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Core Viewpoint - The company aims to become a leading global semiconductor equipment company by 2035, focusing on scale, product competitiveness, and customer satisfaction [2] Company Overview - Founded in 2004 and listed on the STAR Market in 2019, the company has become a leading player in high-end micro-processing equipment in China [4] - The company's profitability has been continuously improving, making it a significant example of growth in the Chinese semiconductor equipment industry [4] Industry Development - The Chinese semiconductor equipment industry has seen rapid technological advancements, with domestic equipment gaining advantages in cost-performance, after-sales service, and customer proximity [6] - As the largest semiconductor consumer market globally, China's demand is driving the shift of global production capacity towards the country, creating opportunities for domestic equipment manufacturers [7] Research and Development - In 2024, the company's R&D investment is expected to increase by 94.31% to 2.452 billion yuan, accounting for 27.05% of its revenue [7] - The company has significantly reduced the time required to develop new products from 3-5 years to approximately 18 months, with mass production achievable within 6 to 12 months [7] Competitive Strategy - The company focuses on developing differentiated, proprietary high-end equipment products to avoid low-end competition and fulfill social responsibilities [9] - The company is currently working on over 20 new equipment projects, including advanced plasma etching devices [9] Mergers and Acquisitions - Since its listing in 2019, the company has invested in over 30 upstream and downstream semiconductor equipment companies, achieving over 5 billion yuan in floating profits [10] - The company has established partnerships with over 800 global suppliers, emphasizing the development and management of key component suppliers to enhance domestic supply chain control [10] Market Performance - As of May 28, the company's stock price was 170.93 yuan per share, with a total market capitalization of 106.8 billion yuan [11]