晶盛机电(300316) - 300316晶盛机电投资者关系管理信息20250422

Financial Performance - The company achieved a revenue of CNY 1,757,661.27 million and a net profit of CNY 250,973.00 million for the reporting period [1] Semiconductor Equipment Progress - The company accelerated the domestic substitution of semiconductor equipment, successfully developing and selling 12-inch dry-in-dry-out edge grinding machines and 12-inch thinning polishing machines [1][2] - The company has developed 8-inch single and double wafer silicon carbide epitaxy equipment, significantly improving production capacity and reducing costs [2] Semiconductor Substrate Materials - The demand for conductive silicon carbide materials, especially 8-inch substrates, has rapidly increased due to the growth of the new energy vehicle market [3][7] - The company is expanding its production capacity for 8-inch silicon carbide substrates and actively developing optical-grade silicon carbide materials [3][4] Semiconductor Consumables and Components - The company has improved the efficiency of quartz crucible production through automation and innovation, increasing market share [5][6] - The subsidiary, Jinghong Precision, has developed core manufacturing capabilities for semiconductor components, focusing on domestic production [6] Customer Base and Risk Management - The company has established a strong reputation among high-end clients in the semiconductor and photovoltaic industries, including TCL Zhonghuan and Jinko Solar [8] - The company maintains a good order execution rate with major clients and implements strict credit management to mitigate risks [8] Future Development Strategy - The company aims to become a leading supplier in semiconductor materials and equipment, focusing on technological innovation and industry chain collaboration [8]