弘亚数控(002833) - 2020年9月9日投资者关系活动记录表

Financial Performance - In the first half of 2020, the company's operating revenue was 730 million CNY, an increase of 11.04% year-on-year, with domestic revenue growing by 16% and overseas revenue declining by 1.5% [2] - In Q2 2020, the revenue reached 431 million CNY, representing a year-on-year growth of 19.24%, while the net profit attributable to shareholders was 99 million CNY, up by 9.32% [3] Profitability Metrics - The gross profit margin decreased in the first half of 2020 due to increased costs from model upgrades and price reductions [3] - The decline in gross profit margin was also attributed to the impact of the pandemic on certain products, leading to a significant drop in the gross margin of processing centers and components [3] Market and Competitive Landscape - The company faces a technological gap with foreign competitors, particularly in high-end, high-speed, and large-scale flexible processing equipment [3] - Laser edge banding technology offers aesthetic advantages but comes with high equipment costs and shorter lifespan, making it less mainstream [3] Order and Production Outlook - The current order situation is robust, with some hot-selling products experiencing longer production lead times [3] - A new project by Master Intelligent Company is expected to commence production in October 2020, with steady annual capacity growth anticipated [3]