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半导体设备行业迎来发展黄金期 16只绩优潜力股曝光
Zheng Quan Shi Bao Wang· 2025-09-08 00:10
人民财讯9月8日电,半导体设备产业有望迎来发展的黄金期。从A股市场来看,申万三级半导体设备行业公司营 收及净利润均保持增长趋势。据证券时报·数据宝统计,2021年至2024年,半导体设备公司营收同比增速持续超过 25%,净利润增速持续超过20%。结合机构一致预测的营收及净利润中值,半导体设备公司2025年、2026年营收同 比增速有望持续超过25%,2025年有望超过30%,或超过中国大陆半导体设备市场规模的整体增速;半导体设备公 司2025年、2026年净利润同比增速有望持续超过30%。 根据机构一致预测,前瞻市盈率有望持续下降的公司有16家(即2026年度预测PE低于2025年度预测PE,且2025年 度预测PE低于最新滚动市盈率)。这16家公司获机构一致预测2025年、2026年净利润增幅均有望超过10%,且 2026年度预测PE较最新滚动市盈率降幅均有望超过20%,其中晶升股份、中科飞测、富创精密降幅均有望超过 75%。 | | | | | 前瞻PE有望大幅下降的半导体设备潜力股 | | | | --- | --- | --- | --- | --- | --- | --- | | 代码 | 简称 | ...
A股半导体股集体回调,寒武纪、通富微电跌超7%
Ge Long Hui A P P· 2025-09-04 02:29
Group 1 - The semiconductor stocks in the A-share market experienced a collective pullback, with significant declines observed in several companies [1] - Yuanjie Technology saw a drop of over 10%, while Cambricon and Tongfu Microelectronics fell by more than 7% [1] - Other companies such as Liyang Chip and Chengdu Huamei also reported declines exceeding 6% [1] Group 2 - Yuanjie Technology's market capitalization is 30.6 billion, with a year-to-date increase of 165.87% despite the recent decline of 10.42% [2] - Cambricon's market capitalization stands at 546.1 billion, with a year-to-date increase of 98.38%, experiencing a drop of 7.09% [2] - Tongfu Microelectronics has a market capitalization of 49.9 billion and a year-to-date increase of 11.39%, with a recent decline of 7.07% [2]
华峰测控(688200):2025年中报点评:业绩超预期,看好高端测试机8600受益于算力SoC需求
Soochow Securities· 2025-09-03 09:32
证券研究报告·公司点评报告·半导体 华峰测控(688200) 2025 年中报点评:业绩超预期,看好高端测 试机 8600 受益于算力 SoC 需求 增持(维持) 股价走势 -9% 5% 19% 33% 47% 61% 75% 89% 103% 117% 2024/9/3 2025/1/2 2025/5/3 2025/9/1 华峰测控 沪深300 市场数据 | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 690.86 | 905.35 | 1,163.24 | 1,337.95 | 1,494.42 | | 同比(%) | (35.47) | 31.05 | 28.49 | 15.02 | 11.70 | | 归母净利润(百万元) | 251.65 | 333.91 | 458.89 | 538.52 | 604.22 | | 同比(%) | (52.18) | 32.69 | 37.43 | 17.35 | 12.20 | ...
基金最新动向:走访这31家公司
Zheng Quan Shi Bao Wang· 2025-09-03 03:58
昨日基金共对31家公司进行调研,扎堆调研华峰测控、顺网科技、金博股份等。 数据宝统计,基金参与调研股中,近5日资金净流入的有8只,华海诚科近5日净流入资金9274.76万元, 主力资金净流入最多;净流入资金较多的还有博苑股份、华峰测控等,净流入资金分别为8739.05万 元、6686.65万元。(数据宝) 9月2日基金调研公司一览 | 代码 | 简称 | 基金家数 | 最新收盘价(元) | 近5日涨跌幅(%) | 行业 | | --- | --- | --- | --- | --- | --- | | 688200 | 华峰测控 | 14 | 185.81 | 11.13 | 电子 | | 300113 | 顺网科技 | 11 | 25.11 | -12.14 | 传媒 | | 688598 | 金博股份 | 8 | 31.38 | -0.79 | 电力设备 | | 300296 | 利亚德 | 7 | 7.14 | 4.08 | 电子 | | 603341 | 龙旗科技 | 6 | 42.12 | -7.20 | 电子 | | 300769 | 德方纳米 | 6 | 38.50 | 4.19 | 电力设备 ...
华峰测控股价涨5.46%,诺安基金旗下1只基金重仓,持有2.2万股浮盈赚取22.31万元
Xin Lang Cai Jing· 2025-09-03 03:43
9月3日,华峰测控涨5.46%,截至发稿,报195.95元/股,成交3.82亿元,换手率1.48%,总市值265.58亿 元。 资料显示,北京华峰测控技术股份有限公司位于北京市海淀区丰豪东路9号院5号楼1至5层101、102、 103,成立日期1993年2月1日,上市日期2020年2月18日,公司主营业务涉及半导体自动化测试系统的研 发、生产和销售。主营业务收入构成为:测试系统85.72%,配件13.86%,其他0.41%。 从基金十大重仓股角度 数据显示,诺安基金旗下1只基金重仓华峰测控。诺安高端制造股票A(001707)二季度增持2000股, 持有股数2.2万股,占基金净值比例为4.92%,位居第六大重仓股。根据测算,今日浮盈赚取约22.31万 元。 诺安高端制造股票A(001707)成立日期2017年6月8日,最新规模6273.19万。今年以来收益27.99%, 同类排名1383/4222;近一年收益55.12%,同类排名1557/3783;成立以来收益75.6%。 诺安高端制造股票A(001707)基金经理为童宇。 截至发稿,童宇累计任职时间4年248天,现任基金资产总规模6443.8万元,任职期间最 ...
【机构调研记录】民生加银基金调研华峰测控、中微半导等3只个股(附名单)
Zheng Quan Zhi Xing· 2025-09-03 00:06
证券之星消息,根据市场公开信息及9月2日披露的机构调研信息,民生加银基金近期对3家上市公司进 行了调研,相关名单如下: 调研纪要:国内主要资讯商资本开支同比去年均出现增长,预计明年国内市场总体仍将延续增长态势。 公司2023年推出硅光模块,今年出货量达历史高峰,后续比例将逐步增加。当前产能利用率较高,未来 将根据市场需求实时调整。二季度毛利率下滑因产品结构变化及竞争加剧,预计下半年将回升。2025年 国内以400G为主,明年800G占比将增加。OCS布局基于MEMS技术,技术成熟且出货量占比较大。上 半年需求同比增长较多,下半年总体保持稳定。50G PON技术已通过认证,目前处于小批量试点,商用 时间取决于试点效果。物料价格由供需决定,公司将提前备货缓解压力。 1)华峰测控(民生加银基金管理有限公司参与公司电话会议&业绩交流会) 民生加银基金成立于2008年,截至目前,资产管理规模(全部公募基金)1696.88亿元,排名43/210;资产 管理规模(非货币公募基金)1413.77亿元,排名36/210;管理公募基金数175只,排名41/210;旗下公募基 金经理28人,排名48/210。旗下最近一年表现最佳的 ...
【机构调研记录】新华基金调研源杰科技、华峰测控等8只个股(附名单)
Zheng Quan Zhi Xing· 2025-09-03 00:06
Group 1: Company Insights - Yuanjie Technology reported significant revenue growth in the data communication sector, particularly for 400G/800G optical modules, with expectations for substantial growth in the second half of 2025 [1] - Huafeng Measurement Control experienced a 41% year-on-year revenue increase in the semiconductor industry, with a notable 37.6% growth in net profit, driven by stable demand in power devices and consumer electronics [2] - Dekeli faced challenges in order delivery due to insufficient capacity and supply chain resources, but anticipates improvement with new facilities coming online in the second half of 2025 [3] - Kebo Da achieved a revenue of 3.047 billion yuan, an 11.1% increase year-on-year, with a net profit of 451 million yuan, reflecting a 21.34% growth [4] - Ningbo Jingda's performance was slightly impacted by international trade factors, but saw a recovery in the second quarter with a 70% increase in export orders [5] - Jinbo Co. reported a 19.69% increase in revenue to 411 million yuan, with significant growth in new business areas, particularly in the lithium battery sector [6] - Xinmai Medical achieved a revenue of 714 million yuan and a net profit of 315 million yuan, with overseas revenue growing over 95% [7] - Guangxun Technology's revenue is expected to continue growing, with a historical peak in silicon optical module shipments and plans to adjust production capacity based on market demand [8] Group 2: Industry Trends - The semiconductor industry is expected to continue its recovery trend into 2025, with increasing demand for data centers and power devices [2] - The demand for optical communication products is anticipated to grow, particularly with the introduction of 400G and 800G technologies [1][8] - The automotive sector is seeing a shift towards energy management products and lightweight solutions, with companies exploring new directions in EV and hydrogen energy [5] - The overall market for optical communication is projected to remain stable in the second half of 2025, with a focus on MEMS technology for OCS products [8]
华峰测控-封测(OSAT)资本开支周期复苏及产品迁移推动未来增长;目标价上调至 245 元人民币;买入
2025-09-02 14:24
2 September 2025 | 1:02AM HKT AccoTest (688200.SS): OSAT Capex cycle recovery and product migration to drive growth ahead; TP up to Rmb245; Buy Accotest reported 2Q25 net income beat our/ BBG consensus by 29%/ 20%, reflecting OSAT capex recovery and Accotest's product lines expansion. Management is positive on order and revenues growth momentum in 2H25, supported by capex cycle recovery, overseas market growth, and product expansion to address demand from data center/ automotive market, affirming our constr ...
华峰测控(688200):公司信息更新报告:单季度营收创历史新高,终端市场、下游封测厂商景气向上
KAIYUAN SECURITIES· 2025-09-02 12:08
电子/半导体 华峰测控(688200.SH) 单季度营收创历史新高,终端市场、下游封测厂商景气向上 2025 年 09 月 02 日 投资评级:买入(维持) | 日期 | 2025/9/1 | | --- | --- | | 当前股价(元) | 189.99 | | 一年最高最低(元) | 195.90/75.50 | | 总市值(亿元) | 257.50 | | 流通市值(亿元) | 257.50 | | 总股本(亿股) | 1.36 | | 流通股本(亿股) | 1.36 | | 近 3 个月换手率(%) | 75.04 | 股价走势图 数据来源:聚源 -40% 0% 40% 80% 120% 160% 2024-09 2025-01 2025-05 华峰测控 沪深300 相关研究报告 《成长与盈利能力强劲,看好 STS 8600 销售前景—公司信息更新报告》 -2025.5.5 《2024Q3 业绩同比高增,AI 应用拉动 测试机需求—公司信息更新报告》 -2024.10.29 陈蓉芳(分析师) 陈瑜熙(分析师) chenrongfang@kysec.cn chenyuxi@kysec.cn 证书编号: ...