Group 1: Company Overview and Products - The main sales products for 2023 are the EXCEED-6000 and EXCEED-8000 series, which accounted for a significant portion of the company's revenue, with a slight increase in the EXCEED-8000 series compared to the same period in 2022 [3] - The EXCEED-9800 series is currently in small-scale trial production and has been tested by a wide range of clients [4] - The company expects the EXCEED-9800 series to enter mass production in 2024, with sales figures dependent on the overall semiconductor industry development and market demand [4] Group 2: Clientele and Market Presence - The company's clients include semiconductor packaging and testing enterprises, foundries, IDM companies, and chip design firms, with a strong reputation in the integrated circuit packaging and testing industry [4] - The company has established a presence in global markets, including mainland China, Taiwan, Europe, and Southeast Asia, and has overseas operations in Malaysia and Singapore [4] Group 3: Sales and Distribution Models - The primary sales model is direct sales, with overseas sales utilizing both direct and agency models, depending on the region and client agreements [5] - The company emphasizes a cautious approach to potential equity incentive plans, highlighting the importance of talent for ongoing research and development [5] Group 4: Risks and Disclaimers - The report includes a risk warning regarding investment risks, clarifying that any statements about industry trends or company performance do not constitute guarantees or commitments from the company or its management [5]
金海通(603061) - 2024年1月10日至1月12日投资者关系活动记录表