联得装备(300545) - 2024年7月16日-7月17日投资者关系活动记录表
LiandeLiande(SZ:300545)2024-07-17 09:38

Group 1: Company Overview and Performance - The company has achieved continuous performance improvement due to innovation-driven strategies and optimization of product structure [2][3] - Domestic substitution has been a major factor in the company's performance growth [3][4] - The company has successfully expanded into overseas markets, establishing a presence in Europe, Southeast Asia, and North America [3][4] Group 2: Product Development and Technology - The company focuses on semiconductor packaging and testing equipment, including COF flip chip machines and AOI testing machines [3][4] - In the VR/AR/MR display sector, the company has developed equipment that has gained recognition from clients such as Hefei Vision [3][4] - The company is actively researching new technologies in semiconductor display module equipment and new energy equipment [4] Group 3: Market Strategy and Client Relationships - The company has built strong relationships with major global clients, including Bosch and Continental Automotive Electronics [3][4] - The company aims to enhance production capacity through the construction of the Shenzhen Lian De Building project, which will improve production, research, and marketing capabilities [4] Group 4: Future Directions and R&D Investment - The company plans to increase R&D investment in flexible display module equipment and Mini/Micro LED technology [4] - Continuous efforts will be made to enhance operational efficiency and reduce costs while expanding the product matrix [4]