FOET(SZ:300173)2022-12-06 23:44Group 1: Company Overview and Technology - The company specializes in 3D glass bending machines, with a technology ratio of 50% for molds, 30% for mechanical control, and 20% for processes [3] - The production capacity for the 1-out-1 model is 1200 pieces per hour, while the 1-out-2 model can reach 2400 pieces per hour [3] - The maximum temperature for the 3D glass bending machine can reach 900 degrees Celsius, with a price range of 1 to 2 million CNY per unit [5] Group 2: Market and Industry Insights - The domestic market has over 30 units of 3D glass bending machines, primarily from Taiwanese manufacturers [5] - The company anticipates a significant increase in orders, with over 200 units in negotiation [5] - The shift from 2D to 3D glass is expected to dominate the 5G market, as glass materials are becoming mainstream [4] Group 3: Equipment and Production Capabilities - The polishing equipment can process 45 pieces every 30 minutes, with plans to develop five-axis high-gloss equipment [5] - The company’s precision engraving machine can achieve a production rate of 2 pieces every 2 minutes, priced between 170,000 to 200,000 CNY [5] - The company has developed a range of equipment for the 3C industry, including camera module testing devices, which are currently reliant on imports [8] Group 4: Competitive Advantages and Challenges - The core competitive advantages include advanced technology, superior processes, and key temperature control techniques [5] - The company is facing challenges with screen printing equipment, which requires finding suitable materials and suppliers [5] - The company is exploring the development of 3D printing technology for both metal and non-metal applications [6]