晶升股份(688478) - 晶升股份投资者关系活动记录表

Group 1: Market Position and Technology Advancement - The domestic silicon carbide substrate industry has seen significant orders from overseas manufacturers, indicating a positive trend for local companies [1] - The profitability and development of companies like Tianyue are deemed sustainable, primarily driven by technological advancements [1] - Continuous upgrades in domestic silicon carbide substrate preparation technology have led to substantial breakthroughs, enhancing product reliability and consistency [1] Group 2: Cost and Production Efficiency - The main factors affecting the profitability of silicon carbide substrate manufacturers are substrate yield levels [1] - Ongoing improvements in substrate preparation technology and yield levels are expected to optimize the cost of silicon carbide substrates, positively impacting companies' profitability [1] Group 3: Market Expansion and Competition - Domestic silicon carbide devices are anticipated to begin replacing imported devices around 2025, contingent on technological advancements and industry collaboration [2] - The company has successfully secured bulk orders in the Taiwan market and is actively expanding into overseas markets beyond Taiwan [2] - The company's semiconductor-grade single crystal silicon and silicon carbide furnaces have been successfully delivered and accepted in Taiwan, with performance meeting customer expectations [2]