深圳市联得自动化装备股份有限公司 投资者关系活动记录表 Q3：公司的设备应用在手机折叠屏领域发展情况如何？ 投资者关系活动记录表 证券简称：联得装备 证券代码：300545 编号：2025-011 | 投资者关系活动类别 | █特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 █其他 券商策略会 | | 参与单位名称及人员 | 第一场：鹏华基金共 2 人 | | 姓名 | 第二场：诺安基金、华福证券、卓臻基金、华美国际投资共 7 人 | | | 第三场：博时基金共 人 1 | | 时间 | 2025 年 8 月 29 日 | | 地点 | 券商策略会现场（深圳） | | 上市公司接待人员 | 董事、董事会秘书：刘雨晴女士 | | 姓名 | | | | 一、介绍公司概况 | | | 简要介绍公司及子公司发展历程、主营业务、近年主要经营业绩，公 | | | 司及子公司的核心优势及未来发展规划等情况。 | | | 二、投资者会议问答交流 | | 投资者关系活动主要 | Q1：请介绍一下公司的主要产品有哪些？ | ...

Core Viewpoint - Shenzhen Deep Tech Intelligent Equipment Co., Ltd. reported significant growth in Q1 2025, achieving revenue of 179 million yuan, a year-on-year increase of 108.13%, and a net profit of 14.31 million yuan, marking a successful turnaround to profitability [1][4] Group 1: Business Performance - The company experienced comprehensive growth across three main business segments: semiconductor packaging and testing equipment, flat panel display module equipment, and key components for intelligent equipment [1][4] - The semiconductor packaging and testing equipment segment focuses on integrated circuit back-end processes, with products achieving efficiency and stability comparable to international competitors [1][4] - The flat panel display equipment segment saw significant growth driven by demand in the electronic paper and ultrasonic fingerprint module markets [2][4] - The key components segment has expanded its product matrix to cover various industries, including semiconductors and industrial automation, contributing to overall revenue growth [3][4] Group 2: Financial Highlights - The company's gross margin improved to 30.98%, a year-on-year increase of 42.25%, while the net profit margin reached 9.32%, up 128.53% [4] - Operating cash flow increased significantly, indicating improved liquidity and operational efficiency [4] Group 3: Future Outlook - The company aims to enhance quality while maintaining stability, focusing on market expansion and technological advancements in its semiconductor and flat panel display equipment segments [5] - Continued collaboration with leading consumer electronics manufacturers is expected to drive innovation in smart glasses and other emerging markets [5] - The company is positioned to lead in the domestic intelligent equipment wave, leveraging its three business lines for sustained growth [5]

Core Viewpoint - The company, LianDe Equipment, reported a revenue of 1.396 billion yuan for 2024, marking a year-on-year increase of 15.63%, and a net profit of 243 million yuan, up 37.06% year-on-year. The company plans to distribute a cash dividend of 2.0 yuan per 10 shares, totaling 36.01 million yuan, which is a historical high for the same period [1]. Group 1: Financial Performance - In 2024, LianDe Equipment achieved a revenue of 1.396 billion yuan, reflecting a 15.63% increase compared to the previous year [1]. - The net profit attributable to the parent company reached 243 million yuan, representing a 37.06% year-on-year growth [1]. - The company plans to distribute a cash dividend of 2.0 yuan per 10 shares, totaling 36.01 million yuan, which is the highest amount for the same period in history [1]. Group 2: Business Focus and Product Offerings - LianDe Equipment is focused on high-end intelligent manufacturing, providing comprehensive solutions in new semiconductor displays, automotive intelligent cockpits, semiconductor packaging and testing, and green energy [1][2]. - The company has a complete equipment layout in the new semiconductor display field, covering major production processes in the module segment, including binding, laminating, AOI inspection, and film coating [1]. - In the automotive intelligent cockpit system equipment sector, the company is expected to capture a larger market share due to the increasing demand driven by the acceleration of automotive intelligence [1]. Group 3: Research and Development - The company has a strong emphasis on technology research and development, with R&D investment accounting for 8.65% of revenue in 2024, and over 10% in the previous two years [3][4]. - As of December 31, 2024, the company employed 409 R&D personnel, making up 26.66% of its total workforce, and has obtained 272 authorized patents [4]. - The company successfully developed a large-size TV binding line equipment, which is the only supplier in China with mass production capabilities for panels larger than 100 inches [4]. Group 4: Customer Base and Market Presence - LianDe Equipment has established long-term stable relationships with numerous well-known domestic and international clients, including major manufacturers and brands in the display sector [5][6]. - The company has accumulated a strong customer base, including several Fortune 500 companies, and has successfully expanded its market presence in Europe, Southeast Asia, and North America [6]. Group 5: Competitive Positioning - The company has demonstrated a notable increase in sales gross margin, exceeding 37% last year, and achieving a weighted average return on equity of 13.63%, both marking multi-year highs [7]. - LianDe Equipment's rolling P/E ratio is 22.81, indicating a favorable cost-performance ratio compared to peers in the optical and electronic sector [7][8].