Workflow
东亚机械(301028) - 301028东亚机械投资者关系管理信息20250826

Group 1: Company Performance and Product Development - The company increased R&D investment in 2024, upgrading products like oil-free screw compressors and screw vacuum pumps, maintaining steady sales growth in these categories [2] - The centrifugal compressor models completed phase application tests in 2024, with expectations for increased shipments in 2025 [2] - The company has successfully launched its first dry vacuum pump products for the semiconductor industry, with performance improvements expected in the second half of 2025 [2] Group 2: Domestic Market and Localization - The company has achieved significant progress in domestic substitution, with products being adopted in key industries such as medical, electronics, and semiconductors [2] - Major clients in the electronics sector, including Dabo Medical and Farah Electronics, have recognized the company's products, leading to repeat purchases [2] - The company has established a strong reputation in Taiwan's PCB industry, further enhancing its domestic substitution efforts [2] Group 3: International Expansion and Revenue Growth - The company exports primarily to Southeast Asian countries, with overseas revenue increasing by 18.22% year-on-year in 2024 [3] - Plans for 2025 include expanding sales channels in Southeast Asia, leveraging the Belt and Road Initiative to enhance international sales networks [3] Group 4: Future Outlook and Strategic Initiatives - The management remains optimistic about 2025, focusing on high-end product development and expanding product lines [3] - A new factory is expected to be completed in 2026, which will support the company's growth and operational strategies [3] - The company aims to adapt its business strategies based on market conditions and engage in emerging industries to enhance shareholder value [3]