Group 1: Financial Performance - In Q1 2024, the company achieved a revenue of 750.52 million yuan, representing a year-on-year growth of 149.08% [2] - The net profit attributable to shareholders was 63.60 million yuan, with a year-on-year increase of 21.49% [2] Group 2: Industry Development - The PCB industry is expected to return to a growth trajectory in 2024, with an estimated growth rate of 5% [2] - The compound annual growth rate (CAGR) for the PCB industry from 2023 to 2028 is projected to be 5.4% [2] Group 3: Core Competitiveness - The company focuses on the PCB industry, utilizing multiple core technologies to create a comprehensive product matrix across different segments [3] - Continuous innovation in business development models enhances customer service capabilities and strengthens the company's competitive edge [3] Group 4: New Product Development - In 2023, the company completed the R&D of new products such as the laminating system and online double-sided optical inspection machine, expanding its coverage of key processes [3] - The introduction of new products aims to provide comprehensive one-stop solutions for the PCB industry [3] Group 5: Overseas Market Expansion - The company is actively expanding into overseas markets, particularly in Southeast Asia, with several projects entering the equipment evaluation stage [3] - Collaborations with multiple PCB companies in Southeast Asia are expected to significantly increase overseas sales [3] Group 6: IC Packaging Substrate Progress - The company has developed high-speed drilling machines for IC packaging substrates, gaining recognition from leading domestic clients [4] - The R&D efforts focus on advanced packaging solutions, including small diameter drilling and high-precision component grooves [4]
大族数控(301200) - 2024年6月4日投资者关系活动记录表