GL TECH(SZ:300480)2026-03-11 15:16Group 1: Company Overview - The company is Guangli Technology Co., Ltd., with stock code 300480 and bond code 123197 [1] Group 2: Investor Relations Activities - The investor relations activities included a site visit and a telephone conference on March 10 and 11, 2026 [2] - Key participants included representatives from various investment firms such as Everbright Yuming, Taiping Asset, and CITIC Securities [2] Group 3: Semiconductor Business Performance - The company's semiconductor machinery has been in full production since July 2025, with continuous increases in order volume [2] - The company aims to accelerate the verification process of new products, including laser slotting machines and grinding machines, to generate sales orders [2][3] Group 4: Product Compatibility and Customization - The company's blades are universal consumables compatible with various brands of slicing machines, with soft blades used for cutting integrated circuits and hard blades for silicon wafers [3] - The company offers over twenty models of mechanical slicing equipment, with a gradual increase in sales of high-end customized models since 2025 [3] Group 5: Revenue and Profitability - The gross margin for the semiconductor business is projected to exceed 40% in 2024, with expectations for further improvement as high-end customized equipment sales increase and core components are integrated [3]