Group 1: Company Overview and Investor Relations Activities - The company involved is Shenzhen Deep Tech Equipment Co., Ltd., with the stock code 688328 [1] - Investor relations activities included meetings with various financial institutions such as Zhongtai Securities and Guotai Fund [2] - The activities took place on November 29-30, 2023, in the company meeting room [2] Group 2: Product and Market Insights - The company is a key supplier of display module equipment to BOE Technology Group, which has recently announced an expansion of its 8.6 generation AMOLED production line [2] - The company’s semiconductor equipment includes sorting machines, die bonders, and probe stations, all applicable for advanced packaging [3] - The flat panel display module equipment includes precision bonding and testing devices, with products designed for LCD/OLED assembly processes [3] Group 3: Future Business Directions - The company focuses on two main business areas: intelligent equipment and precision core components, with future developments in VR/MR bonding machines and linear motor modules [4] - The company aims to enhance communication with downstream clients to continuously provide VR-related production equipment, which is expected to become a new growth point [4][5] Group 4: Financial Goals and Performance - The company has set performance targets for 2023-2025 as part of its equity incentive plan, with specific revenue goals contingent on market demand and order conditions [5] - The company is currently validating its MR production equipment with clients, and the validation results are reported to be positive [5]
深科达(688328) - 投资者关系活动记录表(2023年11月29日-11月30日)