智能眼镜检测设备

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荣旗科技(301360) - 投资者关系活动记录表_2025年8月12日
2025-08-12 10:52
Group 1: Company Overview - The main products of Rongqi Industrial Technology (Suzhou) Co., Ltd. are intelligent detection and assembly equipment, primarily serving the 3C and new energy sectors [2]. - In 2025, major orders for Apple are expected from projects related to wireless charging, VC heat sinks, and smart glasses, while META's orders will focus on smart glasses assembly equipment [2]. Group 2: Performance Outlook - The company's revenue recognition is significantly influenced by project acceptance progress, leading to some uncertainty in the overall performance outlook for 2025, although growth compared to the previous year is anticipated [3]. - The order rhythm from 3C sector clients remains stable, while the new energy sector's order rhythm varies based on client expansion and renovation plans [3]. Group 3: Product Development and Capacity - The company has introduced new detection equipment for mobile phone products in 2025, which has already been mass-produced and delivered [3]. - The current capacity utilization rate is good, meeting customer delivery needs, with flexible production adjustments based on client requirements [3]. Group 4: Research and Future Plans - The company maintains a high level of R&D investment, focusing on both customer-driven projects and foundational scientific research, collaborating with universities on multiple machine vision-related papers [3]. - Future plans include continued focus on technological innovation in industrial intelligent equipment, with an emphasis on expanding applications in the new energy sector and enhancing the application landscape for intelligent assembly equipment [3].