Core Viewpoint - East Asia Machinery (301028) announced an increase in R&D investment for 2024, focusing on upgrading oil-free screw compressors and screw vacuum pumps to enhance product competitiveness [1] Group 1: Product Development and Market Strategy - The company plans to upgrade oil-free screw compressors and screw vacuum pumps, expecting steady sales growth in these products through the first three quarters of 2025 [1] - These upgraded products are already being sold to companies in the semiconductor and new energy sectors, indicating a targeted market approach [1] - The centrifugal compressor models have completed phase application tests, showing stable performance, with an increase in product variety expected by the first three quarters of 2025 [1] Group 2: Future Projections and Performance - The company anticipates further volume growth and an increase in revenue contribution from oil-free screw compressors and screw vacuum pumps in the future [1] - Orders for centrifugal machines continue to be received, with shipments expected to commence this year [1] - The performance of dry vacuum pumps for semiconductor applications is expected to improve, with a completion of performance enhancements by the end of the year, aligning with mainstream applications in the semiconductor industry [1]

Group 1: Company Performance and Product Development - The company has increased R&D investment in oil-free screw compressors and screw vacuum pumps, leading to a competitive upgrade of these products, which have maintained steady sales growth in the first three quarters of 2025 [2] - The centrifugal compressor models have completed phase application tests, with increased product styles and continuous order receipts, indicating a stable performance [2] - The company’s products are being recognized in high-tech industries, with expectations for further market penetration [2] Group 2: Domestic Market and Localization - The company has achieved significant progress in domestic substitution, with products in the medical, electronics, and semiconductor sectors gaining recognition from major industry players [2] - Continuous repurchase of products by companies in the electronics sector indicates successful domestic replacement capabilities [2] - The company has established a strong reputation in Taiwan, enhancing its business development in the PCB industry [2] Group 3: International Expansion - The company’s overseas business primarily targets Southeast Asian countries, with a reported 18.22% year-on-year growth in foreign income for 2024 [3] - Active participation in international machinery exhibitions has facilitated the expansion of foreign trade sales channels [3] - The company aims to leverage the "Belt and Road" initiative to enhance its overseas sales network [3] Group 4: Future Outlook - The management is optimistic about maintaining steady growth in 2025, focusing on high-end product development and optimizing sales channels [3] - A new factory is expected to be completed and operational by 2026, which will support the company’s strategic adjustments based on market conditions [3] - The company is committed to enhancing operational quality and creating more value for minority shareholders [3]