Group 1: Company Overview and Market Trends - The company is actively responding to national policies promoting equipment upgrades, which are expected to sustain demand for compressors in 2025 [2] - In 2024, the company increased R&D investment, enhancing the competitiveness of oil-free screw compressors and screw vacuum pumps, with sales showing a steady upward trend [2] - The company has successfully entered high-end markets such as semiconductors and new energy, with dry vacuum pumps achieving their first shipments [2] Group 2: Domestic Replacement and Export Business - The company has made significant progress in domestic replacement, with products being recognized in key industries like medical and electronics, further driving demand for compressors and vacuum pumps [2] - In 2024, overseas revenue grew by 18.22% year-on-year, with a focus on expanding markets in Southeast Asia [3] Group 3: Profitability and Future Outlook - The company maintains stable gross margins due to a strong R&D team, effective customer development, and cost control measures [3] - Management is optimistic about 2025, planning to continue innovation in high-end models and expand product lines while optimizing sales channels [3]
东亚机械(301028) - 301028东亚机械投资者关系管理信息20250507