对话中微公司尹志尧：缩短研发进程，应对行业竞争

Core Viewpoint - The domestic semiconductor equipment industry is accelerating its development, with significant growth in revenue and R&D investment, positioning companies like Zhongwei to become leaders in the global market by 2035 [1][2]. Group 1: Company Performance - Zhongwei achieved a revenue of 9.065 billion yuan in 2024, a year-on-year increase of 44.73%, maintaining an average annual growth rate of over 40% for nearly four years [1]. - The company's net profit attributable to shareholders, excluding non-recurring items, was approximately 1.388 billion yuan, up 16.51% year-on-year [1]. - In the first quarter of 2025, Zhongwei continued to show high growth in performance [1]. Group 2: R&D Investment - In 2024, Zhongwei's R&D investment reached 2.452 billion yuan, a year-on-year increase of 94.31%, accounting for about 27.05% of its revenue [1]. - The company has over 20 new devices in development, including advanced etching and deposition equipment [2]. - R&D spending has shifted focus from etching equipment, which previously accounted for 70%-75% of investments, to increasing efforts in film equipment [2]. Group 3: Market Strategy - Zhongwei aims to increase its market coverage from approximately 30% to 60% in the high-end integrated circuit equipment market over the next 5-10 years [2]. - The company emphasizes the importance of developing differentiated, proprietary high-end equipment to avoid low-end competition [4]. - Zhongwei has invested in 40 companies in the supply chain since its listing, with eight of these companies successfully listed on the A-share market [4]. Group 4: External Environment and Supply Chain - The global semiconductor industry is experiencing new growth opportunities, with increasing competition in the domestic semiconductor equipment sector [3]. - Zhongwei is enhancing its supply chain by developing high-quality suppliers and increasing the localization rate of key components [5]. - The company is committed to maintaining strong relationships with international semiconductor clients and adapting to external policy changes [5].