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万业企业: 上海万业企业股份有限公司2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-05-09 08:17
Core Viewpoint - The company is focused on enhancing its semiconductor equipment and materials business, leveraging its recent acquisition by a leading technology group to drive growth and innovation in the semiconductor industry. Group 1: Company Overview - The company held its annual shareholder meeting on May 16, 2025, to discuss the 2024 annual report and various proposals for the upcoming year [3][4]. - The board of directors has been actively involved in decision-making, holding seven meetings during the reporting period to address key issues such as financial planning and profit distribution [4][5]. Group 2: Business Performance - The company’s subsidiary, Kaishitong, has made significant advancements in the development of ion implantation machines, achieving notable sales milestones with over 40 units delivered and a total order value of nearly 1.4 billion [8][9]. - Kaishitong has expanded its product offerings, including low-energy and high-energy ion implantation machines, to meet the growing demands of the semiconductor market [7][9]. Group 3: R&D and Innovation - The company has increased its R&D personnel from 157 to 213, marking a growth rate of 35.67%, to enhance its innovation capabilities [15]. - The company has established a comprehensive patent system, with a total of 332 patent applications filed, including 188 invention patents [14]. Group 4: Market Trends and Opportunities - The global semiconductor equipment market is projected to grow, with a forecasted increase in sales of 7.7% to $121.5 billion in 2025, driven by rising demand for advanced manufacturing processes [19][21]. - The company is strategically positioned to capitalize on the growing demand for bismuth materials in the semiconductor industry, with plans to expand its production capabilities [22][23]. Group 5: Future Strategies - The company aims to accelerate the reduction of real estate inventory while leveraging its technology group's resources to cultivate new growth points in semiconductor materials [26]. - Plans include enhancing product development in ion implantation equipment and optimizing the supply chain to ensure stability and quality [27][28].