劲拓股份(300400) - 2026年3月5日投资者关系活动记录表

Company Overview - Shenzhen Jintuo Automation Equipment Co., Ltd. was established in 1997 and listed on the Shenzhen Stock Exchange in 2014 (stock code 300400) [2] - The company is a leading manufacturer in the electronic thermal equipment industry, providing R&D, production, sales, and services [2] - Products are widely used in various fields including consumer electronics, automotive electronics, and aerospace electronics [2] Business Operations - In the first three quarters of 2025, the company achieved total revenue of CNY 595.61 million, a year-on-year increase of 6.84% [3] - Net profit attributable to shareholders was CNY 86.16 million, up 42.80% year-on-year [3] - Net cash flow from operating activities reached CNY 138.81 million, an increase of 81.84% year-on-year [3] - The company maintains a strong market position with a global market share in reflow soldering equipment [3] Competitive Advantages - Jintuo has served nearly 7,000 customers across over 150 regions globally, establishing a strong market reputation [3] - The company has transitioned its core strategy from "business-oriented" to "technology-oriented," investing over CNY 100 million in R&D focused on AI and smart equipment [3] - Jintuo is a pioneer in addressing the three major intelligent needs in thermal equipment, accumulating significant physical data during the development process [3] Future Development Directions - The company will continue to focus on core thermal equipment, increasing R&D investment to promote product intelligence and high-end upgrades [4] - Jintuo is expanding its overseas market presence, particularly in Malaysia, where it is enhancing service capabilities [4] R&D and Innovation - The company is building a multidisciplinary R&D team to tackle key challenges in large-size chip soldering technology [5] - Jintuo has developed multiple iterations of its specialized reflow soldering equipment for large integrated circuits, with ongoing testing and validation [5] - The company is leveraging innovative self-developed testing equipment to improve accuracy in prototype testing [5]