深科达(688328) - 投资者关系活动记录表(2023年11月14日)
S-KINGS-KING(SH:688328)2023-11-14 10:20

Group 1: Financial Performance - The company reported a significant decline in revenue for Q3 2023, achieving approximately 80 million yuan, a substantial decrease compared to Q2 2023 [2] - The loss in Q3 2023 was attributed to increased costs from stock incentive payments and convertible bond interest, impacting overall expenses [2] Group 2: Product Offerings - The company's semiconductor equipment includes sorting machines, die bonding machines, and probe stations, all applicable for advanced packaging [3] - The flat panel display module equipment consists of bonding equipment, testing devices, and automation aids, focusing on precision bonding processes for LCD/OLED displays [3] Group 3: Business Focus and Development - The main business directions are intelligent equipment and precision core components, with a focus on semiconductor packaging equipment and VR/MR production devices [4] - The company is actively promoting its 8-inch probe stations and is accelerating the development of 12-inch probe stations, expecting to launch them this year [4] Group 4: Market Strategy and Sales - The company is enhancing its VR production equipment offerings to become a new growth point for revenue [5] - Sales expenses have increased due to market expansion efforts for new products and stock incentive-related costs for core sales personnel [5] Group 5: Future Goals - The company has set performance targets for 2023-2025 based on market demand and order conditions, as outlined in the stock incentive plan [6] - Currently, the company's OLED panel production equipment accounts for over 70% of its output, reflecting a strong market presence in small to medium-sized consumer electronics [6]

S-KING-深科达(688328) - 投资者关系活动记录表(2023年11月14日) - Reportify