Group 1 - Chengdu Huamei Electronics Technology Co., Ltd. signed a procurement framework agreement with a large state-owned equipment enterprise, with a total contract value of 105 million yuan, expected to account for 31.91% of the company's analog chip sales revenue in 2024 [2] - The agreement allows the client to adjust the procurement plan with a three-day written notice based on market changes, with no minimum purchase quantity set, but includes clear breach of contract responsibilities [2] - The core products of this order include HWD9213, the first domestic 12-bit 8Gsps high-speed ADC based on 28nm process, and HWD08B64, an 8-bit 64Gsps ultra-high-speed ADC, which will enhance the company's position in the high-end analog chip market [3] Group 2 - The signing of the framework agreement marks a breakthrough for the company's high-speed ADC products in the domestic testing instruments and equipment sector, further consolidating its technological leadership [3] - Successful execution of subsequent orders is expected to positively impact the company's revenue and net profit from 2025 to 2027, while reducing reliance on imported components and enhancing supply chain security [3] - The company acknowledges that contract performance may be affected by macroeconomic conditions, policy adjustments, and technological iterations, with revenue recognition based on actual delivery orders [3]
成都华微与客户X正式签署采购协议，合同金额达1.05亿元