Group 1: Industry Demand and Market Growth - The quartz crystal oscillator industry is expected to see demand growth over the next five years, driven by the increasing application scenarios in digital circuits and wireless communications [3][4] - The growth in demand is attributed to two main factors: the essential role of quartz oscillators in smart electronic products and the rising acceptance of domestic products leading to import substitution [4] Group 2: Product Development and Capacity Expansion - The company has completed the R&D of temperature-compensated oscillators and is currently in the sample certification stage, while the development of other products is ongoing [5] - The industrialization projects from fundraising are expected to complete investment construction within two years, with production capacity gradually released over three years [5] Group 3: Customer Acquisition and Market Strategy - The company plans to primarily expand its customer base to digest the new production capacity, while also increasing demand from existing customers through new application scenarios [6] - The sales team is stable and experienced, with recruitment efforts focused on R&D and production management roles to support ongoing business development [8][9] Group 4: Cost Control and Profitability - The company maintains stable profitability by controlling product yield rates, managing raw material procurement prices, and improving equipment utilization efficiency [7] Group 5: Technology and Production Techniques - The company utilizes photolithography mainly for producing chips sized 1210 and below, while larger sizes are primarily processed through traditional cutting and grinding methods [9]
晶赛科技(871981) - 关于接待机构投资者调研情况的公告