HHCK(SH:688535)2023-11-29 07:48Group 1: Company Overview - The company is identified by the stock code 688535 and is named Huahai Chengke [1] - The meeting was held on November 29, 2023, from 10:00 to 11:00, both onsite and online [2] Group 2: Investor Relations Activities - The investor relations activities included a performance briefing and a site visit, with participation from various securities firms [2] - Key personnel included the Chairman and General Manager Han Jianglong, along with other representatives [2] Group 3: Industry Insights and Company Strategy - The company is focusing on increasing R&D investment to seize opportunities in domestic substitution and market expansion [3] - The company anticipates significant growth in the industry next year, despite a 2.65% decline in revenue and net profit in Q3 2023 [3][4] Group 4: Product Development and Market Position - The company is actively involved in advanced packaging and has products undergoing testing, including HBM and GPU/CPU related technologies [3] - The company has developed GMC technology, which offers cost advantages over LMC in advanced packaging, with a promising market outlook [4][5] Group 5: Product Segmentation - The product segmentation indicates that basic products account for slightly over 40%, high-performance products approximately 55%, and advanced packaging constitutes a negligible portion [5]