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润欣科技(300493) - 2025年5月14日投资者关系活动记录表（2024年度业绩说明会）
300493Fortune Tech(300493)2025-05-14 11:47

Group 1: Financial Performance - In 2024, the company's operating revenue reached 2.596 billion CNY, a growth of 20.16% compared to 2023 [4][12] - The net profit attributable to shareholders was 36.37 million CNY, an increase of 2.07% from 2023 [4][16] - The net profit after deducting non-recurring gains and losses was 34.50 million CNY, up by 10.17% year-on-year [4][16] - The adjusted net profit, excluding stock incentive plan costs, was 50.81 million CNY, reflecting a significant growth of 57.54% compared to 2023 [4][16] Group 2: Market and Industry Insights - The global semiconductor industry is expected to maintain a sales growth of around 15% in 2025, following a recovery and structural growth of 19.1% in 2024 [3][12] - China's integrated circuit production reached 451.4 billion units, with an export value of 1.14 trillion CNY, marking a 37% increase in exports to ASEAN countries [12] - The company is focusing on AI edge computing, automotive electronics, and sensor technologies to enhance its competitive edge in the market [8][12] Group 3: Strategic Initiatives - The company plans to invest in "end-cloud collaboration" technology to develop an "edge intelligent body" ecosystem, targeting smart home and elderly care markets [5][17] - It aims to increase the proportion of sensor chips and discrete devices in its business while balancing regional tariff and exchange rate risks [6][18] - The company is committed to building a supply chain structure that integrates local R&D, regional market hubs, and offshore warehousing to enhance core competitiveness [6][18] Group 4: Cost Control Measures - The company has implemented operational cost control measures, including optimizing logistics and warehousing operations to reduce costs [10][11] - A foreign exchange hedging management system has been established to mitigate exchange rate risks and control financing costs [10] - Procurement management regulations have been put in place to ensure effective risk control in purchasing processes [11]