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珂玛科技(301611) - 2024 Q4 - 年度业绩预告
301611KemaTek(301611)2025-01-24 09:24

Financial Projections - The company's revenue for 2024 is projected to be between 840 million and 860 million yuan, representing a year-on-year growth of 74.83% to 79.00% compared to 480.45 million yuan in the previous year[4]. - Net profit attributable to shareholders is expected to be between 302 million and 312 million yuan, indicating a significant increase of 268.92% to 281.14% from 81.86 million yuan in the same period last year[4]. - The net profit after deducting non-recurring gains and losses is forecasted to be between 294 million and 304 million yuan, reflecting a growth of 278.43% to 291.30% compared to 77.69 million yuan last year[4]. Performance Drivers - The substantial growth in performance is attributed to the domestic replacement of ceramic heaters for semiconductor equipment, addressing critical component shortages in the industry[6]. - Increased global semiconductor capital expenditure and rising downstream demand have led to a rapid growth in procurement from major semiconductor equipment manufacturers, boosting sales revenue of advanced ceramic components[7]. R&D Investments - The company has intensified its R&D investments, focusing on the development of ceramic heaters, electrostatic chucks, and ultra-pure silicon carbide kits, among other key products[7].