Piotech (SH:688072)2023-09-25 02:10Group 1: Company Outlook and Orders - The company is actively signing product orders and advancing product verification processes, with a focus on new orders and revenue trends for Q3 2023 [1] - The typical cycle from order signing to delivery is 3-6 months, with the ability to provide customized products based on client needs [2] Group 2: Market Position and Product Development - The company's PECVD and ALD products have entered over 60 production lines domestically, with ongoing expansion in mass production scale [2] - The company is expected to gradually launch mass production of ALD, SACVD, and HDPCVD thin film series products following the mass production of PECVD equipment [2] Group 3: Competitive Strategy and Innovation - The company maintains competitiveness in mature products and future developments through continuous innovation and high R&D investment [3] - The company is developing hybrid bonding equipment to meet the growing market demand driven by advancements in semiconductor technology [3] Group 4: Supply Chain and Talent Management - The company has established a stable global supply chain and employs a multi-source supplier strategy to ensure component availability [4] - A comprehensive talent recruitment and training system is in place, offering competitive compensation and stock incentives to retain key industry talent [4] Group 5: Future Product Strategy - The company plans to deepen its focus in the high-end semiconductor equipment sector, particularly in the CVD field, while expanding its product and process coverage in niche areas [4]