每周股票复盘：菲沃泰（688371）2024年营收47,946.02万元，同比增长55.21%

Core Viewpoint - The company, 菲沃泰, is experiencing significant growth driven by advancements in artificial intelligence and the expansion of consumer electronics markets, with a notable increase in revenue and net profit for 2024 [2][5]. Financial Performance - For 2024, the company achieved a revenue of 47,946.02 million yuan, representing a year-on-year growth of 55.21% [5]. - The net profit attributable to the parent company was 4,510.66 million yuan, marking a turnaround from losses to profitability [2]. Market Expansion - The company has established a subsidiary in Wuhan to expand its business in data communication, servers, and optical communication sectors [2][5]. - The company is actively increasing its product penetration in the smartphone and TWS earphone markets, maintaining growth in existing major clients while also acquiring new leading clients [2]. Product Development - The company is focusing on horizontal expansion of its product lines, including the development of advanced vacuum coating equipment and new film products such as transparent hardening films and moisture barrier films [3]. - The company has successfully achieved mass production of its products for liquid-cooled servers, integrating PECVD and CVD processes [3][6]. Strategic Initiatives - A stock option incentive plan for 2025 has been introduced to accelerate growth in emerging sectors such as automotive, medical, and data communication [4][5]. - The company is leveraging its nano-protection technology in the medical device sector, with successful mass production in various projects [6]. Industry Outlook - The company anticipates continued growth in the consumer electronics sector while also expanding into automotive, medical, and other emerging markets [4]. - The impact of US-China tariff policies on the company is minimal, as there is limited direct sales to the US [4].