Skyverse Technology (SH:688361)2024-09-02 09:54Financial Performance - In the first half of 2024, the company's operating revenue reached 464 million CNY, representing a year-on-year growth of approximately 27% [2] - The company is confident in maintaining steady growth for the full year, supported by a comprehensive product layout and deep cooperation with domestic clients [2] - New orders signed in the first half of 2024 showed significant year-on-year growth, indicating a strong order backlog [2] Revenue and Order Structure - Over 50% of the company's revenue comes from testing equipment, with a notable increase in the proportion of advanced packaging revenue compared to previous years [3] - The company's order structure remains consistent with historical trends, with a high percentage of orders related to cutting-edge processes [3] - The overall gross margin has been affected by changes in accounting policies and revenue structure, but is expected to recover to normal levels based on current order composition [3] Research and Development - The company is focusing on expanding its range of equipment and upgrading existing products to more advanced processes [4] - Significant R&D investments were made in three key devices in the first half of 2024, particularly in bright field and dark field equipment [4] - The company anticipates a slowdown in R&D spending growth as project progress stabilizes and product layout improves [4] Product Development and Market Applications - The bright field nano-pattern wafer defect detection equipment has begun small-scale shipments, with positive feedback from leading domestic clients [5] - The dark field nano-pattern wafer defect detection equipment has also achieved shipments, benefiting from the company's long-term technological accumulation [5] - The company has successfully validated multiple series of products in the HBM technology field, leading to significant orders [5] Shareholder Activity - The company is closely monitoring the shareholding reduction of existing shareholders, with a stable reduction pace observed recently [5] - Communication mechanisms with shareholders have been established to ensure orderly exits over a longer period [5]