UNICOMP(688531)2024-11-18 07:37Financial Performance - Revenue for the first three quarters of 2024 reached 5.12 billion yuan, a year-on-year increase of 20.03% [2] - Net profit attributable to shareholders was 1.05 billion yuan, up 30.09% year-on-year [2] - Integrated circuit and electronic manufacturing inspection sector revenue was 2.22 billion yuan, accounting for 43.50% of total revenue, with a 34.64% year-on-year growth [3] - New energy battery inspection sector revenue was 996.8 million yuan, accounting for 19.51% of total revenue, with a 9.12% year-on-year decline [3] - Casting, welding, and material inspection sector revenue was 1.19 billion yuan, accounting for 23.27% of total revenue, with a 21.47% year-on-year growth [3] - Spare parts and other sectors revenue was 594.5 million yuan, accounting for 11.63% of total revenue, with a 35.98% year-on-year growth [3] Business Segments - Integrated circuit inspection equipment revenue reached 451.2 million yuan in the first three quarters of 2024, a 67.07% year-on-year increase [3] - The company's X-ray intelligent inspection equipment is applicable to both liquid and solid-state battery detection [3] - Products have been adopted by major new energy battery manufacturers including CATL, BYD, and EVE Energy [3] - The company is advancing into advanced packaging and testing scenarios, with nano-level open-tube X-ray source prototypes under testing [3] Strategic Development - The company is actively exploring M&A opportunities in the industrial inspection sector [4] - Future plans include investment in advanced inspection equipment or core component manufacturers [4] - The company aims to expand product categories and capture more market segments through strategic acquisitions [4] Market Trends - High market demand in downstream sectors such as consumer electronics, automotive electronics, and server motherboards has driven growth in the integrated circuit and electronic manufacturing inspection sector [3] - The company is closely monitoring development trends and industrial opportunities in the solid-state battery sector [3]