Group 1: Company Performance and Financial Forecast - The net profit forecast for 2024 is between CNY 170,000.00 million and CNY 180,000.00 million, representing a year-on-year growth of 107.26% to 119.45% [3] - The net profit excluding non-recurring gains and losses is expected to be between CNY 46,504.83 million and CNY 52,000.00 million, indicating a growth of 0.00% to 11.82% compared to the previous year [3] - The significant performance improvement is attributed to the recovery in the consumer electronics market and the upgrade of electronic technology in the new energy vehicle sector [3] Group 2: PCB Business Developments - The net profit forecast for the subsidiary Dazhu CNC (stock code: 301200) for 2024 is between CNY 27,000.00 million and CNY 32,000.00 million, reflecting a year-on-year increase of 99.19% to 136.08% [4] - The net profit excluding non-recurring gains and losses is projected to be between CNY 17,500.00 million and CNY 22,500.00 million, showing a growth of 74.04% to 123.76% [4] - The company has developed automated solutions to enhance efficiency and reduce labor costs for clients in the PCB production sector [4] Group 3: Market Expansion and International Cooperation - The company has established partnerships with major manufacturers in Southeast Asia, leading to a significant increase in orders [5] - An overseas operations team has been formed to ensure stable supply and promote brand value in international markets [5] - The company aims to leverage the market opportunities arising from the transfer of the PCB industry overseas [5] Group 4: Laser Processing Equipment Market - The demand for general industrial laser processing equipment, particularly high-power laser processing equipment, has seen a recovery [6] - The company launched the world's first 150KW ultra-high power cutting machine, enhancing its market presence in high-end sectors [6] - The company is expanding its production facilities in various locations to improve delivery and service capabilities [6] Group 5: Share Buyback and Pledge Situation - As of February 6, 2025, the company has repurchased a total of 22,589,592 shares, accounting for 2.15% of the total share capital, with a total expenditure of CNY 500,244,727.76 [10] - The actual control and major shareholder have a share pledge ratio of 77.20% [11]
大族激光(002008) - 2025年3月21日投资者关系活动记录表