逸飞激光(688646) - 投资者关系活动记录表-(2024.12.12-12.17)

Group 1: Financial Performance - The company's contract liabilities increased to 320 million CNY, a growth of 73.22% compared to the end of the previous year, indicating a strong order backlog [2] - The net profit margin for the first three quarters of 2024 was 11.38%, with plans to enhance product competitiveness through technological innovation and cost control [4] Group 2: Business Development - New Ju Li's overall operations are stable, with sufficient order reserves, and both parties are accelerating resource integration to positively impact performance [4] - The semiconductor business of New Ju Li has launched an AMHS system, with a projected global market size of 3.92 billion USD by 2025, growing at a compound annual growth rate of 24% from 2015 to 2022 [4] Group 3: Capacity and Expansion Plans - The current capacity utilization rate is high, with the second phase of Yifei Intelligent and Jiangsu Yifei officially in operation, and further capacity expansion will be based on actual orders and market demand [7] Group 4: Risk Considerations - The company warns that any forecasts regarding industry trends or strategic plans should not be interpreted as commitments or guarantees regarding future performance [8]