Group 1: Company Progress and Projects - The Kaimei Quartz project, a joint venture with Tongmei Crystal Investment, is progressing well, with the first phase of quartz glass tube production starting trial runs [2] - The Yizhuang new factory, which is the implementation body for the high-end quartz products industrialization project, has commenced production and is currently in the capacity ramp-up phase [3] Group 2: Market Position and Competition - Domestic high-end quartz product suppliers are primarily foreign companies, holding a significant share of the domestic semiconductor high-end quartz market, indicating a gap in processing capabilities compared to international leaders [3] - To address this gap, the company is establishing new factories to enhance overall capacity and expedite the certification process for 8-12 inch high-end quartz products, aiming to increase market share and accelerate localization [3] Group 3: Future Product Strategy - The company anticipates a gradual increase in orders for 12-inch semiconductor quartz products as more high-end quartz products receive certification from downstream customers [4] - The strategy includes maintaining production lines for 6 inches and below while increasing the proportion of high-end quartz products, facilitating a transition from a focus on mid-to-low-end products to high-end products [4]
凯德石英(835179) - 关于投资者关系活动记录表的公告