Group 1 - The company, LianDe Equipment (300545), participated in a specific investor survey on August 29, attended by 11 institutions including Penghua Fund and Nuoan Fund, with the company's board secretary Liu Yuqing receiving the visitors [1] - The investor relations activity focused on introducing the company's overview, development history, main business, recent operating performance, core advantages, and future development plans [1] Group 2 - The company has a diverse business portfolio, including new semiconductor display intelligent equipment, automotive intelligent cockpit system equipment, semiconductor packaging and testing equipment, and renewable energy equipment [2] - In the semiconductor equipment sector, the company specializes in packaging and testing equipment for the back-end process, having completed multiple equipment R&D projects and formed sales orders, with capabilities in various die bonding processes and related equipment [2] - The flexible AMOLED bonding equipment has been widely applied in the mass production of foldable screens for well-known domestic and international terminal customers, with shipments made for the three-fold screen supply chain [2] - In the solid-state battery and renewable energy business, the company has increased R&D investment in lithium battery pack blue film and ultrasonic welding for solid-state/semi-solid batteries, achieving product breakthroughs and sales orders [2] - The company is actively developing equipment for the VR/AR/MR display field, gaining favor from clients and establishing partnerships with leading international terminal customers [2] - The company is continuously monitoring industry dynamics and will make prudent decisions regarding mergers and acquisitions based on its strategic planning and market demand [2]

Core Viewpoint - Company is a leading domestic supplier of intelligent equipment manufacturing and electronic specialized equipment solutions, focusing on domestic substitution in various sectors [1] Group 1 - Company produces semiconductor display intelligent equipment, automotive intelligent cockpit system equipment, and semiconductor packaging and testing equipment [1] - The revenue from products used for domestic substitution constitutes a significant portion of the company's overall revenue [1] - Company has been continuously striving for progress in achieving domestic substitution [1]

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]