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晶盛机电(300316) - 2015年8月3日投资者关系活动记录表

Group 1: Company Overview - The company, Zhejiang Jingsheng Mechanical & Electrical Co., Ltd., introduced its basic situation during the investor relations activity [2]. - The new product, a single crystal silicon rod cutting and grinding integrated machine, has achieved revenue of 28.32 million CNY, accounting for 14.21% of total revenue, with a gross margin of 49.25% [3]. Group 2: Product Applications and Market Share - The company's products are primarily used in the photovoltaic and semiconductor fields, with photovoltaic applications accounting for approximately 80% of the total [3]. - The company is developing sapphire products, which are expected to gradually increase their market share and create new profit growth points [3]. Group 3: Order Status - As of June 30, 2015, the company had unfulfilled orders totaling approximately 597 million CNY, with 334 million CNY in shipped contract amounts, 128 million CNY in delayed delivery contracts, and 116 million CNY in contracts not yet due for delivery [4]. Group 4: Raw Materials and Cost Control - The main raw materials used by the company are stainless steel and a small amount of steel plates, with overall commodity prices remaining low, allowing for effective cost control [4].