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11/5/2024
Welcome to the 3rd Announcement Meeting of Nanmao Technology Co., Ltd. in 2024. At the beginning of the meeting, your phone will be in silent mode. Now, let's have Dr. Shen Gongxin, who is a strategic and investor, introduce us to the company manager of today's meeting.
Dr. Shen, please. Good afternoon, everyone. Welcome to the 3rd Announcement Meeting of Nanmao Technology Co., Ltd. in 2024. Today's speaker is Mr. Zheng Shijie, the president of the company. Hello, everyone. Ms. Shu Yujiao, the vice president of the Taiwan Management Center. Hello, everyone. Mr. Huang Guoliang, the senior vice president and spokesman for strategic and investment relations. Hello, everyone. Today's meeting is hosted by Mr. Zheng and explains the results of the third quarter. Then, Mr. Shu Yujiao, the vice president, will report on various financial indicators. Then, the president will explain the future business plan. After the presentation is over, we will begin to receive your questions. The report of this conference has been uploaded to the Public Information Observation Station and the Southern Technology website, www.chumos.com, for your advanced participation. The second page of the conference report is the title statement of this conference. Today's conference will be recorded. The recording of the conference is expected to be uploaded to the company's website after two hours of the conference, for interested investors to listen. Next, we will give the floor to the Chairman.
Chairman, please. Thank you, CS. Thank you all for participating in the presentation of the operating results of R&D Technology today. In 2024, the revenue of the third quarter grew by 4.4% compared to the same period last year, which increased by about 8.7%. The net profit rate is 13.9%. Due to the impact of increased cost and decreased driving force, So, compared to last season, it fell by about 0.1%. It decreased by 2% compared to the same period last year. The third season's EPS is NT$0.41. The EPS accumulated in the first nine months of this year is NT$1.63. In terms of driving power, the average driving power of this season fell by 67%. The impact of the wind turbine production line on the customer's adjustment process has dropped to about 58%. The combined signal and body test average operation rate is about 67% compared to the second season. The average operation rate of the system IC wind test is about 75% compared to the last season. The power supply speed has increased to about 66%. In terms of production, In terms of classification, the ratio of this season's customs is about 22.1%. The combined signal and memory test is about 22.8%. The ratio of the gold and silver parts is about 23.2%. The ratio of the product category is about 32.6% of the DDIG products. The gold and silver parts are about 20.5%. The D-RAM and S-RAM are about 13.6%. and 4.6% of the product. In general, the total sales of the product in this quarter is about 36.3%, compared to 1.1% in the last quarter. Compared to the same period last year, the growth is about 16.2%, of which 13.3% in the first quarter. fell by about 1.6% in the last quarter. Plush products accounted for about 22.7% of this quarter's revenue. In comparison, the revenue increased by about 3.2% in the last quarter. In terms of no-customer-backed products, no-plush has grown by about 9% in the last quarter. NAND accounted for about 30.2% of this quarter's revenue. When it comes to customers, In the last quarter, the reduction was about 10.4%. Then, in terms of the sales of the drive IC and metal parts, the total sales of the third quarter was about 53.1%, which was about 4.3% in the last quarter. Compared with the same period last year, it has increased by 0.8%. The revenue of the gold cover has grown by about 14.5% compared to the previous season. As for the air-conditioning of the air-conditioning system, due to the increase in the number of new products from OLE, the demand for leather is lower and lower, which has reduced by about 1.3% compared to the previous season. The new product of COG and OLE has grown by about the previous season, is about 7.3%, while the revenue of this year's TDIC is about 65%. The revenue of this year's TDIC is about 2.5%, which comes from the contribution of the car's right panel. Due to the impact of customer adjustment storage, the revenue of the car's right panel is about 2.7% lower than the revenue of the last year's car. As for the revenue of the TDDI product, is 17.7% higher than the previous year's GDIC. The revenue of OLEG products is increased to about 26.3% due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to the increase in the revenue of GDIC products due to In the last quarter, the number of people in small towns has increased by about 1.6%, and the number of TV stations has increased by 16.3%. Due to the weakening of the large-scale panel, the number of people in small towns has decreased by about 10%, and the number of smart operation facilities has decreased by 39.5%. The number of people who have suffered from sexual assaults has increased by 10.6% in the last quarter, and the number of people in big towns has decreased by about 3.4%. In the last quarter, the number of small towns has decreased by 0.5%, In addition, consumer electronics, which is about 19.6%, has been reduced by 5.2% in terms of customer seasonability. These are the results of the third quarter. Next, Ms. Yu will report to you on various financial indicators. After that, we will discuss future business prospects. Good evening, everyone. Next, please attend the meeting briefing. On the 12th,
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