Group 1: Company Overview and Focus Areas - Guhigh Technology focuses on motion control technology, particularly in high-end equipment applications such as semiconductor and CNC machine tools [2][3] - The company aims to develop technologies and products in high-end equipment over the next five to ten years [3] Group 2: Industry Context and Competitive Landscape - The manufacturing industry in mainland China has reached a scale of approximately 30-40 trillion, with a shift towards high-value sectors like chips, automobiles, and aircraft [3] - Guhigh recognizes that external competition acts as a catalyst rather than a primary driver of demand in the evolving manufacturing landscape [3] Group 3: Robotics Opportunities - Guhigh has over ten years of experience in motion control and servo drive technologies, which are highly relevant to the robotics industry [4] - The company believes that identifying high-value commercial scenarios is crucial for the healthy development of the robotics sector [4] Group 4: Semiconductor Equipment Market Position - Guhigh's products in the semiconductor equipment sector are primarily supplied by international companies like ACS and Omron, placing Guhigh in a relatively late-entry position [4] - The company currently generates approximately 15% of its revenue from semiconductor equipment applications, mainly from back-end processes [4] - Revenue from CNC machine tools and industrial laser equipment accounts for about 30% of the company's total revenue [4]
固高科技(301510) - 固高科技投资者关系管理信息