From January to June 2023, the company achieved a revenue of 6.087 billion yuan; The net profit attributable to the parent company is 424 million yuan
Release time：2023.08.25
Views：984The demand for information industry equipment business is declined
Maintain leading overall market share
The information industry equipment business achieved a revenue of 1.638 billion yuan, a year-on-year decrease of 35.47%. Among them, the consumer electronics machine business achieved a revenue of 867 million yuan, an increase of 6.52% year-on-year.
In the first half of 2023, due to factors such as economic downturn and global inflation, the demand in the consumer electronics industry is still in a downward cycle, and machine expenses have significantly decreased. Focusing on the innovative needs of major customers, the company continuously updates its products and processes, and introduces new products such as metal 3D printing machine. Thanks to the increased automation demand for production lines with major customers, the sales of customized automated production lines such as the company's automated welding lines have grown significantly. The release of MR head mounted display products, a major customer in the industry, is expected to drive the consumer electronics industry into a new round of industrial innovation cycle, thereby driving the company's consumer electronics business and product orders back to growth.
The PCB machine business achieved a revenue of 771 million yuan, a year-on-year decrease of 55.29%. In the first half of 2023, the overall demand in the PCB industry continued to be sluggish, and the investment in new production capacity by industry customers significantly decreased, which had a significant impact on the PCB machine market.
New energy machine business maintains growth
Deepen cooperation with major clients
The new energy machine business achieved revenue of 1.153 billion yuan, a year-on-year increase of 6.60%.
Among them, the lithium battery machine business achieved a revenue of 1.055 billion yuan, a year-on-year increase of 3.96%. As of the report disclosure date, orders in hand amounted to 3.176 billion yuan. On the basis of the previous year, the company continues to promote cooperation with mainstream customers in industries such as CATL, China Innovation Aviation (formerly AVIC Lithium), Yiwei Lithium Energy, Sunwoda, Haichen Energy Storage, Honeycomb Energy, etc. The newly launched products such as winding machines, rolling and slitting machines, and slitting and stacking machines have achieved small batch sales.
The photovoltaic machine business achieved a revenue of 98 million yuan, a year-on-year increase of 46.96%. As of the report disclosure date, orders in hand amounted to 430 million yuan.
Semiconductor machine business slightly declined
Continuously promoting new product validation
The semiconductor machine (including fabless semiconductor) business achieved a revenue of 838 million yuan, a year-on-year decrease of 19.16%.
Recovery of market demand for general industrial laser processing machine
Gradually improving profitability
The general industrial laser processing machine business achieved a revenue of 2.458 billion yuan, a year-on-year increase of 7.80%.
Among them, high-power laser cutting machine achieved a revenue of 1.192 billion yuan, a year-on-year increase of 14.68%; The high-power laser welding machine business achieved a revenue of 152 million yuan, a year-on-year decrease of 11.48%. As of the report disclosure date, orders in hand amounted to 676 million yuan.
Maintain leading overall market share
The information industry equipment business achieved a revenue of 1.638 billion yuan, a year-on-year decrease of 35.47%. Among them, the consumer electronics machine business achieved a revenue of 867 million yuan, an increase of 6.52% year-on-year.
In the first half of 2023, due to factors such as economic downturn and global inflation, the demand in the consumer electronics industry is still in a downward cycle, and machine expenses have significantly decreased. Focusing on the innovative needs of major customers, the company continuously updates its products and processes, and introduces new products such as metal 3D printing machine. Thanks to the increased automation demand for production lines with major customers, the sales of customized automated production lines such as the company's automated welding lines have grown significantly. The release of MR head mounted display products, a major customer in the industry, is expected to drive the consumer electronics industry into a new round of industrial innovation cycle, thereby driving the company's consumer electronics business and product orders back to growth.
The PCB machine business achieved a revenue of 771 million yuan, a year-on-year decrease of 55.29%. In the first half of 2023, the overall demand in the PCB industry continued to be sluggish, and the investment in new production capacity by industry customers significantly decreased, which had a significant impact on the PCB machine market.
New energy machine business maintains growth
Deepen cooperation with major clients
The new energy machine business achieved revenue of 1.153 billion yuan, a year-on-year increase of 6.60%.
Among them, the lithium battery machine business achieved a revenue of 1.055 billion yuan, a year-on-year increase of 3.96%. As of the report disclosure date, orders in hand amounted to 3.176 billion yuan. On the basis of the previous year, the company continues to promote cooperation with mainstream customers in industries such as CATL, China Innovation Aviation (formerly AVIC Lithium), Yiwei Lithium Energy, Sunwoda, Haichen Energy Storage, Honeycomb Energy, etc. The newly launched products such as winding machines, rolling and slitting machines, and slitting and stacking machines have achieved small batch sales.
The photovoltaic machine business achieved a revenue of 98 million yuan, a year-on-year increase of 46.96%. As of the report disclosure date, orders in hand amounted to 430 million yuan.
Semiconductor machine business slightly declined
Continuously promoting new product validation
The semiconductor machine (including fabless semiconductor) business achieved a revenue of 838 million yuan, a year-on-year decrease of 19.16%.
Recovery of market demand for general industrial laser processing machine
Gradually improving profitability
The general industrial laser processing machine business achieved a revenue of 2.458 billion yuan, a year-on-year increase of 7.80%.
Among them, high-power laser cutting machine achieved a revenue of 1.192 billion yuan, a year-on-year increase of 14.68%; The high-power laser welding machine business achieved a revenue of 152 million yuan, a year-on-year decrease of 11.48%. As of the report disclosure date, orders in hand amounted to 676 million yuan.
