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国光电气(688776) - 688776-国光电气投资者调研活动记录(2024-008)

Group 1: Financial Performance - The company achieved a revenue of 351 million CNY in the first half of 2024, an increase of 14.37% compared to the previous year [1] - Net profit attributable to shareholders reached 50.93 million CNY, up 7.03% year-on-year [1] - The company's revenue decreased by 19.80% in the first half of 2024, primarily due to a decline in income from nuclear industrial equipment and components [3] Group 2: Research and Development - R&D investment in the first half of 2024 amounted to 21.09 million CNY, a year-on-year increase of 6.23%, representing 6.01% of total revenue [2] - The company has a highly qualified R&D team with 211 professionals, accounting for 22.16% of the total workforce [2] - The company has obtained a total of 121 domestic patent authorizations and 4 software copyrights [2] Group 3: Technological Advancements - The company has made significant technological breakthroughs in the nuclear industrial equipment sector, achieving domestic production of key devices and components [3] - A joint project with the Southwest Institute of Physics on "High Sensitivity Leak Detection Technology for Fusion Reactor Components" won the first prize in the Sichuan Provincial Science and Technology Progress Award [3] - The company’s technology has reached international standards, establishing a competitive edge in the nuclear fusion leak detection field [4] Group 4: Market Strategy and Future Plans - The company aims to enhance its market competitiveness by focusing on the development of specialized products in the fields of vacuum and microwave technology [2] - Future plans include advancing the civil nuclear qualification certification process and conducting market research to expand market reach [4] - The company is committed to continuous innovation and adapting to market demands to drive growth [2]