Core Viewpoint - Dongya Machinery (301028) is focusing on expanding its product line and enhancing R&D investment to strengthen its market position in the air power system solutions sector, particularly in high-end industries such as semiconductors and new energy [1][2]. Group 1: Company Performance - In the first half of the year, Dongya Machinery achieved operating revenue of 626 million yuan, representing a year-on-year growth of 3.44% [2]. - The net profit attributable to shareholders was 125 million yuan, with a year-on-year increase of 4.36% [2]. - The company plans to distribute a cash dividend of 1.00 yuan per 10 shares, totaling 38.405 million yuan [2]. Group 2: Product Development and Market Strategy - The company has increased the variety of its centrifugal compressor products and continues to receive orders, expecting to fulfill shipments this year [1]. - Dongya Machinery is enhancing its R&D investment in 2024, focusing on upgrading oil-free screw air compressors and screw vacuum pumps [1]. - The company has successfully delivered its first dry vacuum pump products to high-end industries, further broadening its product line [1]. Group 3: Competitive Positioning - Dongya Machinery's products have gained recognition in the PCB sector of the electronics industry, with notable companies like Ultrasonic Electronics (000823) and Shenzhen Jialichuang continuing to repurchase [1]. - The company aims to optimize sales channels and build a more comprehensive sales team for high-end products and major clients [2]. - There is a commitment to enhancing product competitiveness and market share through ongoing innovation and expansion of product offerings [2].
东亚机械：公司离心机持续收到订单 预计今年形成出货