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深科技(000021) - 2026年1月22日投资者关系活动记录表
2026-01-22 10:22
Company Overview - The company is a leading global professional electronic manufacturing enterprise, consistently ranked among the top in the Electronic Manufacturing Service (EMS) industry by MMI [1] - Focuses on providing one-stop electronic product manufacturing services, including R&D, process design, production, supply chain management, logistics, and sales [1] - The development strategy is centered around three main businesses: storage semiconductors, high-end manufacturing, and intelligent metering terminals [1] Storage Testing and Packaging - The company is a leader in high-end storage chip testing and packaging in China, with a skilled R&D and engineering team [2] - Plans to expand production capacity in response to customer demand, as current facilities in Shenzhen and Hefei are operating at full capacity [2] - The sales volume of the disk substrate business has significantly increased compared to the previous year, with hard disk capacity upgraded from under 1TB to 36TB [2] High-End Manufacturing Strategy - The company prioritizes high-barrier, high-value-added businesses and aims to deepen digital transformation [2] - Focus on smart manufacturing, digital operations, and intelligent supply chains to enhance capabilities and promote domestic and international dual circulation [2] - Transitioning from "Made in China" to "Created in China" by fostering new productive forces and shifting from speed to quality [2] Information Disclosure Compliance - The company adheres to the Information Disclosure Management System, ensuring the accuracy, completeness, and timeliness of information disclosure [3] - No significant undisclosed information leaks occurred during the investor relations activity [3]
深科技(000021) - 2025年10月15日投资者关系活动记录表
2025-10-16 09:28
Company Overview - Shenzhen Changcheng Development Technology Co., Ltd. is a leading global professional electronic manufacturing company, consistently ranked among the top in the Electronic Manufacturing Service (EMS) industry by MMI [1] - The company focuses on providing one-stop electronic product manufacturing services, including R&D, process design, production, supply chain management, logistics, and sales [1] - The development strategy is centered around three main businesses: storage semiconductors, high-end manufacturing, and intelligent metering terminals [1] Hard Disk Substrate Production - The cumulative shipment of hard disk substrates has exceeded 2.5 billion pieces, attributed to persistent technological R&D breakthroughs [2] - The hard disk capacity has increased from less than 1TB to 36TB, with applications expanding to high-end scenarios such as big data servers and cloud computing centers [2] - The company is integrating AI technology with full-process automation to enhance production efficiency and product consistency [2] Semiconductor Packaging and Testing - The company is a leader in high-end storage chip packaging and testing in China, with a skilled R&D and engineering team [2] - It possesses advanced multi-layer stacking packaging capabilities and software development for testing [2] - The company closely monitors industry trends and cutting-edge technology developments [2] Market Impact and Capacity - The impact of storage product price increases on the company is limited, as it charges processing fees in the packaging and testing stages [2] - The capacity for storage semiconductor packaging and testing is progressing smoothly, with utilization meeting order demands [2] - The company plans to expand capacity in response to future customer demand growth [2] Information Disclosure Compliance - The company adheres to the Information Disclosure Management System, ensuring that information is disclosed truthfully, accurately, completely, timely, and fairly [3] - There have been no incidents of undisclosed significant information leakage, and the company has signed a commitment letter as required by the Shenzhen Stock Exchange [3]