HC SEMITEK(SZ:300323)2025-03-27 11:32Financial Performance - In 2024, BOE achieved a revenue of 4.126 billion yuan, representing a year-on-year increase of 42.11% [3] - The gross profit margin improved by 6.89% [3] - Despite a significant net profit loss due to historical inventory handling in Q4 2024, the net profit showed a trend of improvement quarter by quarter [3] Production Capacity and Efficiency - The company's production capacity utilization rate remains high during normal production cycles [4] - Measures to address ongoing net profit losses include increasing production capacity investment, optimizing production layout, and enhancing operational efficiency [4] Product Development and Innovation - The AI glasses business is progressing with close technical collaboration with key industry clients, currently in the performance and yield enhancement phase [5] - The Micro LED project has successfully launched products in October 2024, with a production capacity target of 1,000 sets (RGB) per month and 2,500,000 pixel devices (MPD) per month by 2025 [6] Strategic Focus and Future Outlook - In 2025, the company aims to balance scale and profit by optimizing operational efficiency and maintaining financial health [7] - The strategy includes a focus on high-quality development, product structure optimization, and enhanced supply chain collaboration [8]