道森股份(603800) - 2023年11月投资者关系活动记录表（二）

Group 1: Company Overview - The company is Suzhou Dawson Drilling Equipment Co., Ltd., with stock code 603800 [1] - The investor relations activity took place on November 14, 2023, in the company meeting room [2] Group 2: Employee Incentives - The company is considering employee stock ownership or equity incentive plans, with specific details to be announced later [2] Group 3: Production Capacity - The company is actively expanding the production capacity of composite copper-aluminum foil equipment, with a total investment of 1 billion CNY planned for a new high-end equipment manufacturing project in Nantong, Jiangsu [3] - Upon full production, the project is expected to achieve an annual output of 100 sets of vacuum magnetron sputtering equipment, 100 sets of vacuum evaporation equipment, and 100 sets of composite copper foil integrated machines [3] Group 4: Client Engagement - The company has secured formal orders from clients such as Hanxun New Materials and Nord Shares, with ongoing negotiations with other potential clients [3] - The company aims to enhance communication with clients to actively acquire orders and expand production capacity [3] Group 5: Product Development Timeline - The vacuum magnetron sputtering and evaporation integrated machine is currently in assembly, with a longer overall production cycle due to delays in imported components [4] - Investors are advised to pay attention to product release information as it becomes available [4] Group 6: Risk Warning - The information provided regarding industry forecasts and company development strategies should not be considered as commitments or guarantees from the company or its management [4] - Investors are cautioned to be aware of investment risks [4]