众合科技(000925) - 2025年12月3日众合科技投资者关系活动记录表

Group 1: Business Focus and Strategy - The company consolidates its core businesses in rail transportation and semiconductor materials while focusing on spatial information services to create a "three-dimensional transportation" scenario [2] - Future development will emphasize low-altitude and low-orbit satellite sectors, with the establishment of a research institute dedicated to key technologies such as drone flight control and airspace management [2][3] Group 2: Semiconductor Materials Business - The semiconductor materials division has achieved full coverage of power device semiconductor materials from 3 to 8 inches, indirectly entering partnerships with global companies like Toshiba and Sony [3] - The company is building an international business footprint through a "3+1" base strategy, collaborating with various facilities to enhance its semiconductor capabilities [3] Group 3: Product Development and Innovation - Key products in the low-altitude sector include the UniTFCC flight control computer, UniPort smart takeoff and landing field, and UniSpace low-altitude service platform, all of which have received high industry recognition [3][4] - The company is increasing R&D investments in MBSE (Model-Based Systems Engineering) software, which has already generated sales revenue and is applicable across various engineering fields [4] Group 4: Safety and Quality Assurance - The company has developed a safety management system for rail transit and low-altitude operations, achieving SIL4 certification for its control chip, which has been applied over 2,000 kilometers in rail transit [6] - A comprehensive quality safety system has been established, including ISO26262 and AS9100D standards, to ensure safety in both rail and low-altitude operations [6] Group 5: Market Potential and Financial Insights - The flight control computer is expected to account for approximately 8%-10% of the overall value of eVTOL (electric Vertical Take-Off and Landing) vehicles, with market growth anticipated as more eVTOLs achieve certification [4] - The company aims to leverage its technological advantages and market positioning to enhance its competitive edge in the low-altitude and semiconductor sectors [4][6]