Skyverse Technology (SH:688361)2024-05-21 08:26Group 1: Company Overview - The company is Shenzhen Zhongke Feice Technology Co., Ltd., with stock code 688361 and abbreviation 中科飞测 [1] - The meeting took place on May 20, 2024, with key attendees including Chairman Chen Lu and CFO Zhou Fan [2] Group 2: Product Development and AI Integration - The company focuses on software product development, particularly in AI applications for enhancing yield in high-end semiconductor manufacturing [2] - AI and big data technologies are utilized for quality control data in semiconductors, aiming to maximize yield management [2] - The yield management system software employs statistical analysis and AI to help clients identify and resolve production line anomalies [2] Group 3: Order Delivery and Acceptance Cycle - The order delivery and acceptance cycle is influenced by equipment type, maturity, and customer urgency, with initial equipment acceptance cycles being longer [2] - As equipment matures, the delivery and acceptance cycles generally shorten [2] Group 4: Revenue and Order Composition - In 2023, revenue from testing equipment and measurement equipment accounted for approximately 70% and 30% respectively, with order composition mirroring revenue distribution [3]