新莱应材(300260) - 2024 Q4 - 年度业绩预告

Financial Performance Forecast - The company expects a net profit attributable to shareholders of approximately RMB 245 million to RMB 280 million for the year 2024, representing a year-on-year increase of 3.86% to a decrease of 18.69%[3]. - The net profit after deducting non-recurring gains and losses is projected to be between RMB 229 million and RMB 264 million, showing a slight increase of 0.10% compared to the previous year[3]. - The estimated impact of non-recurring gains and losses on net profit for 2024 is approximately RMB 16 million, mainly from government subsidies[6]. Industry Trends and Investments - The increase in net profit is primarily due to the recovery in demand within the domestic semiconductor industry and the acceleration of domestic substitution for key components[5]. - The company has increased its investment in the semiconductor sector, leading to a rising trend in product gross margins compared to the previous year[6]. - The gross margin for products in the food industry has also improved due to a decline in raw material prices compared to the previous year[6]. Overall Performance and Risks - The company’s overall performance is stable and improving, despite a decrease in demand from downstream customers in the food industry[5]. - The performance forecast has not been audited by a registered accounting firm, but there are no significant disagreements with the auditors regarding the forecast[4]. - Detailed financial data will be disclosed in the company's 2024 annual report, with actual figures subject to that report[7]. - Investors are advised to make cautious decisions and be aware of investment risks[7].