AMEC(688012)2025-01-14 10:10Revenue Projections - The company expects 2024 revenue to be approximately 9.065 billion yuan, an increase of about 2.802 billion yuan, representing a year-on-year growth of approximately 44.73%[2]. - Sales of etching equipment are projected to be around 7.276 billion yuan in 2024, a year-on-year increase of approximately 54.71%[5]. - The company achieved a revenue of 6.264 billion yuan in 2023, with a net profit of 1.786 billion yuan attributable to the parent company[6]. Profit Expectations - The net profit attributable to the parent company, excluding non-recurring gains and losses, is expected to be between 1.28 billion yuan and 1.43 billion yuan, an increase of 0.089 billion to 0.239 billion yuan, representing a year-on-year growth of approximately 7.43% to 20.02%[5]. Research and Development - The company plans to invest 2.45 billion yuan in R&D for 2024, an increase of 1.188 billion yuan (approximately 94.13%) compared to 2023, accounting for about 27.03% of total revenue[2]. - The company’s R&D expenses for 2024 are expected to be around 1.415 billion yuan, an increase of approximately 73.32% compared to the previous year[9]. - The company has over 20 new equipment development projects currently underway, focusing on six categories of equipment[7]. Production and Operations - The company has successfully shipped over 100 LPCVD film equipment units, with multiple key film deposition equipment projects progressing smoothly[7]. - The company has established production and R&D bases in Nanchang and Shanghai, totaling approximately 320,000 square meters, to support rapid sales growth[8]. ESG Commitment - The company emphasizes its commitment to ESG standards, continuously improving its performance in environmental protection, social responsibility, and corporate governance[10].