晶盛机电2024年净利润同比下降44.93% 未完成集成电路及化合物半导体装备合同超33亿元

Financial Performance - The company reported a revenue of 17.577 billion yuan in 2024, a year-on-year decrease of 2.26% [1] - The net profit attributable to shareholders was 2.51 billion yuan, down 44.93% year-on-year [1] - The net profit excluding non-recurring gains and losses was 2.459 billion yuan, a decrease of 43.80% year-on-year [1] - Basic earnings per share were 1.92 yuan [1] - The company proposed a cash dividend of 4 yuan per 10 shares (tax included) to all shareholders [1] Industry Development and Product Innovation - The company is accelerating the domestic substitution of semiconductor equipment, focusing on extending the core equipment layout of the semiconductor industry chain [2] - In the integrated circuit equipment sector, the company successfully developed 12-inch dry-in-dry-out edge grinding machines and 12-inch double-sided thinning machines, which are now in the customer verification stage [2] - The company has achieved sales of 12-inch silicon reduction epitaxy growth equipment, providing domestic solutions with international advanced product specifications [2] - The company developed 12-inch three-axis thinning polishing machines and integrated thinning polishing cleaning machines for advanced packaging, enabling efficient processing of ultra-thin wafers below 30μm thickness [2] Compound Semiconductor Equipment - The company successfully developed 8-inch single and double wafer silicon carbide epitaxy growth equipment, significantly improving unit production capacity while ensuring high growth quality [3] - The 8-inch silicon carbide ion implantation machine can achieve real-time lattice damage repair and efficient activation of dopants [3] - The company has developed optical measurement equipment for silicon carbide substrate and epitaxy thickness detection, achieving domestic production of these devices [3] Market Trends and Expansion - The demand for conductive silicon carbide materials is rapidly increasing due to the continuous development of new energy vehicles, particularly for 8-inch silicon carbide substrates [4] - The company is actively expanding its production capacity for 8-inch silicon carbide substrates and has achieved significant market expansion results [4] - The company is also focusing on the research and development of optical-grade silicon carbide materials, aiming for the industrialization of 12-inch optical-grade silicon carbide substrates [4] - With the recovery of the consumer electronics and LED industries, the demand for sapphire materials is gradually increasing, leading to rapid growth in sapphire material production [4] - The company has successfully achieved mass production of 1,000 kg large-size sapphire crystals, laying a solid foundation for the industrialization of large-size sapphire materials [4]