晶盛机电(300316) - 300316晶盛机电投资者关系管理信息20250513

Group 1: Company Overview and Strategy - The company maintains a dual-engine strategy focusing on advanced materials and advanced equipment, fostering a synergistic industrial layout [4][10][11] - The main business products include semiconductor equipment, semiconductor substrate materials, and semiconductor consumables and components [4][11][16] Group 2: Financial Performance - In 2024, the revenue from "Equipment and Services" was CNY 13.363 billion, while "Materials" revenue was CNY 3.346 billion [3][11] - As of December 31, 2024, the company had unfulfilled contracts for integrated circuits and compound semiconductor equipment exceeding CNY 3.3 billion (including tax) [6][11][15] Group 3: Market Position and Product Development - The company’s 6-8 inch silicon carbide substrate technology and scale are among the best in China, with core parameters reaching industry-leading levels [1][2] - The company is actively developing optical-grade silicon carbide materials, having mastered stable processes for 8-inch optical-grade silicon carbide crystals [1][2] Group 4: Challenges and Risk Management - The photovoltaic industry is facing short-term supply-demand mismatches, leading to intensified competition and price declines [7][12] - The company emphasizes strict customer credit management and prudent contract practices to mitigate order fulfillment risks [7][12] Group 5: Shareholder Engagement and Stock Management - Since 2022, the company has conducted two share buybacks, utilizing CNY 199.25 million to repurchase 3,926,374 shares [7][16] - The company is committed to market value management and aims for sustainable development despite stock price fluctuations [14][16]