GuoLi shares (688103.SH) recently stated in a visit to institutional investors that the company has continued to make progress in high-performance vacuum capacitor technology, developing high-voltage DC contactors and vacuum relays suitable for core applications in semiconductor equipment to meet the high standard requirements for power supply of etching and thin-film deposition equipment.
In 2024, the company achieved phased progress in product verification with Naura Technology Group, Advanced Micro-fabrication Equipment Inc. China, H Company and other domestic and foreign leading semiconductor equipment manufacturers, and there was an increase in the supply volume in 2024. Due to the increasing demand for radio frequency power supply in heterojunction batteries and perovskite batteries, the company has also increased its supply to Shenzhen Hengyunchang and Sichuan Injet Electric.
With the accelerating development of domestic substitution trend and the continuous improvement of the company's vacuum capacitor product yield, it is expected that the company's revenue in the semiconductor field will significantly increase in 2024.