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矩子科技(300802) - 矩子科技11月投资者关系活动记录表
JUTZEJUTZE(SZ:300802)2024-11-26 10:37

Group 1: Company Overview - The company operates in three main business segments: machine vision equipment, control cable components, and control units & automation equipment [1] - Machine vision equipment includes AOI and SPI devices for PCBA processes, and X-ray detection equipment for semiconductor packaging [2] - Control cable components serve as essential materials for smart devices, with a wide range of applications across various industries [2] Group 2: Product Competitiveness and Market Expansion - In 2023, the company launched a high-speed precision dispensing machine capable of operating at a frequency of 1000Hz, targeting multiple production scenarios [2] - The dispensing machine integrates AOI functionality, allowing for defect detection post-dispensing, showcasing the company's competitive edge [2] - The company has begun mass shipments of the dispensing machine to domestic and international clients and is actively conducting validation tests with potential customers [2] Group 3: Market Competition and Growth Strategies - The company has expanded its machine vision product line with new AOI devices for various applications, including automotive electronics and semiconductor power devices [3] - Continuous R&D efforts focus on optimizing manufacturing processes and software algorithms to reduce costs and improve efficiency [3] - The control cable component business has seen significant growth due to increased orders from semiconductor equipment customers, with production capacity ramping up in Malaysia [4]