| 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 | 电话会议、券商策略会 | | 参与单位名称及人员 | 月 日 一、9 3 | | | 姓名 | 第一场：现场调研 | 兴业证券、和君资本、康佳资本、宏惟创世资本、国泰海通、全景网共 20 | | | 人 | | | | 第二场：电话会议 中欧基金共 人 1 | | | | 第三场：电话会议 中银基金、华福证券共 4 人 | | | | 二、9 月 日 4 | | | | 第一场：券商策略会 南方基金共 1 人 | | | | 第二场：券商策略会 招商基金共 人 1 | | | | 第三场：券商策略会 信达澳亚基金共 2 人 | | | | 第四场：券商策略会 金鹰基金共 人 2 | | | | 第五场：券商策略会 摩根士丹利基金共 1 人 | | | | 第六场：券商策略会 华富基金、平安基金、天风证券共 | 3 人 | | 时间 | 2025 年 9 月 3 日-9 月 4 日 | | | ...

Company Overview - Shenzhen LianDe Automation Equipment Co., Ltd. has established long-term stable partnerships with renowned clients including Continental Automotive Electronics, Bosch, Harman, and Apple [2][3]. Advanced Packaging and Semiconductor Equipment - The company has successfully entered the semiconductor packaging industry with its developed semiconductor IC packaging equipment, focusing on advanced packaging technologies such as COF flip chip bonding equipment [4]. - LianDe is actively monitoring industry trends and technological advancements to seize opportunities in the semiconductor equipment sector [4]. Flexible AMOLED and Foldable Screen Applications - The company's flexible AMOLED bonding equipment is widely used in the mass production of foldable screens for well-known domestic and international smartphone brands [5]. - LianDe has established a leading position in the foldable screen bonding equipment market, leveraging its technological advantages [5]. Solid-State Battery Developments - In the new energy equipment sector, LianDe is increasing R&D investments in lithium battery packaging, cutting and stacking machines, and ultrasonic welding equipment, resulting in product breakthroughs and sales orders [6]. - The company has successfully shipped ultrasonic welding equipment related to new solid-state battery processes [6]. VR/AR/MR Display Equipment - LianDe has developed equipment for the VR/AR/MR display sectors, gaining recognition from clients in these emerging fields [7]. - The company has established partnerships with leading international clients in the VR/AR/MR display equipment market [7]. Mergers and Acquisitions Strategy - LianDe is actively seeking opportunities for resource integration and is considering mergers and acquisitions to enhance its operational capabilities, in line with regulatory support for industry consolidation [8].

联得装备主要从事新型半导体显示智能装备、汽车智能座舱系统装备、半导体封测设备及新能源设备的 研发、生产和销售。公司通过技术创新和产品优化，特别是在半导体显示自动化模组设备领域取得了显 著进展，成功进入汽车电子等新应用领域，进一步巩固了市场地位。 技术创新驱动业绩增长 2025年4月22日，联得装备（300545）发布了2024年年报。报告显示，公司实现营业总收入13.96亿元， 同比增长15.63%；归属净利润2.43亿元，同比增长37.06%；扣非净利润2.29亿元，同比增长40.92%。尽 管公司在营收和利润方面表现亮眼，但经营活动产生的现金流量净额同比下降41.84%，仅为7128.89万 元，显示出公司在现金流管理上存在一定压力。 此外，公司在大尺寸面板模组组装领域持续创新，研发的G8.6代用贴膜设备实现了首次向中前段设备生 产市场渗透，进一步提升了公司的产品竞争力和市场占有率。报告期内，公司的研发投入总额为1.21亿 元，占营业收入的8.65%，显示出公司对技术创新的高度重视。 现金流管理面临挑战 联得装备在新能源设备领域也取得了显著进展。公司持续增加在锂电池包蓝膜、注液机、切叠一体机、 电芯装配及 ...