ZHIYUN AUTOMATION(SZ:300097)2022-12-03 08:56Group 1: Company Overview - The company, Dalian Zhiyun Automation Equipment Co., Ltd., focuses on automation equipment for display and touch technology [2][3]. - The company has a strong market presence in the domestic panel manufacturing sector, covering major manufacturers and mainstream module suppliers [4][6]. Group 2: Future Growth Drivers - The upcoming investment cycle in OLED display technology is expected to create a market space of approximately 30-40 billion [6]. - The company aims to enhance its R&D capabilities to expand its product range, including bonding, dispensing, and new technologies like under-screen cameras and fingerprint recognition [6]. Group 3: Customer Resources and Collaborations - The company has established partnerships with major clients in the display automation sector, ensuring comprehensive coverage of domestic mainstream panel manufacturers [4][5]. - Following Xiaomi's strategic investment, the company is collaborating with Xiaomi on advanced equipment R&D and process design [5]. Group 4: Market Position and Strategy - The company plans to leverage its technological, pricing, and service advantages to increase its market share among leading panel manufacturers such as BOE, Huaxing, and Tianma [6]. - The acquisition of Jiutian Zhongchuang is expected to enhance the company's product offerings in the display module automation sector [5].