光力科技股份有限公司投资者关系活动记录表 编号：20260227 | | □特定对象调研 □分析师会议 | | --- | --- | | □媒体采访 投资者关系活动 | □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 √现场参观 | | | | □其他（请文字说明其他活动内容） | | 参与单位名称及 | 华创证券：张文瑶；铜冠投资：陈宇、叶凯。 | | 人员姓名 | | | 时间 2026 年 | 2 月 27 日 | | 地点 | 公司郑州航空港厂区 号楼会议室 2 | | 上市公司接待人 | 证券事务代表：关平丽 | | 员姓名 | 证券事务经理：张思杰、王尚坤 | | | 各位投资者参观了生产车间、展厅等区域，并就上市公司半导体封 | | | 测装备业务、物联网安全生产监控装备业务的经营情况等问题进行交 | | | 流，主要内容如下： | | | 1、国产半导体业务的产品是否可以实现国产替代？划片机良率是 | | | 否一定要和进口设备达到同样的良率才能被客户接受？ | | | 答：公司国产半导体机械划切设备已经具有与国际头部对标型号相 | | | 媲美的切割品质和切割效率，已经进 ...

Core Viewpoint - The article highlights the growth and transformation of Guangli Technology, a local company in Henan, from a coal mine safety monitoring business to a key player in the semiconductor equipment industry, contributing to the local industrial chain and reducing reliance on imported high-end equipment [1][2]. Group 1: Company Transformation - Guangli Technology began its journey in 1994 focusing on coal mine safety monitoring and transitioned to semiconductor equipment after its IPO in 2015, raising approximately 170 million yuan for business expansion and R&D [2]. - The company seized the opportunity for domestic substitution in semiconductor equipment by acquiring Loadpoint, the inventor of the semiconductor dicing saw, and subsequently acquired Loadpoint Bearings and ADT, enhancing its capabilities in high-end equipment manufacturing [3]. Group 2: Product Development and Market Position - Guangli Technology has developed a series of domestic dicing saws, including the 8230 model, which is recognized for its performance and has entered mass production for leading packaging and testing companies [4]. - The semiconductor equipment manufacturing business has become a significant revenue contributor, with its share exceeding 50% of total revenue since 2022, indicating strong growth [4]. Group 3: Technological Innovation and Local Industry Development - The company has invested over 1.1 billion yuan in R&D since its listing, maintaining a R&D expenditure ratio above 12% for five consecutive years, and has established a semiconductor dicing saw testing laboratory [5]. - Guangli Technology is constructing a semiconductor intelligent manufacturing base in Zhengzhou, aiming for an annual production capacity of 500 dicing saws, and has attracted 12 supporting semiconductor companies to the region [6]. Group 4: Future Plans and Strategic Alignment - The company plans to focus on three main areas: expanding its cutting and grinding product lines, enhancing the localization of core components, and broadening its product offerings based on market demands [7]. - This strategic direction aligns with Henan's goal of strengthening technological innovation and building a robust advanced manufacturing sector, fostering local talent and supporting emerging industries [8].

Core Viewpoint - The article highlights the growth and transformation of Guangli Technology, a local company in Henan, from a coal mine safety monitoring business to a key player in the semiconductor equipment industry, contributing to the localization of high-end equipment and the development of the local semiconductor industry [1][3][5]. Group 1: Company Transformation - Guangli Technology started in 1994 focusing on coal mine safety monitoring and transitioned to semiconductor equipment after its IPO in 2015, raising approximately 170 million yuan for business expansion [5]. - The company strategically acquired three overseas firms to break the monopoly in the semiconductor slicing machine sector, achieving domestic production of key components and equipment [5][6]. - By 2022, the revenue from semiconductor packaging and testing equipment exceeded 50% of the company's total revenue, indicating strong growth in this segment [6]. Group 2: Technological Innovation - Guangli Technology has established a robust R&D framework, with over 11 billion yuan raised since its listing and a consistent R&D investment ratio of over 12% for five consecutive years [8]. - The company has developed a series of domestic slicing machines, including the 8230 model, which is recognized for its international performance and has been adopted by leading packaging enterprises [6][8]. - The establishment of a semiconductor slicing machine testing laboratory and a dedicated R&D team has further solidified the company's technological capabilities [8]. Group 3: Local Industry Development - Guangli Technology is playing a pivotal role in the development of Henan's semiconductor industry, with plans to build a semiconductor manufacturing base capable of producing 500 slicing machines annually [9]. - The company has attracted 12 semiconductor supporting enterprises to Henan, creating a "one-hour supply chain" and enhancing local industrial collaboration [9]. - The integration of traditional monitoring business with semiconductor technology has positioned Guangli Technology as a leader in niche markets, leveraging its industry experience and customer resources [9]. Group 4: Future Outlook - The company aims to deepen its semiconductor equipment business and expand into frontier fields over the next 3-5 years, aligning with Henan's high-quality development goals [11][12]. - Future R&D efforts will focus on enhancing the product line for cutting and polishing equipment, increasing the localization of key components, and expanding the production capacity of consumables [11][12]. - Guangli Technology's growth strategy emphasizes a multi-dimensional approach combining technology, capital, and ecosystem development to foster long-term collaboration with the local semiconductor industry [12].