金橙子(688291) - 投资者关系活动记录表(2024年1月9日)

Group 1: Company Solutions and Products - The company's laser processing solutions are tailored to customer needs, including components like control system software, galvanometer products, robotic arms, vision cameras, and motion control platforms [1] - The company has developed various applications such as laser 3D printing control systems, mirror control systems, flying welding systems, and galvanometer welding systems, continuously upgrading based on market demand [2] - The company is preparing to expand its presence in the 3D printing sector, despite existing challenges in material processing and efficiency compared to traditional manufacturing [2] Group 2: Technical Differences and Market Position - The underlying architecture of macro and micro processing is similar, but there are significant differences in control algorithms and path processing [2] - Servo control systems and galvanometer control systems serve different applications and do not directly compete, as they are used in various types of laser equipment [3] - The company’s product development is focused on downstream applications in renewable energy, photovoltaics, semiconductors, and brittle material processing [3][4] Group 3: Pricing and Customer Needs - The pricing of galvanometer control systems depends on two main factors: the required performance parameters and the specifications such as processing area and speed [2] - The company provides complete control system products for different downstream applications, adjusting processes and functionalities based on specific customer requirements [4]