TECHSEM(SZ:300046)2022-12-07 08:24Group 1: Financial Performance - In the first half of 2015, the company experienced a decline in operating income and net profit due to insufficient overall demand in the downstream application sectors, influenced by the macroeconomic environment [1] - The revenue from the steel metallurgy sector accounts for approximately 50% of the company's sales revenue [2] - The company's annual sales volume is around 1 million units, but overall market demand has been insufficient, leading to idle production capacity [2] Group 2: Product Applications and Market Position - The company's products are primarily used in steel smelting, motor drives, high-power power supplies, power transmission and distribution, rail transportation, and new energy sectors [1] - The module products have a wide application market, including motor drives, industrial frequency converters, and welding machines, with slight growth in sales volume compared to the same period last year [2] - The company is a leading enterprise in the high-power semiconductor niche, with competitors including South China Electric Power Electronics Division and Xi'an Rectifier Research Institute [2] Group 3: Production Capabilities and Development Plans - The company has a complete production line for thyristors and power semiconductor modules, maintaining stable long-term relationships with suppliers [2] - The company plans to consolidate and develop first-generation power semiconductor discrete devices (thyristors and modules) while actively pursuing the development of second-generation products represented by IGBT and third-generation wide bandgap semiconductor materials and devices [2] - Due to the impact of the macroeconomic situation, the company aims to enhance its risk resistance by seeking suitable projects for external development, although no substantial progress has been made yet [2]