晶合集成(688249) - 晶合集成投资者关系活动记录表（2024-007）

Group 1: Financial Performance - The company expects to achieve a revenue of 450,000.00 million yuan in the first half of the year, representing a year-on-year growth of 44.80% to 51.53% [2] - The net profit attributable to shareholders is projected to be between 15,000.00 million yuan and 22,000.00 million yuan, with a year-on-year increase of 443.96% to 604.47% [2] - Key growth drivers include maintaining full capacity utilization, an increase in the proportion of main business revenue from products, and steady progress in R&D for new products [2] Group 2: Product Development - The company has successfully entered mass production of BSI products, which have become the second major product line [2] - The development of 40nm high-voltage products is progressing steadily, with expectations for continued full capacity in the third quarter [2] - The company has produced its first semiconductor photomask and plans to commence mass production in the fourth quarter of this year [3] Group 3: Market Strategy - The company is gradually introducing products into the aftermarket, with some already in the market [3] - There is a commitment to maximize the use of domestic equipment and materials while ensuring operational needs are met, promoting domestic supply chain substitution [4]