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华岭股份(430139) - 关于接待机构投资者调研情况的公告
Sino ICSino IC(BJ:430139)2023-06-12 11:36

Group 1: Company Overview - The company received 46 institutional investors for a research meeting on June 9, 2023 [1][2] - The company is progressing well with its fundraising projects, entering the decoration phase, and expects to achieve mass production by September 2023 [3] Group 2: AI and Cloud Services - The company has a portion of mass production testing orders and third-party testing orders in the AI field, with a high proportion of third-party testing services [4] - Over 90% of the company's clients utilize the chip testing cloud resources, which is a core component for enhancing efficiency and reducing costs [5] Group 3: Chiplet and Automotive Electronics - The company is focusing on chiplet technology to enhance product functionality and performance, with increasing cases among existing clients [6][7] - A dedicated testing line for automotive electronics is established, with mass production expected by the end of the year [7] Group 4: Competitive Advantages - The company has a leading advantage in R&D innovation, with over 90% of sales coming from high-end products [8] - The maximum simultaneous testing number currently in application is 647, primarily used in storage products [9] Group 5: Intellectual Property and Government Support - The company has a higher number of software copyrights compared to peers due to its focus on customized testing solutions [10] - The company actively applies for government research projects and collaborates with strategic partners to undertake national projects [11] Group 6: Subsidiary Development - The company has increased investment in its subsidiary, Huailing Shenci, to support cleanroom renovations and testing equipment, positioning it as a future growth point [12]