HGTECH(000988) 证券时报网·2025-04-17 07:43Core Viewpoint - The company, Huagong Technology, reported strong financial results for 2024, driven by explosive growth in global AI computing infrastructure, with revenue reaching 11.709 billion yuan, a year-on-year increase of 13.57%, and a net profit of 1.221 billion yuan, up 21.17% [1] Group 1: Financial Performance - In 2024, Huagong Technology achieved a revenue of 11.709 billion yuan, reflecting a 13.57% year-on-year growth [1] - The net profit for the same period was 1.221 billion yuan, marking a 21.17% increase compared to the previous year [1] - The company has maintained a compound annual growth rate (CAGR) of 15% in sales revenue and 18% in net profit over the past five years [2] Group 2: Strategic Response to Market Challenges - The chairman, Ma Xinqiang, emphasized that opportunities outweigh challenges in the current international economic environment, advocating for "strong investment and active development" as the company's main strategy [1] - The company is expanding its core business by developing new products and markets while also exploring new fields, such as medical-engineering integration in collaboration with Tongji University and Xiehe Hospital [1] - Huagong Technology's global layout and robust supply chain have mitigated the impact of tariffs, with the chairman stating that "equal tariffs" present more opportunities than challenges [2] Group 3: Business Segments and Growth Areas - The sensing business generated 4.095 billion yuan in revenue, with the sensor segment contributing 3.668 billion yuan and laser holographic anti-counterfeiting business 427 million yuan [3] - The optical module segment achieved 3.975 billion yuan in revenue, a 23.75% increase, driven by demand for 400G and 800G modules [3] - The intelligent manufacturing business reported revenue of 3.492 billion yuan, up 9.45%, with significant growth in orders from the new energy vehicle and shipbuilding sectors [3][4] Group 4: Future Outlook - The company anticipates continued growth in its sensing business through advancements in new materials, processes, and technologies, targeting humanoid robots and low-altitude economy sectors [3] - The intelligent manufacturing strategy focuses on deepening domestic market penetration while expanding overseas, capitalizing on structural growth opportunities in shipbuilding, new energy, and semiconductor industries [4] - The company aims to enhance its competitive strength through a differentiated strategy that integrates AI technology into smart equipment, automated production lines, and intelligent factories [4]