美埃科技(688376) - 投资者关系活动记录

Group 1: Company Overview - Meiyu Technology focuses on industrial-grade ultra-clean technology in semiconductor, biopharmaceutical, and public health sectors, with a leading position in patents, product parameters, and market share compared to domestic competitors [3] - The company has established 7 domestic production bases and 2 overseas production bases, with main products including fan filter units, various types of filters, air purification equipment, and VOCs treatment devices [3] Group 2: R&D Capabilities - As of mid-2023, Meiyu Technology holds 23 invention patents, 69 utility model patents, and 28 design patents, with nearly 2,000 square meters dedicated to R&D testing space [3] - The company collaborates with renowned universities and has participated in the formulation of 45 national and industry standards, enhancing its R&D capabilities [3] Group 3: Financial Projections - The overall gross margin is expected to trend upwards, driven by an increasing proportion of consumables in revenue, which is projected to achieve a gross margin of 30%-40%, while equipment gross margin is estimated at 15%-20% [4] - By 2030, overseas revenue is anticipated to account for 50% of total revenue, with higher gross margins expected from international sales [4] Group 4: Market Position and Strategy - The company aims to expand its market share in the biopharmaceutical sector and actively develop air purification equipment, responding to global clean energy initiatives and China's sustainable development policies [5] - The business model is shifting from project-based to industrial consumer products, enhancing revenue stability and cash flow efficiency [5] Group 5: Production Capacity - The Nanjing factory's expansion project, initiated in July 2022, is expected to increase capacity by 1.5 times, supporting business growth demands for 2024-2025 [6] - The overseas capacity in Malaysia is currently around 50 million RMB, with plans to expand to 150 million RMB by the end of 2023 to meet increasing overseas orders, particularly in the semiconductor and renewable energy sectors [6]