JT(SZ:300400)2024-06-06 13:21Company Overview - Shenzhen Jintuo Automation Equipment Co., Ltd. is listed on the Shenzhen Stock Exchange with the stock code 300400, established in 2004, and has a total construction area of approximately 10,000 square meters across two industrial parks [2]. - The company specializes in three main categories of equipment: electronic assembly equipment, semiconductor specialized equipment, and optoelectronic display equipment [2]. Business Performance - The company has been recognized as a leading enterprise in the electronic thermal processing field and has a significant market share [2]. - The semiconductor specialized equipment segment has achieved key technological breakthroughs, delivering products to approximately 48 customers, including major companies [5]. Financial Insights - In 2023, the company's net profit fluctuated due to external market conditions, with a year-on-year decline in electronic assembly equipment sales revenue. However, the optical display business saw a significant increase in revenue, leading to a 2.42 percentage point decrease in overall gross margin [5]. - R&D investment for 2023 was 51.08 million yuan, accounting for 7.09% of total revenue, an increase of 1.51 percentage points from the previous year [4]. Product Development and Market Strategy - The company plans to enhance its product lines with a focus on high-margin products through R&D innovation and product upgrades [4]. - Future R&D efforts will emphasize autonomous innovation, aiming to maintain a competitive edge in electronic assembly, optoelectronic display, and semiconductor sectors [4]. Market Outlook - The demand for optoelectronic display equipment is expected to grow due to a recovery in the terminal electronics market, positively impacting sales and market expansion [4]. - The company aims to deepen cooperation with core clients and expand sales scale to enhance operational performance [4].