Group 1: Company Performance - The company achieved a revenue of 769.5154 million yuan in the first three quarters of 2024, with a net profit attributable to shareholders of 69.4683 million yuan, representing a year-on-year growth of 23.68% [3] - The company's net profit after deducting non-recurring gains and losses was 63.1922 million yuan, showing a year-on-year increase of 30.50% [3] - Continuous optimization of business layout and strengthening of cost control have contributed to the company's stable development [3] Group 2: Product and Market Insights - The company’s subsidiary, Xinghaiwei, is advancing the development of lithium battery composite current collector winding coating equipment as planned [3] - Future growth drivers for the company include Mini LED equipment and semiconductor equipment, with a commitment to enhancing technological capabilities and R&D efforts [3][4] - The company anticipates a significant downward trend in Mini LED costs due to improvements in manufacturing levels and economies of scale [4] Group 3: R&D and Investment - R&D expenses accounted for 8.70% of the company's revenue as of the end of the third quarter, an increase of 0.84 percentage points compared to the same period last year [4] - The company is actively monitoring market conditions and policy directions for potential mergers and acquisitions, ensuring compliance with disclosure obligations if such plans arise [5] Group 4: Future Development Plans - The company aims to deepen its business layout based on market demand and customer requirements, continuously enhancing technical strength and manufacturing processes [5] - There is a focus on enriching and optimizing the existing product matrix to provide comprehensive product services, ensuring sustainable high-quality development [5]
新益昌(688383) - 深圳新益昌科技股份有限公司投资者关系活动记录表(2024-003)