联动科技(301369) - 2024年7月2日投资者关系活动记录表

Group 1: Company Overview - Founded in 1998, the company specializes in semiconductor backend packaging and testing equipment development, production, and sales [1] - Main products include semiconductor automated testing systems, laser marking equipment, and related services [1] - The company has established a comprehensive product line, including the QT series for various semiconductor testing needs [2] Group 2: Product Applications - Products are primarily used in wafer testing and laser marking processes, including KGD testing and finished product testing [2] - The QT-4000 series is recognized for its ability to meet high voltage and large current testing requirements, enhancing testing accuracy and efficiency [2] - The QT-8400 series targets IGBT and third-generation semiconductor testing, catering to the growing demands in electric vehicles and renewable energy sectors [3] Group 3: Market Position and Growth - The company has expanded its service network across key markets, including South China, East China, and Southeast Asia [2] - Recent shifts in customer structure have moved from semiconductor packaging manufacturers to IDM model power semiconductor manufacturers [2] - R&D personnel constitute over 30% of the workforce, indicating a strong focus on innovation [2] Group 4: Financial Performance - In Q1 2024, the company reported revenue of 57.64 million yuan, a 35.34% increase year-on-year, indicating a recovery in industry demand [3] - The primary revenue source is the semiconductor automated testing systems, with power semiconductor testing systems contributing the most [3] Group 5: Industry Trends and Challenges - The demand for KGD testing is increasing due to rising manufacturing costs and the application of integrated devices [2] - The company faces challenges from market competition and pricing pressures, necessitating a strategic pricing policy to maintain market share [4] - Long-term industry trends appear positive, driven by the expansion of the power semiconductor market and the increasing domestic production rate of IGBT and SiC devices [3]