新莱应材(300260) - 2024 Q3 - 季度业绩预告

Profit Performance - Net profit attributable to shareholders of the listed company is expected to be between 180 million yuan and 210 million yuan, an increase of 6.92% to 24.74% compared to the same period last year[2] - Net profit after deducting non-recurring gains and losses is expected to be between 166 million yuan and 196 million yuan, an increase of 1.74% to 20.12% compared to the same period last year[2] - Net profit attributable to shareholders in Q3 2024 is expected to be between 39.52 million yuan and 69.52 million yuan, a change of -31.46% to 20.58% compared to the same period last year[2] - Net profit after deducting non-recurring gains and losses in Q3 2024 is expected to be between 33.87 million yuan and 63.87 million yuan, a change of -38.64% to 15.71% compared to the same period last year[2] - The increase in net profit is mainly due to the recovery in demand in the domestic semiconductor industry and improved order intake, while maintaining market share in the food industry despite reduced downstream customer demand[4] Industry and Investment Focus - The company has significantly increased its investment in the semiconductor industry, leading to higher fixed asset depreciation and a decline in gross margin compared to the same period last year[4] - R&D expenses have increased significantly compared to the same period last year, particularly due to deeper involvement in the semiconductor industry[4] Non-Recurring Items - Non-recurring gains and losses amounted to approximately 14 million yuan during the reporting period[4]