新莱应材(300260) - 2024 Q2 - 季度业绩预告

Financial Performance - The company expects a net profit attributable to shareholders of between 120 million and 147 million RMB for the first half of 2024, representing an increase of 8.41% to 32.80% compared to the same period last year[4]. - The net profit after deducting non-recurring gains and losses is projected to be between 109 million and 136 million RMB, reflecting an increase of 0.95% to 25.96% year-on-year[4]. - The company reported non-recurring gains and losses of approximately 11 million RMB during the reporting period[8]. - The financial data provided is preliminary and has not been audited by an external accounting firm[5]. - Detailed financial data will be disclosed in the company's 2024 semi-annual report[9]. Industry Impact - The semiconductor industry demand recovery has positively impacted the company's order volume, contributing to the increase in net profit[6]. - Despite a significant growth in the semiconductor business scale, the company's gross profit margin has declined compared to the previous year due to increased fixed asset depreciation[7]. - The overall performance of the company is stable and improving, with a consistent market share growth in the domestic food industry despite reduced demand from downstream customers[6]. Investment and Expenses - The company has increased its R&D investment, particularly in the semiconductor sector, with R&D expenses rising significantly compared to the previous year[11]. - Sales expenses have also increased notably as the company continues to expand its market presence in the semiconductor industry[11].