Group 1: Company Overview and Market Position - Guhigh Technology Co., Ltd. focuses on providing productivity solutions for the manufacturing industry, particularly in industrial control, semiconductor, CNC machine tools, and robotics sectors [3][4]. - The manufacturing industry in China has rapidly grown to a scale of approximately 40 trillion RMB, with expectations to reach 60-70 trillion RMB, although challenges exist in this transition [4]. Group 2: Product Application and Revenue Structure - Revenue distribution across key application areas includes approximately 15% from semiconductor equipment, over 30% from CNC machine tools, around 24% from the 3C automation sector, 5-6% from robotics, and less than 10% from general automation [4][5]. - The company has maintained a strong focus on high-end equipment, particularly in the semiconductor and CNC machine tool sectors, which are expected to see significant demand growth [4][5]. Group 3: Technological Advantages and R&D Investment - Guhigh Technology possesses competitive advantages in high-speed and high-precision equipment, with a strong emphasis on the functionality, performance, and reliability of its control systems [4][5]. - The company has consistently invested around 20% of its revenue in R&D, aiming to leverage opportunities in the high-end equipment market over the next three to five years [5]. Group 4: Future Development Plans - The company plans to focus on expanding its presence in the semiconductor and CNC sectors over the next 3 to 5 years, targeting growth in micro-nano servo control components and systems [5]. - Guhigh Technology is also exploring opportunities in robotics and high-end medical equipment, anticipating significant market potential in these areas [5].
固高科技(301510) - 301510固高科技投资者关系管理信息20250220