TKD(SH:603738)2024-05-21 09:08Group 1: Company Overview and Market Position - 泰晶科技 is one of the few global manufacturers utilizing MEMS lithography technology for crystal oscillators, maintaining a leading position in the field through continuous technological innovation [3] - The company emphasizes the importance of aligning market performance with intrinsic value, focusing on enhancing core competitiveness and shareholder rights [3][4] Group 2: Financial Performance - In Q1 2024, the company reported a year-on-year revenue growth primarily driven by increased sales volume, with gross profit growth attributed to improved gross margins and reduced operating expenses [5] - The company aims to enhance its intrinsic value and market capitalization through effective business expansion and operational management [6] Group 3: Product Development and Innovation - 泰晶科技 has achieved domestic substitution in various product lines, including DIP fork series and chip-based high-frequency series, while still seeking improvements in emerging fields like AI and automotive electronics [4][5] - The company has successfully industrialized high-frequency lithography chips, capable of producing ultra-high frequency products up to 300MHz [7][8] Group 4: Market Demand and Future Strategy - The demand for ultra-high frequency products is increasing due to the growth of markets such as 5G, WiFi 6, and edge computing, with the company positioned to meet this demand [7][8] - 泰晶科技 plans to continue its strategy of market penetration and sales assurance, focusing on technological innovation and product differentiation to enhance market competitiveness [7] Group 5: ESG Performance - The company acknowledges its ESG rating of B for Q1 2024 and is committed to improving its social responsibility and governance practices [8]