维宏股份(300508) - 维宏股份调研活动信息

Financial Performance - In 2022, the company's revenue was 387 million, a decrease of 14% year-on-year [1] - The net profit attributable to shareholders was approximately 4200 million, a year-on-year increase of 5% for Shanghai, while Nanjing saw a decline of about 70% [1] - For the first quarter of 2023, revenue from Shanghai increased by 15%, while Nanjing's revenue decreased by 25% [2] Industry Analysis - In 2022, the woodworking sector declined by 13%, while the laser sector grew by 52% [1] - The first quarter of 2023 saw laser processing grow nearly 50%, and home decoration increase by about 30%, while lathe systems and engraving declined by approximately 25% and 24% respectively [2] Strategic Initiatives - The company aims to enhance product power coverage and performance, while also developing new products like three-dimensional five-axis systems [2] - Collaboration with domestic laser head manufacturers has been established to improve equipment usability and intelligence [2] - The short-term goal for Nanjing is to enter the first tier of the market within a few years, with a long-term goal of achieving domestic substitution in the mid-to-high-end sector [3] Research and Development - R&D expenses increased by 13.6% year-on-year in 2022, with a focus on improving efficiency and leveraging existing advantages [3] - The peak period for R&D investment has passed, and future efforts will focus on enhancing productivity rather than expanding headcount unless entering new industries [3]