美埃科技(688376) - 投资者关系活动记录

Financial Performance - In the first half of 2024, the company achieved operating revenue of 757.98 million yuan, a year-on-year increase of 16.17% [3] - The net profit attributable to shareholders was 92.88 million yuan, up 20.64% year-on-year [3] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 85.76 million yuan, reflecting a growth of 27.08% [3] - The basic earnings per share for the half-year was 0.69 yuan, with a weighted average return on equity of 5.53% [3] Market Expansion - The company is actively expanding its overseas market, with overseas orders accounting for approximately 15% of total sales [4] - Key overseas markets include Southeast Asia (especially Malaysia, Singapore, and Thailand), as well as Europe, South Asia, and the Middle East [4] - The company plans to strengthen its sales presence in North America and enhance its operations in Europe and the Middle East [4] Industry Trends - The domestic semiconductor industry is under pressure due to geopolitical tensions, prompting a shift towards domestic supply chain integration [3] - There is a growing consensus in the industry regarding the need for domestic substitution, with many companies beginning to develop high-standard chip and semiconductor material facilities [3] Revenue Drivers - Revenue from consumables accounted for approximately 30% of total revenue in the first half of 2024 [4] - If the proportion of consumables revenue exceeds 50%, the impact of cyclical fluctuations in downstream industries on the company's consolidated financial statements will be limited [4] Gross Margin Outlook - The overall gross margin is expected to trend upwards, driven by an increasing share of consumable products, which are projected to have a gross margin exceeding 30% [5] - The gross margin for equipment is estimated to be between 15% and 20% [5] - An increase in overseas revenue, which typically has a higher gross margin than domestic sales, is also anticipated to contribute to the overall improvement in gross margin [5]