Group 1: Company Overview and Operations - Guangli Technology's semiconductor equipment production has reached full capacity since July 2025, with new orders continuously increasing [2] - The second phase of the Zhengzhou Airport project is expected to triple the current production capacity and is scheduled for completion in Q1 2027 [2] - Major clients in the semiconductor business include IDM manufacturers and OSAT firms, with large customer orders accounting for approximately 50% of new domestic semiconductor orders [2] Group 2: Financial Performance and Profitability - The gross margin for the semiconductor business is projected to exceed 40% in 2024, driven by increased sales of high-end customized equipment and improved utilization rates [3] - The overall gross margin is expected to rise as the company integrates self-developed core components into its products [3] Group 3: Global Operations and Market Position - The Israeli subsidiary ADT and the UK subsidiary LP leverage decades of industry experience and brand recognition to meet overseas customer demands [3] - The company employs a dual-circulation global production and marketing model to support both domestic and international markets [3] Group 4: Product Development and Innovation - The company has developed over 20 models of mechanical cutting equipment and is advancing the R&D of 8-inch laser cutting machines [5] - Core components, such as air spindles, are supplied to other semiconductor and semi-semiconductor equipment clients, with applications in various fields including silicon wafer production and optical inspection [5]

（编辑 袁冠琳） 证券日报网讯 12月9日，光力科技在互动平台回答投资者提问时表示，公司客户覆盖欧美、东南亚等全 球市场，具有广泛的客户认知度。国产化半导体机械划切设备性能已媲美国际竞争对手对标型号，得到 了客户的广泛认可，获得了头部封测企业和众多中小客户的批量订单。公司基于8230技术平台为客户开 发的在各种应用场景的高端定制机型也逐步实现批量销售。公司将运用英国、以色列、中国三地研发技 术的协同优势，加上中国制造供应链的强大成本和效率优势，跟客户的紧密合作，持续迭代和丰富产品 线，适配不同应用场景的划磨需求，为客户提供个性化的划磨整体解决方案，为客户提供更好的产品和 更优的服务，助力公司业务的增长。 ...