GKG(SZ:301338)2024-08-30 09:52Revenue Performance - The company achieved a total revenue of 35,939.14 million yuan, representing a year-on-year growth [1] - Revenue breakdown: - Solder paste printing equipment: 25.05% of total revenue [1] - Packaging equipment: 9,676.97 million yuan, a year-on-year increase of 297.96% [2] - Dispensing equipment: 4,789.72 million yuan, a year-on-year increase of 72.04% [2] - Flexible automation equipment: 1,430.70 million yuan, a year-on-year decrease of 41.23% [2] Gross Margin Analysis - The overall gross margin decreased to 32.29%, down 3.97 percentage points year-on-year [2] - Specific gross margin changes: - Solder paste printing equipment: increased by 1.34 percentage points [2] - Packaging equipment: increased by 3.63 percentage points [2] - The decline in overall gross margin is attributed to changes in product sales structure, with lower-margin packaging equipment growing rapidly [2] Order and Market Trends - The company reported a contract liability of 8,849.23 million yuan, a 64.95% increase from the previous period [3] - The value of goods shipped was 35,313.47 million yuan, up 23.42% from the previous period [3] - Signs of recovery in the downstream market, particularly in the smartphone sector, with a 12% year-on-year increase in global smartphone shipments in Q2 2024 [3] International Strategy and R&D - The company is pursuing a multi-faceted international strategy to enhance global market presence and brand influence [3] - R&D focus on transitioning from single product champions to multiple champions across various fields, with a commitment to customer-driven development [4] - The solder paste printing equipment is positioned as a leading technology in China and advanced internationally, addressing complex printing challenges [4]