Group 1: Market Overview - The PCB industry is experiencing a significant decline due to global geopolitical instability and rising inflation, impacting consumer electronics demand since mid-2022 [2] - Despite growth in sectors like servers, storage, and automotive electronics, the overall PCB market demand remains insufficient, affecting downstream investment [2] - Long-term prospects for the PCB industry are positive, driven by 5G, AI content generation, and automotive automation, leading to increased demand for high-end PCBs [2] Group 2: Company Strategy - The company has consistently focused on the PCB specialized equipment sector since its establishment, expanding its market presence [3] Group 3: IC Packaging Substrate Progress - The company has made breakthroughs in the IC packaging substrate market, particularly in high-end FC-BGA packaging [4] - New high-speed drilling machines and precision testing equipment have been certified by leading domestic clients, leading to formal sales [4] - Innovative laser technology has been developed for advanced packaging substrate processes, receiving technical certification from international chip manufacturers [4] - CO2 laser drilling equipment has gained repeat orders from several leading domestic companies [4] - The latest high-precision testing equipment, with ±2.5μm alignment accuracy, is expected to achieve high-level domestic substitution against global leaders [4]
大族数控(301200) - 2023年6月9日投资者关系活动记录表