中瓷电子(003031) - 中瓷电子投资者关系管理信息

Group 1: Company Performance - The company has maintained stable production and operational conditions as of Q3 2024, with product orders remaining stable across its three major segments, contributing to performance growth [1] - The company is committed to fulfilling its restructuring performance forecast commitments through its subsidiaries [1] Group 2: Product Advantages - The company has established a comprehensive processing platform for aluminum oxide and aluminum nitride ceramics, focusing on advanced manufacturing techniques such as tape casting and thick film printing [2] - The precision ceramic components produced by the company exhibit high strength, corrosion resistance, and high precision, making them suitable for critical semiconductor equipment [2] Group 3: Market Growth and Product Development - The optical communication market has seen a surge, leading to increased orders for the company's optical communication-related products, particularly in the 400G/800G high-frequency modules [2] - The company is actively monitoring trends in product updates and accelerating new product development to align with market demands [2] Group 4: Future Industry Layout - The company has proprietary intellectual property in key business areas such as GaN communication base station RF chips and devices, and SiC power modules [2] - The company is advancing R&D efforts for next-generation communication systems, including 5G-A and 6G, focusing on key technology breakthroughs [2] Group 5: Subsidiary Operations - The subsidiary Guolian Wanzhong is currently operating normally and has successfully opened the domestic SiC market, collaborating with multiple clients for product testing [3] - The company’s production capacity is sufficient to meet market demand, particularly as end-market demand is expected to recover [3] Group 6: Stock Plans - The company currently has no plans for stock buybacks or increases, but will disclose any future plans in accordance with exchange information disclosure requirements [3]