Group 1: Company Overview - The company is Shenzhen Changhong Technology Co., Ltd., with stock code 300151 and bond code 123109 [1] - The meeting was held on January 20, 2026, with 14 investors from various institutions [2] Group 2: Business Segments and Revenue - Precision molds and automated lines account for 7.24% of total revenue, smart manufacturing products for 64.94%, and medical consumables for 27.36% [2] - The semiconductor product market is estimated to have an annual market size of approximately 3 billion RMB [2] Group 3: Profit Margins - The gross margin for precision molds and automated lines is 34.82%, for smart manufacturing products is 19.85%, and for medical devices and consumables is 35.64% [3] Group 4: Recent Developments - The company has made significant breakthroughs in the domestic wafer carrier field, securing over half of the procurement amount from a major domestic wafer factory, totaling over 10 million RMB [3] - This achievement indicates the company's capability for stable production and continuous supply, with expectations for scaled production in 2026 [3]

深圳市昌红科技股份有限公司 投资者关系活动记录表 编号：2025-003 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □√ 其他 | | 参与单位名称及 | 山西证券杜鹏程，国金证券周焕博，亚洲红马投资高鼎、陈一 | | | 鸣，国宝人寿邹斌，高毅资产王骊鹏，泰康资管刘勍等 10 名 | | 人员姓名 | 投资者。 | | 时间 | 2025 年 12 月 26 日 15:30-16:00 | | 地点 | 线上会议 | | 上市公司接待人 | 副总经理兼董事会秘书刘力；证券事务代表陈晓芬、程筱玥。 | | 员姓名 | | | | 一、介绍鼎龙蔚柏基本情况 | | | 鼎龙蔚柏在半导体生产领域主要为客户提供半导体晶圆载具 | | | 和洁净包装物等产品，致力于为半导体制程提供全方位、高精 | | | 度的承载、运输产品。目前在研产品包括 FOUP、FOSB、HWS、 | | | 光罩载具、超洁净桶等多款产品。 | | | 二、提问与交流 | | | 1、请 ...