中天精装(002989) - 002989中天精装投资者关系管理信息20250508

Group 1: Company Overview and Strategic Focus - The company aims to integrate resources in semiconductor ABF substrates, advanced packaging, HBM design and manufacturing, and AI computing infrastructure to strengthen its core competitiveness in the semiconductor field [2][4][8]. - The establishment of Zhejiang Zhongtian Shucan Technology Co., Ltd. is part of the company's strategy to enhance its capabilities in the semiconductor sector [3][4]. Group 2: Financial Performance and Challenges - In 2024, the company experienced a revenue decline of 56.0% and a net loss of 428 million yuan, a year-on-year decrease of 5239.2% [6][11]. - The reduction in accounts receivable financing by 48.75% compared to the previous year is attributed to the recovery of receivables and increased bad debt provisions [6][9]. Group 3: Operational Adjustments and Cash Flow Management - The company has adopted a cautious operational strategy to manage cash flow, focusing on strengthening cash flow management and reducing high-risk project scales [5][6]. - Measures include enhancing cooperation with quality clients and improving accounts receivable recovery to bolster financial stability [5][6]. Group 4: R&D Investment and Future Plans - R&D investment in 2024 was 12.12 million yuan, a decrease of 57.08% year-on-year, primarily due to a significant reduction in the scale of the core business [7][12]. - Future R&D funding will be allocated based on business development needs and strategic positioning [7][12].