ACMSH(688082)2024-11-15 10:26Group 1: Company Overview - The company is 盛美半导体设备（上海）股份有限公司, with stock code 688082 and stock abbreviation 盛美上海 [1] - The major shareholder ACMR will unlock 357,692,308 shares on November 18, 2024, accounting for 82.01% of the total share capital [2] Group 2: Financial Performance - As of September 30, 2024, the company reported a stable growth in orders, with sales confirmation increasing by approximately 40%-50% year-on-year [3] - The company has adjusted its 2024 revenue forecast upwards based on the execution progress of existing orders and product delivery plans [4] Group 3: Market Outlook - The company aims to capture 55%-60% of the cleaning market share in mainland China [3] - The expected shipment volume of copper plating equipment in 2024 is projected to increase by 80% compared to the previous year [4] Group 4: Product Development - The company is optimistic about the growth of its storage and logic products, with specific data expected by the end of the year [3] - The new Ultra C bev-p panel edge etching equipment is designed for advanced packaging and is expected to enter production lines next year [9] Group 5: Competitive Advantage - The company has developed a unique PECVD equipment design that allows multiple processes on the same platform, enhancing its competitive edge [8] - The Track equipment features a world-first non-contact backside cleaning module, improving overall system output [7]