晶盛机电(300316) - 300316晶盛机电投资者关系管理信息20250909

Group 1: Silicon Carbide Substrate Development - The company has achieved mass production and sales of 6-8 inch silicon carbide substrates, with core parameters reaching industry-leading levels [2] - A breakthrough in 12-inch conductive silicon carbide single crystal growth technology has been successfully made, producing 12-inch silicon carbide crystals [2] - The company is actively promoting customer validation of silicon carbide substrates globally, significantly increasing the range of sample customers and successfully obtaining bulk orders from international clients [2] Group 2: Capacity Expansion and Market Position - The company is expanding its silicon carbide production capacity with a project in Shangyu aiming for an annual output of 300,000 pieces of silicon carbide substrates [2] - A silicon carbide substrate industrialization project is being established in Penang, Malaysia, to enhance global supply capabilities [2] - The company is also investing in a project in Yinchuan for 8-inch silicon carbide substrate production, reinforcing its technological and scale advantages in this field [2] Group 3: Applications and Market Trends - Silicon carbide is a core representative of third-generation semiconductor materials, with significant application potential in high-power scenarios such as electric vehicles and high-voltage charging facilities [4] - The transition to 8-inch silicon carbide substrates is accelerating due to advantages in utilization efficiency and defect control, expanding the market space for silicon carbide power devices [5] Group 4: Semiconductor Equipment and Orders - As of June 30, 2025, the company has unfulfilled contracts for integrated circuit and compound semiconductor equipment exceeding 3.7 billion yuan (including tax) [7] - The company has successfully delivered 12-inch atmospheric silicon epitaxy equipment to leading domestic clients, achieving international advanced levels in key performance indicators [7] - The company is actively promoting new products in the semiconductor equipment sector, including 12-inch thinning machines and ultra-fast UV laser grooving equipment [7] Group 5: Semiconductor Components and Materials - The subsidiary, Jinghong Precision, focuses on domestic production of core semiconductor components, enhancing manufacturing capabilities and product quality [9] - The company has achieved leading market share in domestic quartz crucibles for semiconductors, successfully overcoming technical bottlenecks in large-size crucibles [10] - The sapphire materials business has achieved global leadership in technology and scale, with mass production of 750kg and 1000kg crystal ingots and 4-6 inch substrates [11]