富创精密(688409) - 投资者关系活动记录表（2024年7月23日-24日）

Group 1: Financial Performance - The company expects to achieve a revenue of 1.48 billion to 1.53 billion CNY in the first half of 2024, representing a year-on-year growth of 78% to 84% [2] - The net profit attributable to the parent company is projected to be 105 million to 125 million CNY, with a year-on-year increase of 316% to 396% [2] Group 2: Order Situation - Orders in the first half of 2024 have doubled year-on-year, with continuous growth observed from Q1 to Q2 [2] - The company anticipates that the order growth trend will continue in the second half of the year due to sufficient backlog and downstream industry demand [2] Group 3: Market Outlook - The global semiconductor manufacturing equipment sales are expected to reach a record high of 128 billion USD in 2025, indicating ongoing industry growth [3] - The company has maintained stable and friendly relationships with overseas major clients since becoming a qualified supplier in 2011 [3] Group 4: Production and Profitability Enhancement - The Singapore factory is under construction and is expected to invite target customers for inspection in the second half of 2024, which will enhance cooperation with overseas clients [4] - The company plans to optimize processes, expand market scale, and increase the market share of advanced process products to improve overall profit levels [4] Group 5: Competitive Barriers - The company faces several barriers in the precision component industry, including certification barriers, customer barriers, technical barriers, and capital investment barriers [5][6] - The company has established a strong customer resource base, including both international and domestic semiconductor equipment manufacturers [5] Group 6: Acquisition Progress - The acquisition of Beijing Yisheng Precision Semiconductor Co., Ltd. is still undergoing auditing and evaluation, with further decisions pending [6] - The valuation of the acquisition will consider the company's strategic importance and technological advantages, not solely based on past profitability [7] Group 7: Payment Structure - The acquisition will be fully paid in cash to protect the interests of minority shareholders, with 50% paid upon share transfer and the remaining 50% after a three-year performance commitment period [8]