Group 1: Company Overview - The company is currently focusing on stable and orderly operational development, with ongoing investments in R&D for new projects [2] - The introduction of cerium oxide products is progressing as planned, with gradual increases in client adoption [2] - The company is actively collaborating with clients to enhance product usage in storage applications [2] Group 2: Financial Performance and Projections - The company expects positive contributions to revenue from client expansion and support [3] - Government subsidies are being applied for and managed according to project requirements, with disclosures to be made in regular reports [3] - The company aims to maintain a healthy overall gross margin despite variations across different product lines [3] Group 3: Product Development and Market Strategy - The company is exploring new opportunities in chemical mechanical polishing liquids due to domestic substitution and process adjustments [4] - There is no intentional stockpiling of products; revenue recognition is based on actual product usage by clients [4] - The company is increasing resource allocation in the Taiwan market and is engaging in multiple projects overseas, although significant revenue growth in international markets will take time [4]
安集科技(688019) - 投资者关系活动记录表