深科技2024年净利同比增长44.33% 经营质量和盈利能力持续提升

Core Insights - Deep Technology (深科技) reported a revenue of 14.827 billion yuan for 2024, representing a year-on-year growth of 3.94% [1] - The company achieved a net profit attributable to shareholders of 930 million yuan, up 44.33% year-on-year, and a net profit of 901 million yuan after deducting non-recurring items, an increase of 33.77% [1] - The company plans to distribute a cash dividend of 1.9 yuan per 10 shares, totaling 297 million yuan [1] - Operating cash flow reached 2.428 billion yuan, growing by 21.28% year-on-year, with a weighted average ROE of 8.14%, up 2.08 percentage points [1] Business Strategy and Development - Deep Technology focuses on enhancing overall productivity as a key driver for cultivating new productive forces, shortening R&D cycles, and exploring AI applications across business segments [2] - The company has made significant advancements in semiconductor packaging and testing, establishing an advanced packaging R&D center and collaborating with universities and industry leaders [3] - The company’s Shenzhen base received a Level 3 certification for intelligent manufacturing maturity, while the Hefei base was recognized as a digital workshop in Anhui Province [3] Market Performance - The HDD terminal market demand has rebounded, leading to a significant increase in sales volume for the company's substrate and hard disk head businesses compared to the previous year [4] High-end Manufacturing Focus - In high-end manufacturing, the company is concentrating on smart supply chains, digital operations, and intelligent manufacturing to drive digital transformation [5] - The company has expanded its client base in wearable health medical devices, with related manufacturing now in mass production [5] - The automotive electronics manufacturing business has shown reliability improvements and higher delivery standards amid intense competition in the domestic new energy vehicle sector [5] Smart Metering Business - The smart metering business has made notable progress in both domestic and international markets, winning projects in Poland, Hungary, the Netherlands, Spain, and Oman [6] - In the domestic market, the company secured a contract worth 320 million yuan from the State Grid Corporation for metering equipment, marking three consecutive years of successful bids for State Grid projects [6]