Hymson Laser Technology Group (688559.SH): Related laser technologies can be applied to the semiconductor industry, such as TGV, wafer cutting, and silicon carbide slicing.

On July 11th, GeoGlobe reported that an investor asked hymson laser technology group (688559.SH) on the investor interaction platform, "Can your company's related laser technology be applied to the semiconductor industry?" The company replied that its related laser technology can be applied to the semiconductor industry, such as TGV, wafer cutting, and silicon carbide slicing.

Gelonghui FinanceJul 11 06:33 ET

Hymson Laser Technology Group (688559.SH): Currently, it has formed delivery and trial production of semi-solid state battery equipment.

Hymson Laser Technology Group (688559.SH) disclosed the record of its investor relations activities, showing that the company has made progress in the research and development of solid-state batteries. The company has formed a delivery and pilot production line on quasi-solid-state battery equipment. The quasi-solid-state battery technology route of the company adopts oxide solid-state electrolyte and metal lithium as the negative electrode, and the electrolyte content is less than 10%. The energy density is more than 480Wh/kg, and the customer feedback and order expectations are good.

Gelonghui FinanceJul 9 20:16 ET

Hymson Laser Technology Group (stock code: 688559.SH): Last year, the orders for 3C business were approximately 0.8 billion yuan. This year, the orders are expected to grow steadily.

Hymson Laser Technology Group (688559.SH) disclosed its investor relations activity records, showing that the company's 3C business orders were around 0.8 billion yuan last year, and this year's orders are expected to steadily grow. Next year will be a big year for Customer A, and the company will promote rapid growth of orders through its three product lines: battery, VCM, and glass. The steel shell of Customer A's future product is irregular in shape, and although welding is a difficult point, the most critical technical difficulty is not in welding, but in vision and automation. That is, the irregular shape needs to be scanned by the laser to scan out the entire shape, and then guide the laser machine to weld along the path, so the real core technology is algorithm.

Gelonghui FinanceJul 9 20:15 ET

Hymson Laser Technology Group (688559.SH): Currently providing A customer with the two largest product lines related to brittle materials and batteries.

On July 10th, Gelun Hui reported that the investor relations activity record table showed that the company has been cooperating with Customer A since 2014, and now has 10 years of cooperation experience. Hymson Laser Technology Group was the global first supplier of all automatic production lines for transformers in the chargers in the computers, phones, and tablets of Customer A at that time. However, in recent years, due to environmental protection issues, mobile phone chargers have changed from standard equipment to optional, resulting in a significant decrease in the shipment volume of this sector. The two largest product lines that the company currently provides to Customer A are related to fragile materials and batteries, which are mainly used for mobile phones and iPads.

Gelonghui FinanceJul 9 20:14 ET

Hymson Laser Technology Group (688559.SH): Currently, backside POLY can enter mass production, and it is expected to achieve mass production of frontside POLY in the first half of next year.

On July 10th, Gelonhui reported the investor relations activity record of Hymson Laser Technology Group (688559.SH), which showed that the terminal market of photovoltaics continues to grow. Short-term overcapacity caused by rapid expansion, but the excellent capacity is not in overcapacity, such as the previous PERC capacity is gradually being cleared after the TOPCon capacity is put into use. The input of technology upgrades is smaller compared to the total investment in equipment worth over 100 million yuan, but the upgrade and update have continuous power. The company is making efforts to promote technological iteration and create value based on existing equipment. Currently, the company has a deep technical reserve in the photovoltaic field, with double-sided POLY graphic laser technology leading the way.

Gelonghui FinanceJul 9 20:12 ET

Hymson Laser Technology Group (688559.SH): It is expected that lithium battery equipment orders will increase rapidly year on year in 2024.

On July 10th, Gelunhui reported that the investor relations activity log of Hymson Laser Technology Group (688559.SH) showed that the main sources of increased lithium battery orders are: ①Going overseas ②New technology layout/process improvement ③New product lines. Going overseas is divided into two parts: overseas market orders and following domestic leading lithium battery enterprises to go overseas. Because there is incremental support of overseas orders in 2024, according to the current business progress, lithium battery equipment orders are expected to grow rapidly in 2024. It is expected that the order structure in 2024 will be: overseas orders account for about 70%, and domestic orders account for about 30%.

Gelonghui FinanceJul 9 20:09 ET