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鼎阳科技(688112) - 鼎阳科技投资者关系活动记录表(2024年7月2日)
SIGLENTSIGLENT(SH:688112)2024-07-03 07:34

Product Development and Revenue Contribution - The company has four main product lines: digital oscilloscopes, spectrum analyzers, signal generators, and vector network analyzers, with a balanced development strategy and accelerated product iteration [2][3]. - In the first half of 2021, the revenue contribution of digital oscilloscopes was 55.46%, signal generators 13.88%, spectrum analyzers 17.63%, and vector network analyzers 13.03% [6]. New Product Launches - Since 2024, the company has launched three new products: the 8 GHz bandwidth 12-bit high-resolution digital oscilloscope SDS7000A, the high-speed six-and-a-half-digit digital multimeter SDM4000A series, and the arbitrary waveform generator SDG1000X Plus series [4][5]. R&D and Workforce Growth - As of 2023, the company employed 213 R&D personnel, a 36.54% increase from the beginning of the year, with R&D staff accounting for 46.10% of the total workforce [6][7]. - The company has established a professional and stable R&D team with members having extensive experience in the electronics industry [7]. Market Size and Growth Projections - The global market sizes for the company's main products are projected as follows: oscilloscopes at $1.788 billion with a CAGR of 5.66% from 2022 to 2027, spectrum analyzers at $1.403 billion with a CAGR of 6.8%, vector network analyzers at $0.784 billion with a CAGR of 6.37%, and signal generators at $0.905 billion with a CAGR of 5.89% [8]. Competitive Advantages - The company offers products with performance metrics comparable to leading foreign competitors, such as Keysight Technologies and Tektronix, at prices over 30% lower, providing a significant cost-performance advantage [8].