Piotech (SH:688072)2023-11-02 00:46Group 1: Investor Relations Activities - The company engaged in investor relations activities including analyst meetings and performance exchange meetings [1] - Participating institutions include various investment firms and securities companies [1] Group 2: Financial Performance - As of Q3 2023, inventory continues to rise, primarily due to increased procurement of raw materials [4] - The company's Q3 2023 contract liabilities remained stable, with a slight decrease due to organizational adjustments [5] - Q3 2023 operating revenue showed year-on-year and quarter-on-quarter growth, driven by increased demand from downstream wafer fabs [5] Group 3: Product Development and Market Outlook - The company has established a global supply chain to stabilize supply-demand relationships [5] - PECVD ACHM products have achieved mass production and are expanding [6] - The company anticipates a robust order situation for Q4 2023 and the following year, depending on client demand [6] Group 4: Competitive Landscape and Future Plans - The semiconductor equipment industry has high technical barriers and rapid technological updates, with the company leveraging over ten years of experience [7] - Future plans include deepening focus on high-end semiconductor equipment and expanding product coverage in the CVD field [8]