JHT(SH:603061)2023-11-02 08:31Financial Performance - In the first three quarters of 2023, the company achieved operating revenue of ¥268,666,678.07, a decrease of 20.99% compared to the same period last year [3] - The net profit attributable to shareholders was ¥52,719,545.53, down 57.16% year-on-year [3] - The decline in performance is attributed to macroeconomic conditions and industry cycles [3] Product and Market Insights - The company's main business focuses on the R&D, production, and sales of integrated circuit testing and sorting machines, serving semiconductor packaging testing companies, testing foundries, IDM manufacturers, and chip design companies [3] - The product structure remained stable, with EXCEED-6000 and 8000 series products being the primary revenue contributors, while other series saw a slight increase in revenue share [4] - Domestic revenue accounted for approximately 80%, while overseas revenue made up about 20% of total operating revenue [4] Gross Margin and Pricing Strategy - The gross margin for the third quarter showed a slight increase, influenced by product structure and specific configurations [4] - Generally, the EXCEED-8000 series has a slightly higher gross margin compared to the EXCEED-6000 series, but the overall difference is minimal [5] - The gross margin for overseas sales is slightly higher than that for domestic sales due to higher performance requirements from international clients [5] R&D and Product Development - The company has been focusing on upgrading existing products and plans to introduce new products based on market demand [5] - The EXCEED-9000 series has been launched as an upgrade to the EXCEED-6000 and 8000 series, with the EXCEED-9800 series targeting three-temperature testing needs [5] Risk Warning - The report includes a risk warning regarding investment risks, indicating that the information does not constitute a commitment from the company or its management regarding industry trends or performance forecasts [6]