Group 1: Company Performance - The company experienced significant year-on-year growth in the second half of 2021 due to the gradual ramp-up of new production capacity and synchronized market development, with third and fourth quarter performance being relatively stable [3] - The company plans to gradually release production capacity over two years, with full capacity expected to be achieved within three years [5] Group 2: Product Development and Market Demand - The company has successfully passed the platform certification for its thermal-sensitive products with Ziguang Zhanrui and is continuing to pursue other certifications and customer development [4] - Future growth in quartz crystal oscillators is anticipated to come from sectors such as new energy vehicles, smart homes, and industrial internet, indicating a broad market potential [6] Group 3: Customer Relations and Orders - The current order situation is stable, with ongoing market development efforts; some new customers are in the sample certification process, which could lead to market growth if successful [7] - There has been no significant change in the ratio of direct sales to distribution customers compared to the first half of 2021, indicating stable customer relationships [7] Group 4: Technological Advancements - The company is developing technology for photolithography processes primarily for products above 100MHz and below 1612, which currently have low market demand; this development aims to enhance product variety and meet customer needs [8]
晶赛科技(871981) - 关于接待机构投资者调研情况的公告