Group 1: Company Overview and Market Context - The company is actively responding to national policies promoting equipment upgrades, which are expected to boost compressor demand due to specific subsidy policies introduced in early 2025 [2] - In the first half of 2024, the company's R&D investment increased by 28.78% year-on-year, focusing on product iteration and upgrades to replace outdated equipment [2] Group 2: Product Development and Sales Performance - The company has enhanced the competitiveness of its oil-free screw compressors and screw vacuum pumps, maintaining steady sales growth in 2024, particularly in the semiconductor and new energy sectors [2] - The company has successfully launched its first dry vacuum pump products for high-end industries, further expanding its product line [2] - Centrifugal compressors have completed phase application tests, with new models introduced in early 2024, and the company plans to accelerate market introduction [2] Group 3: Domestic Substitution Progress - The company has made significant advancements in domestic substitution capabilities, achieving better market penetration in key industries such as medical, electronics, and semiconductors [2] - Recognition from major companies in various industries has solidified the company's position in the domestic substitution process, which is expected to further increase demand for compressors and vacuum pumps [2] Group 4: Future Planning and Shareholder Returns - The company has a structured commercial plan for 2025, focusing on product segmentation and strict adherence to targets to enhance shareholder value [3] - The company has consistently provided cash dividends since its listing and plans to continue prioritizing core business operations while responding to shareholder return expectations [3]
东亚机械(301028) - 301028东亚机械投资者关系管理信息20250117