华亚智能(003043) - 003043华亚智能投资者关系管理信息20250516

Group 1: Financial Performance - The company's revenue in 2024 is expected to grow by 36.07%, driven by maintaining strong communication with existing clients and enhancing delivery capabilities [4] - In 2024, the semiconductor revenue is projected to exceed 50% of total revenue, while the new energy sector is expected to account for over 20% [2][3] - For Q1 2025, semiconductor revenue is anticipated to exceed 60%, with new energy maintaining around 20% [2][3] Group 2: Business Development and Strategy - The company plans to focus on the semiconductor sector while also developing high-precision metal components and expanding into new markets [4][5] - Future growth points include increasing domestic market investment in semiconductor equipment maintenance and accelerating the production of dry electrode rolling equipment [5][6] - The company aims to explore new applications in artificial intelligence and expand its presence in the international market, particularly in semiconductor client needs [6][13] Group 3: Research and Development - R&D expenses are projected to increase by 50.20% in 2024, focusing on projects that enhance production efficiency and product competitiveness [5][10] - Key R&D projects include improvements in manufacturing processes and the development of new products in semiconductor equipment [10][11] Group 4: Market Expansion and Risk Management - In 2024, the company's export sales reached 26,610.07 million yuan, accounting for 42.42% of total revenue, with a year-on-year growth of 15.76% [12] - The company is actively exploring international cooperation models to meet the needs of foreign clients, particularly in the semiconductor sector [12][13] - The sponsor institution will assist in evaluating market and technical risks during business expansion to ensure sustainable development [5]