KCT(SZ:002625)2024-09-18 01:31Group 1: Company Overview and Future Plans - The company operates on a fixed-point model for product tasks, ensuring continuous orders once secured, with recent performance in competitive bidding being strong [2] - The 709 base is a large-scale manufacturing facility for advanced materials, with phase two construction completed and trial production ongoing [3] - The company announced two orders totaling nearly 1.5 billion yuan [3] Group 2: Market Focus and R&D Investment - The company's products primarily target the advanced equipment sector, with applications in electromagnetic modulation, RF sensing, and integrated functional structures [3] - In 2023, R&D expenditure reached 192 million yuan, accounting for 12.86% of revenue, with R&D personnel increasing from 17.66% in 2022 to 27.31% in 2023 [3] - The company is committed to continuous technological innovation, ensuring timely delivery of high-performance materials [3] Group 3: Computational Resources and Production Capacity - The company has established a supercomputing center with peak computing power of 42 million trillion operations per second, significantly aiding material design [4] - Current production capacity is insufficient due to resource allocation issues, but the situation is expected to improve with the launch of phase two of the 709 base [4]