JSCQ(SH:688182)2024-11-29 09:52Group 1: Company Overview - The company is Jiangsu Canqin Technology Co., Ltd., with stock code 688182 and abbreviation Canqin Technology [1] - The investor relations activity took place from November 25 to 29, 2024, in the Canqin Technology conference room [2] Group 2: Product Applications - The latest ceramic medium filter can be widely used in sub-6GHz applications, including 4G, 5G, and 5.5G networks [3] - The company’s products are involved in national defense projects and have applications in satellite programs [3] - HTCC electronic ceramic products are primarily used in high-reliability semiconductors and various applications in high-frequency communication mobile terminals [3] Group 3: Investment Projects - The "New Canqin Technology Park" project includes three sub-projects: medium waveguide filter capacity expansion, new HTCC and LTCC product lines, and a new electronic ceramic research institute [4] - The first phase of the project has reached a usable state by the end of 2023, with over 60% of the second phase's civil engineering completed [4] Group 4: Technical Barriers - The electronic ceramic components industry has high technical barriers due to material, process, and innovation challenges [5][6] - Material barriers include proprietary powder formulas that require long-term experimentation and data accumulation [5] - Process barriers involve the need for strong preparation capabilities and established production processes to ensure product quality [5] - Innovation barriers require companies to have independent R&D platforms and strong teams to keep up with rapid technological changes [5] Group 5: Future Development Plans - The company aims to create a first-class electronic ceramic material R&D platform to support various electronic components [6] - Plans to consolidate its position in the ceramic RF components market for mobile communication base stations, with increased investment in capacity expansion and product variety [7] - The company intends to expand the application of electronic ceramics in communication, automotive, and consumer electronics sectors, targeting new energy and semiconductor markets [7][8]