JHT(603061) 天风证券·2024-08-31 14:09Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for the stock over the next six months [3]. Core Insights - The company reported a revenue of 183 million yuan for the first half of 2024, a year-on-year decrease of 1.65%, and a net profit attributable to the parent company of 40 million yuan, down 11.75% year-on-year [1]. - The company is focusing on product upgrades and innovations, particularly in the three-temperature testing sorting machines, which have seen significant volume increase in the first half of 2024 [1]. - The company is actively investing in key semiconductor technologies, including a stake in Huaxin Intelligent, a leading technology firm in semiconductor testing and packaging solutions [1]. - The company is enhancing its market position through continuous product innovation and expanding its overseas presence in regions like Singapore and Malaysia [1]. - The three-temperature sorting machines are expected to benefit from the growing demand for automotive and industrial chips, creating new growth opportunities [1]. Financial Summary - The company achieved a revenue of 426.02 million yuan in 2022, which decreased to 347.23 million yuan in 2023, with an expected recovery to 460.28 million yuan in 2024, reflecting a growth rate of 32.56% [2][5]. - The net profit attributable to the parent company was 153.93 million yuan in 2022, dropping to 84.79 million yuan in 2023, with a forecasted increase to 139.94 million yuan in 2024, indicating a growth rate of 65.03% [2][5]. - The company's earnings per share (EPS) is projected to be 2.33 yuan in 2024, up from 1.41 yuan in 2023 [2][5]. - The company’s total assets are expected to grow from 1,584.98 million yuan in 2023 to 1,737.83 million yuan in 2024 [5][6].