道森股份(603800) - 2023年12月投资者关系活动记录表

Group 1: Project Updates - The Yancheng high-end copper foil equipment industrial park project has expanded by approximately 120,000 square meters and has entered the production phase as of 2022 [3] - A cooperation agreement for the high-end equipment manufacturing project in Nantong was signed in March 2023, with the new plant expected to be operational in the first half of 2024 [3] Group 2: Product Development - The first vacuum magnetron sputtering evaporation integrated machine is scheduled for assembly completion by the end of December 2023 [4] - The planned annual production capacity for the Nantong factory includes 100 sets of vacuum magnetron sputtering equipment, 100 sets of vacuum coating equipment, and 100 sets of composite copper foil integrated equipment [4] Group 3: Equipment Specifications - The design operating speed for the vacuum magnetron sputtering integrated machine is 4-5 meters/min, while the vacuum magnetron sputtering evaporation machine operates at 12-15 meters/min, with a yield rate exceeding 90% [4] - The company has introduced a separate vacuum evaporation aluminum coating device, expected to launch in the first quarter of 2024 [5] Group 4: Strategic Choices - The company favors the "one-step method" for its composite copper foil equipment, which allows for double-sided copper foil coating in a single process without the need for water or electroplating [5] - The integrated machine operates entirely in a vacuum environment, enhancing production efficiency and ensuring satisfactory design outcomes [5] Group 5: Risk Warning - Any forecasts regarding the industry or company development strategies should not be viewed as commitments or guarantees from the company or its management; investors are advised to be aware of investment risks [5]