Group 1: Company Performance and Strategy - The company's gross margin is steadily recovering due to an experienced R&D team, improved competitiveness of high-end products, and stable sales growth of these products [2] - The company has enhanced its distributor team and increased the number of major clients, contributing to the growth in gross margin [2] - Cost control measures include strengthening internal management, establishing long-term partnerships with key suppliers, and improving automation and integrated production capabilities [2] Group 2: Market Opportunities and Product Development - The national push for equipment upgrades in 2024 is expected to boost demand for air compressors and vacuum pumps, which the company is capitalizing on through increased R&D investment [2] - R&D investment increased by 28.78% year-on-year in the first half of 2024, focusing on product iteration and upgrades to replace outdated equipment [2] - The company has upgraded its oil-free screw compressors and screw vacuum pumps, maintaining steady sales growth in the first three quarters of 2024, particularly in the semiconductor and new energy sectors [3] Group 3: Domestic Substitution and Market Recognition - The company has made significant progress in domestic substitution, achieving better market penetration in key industries such as medical, electronics, and semiconductors [3] - Major clients like Dabo Medical and Farah Electronics have recognized the company's capabilities in domestic substitution, further solidifying its market position [3] Group 4: Shareholder Returns and Future Outlook - The company has consistently provided cash dividends since its listing and plans to continue focusing on core business operations to enhance shareholder returns [3] - The controlling shareholder has committed to not reducing their stake and currently has no plans for share sell-off [3]
东亚机械(301028) - 301028东亚机械投资者关系管理信息20250103