Zhejiang Jiemei Electronic And Technology (SZ:002859)2024-12-05 10:13Group 1: Company Overview - The company achieved total operating revenue of 134,158.63 million yuan in the first three quarters of 2024, representing a year-on-year growth of 19.08% [2] - The net profit attributable to shareholders was 17,716.27 million yuan, with a year-on-year increase of 2.73% [2] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 17,400.77 million yuan, reflecting a year-on-year growth of 1.82% [2] Group 2: Production Capacity - The current annual production capacity of release film is 400 million square meters, with 300 million square meters from the Anji base and 100 million square meters from the Zhaoqing base [2] - The Zhaoqing base has a total planned production capacity of 200 million square meters, with an additional 100 million square meters to be added based on customer demand [2] - The Tianjin base is planning an annual production capacity of 480 million square meters, currently in the construction and equipment reservation phase [2] Group 3: Research and Development - The company has increased R&D investment to enhance core competitiveness and profitability, which may have a short-term impact on profits but is deemed necessary for long-term growth [2] - The company operates two major R&D centers: Anji R&D Center focusing on electronic chemical technology, polymer materials, and coating technology, and Shanghai Innovation Center for cutting-edge technology research [4] - The company has accumulated multiple core technologies and applied for several domestic and international patents [4] Group 4: Strategic Development - The company aims to gradually achieve mid-to-high-end product positioning in the release film sector through integrated industrial chain strategies [4] - It is also focusing on opportunities within the electronic information industry, particularly in packaging materials for electronic components and semiconductor materials, utilizing both organic growth and acquisitions as effective development paths [4]