Group 1: Investor Relations Activity Overview - The investor relations activity took place on January 8, 2025, via online research [3] - Attendees included 30 institutions such as Huayuan Securities, Guotai Junan Fund, and others [3] - Company representatives included Chairman Zhang Zhongshu and Secretary of the Board Nan Shuyu [3] Group 2: Semiconductor Business Development - The company's 12-inch semiconductor business revenue is growing rapidly [4] - Orders for compound semiconductor quartz products increased significantly in 2024, primarily from Tongmei Crystal [4] - Products supplied include indium phosphide and gallium arsenide substrates, used in laser modules and high-brightness LED devices [4] Group 3: Subsidiary and Project Updates - Kaide Xinjing, a subsidiary, focuses on quartz products for semiconductor equipment and is progressing with its precision component production base, expected to start in 2025 [5] - The new factory in Yizhuang is in the capacity ramp-up phase and has received ISO:9001 certification, with several high-end clients conducting audits [7] - The Kaimei Quartz project, a joint venture with Tongmei Crystal, has successfully launched its first phase of quartz glass tube production [8][9] Group 4: Certification and Collaboration - The company is making good progress with product certification at SMIC, with formal orders already in place [6] - As collaboration deepens, orders for high-end semiconductor quartz products are expected to increase [6]
凯德石英(835179) - 关于投资者关系活动记录表的公告