NAURA(002371) 新浪财经·2025-04-26 14:38Core Viewpoint - The company reported strong financial performance for 2024, with significant revenue and profit growth, driven primarily by its semiconductor equipment segment [1][5]. Financial Performance Summary - For the full year 2024, the company achieved revenue of 29.838 billion yuan, a year-on-year increase of 35.14%, and a net profit attributable to shareholders of 5.621 billion yuan, up 44.17% year-on-year [1]. - The gross profit margin for 2024 was 42.85%, reflecting a 2.07 percentage point increase year-on-year, attributed to the higher revenue share from the semiconductor segment [3]. - In Q4 2024, the company reported revenue of 9.485 billion yuan, a year-on-year increase of 26.62%, and a net profit of 1.159 billion yuan, up 14.17% year-on-year [4]. Business Segment Performance - The semiconductor equipment revenue accounted for approximately 70% of total revenue, an increase of about 2 percentage points year-on-year [2]. - In the semiconductor sector, etching equipment revenue exceeded 8 billion yuan, up approximately 33% year-on-year, while thin film equipment revenue surpassed 10 billion yuan, reflecting a 67% year-on-year increase [3]. - Revenue from vacuum and new energy equipment reached nearly 6.7 billion yuan, a year-on-year increase of about 45% [3]. Q1 2025 Performance - For Q1 2025, the company achieved revenue of 8.206 billion yuan, a year-on-year increase of 37.90%, and a net profit of 1.581 billion yuan, up 38.80% year-on-year [4]. - The revenue growth in Q1 2025 was driven by breakthroughs in key technologies for new products, including CCP, ALD, and high-end single wafer cleaning machines [4]. Future Outlook - The company is expected to continue its strong financial performance, with projected revenues of 37.691 billion yuan, 47.914 billion yuan, and 59.892 billion yuan for 2025 to 2027, respectively [5].