JT(300400)2023-11-09 14:25Group 1: Company Overview - Jintuo Co., Ltd. was established in 2004 and listed on the Growth Enterprise Market in 2014, with a total construction area of approximately 100,000 square meters [1] - The company operates two self-built industrial parks, currently in simultaneous use [1] Group 2: Main Business Segments - The company focuses on specialized equipment, divided into three categories: electronic assembly equipment, semiconductor specialized equipment, and optoelectronic display equipment [2] - Jintuo has been recognized as a leading enterprise in the electronic thermal processing field, with its reflow soldering equipment certified as a "Champion Product" by the Ministry of Industry and Information Technology [2] - The semiconductor specialized equipment segment began scaling sales in 2022, with over 20 customers served, marking a significant breakthrough in key technologies [2][4] Group 3: Financial Performance - In the first three quarters of 2023, the company achieved total revenue of CNY 556.79 million, a year-on-year increase of 0.41% [2] - The net profit attributable to shareholders was CNY 38.57 million, with cash generated from operating activities amounting to CNY 63.29 million [2] Group 4: Market Outlook and Strategy - The company anticipates significant growth potential in the semiconductor packaging equipment market, actively pursuing opportunities for domestic substitution [4][5] - Jintuo aims to expand its market share in the optoelectronic display equipment sector, leveraging strong customer relationships and addressing fixed asset investment demands [3][4] Group 5: Customer Base and Industry Position - The semiconductor specialized equipment currently serves over 20 major domestic packaging manufacturers, including listed companies and large enterprises [5] - The electronic assembly equipment remains the largest revenue contributor, with applications across various sectors including consumer electronics, automotive electronics, and aerospace [3]