● 本报记者董添 近日，光力科技（300480）总经理胡延艳女士接受中国证券报记者专访时表示，从7月份开始，公司能 够非常强烈地感受到，下游客户对半导体装备的需求明显走高，提货周期显著变短，到目前为止，每个 月都是如此，公司国产化半导体划片机处于满产状态，所以公司正在紧锣密鼓地进行二期扩产。 半导体设备需求强劲 在胡延艳看来，半导体设备是最能感受半导体行业冷暖变化的。"在半导体行业尚未回暖时，半导体设 备的稼动率是很低的。2024年开始，半导体行业整体回暖的声音此起彼伏。当时，公司虽然跟客户签了 订单，但客户只是让公司时刻做好发货准备，客户实际提货的节奏较慢。从今年第三季度开始，半导体 设备的出货量开始大增。一些客户对设备的需求呈现出比较着急的状态，预计这一增长态势可以延续到 2026年。"胡延艳告诉中国证券报记者。 "公司在完成海外并购后，立即派出技术人员前往学习，但发现很多技术无法简单复制。于是，公司决 定从零开始学习底层逻辑，克服了语言、图纸、技术、工艺制造等各个环节存在的困难。在新品研发制 造的过程中，公司一直对标国际一流水准。"胡延艳对记者表示。 据公司介绍，公司收购的全资子公司ADT是全球排名前三 ...

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].