晶盛机电(300316) - 晶盛机电投资者关系管理信息

Financial Performance - In the first three quarters of 2024, the company achieved a revenue of CNY 14.478 billion and a net profit attributable to shareholders of CNY 2.960 billion [1]. Semiconductor Equipment Development - The company is actively developing products in the semiconductor equipment sector, focusing on large silicon wafer manufacturing and chip packaging, with a leading market share in domestic semiconductor crystal growth equipment [1]. - The company has made breakthroughs in the localization of 8-12 inch semiconductor equipment, with related products achieving mass sales and broad recognition from downstream customers [1]. - The company has developed 6-8 inch silicon carbide crystal growth equipment and has introduced innovative dual-wafer silicon carbide epitaxy equipment to significantly enhance epitaxy capacity [1][2]. Advanced Process Equipment - The company has developed 8-12 inch low-pressure silicon epitaxy equipment and various devices for advanced packaging, leveraging industry trends for domestic substitution of semiconductor equipment [2]. - The company has successfully expanded its market presence in the 8-12 inch silicon wafer equipment sector and has achieved breakthroughs in power semiconductor and advanced process equipment [2]. Photovoltaic Equipment Progress - The company has innovated in photovoltaic equipment, achieving export breakthroughs with differentiated battery equipment that significantly reduces silver consumption and lowers component costs [2][3]. - The company is actively expanding its overseas business in the photovoltaic sector, targeting markets in Turkey, Norway, Mexico, Vietnam, and the United States [2]. Silicon Carbide Substrate Development - The demand for 8-inch silicon carbide substrates is rapidly increasing due to the growth of the new energy vehicle market, prompting the company to accelerate production capacity for 8-inch silicon carbide substrates [3]. Research and Development Advantages - The company emphasizes technological innovation and deep exploration of customer needs, maintaining strong R&D investment to ensure sustainable competitiveness [3]. Future Development Strategy - The company will continue to implement its development strategy of "advanced materials, advanced equipment," focusing on innovation in photovoltaic equipment and accelerating the domestic substitution process in semiconductor equipment [4].