Group 1 - The company is continuously innovating and upgrading its technology, establishing capabilities for domestic substitution in key industries such as medical, electronics, and semiconductors, with recognition from major companies [2] - The acceleration of domestic substitution will drive increased demand for air compressors and vacuum pumps [2] - In 2024, national equipment renewal policies are expected to boost compressor demand, while subsidy policies for air compressors in early 2025 will provide opportunities for the company to enhance R&D investments and upgrade products [2] Group 2 - The company has upgraded its oil-free screw air compressors and screw vacuum pumps in 2024, enhancing competitiveness and achieving steady sales growth in sectors like semiconductors and new energy [2] - The company’s overseas business is steadily improving, with a projected 18.22% year-on-year growth in foreign income in 2024, primarily targeting Southeast Asian markets [3] - The company has established a project team for magnetic levitation centrifugal compressors and is exploring the development of AIDC refrigeration compressors, with a new factory set to be operational in 2026 [3]
东亚机械：公司产品不断推陈出新，已具备国产替代能力