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芯源微:2025年是公司研发大年,战略新产品前道化学清洗机订单快速增长
Di Yi Cai Jing· 2025-11-24 10:06
Core Viewpoint - The company anticipates 2025 to be a significant year for research and development, focusing on new generation coating and developing machines, high-end chemical cleaning machines, advanced packaging products, and core components [1] Group 1: R&D and Product Development - The company is increasing its investment in R&D and talent reserves, particularly in new generation coating and developing machines, high-end chemical cleaning machines, and advanced packaging products [1] - There is a rapid growth in orders for strategic new products, particularly in front-end chemical cleaning machines, leading to increased management and sales expenses [1] Group 2: Financial Performance and Challenges - The transition from R&D and order acquisition to revenue generation requires a certain period, resulting in a mismatch between investment and returns [1] - Profit decline is attributed to factors such as delayed government subsidies and foreign exchange losses [1] Group 3: Strategic Focus - The company will continue to focus on three core areas: front-end coating and developing, front-end cleaning, and advanced packaging in the back-end, with a customer-centric approach to enhance product competitiveness and market share [1]