公司 2024 年有哪些新产品推出？预计哪些产品可以在未来 2 至 3 年贡献成长 力量？ Q&A 2024 年，公司继续加大研发力度，自主研发并推出了十余款新产品和新工艺， 包括 flowable CVD、PECVD Bionica、PECVD Super DON Stack、PECVD a CHM、ALD SICO、ALD SIN 等薄膜沉积设备，以及应用 于 3D 集成领域的先进键合设备和配套量检测设备，包括晶圆对晶圆混合键合、 晶圆对晶圆熔融键合设备、芯片对晶圆键合预处理设备、芯片对晶圆混合键合 设备以及键合套准精度量测和键合强度检测设备。这些新产品已经实现大量出 货，预计将在未来两到三年内为公司贡献明显的成长动力。 公司 2024 年营业收入大幅增长的原因是什么？ 公司 2024 年营业收入同比增长 51.70%，主要原因是公司持续拓展产品布局， 加快产品迭代并推出具有市场竞争力的新产品，业务规模不断扩大。PECVD 系 列作为公司的核心产品，保持竞争优势，扩大量产规模，销售收入创历史新高。 ALD 系列凭借国内工艺覆盖率领先的优势，多款新工艺设备获得重复订单并出 货，持续扩大量产规模。HDP CV ...

Company Performance - In 2024, the company achieved a revenue of approximately 4.103 billion, representing a year-on-year growth of 51.7% [1] - The net profit attributable to shareholders was 688 million, with a year-on-year increase of 3.86% [1] - However, in the first quarter of this year, the company reported a net loss of 147 million, attributed to high costs associated with new products and processes [1] Order Backlog and Market Outlook - The company has a robust order backlog, with an order amount of approximately 9.4 billion as of the end of 2024, indicating a healthy operational trend for 2025 [1] - The main products include thin film deposition equipment and advanced bonding equipment for 3D integration [1] Industry Position and Competition - The thin film deposition equipment industry is characterized by monopolistic competition, dominated by international giants such as Applied Materials, Lam Research, and Tokyo Electron, which hold about 70% of the CVD market [2] - The company has established a significant first-mover advantage in the domestic semiconductor equipment industry through its technological accumulation and rapid development [2] Research and Development - In 2023, the company's R&D investment reached 756 million, and in the first quarter of this year, it totaled 157 million, accounting for 22.38% of revenue, one of the highest among domestic semiconductor equipment companies [3] - The company launched over 10 new products/processes in 2024, including various thin film deposition equipment and advanced bonding equipment for 3D integration [3] International Expansion - The company's revenue is primarily sourced from mainland China, but it has established subsidiaries in Japan and Singapore to facilitate overseas market expansion [4] - The company plans to actively seek opportunities in overseas markets to continue its growth trajectory [4]

多种薄膜新工艺设备实现批量出货，关键材料持续突破。 公司拓展了芯片沟槽填充用Flowable CVD设 备，多台通过客户验证；基于新平台、新反应腔的PECVD Stack（ONO叠层）、ACHM等先进工艺设备 实现了大批量出货，通过客户验证；ALD SiCO、SiN、AlN等工艺设备实现大批量出货。目前公司推出 的PECVD、ALD、SACVD、HDPCVD及Flowable CVD薄膜设备可以支撑全部介质薄膜材料的约100多 种工艺应用。 点击招商研究小程序查看PDF报告原文 拓荆科技发布2024年报，24Q4利润快速释放，在手订单同比高增长。公司多种薄膜新工艺设备实现批 量出货，3D IC领域混合键合设备获得重复订单。 24Q4利润快速释放，在手订单同比高增长。 1）2024全年： 公司收入41亿元，同比+51.7%；归母净利 润6.88亿元，同比+3.86%；扣非净利润3.56亿元，同比+14.1%；截至2024年底，公司在手订单约94亿 元，同比+46.3%； 2）24Q4： 公司收入18.26亿元，同比+82%/环比+81%；毛利率39.3%，同 比-12.8pcts/环比持平，同比承压主要系新品或 ...