晶盛机电(300316) - 晶盛机电投资者关系管理信息

Group 1: Semiconductor Equipment Business - The company has achieved breakthroughs in the domestic production of 8-12 inch semiconductor equipment, leading to mass sales and high recognition from downstream customers, with a leading market share in domestic semiconductor crystal growth equipment [1] - The company has developed various equipment for power semiconductors, including 6-8 inch silicon carbide growth equipment and has innovatively launched dual-wafer silicon carbide epitaxy equipment to significantly enhance epitaxy capacity [1] - The company has successfully expanded its market for 12-inch silicon thinning and epitaxy equipment, achieving sales and expanding its customer base [2] Group 2: Photovoltaic Equipment Products - The company offers a comprehensive range of photovoltaic equipment covering silicon wafer, battery, and module segments, providing complete line solutions for customers [2] - The company has developed various battery process equipment, including tube PECVD, LPCVD, diffusion, and cleaning equipment, and has successfully exported differentiated battery equipment [2] - The innovative silver-reducing module equipment has significantly lowered silver consumption, thereby reducing module costs and achieving good results in customer mass production tests [3] Group 3: Material Business - The company is actively developing new materials in the semiconductor field, leveraging its years of experience in crystal material growth and processing technology [3] - The demand for 8-inch silicon carbide substrates is rapidly increasing, and the company is expanding its production capacity while also targeting overseas customers [3] - The company has enhanced its production capabilities for quartz crucibles and tungsten wire, leading to increased market share and improved product consistency [4] Group 4: Financial Performance and Orders - For the first three quarters of 2024, the company reported revenue of 14.478 billion yuan and a net profit of 2.960 billion yuan [4] - As of December 31, 2023, the company had unfulfilled contracts totaling 28.258 billion yuan, with 3.274 billion yuan related to semiconductor equipment [4] - The company focuses on large, financially stable customers and implements strict credit management to mitigate order fulfillment risks [4] Group 5: Future Development Strategy - The company will continue to implement its strategy of "advanced materials, advanced equipment," enhancing innovation in photovoltaic equipment and accelerating the domestic substitution of semiconductor equipment [4]