道森股份(603800) - 2024年1月投资者关系活动记录表

Financial Performance - The company expects a net profit attributable to shareholders for 2023 to be between 185 million and 225 million CNY, representing a year-on-year increase of approximately 73.80% to 111.37% [3] - The net profit after deducting non-recurring gains and losses is projected to be between 125 million and 150 million CNY, with a year-on-year increase of about 41.56% to 69.87% [3] - The increase in performance is primarily due to the significant rise in revenue and profit from the subsidiary Hongtian Technology, which saw increased shipments during the reporting period [3] Strategic Initiatives - The company plans to enhance its overseas business development, having already secured formal orders from multiple overseas clients [4] - It aims to improve the production capacity of consumables to continuously contribute to performance and cash flow [4] - The company is focused on capturing incremental orders from domestic clients to increase market share [4] Equipment Development - The first vacuum magnetron sputtering evaporation composite coating machine has been assembled and is currently in the debugging phase [4] - The experience gained from debugging the sputtering coating machine is expected to positively influence the debugging of the composite coating machine [4] Equity Acquisition Plans - The company intends to continue increasing its stake in Hongtian Technology, with specific progress to be announced in future disclosures [4] - A capital increase of 15 million CNY for Suzhou Daniu New Energy Technology Co., Ltd. will result in a 15% equity stake, while a 37.5 million CNY investment will establish a joint venture with Anhui Ruisiwei Intelligent Technology Co., Ltd. [5] - The joint venture will focus on R&D and application of intelligent visual inspection equipment in semiconductor, optical, and new energy fields [5] Future Vision - The company aims to become an "internationally leading high-end equipment platform manufacturer" by adhering to principles of integrity and dedication [6] - Investors are advised to be cautious of investment risks as the company’s forecasts and strategic plans do not constitute guarantees of future performance [6]