国林科技(300786) - 国林科技调研活动信息（更正版）(2)

Group 1: Company Performance Overview - In 2022, the company achieved revenue of 293 million, a year-on-year decline of 40.95%, with a net profit attributable to shareholders of 18 million [1] - The decline in performance was primarily due to project delays caused by the pandemic and increased costs associated with the乙醛酸 project [1] - In Q1 2023, revenue reached 66.12 million, showing a slight year-on-year increase, but net profit dropped by 64% to 1.5 million, impacted by ongoing project developments [2] Group 2: Business Development and Future Outlook - The company is actively ramping up production capacity for the乙醛酸 project, with expectations to reach 50% capacity after adjustments [2] - The traditional ozone business is seeing a monthly increase in contract signings, indicating positive growth trends [2] - The semiconductor business is in discussions with leading manufacturers to advance product validation, with optimistic growth projections for 2023 as new business lines stabilize [2][3] Group 3: Market Dynamics and Opportunities - The semiconductor ozone cleaning equipment market is expected to grow due to increased domestic demand following international supply restrictions [3] - Despite potential short-term declines in the overall semiconductor market, the demand for ozone equipment is anticipated to remain strong due to low current penetration rates and rising efficiency requirements in semiconductor processes [3]