金太阳(300606) - 金太阳调研活动信息

Group 1: Company Overview - The main business of Dongguan Jintaiyang Grinding Co., Ltd. includes the research, production, and sales of polishing materials and high-end intelligent equipment, as well as precision structural components manufacturing [1] - In the first three quarters of 2023, the company focused on the 3C electronics sector, particularly in the foldable screen market [1] Group 2: Technological Advancements - The company has made breakthroughs in the manufacturing of titanium alloy components, which have been recognized by downstream customers and are now in mass production [2] - New polishing products specifically for titanium alloy have been developed and are in mass production [2] - The company has developed five-axis CNC machines for polishing and brushing various structural components in the 3C consumer electronics sector [2] Group 3: Market Trends and Challenges - Titanium alloys are now being applied in 3C products due to their strength and lightweight characteristics, which help reduce the thickness and weight of devices [2] - The application of titanium alloys was previously limited due to high processing difficulty and costs, but advancements in technology have significantly reduced these costs [2] Group 4: Production Process - The manufacturing process for precision structural components includes CNC machining, multiple polishing steps using self-developed materials, surface treatment, and final inspection before shipment [2] Group 5: Competitive Advantages - The company offers integrated solutions for polishing, including materials, liquids, equipment, and processes, addressing customer pain points effectively [3] - The company collaborates closely with clients from the design phase to ensure product development meets specific needs [3] - The five-axis CNC technology allows for customized equipment development based on different production scenarios, enhancing overall processing accuracy and efficiency [3] Group 6: Subsidiary Developments - The subsidiary, Linghang Electronics, has initiated verification and application work for semiconductor polishing liquids, with some products already receiving customer orders [3] - Currently, the nano abrasives produced by the subsidiary are primarily used for internal production needs, with plans to consider external sales in the future [3]