AMEC(688012)2024-10-31 10:13Financial Performance - In the first three quarters of 2024, the company's revenue reached 5.507 billion CNY, representing a year-on-year growth of 36.27% [1] - Revenue from plasma etching equipment amounted to 4.413 billion CNY, a significant increase of approximately 53.77% compared to the same period last year [1] - The company received new orders totaling 7.64 billion CNY, reflecting a year-on-year growth of about 52.0% [1] Product Development - The company successfully sold its first LPCVD equipment, generating revenue of 0.28 billion CNY [1] - EPI equipment has entered the mass production verification stage with multiple advanced logic device customers [1] - The company produced 1,160 specialized equipment units, marking a year-on-year increase of approximately 310% [2] Order and Contract Liabilities - New orders for etching equipment reached 6.25 billion CNY, with a year-on-year growth of approximately 54.7% [1] - As of September 2024, the company's contract liabilities amounted to approximately 2.988 billion CNY, a significant increase of about 287% compared to the beginning of the year [3] Research and Development - R&D investment accounted for 28.03% of the company's revenue in the first three quarters of 2024 [2] - The company is developing over 20 types of thin film deposition products, with 6 types already delivered to clients in 2023 [2] Market Outlook - The company anticipates new orders between 11 billion CNY and 13 billion CNY in 2024 [3] - The global semiconductor market is expected to maintain double-digit growth in capital expenditure in 2025, benefiting the company [3]