生益电子(688183) - 生益电子投资者关系活动记录

Group 1: Company Overview - The company, Shengyi Electronics, reported a revenue of 3.179 billion yuan for the first three quarters of 2024, representing a year-on-year growth of 32.97% [2] - The net profit for the same period was 187 million yuan, marking a turnaround from a loss to profitability [2] Group 2: Performance Drivers - The increase in revenue and profit is attributed to the optimization of product structure and the expansion of business areas, driven by rising market demand for high-layer, high-precision, high-density, and high-reliability printed circuit boards [2] - The company's gross profit growth significantly contributed to the improvement in net profit [2] Group 3: R&D Investment - Shengyi Electronics increased its R&D investment to 199 million yuan in the first three quarters of 2024, a year-on-year increase of 41.69% [2] - R&D expenditure accounted for 6.26% of revenue, an increase of 0.39 percentage points compared to the previous year [2] - The main focus areas for R&D include communication networks, computers/servers, and automotive electronics [2]