HGTECH(SZ:000988)2024-08-18 09:22Group 1: Financial Performance - The company achieved a consolidated revenue of 5.2 billion yuan, a year-on-year increase of 3.51% [6] - The net profit attributable to shareholders was 625 million yuan, reflecting a year-on-year growth of 7.4% [6] - The overall gross margin for the first half of the year was 23.44%, an increase of 0.64 percentage points compared to the previous year [6] Group 2: Research and Development - R&D investment reached 385 million yuan, a year-on-year increase of 28.18%, accounting for 6.69% of revenue, up 0.99 percentage points [6] - The company emphasizes innovation and talent acquisition as key to its development strategy [8] Group 3: Business Segments - The sensing business generated 1.844 billion yuan in revenue, a year-on-year increase of 11.38%, with sensor sales reaching 1.644 billion yuan [7] - The optical connectivity business reported revenue of 1.595 billion yuan, a decrease of 13% due to a decline in demand related to 5G construction [7] - The laser + intelligent manufacturing segment achieved sales of 1.727 billion yuan, a year-on-year increase of 17.24% [7] Group 4: Global Expansion - The company is actively expanding its global operations, with new factories in Vietnam and Thailand now operational [6] - The sensing business's export sales increased by 27% year-on-year, with significant growth in Southeast Asia and Europe [9] - The optical connectivity business is focusing on North America, with successful product launches and partnerships with major clients [10] Group 5: Strategic Focus - The company is concentrating on three core areas: sensing, optical connectivity, and laser + intelligent manufacturing, targeting markets such as new energy vehicles and AI [8] - It aims to enhance its international market presence and improve operational capabilities across various dimensions [9] - The company plans to continue investing in R&D and talent to support its strategic goals [8]