and the 2024 China International Electronics Production Equipment Exhibition [3] - An online marketing team leverages platforms like Douyin and WeChat to broaden promotional channels and improve brand visibility [3] Research and Development - R&D expenses as a percentage of revenue were 7.02% in 2023, 10.3% in 2024, and 9.50% in Q1 2025, indicating a consistent increase in investment [6] - The company has developed 86 intellectual property rights, including 9 invention patents, and launched a new product, the third optical inspection device, in 2024 [6][7] Strategic Planning for 2025 - The company plans to focus on innovation, product upgrades, market expansion, talent acquisition, and capital empowerment to enhance its competitive edge [7][15] - Key strategies include strengthening R&D in critical technologies, expanding the 3D AOI market share, and optimizing the marketing network for both domestic and international markets [7][15] Financial Health and Shareholder Engagement - As of April 30, 2025, the company has repurchased 677,049 shares, accounting for 0.66% of the total share capital, with a total expenditure of approximately RMB 21.9 million [14] - The company aims to improve investor relations and explore acquisition opportunities to enhance resource integration and business expansion [15][16] Customer Concentration and Risk Management - The top five customers accounted for 17.50% of the total annual sales, which is considered a reasonable level of customer concentration [8] - Future plans include enhancing the synergy between different machine vision products and expanding partnerships with key industries such as semiconductors and communications [8][9]