JT(SZ:300400)2022-12-07 09:34Group 1: Market Trends - The market growth for welding equipment has slowed down in the past two years, but there is a rebound trend in demand this year [2] - China has become the world's manufacturing center for electronic products, and the manufacturing industry related to electronics is expected to maintain a good development trend in the coming years, providing a solid market foundation for welding equipment [2][3] Group 2: Customer Demand and Product Value - The higher the added value of consumer electronic products, the stricter the technological requirements during production, which accelerates the update and replacement of equipment, generating new demand [3] - The company's delivery period is generally 1-2 months [3] Group 3: Production Capacity and Expansion Potential - High-speed dispensing machines and coating machines are currently in small batch production, with expectations for large-scale production next year due to significant downstream customer demand [3] - The company's equipment products are primarily focused on the electronics production sector, but there is potential for expansion into other fields as the technology matures and the company has accumulated deep expertise in motion control, machine vision detection, and temperature control [3]