格隆汇8月28日丨北方华创(002371.SZ)公布2025年半年度报告，上半年公司实现营业收入161.42亿元， 同比增长29.51%；归属于上市公司股东的净利润32.08亿元，同比增长14.97%；归属于上市公司股东的 扣除非经常性损益的净利润31.81亿元，同比增长20.17%；基本每股收益4.4496元。 ...

Summary of North Huachuang Conference Call Company Overview - North Huachuang was formed through the merger of Qixing Electronics and North Microelectronics, benefiting from domestic substitution and policy support since 2019, with revenue expected to reach 30 billion yuan in 2024, maintaining an annual growth rate of over 50% [2][7][19] - The company's business is divided into four main segments: semiconductor equipment, vacuum equipment, new energy lithium battery equipment, and precision components, with semiconductor equipment accounting for approximately 80% of revenue [2][5] Key Insights - North Huachuang has a strong state-owned background, with major shareholders including Qixing Huadian and Beijing Electric Control, holding over 40% of shares, yet operates with a market-oriented approach [2][6] - The company has stable order growth of about 30% annually, with order amounts projected to reach 38 billion yuan in 2024 and 48 billion yuan in 2025, indicating strong performance predictability [2][9] - The gross margin for component business has declined, while electronic industrial equipment and integrated circuit equipment maintain gross margins above 40% and 45%, respectively, with overall net profit margin around 20% [2][10][11] Business Performance - Revenue growth accelerated from 1.6 billion yuan in 2016 to 30 billion yuan in 2024, driven by increased domestic substitution demand and policy support following the US-China decoupling [7][8] - The company’s order growth has been robust, with orders increasing from 17.5 billion yuan in 2022 to 30 billion yuan in 2023, and projected to reach 48 billion yuan in 2025 [9] Employee and R&D Insights - As of the end of 2024, North Huachuang has nearly 20,000 employees, including about 5,000 in R&D, which supports its business expansion and talent retention [12][13] - The company implements stock incentives to bind employee interests, which is crucial in the competitive semiconductor equipment industry [14][15] Market Position and Strategy - North Huachuang has a comprehensive layout in the semiconductor equipment market, covering key areas such as thermal processing, thin film deposition, etching, cleaning, and coating, while actively expanding into overseas markets [3][16][18] - The global semiconductor equipment market is currently valued at approximately 100 billion USD, with North Huachuang aiming to expand its product categories to enhance market presence [17] Investment Recommendation - Investment in North Huachuang is recommended due to its relatively low valuation, consistent growth rate of 30% to 40%, and potential for international expansion, positioning it as a significant supplier in the semiconductor equipment sector [19] Demand for Domestic Equipment - Wafer fabs are increasingly seeking cost-effective and efficient solutions, particularly in mature processes, indicating a strong demand for domestically produced equipment that offers competitive pricing and performance [20]

Group 1 - Cambricon expects to achieve an annual revenue of 5 billion to 7 billion yuan in 2025 [3] - Guolian Minsheng plans to establish a 1.22 billion yuan fund in collaboration with Guolian Life, focusing on new productivity and smart technology investments [4] - Chipone is planning to acquire equity in Chipwise Semiconductor Technology and will suspend trading for up to 10 trading days [5] - Dongxin shares will suspend trading for up to 3 trading days due to abnormal stock trading fluctuations [6] - Zhonghuan Hailu is planning a change in company control, leading to a suspension of trading for up to 2 trading days [7] - Jinghe Integrated plans to issue H-shares and list on the Hong Kong Stock Exchange, pending shareholder and regulatory approvals [9] Group 2 - SMIC reported a 35.6% year-on-year increase in net profit for the first half of the year, with revenue of 4.456 billion USD, up 22% [10] - Northern Huachuang achieved a net profit of 3.208 billion yuan in the first half of the year, a 14.97% increase, with revenue of 16.142 billion yuan, up 29.51% [11] - Gree Electric reported a net profit of 14.412 billion yuan, a 1.95% increase, with revenue of 97.325 billion yuan, down 2.46% [12] - Wancheng Group's net profit surged by 50,358% to 472 million yuan, with revenue of 22.583 billion yuan, up 106.89% [13] - ZTE Corporation's net profit decreased by 11.77% to 5.058 billion yuan, with revenue of 71.553 billion yuan, up 14.51% [14] - Longxin Bochuang's net profit increased by 1,121.21% to 168 million yuan, with revenue of 1.2 billion yuan, up 59.54% [15] - SF Holding reported a net profit of 5.738 billion yuan, a 19.37% increase, with revenue of 146.858 billion yuan, up 9.26% [16] - CITIC Securities achieved a net profit of 13.719 billion yuan, a 29.80% increase, with revenue of 33.039 billion yuan, up 20.44% [18] - Liou Co. turned a profit with a net profit of 478 million yuan, compared to a loss in the previous year, with revenue of 9.635 billion yuan, down 9.62% [19] - Guolian Minsheng's net profit skyrocketed by 1,185.19% to 1.127 billion yuan, with revenue of 4.011 billion yuan, up 269.40% [20] - Zhongke Shuguang's net profit increased by 29.39% to 729 million yuan, with revenue of 5.85 billion yuan, up 2.41% [21] - Lingzhi Software's net profit surged by 1,002% to 112 million yuan, with revenue of 516 million yuan, down 3.04% [22] - Huasheng Tiancheng turned a profit with a net profit of 140 million yuan, compared to a loss in the previous year, with revenue of 2.262 billion yuan, up 5.11% [23] - China Galaxy reported a net profit of 6.488 billion yuan, a 47.86% increase, with revenue of 13.747 billion yuan, up 37.71% [24] - Huahong's net profit decreased by 71.95% to 74.315 million yuan, with revenue of 8.018 billion yuan, up 19.09% [25] - XGIMI's net profit increased by 2,062% to 88.662 million yuan, with revenue of 1.626 billion yuan, up 1.63% [26] - Zhongjin Gold reported a net profit of 2.695 billion yuan, a 54.64% increase, with revenue of 35.067 billion yuan, up 22.90% [27] - Zhongwei Company achieved a net profit increase of 37% to 706 million yuan, with revenue of 4.961 billion yuan, up 43.88% [28] Group 3 - Aojie Technology's shareholder Alibaba Network plans to reduce its stake by up to 3% [32] - Hengsheng Energy's actual controller plans to reduce its stake by up to 2% [33] - Jinghua New Materials' controlling shareholder plans to reduce its stake by up to 3.01% [34] - Chunzong Technology's multiple shareholders plan to reduce their stake by up to 2% [35]

Core Viewpoint - The article summarizes key announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights into their financial performance and strategic plans for investors [2]. Company Announcements - Cambrian expects to achieve an annual revenue of 5 billion to 7 billion yuan in 2025, highlighting the management's preliminary forecast without constituting a commitment to investors [3]. - Guolian Minsheng plans to establish a 1.22 billion yuan fund in collaboration with Guolian Life Insurance, focusing on investments in new productivity and smart technology sectors [4]. - Chipone Technology is planning to acquire equity in Chipwise Semiconductor Technology, leading to a temporary suspension of its stock trading [5][6]. - Dongxin Technology's stock will be suspended for up to three trading days due to abnormal trading fluctuations [7]. - Zhonghuan Hailu is undergoing a potential change in control, resulting in a stock suspension for up to two trading days [8]. - Jinghe Integrated plans to issue H-shares and list on the Hong Kong Stock Exchange, pending shareholder and regulatory approvals [9]. Financial Performance - SMIC reported a 22% increase in revenue to 4.456 billion USD and a 35.6% rise in net profit to 320 million USD for the first half of the year [10]. - Northern Huachuang achieved a 29.51% increase in revenue to 16.142 billion yuan and a 14.97% rise in net profit to 3.208 billion yuan [11]. - Gree Electric's revenue decreased by 2.46% to 97.325 billion yuan, while net profit grew by 1.95% to 14.412 billion yuan [12]. - Wancheng Group reported a staggering 50358.8% increase in net profit to 472 million yuan, with revenue up 106.89% to 22.583 billion yuan [13]. - ZTE Corporation's net profit fell by 11.77% to 5.058 billion yuan, despite a 14.51% increase in revenue to 71.553 billion yuan [14]. - Longxin Bochuang's net profit surged by 1121.21% to 168 million yuan, with revenue increasing by 59.54% to 1.2 billion yuan [15]. - SF Holding's revenue grew by 9.26% to 146.858 billion yuan, with net profit increasing by 19.37% to 5.738 billion yuan [16]. - CITIC Securities reported a 29.80% increase in net profit to 13.719 billion yuan, with revenue up 20.44% to 33.039 billion yuan [18]. - Liou Co. turned a profit with a net profit of 478 million yuan, compared to a loss in the previous year [19][20]. - Guolian Minsheng's net profit skyrocketed by 1185.19% to 1.127 billion yuan, with revenue increasing by 269.40% to 4.011 billion yuan [21]. - Zhongke Shuguang's net profit rose by 29.39% to 729 million yuan, with revenue up 2.41% to 5.85 billion yuan [22]. - Lingzhi Software's net profit increased by 1002.2% to 112 million yuan, despite a slight revenue decline [23]. - Huasheng Tiancheng returned to profitability with a net profit of 140 million yuan, compared to a loss in the previous year [24]. - China Galaxy's net profit grew by 47.86% to 6.488 billion yuan, with revenue increasing by 37.71% to 13.747 billion yuan [25]. - Huahong's net profit fell by 71.95% to 74.315 million yuan, despite a revenue increase of 19.09% [26]. - XGIMI Technology's net profit surged by 2062.34% to 88.662 million yuan, with revenue up 1.63% [27]. - Zhongjin Gold's net profit increased by 54.64% to 2.695 billion yuan, with revenue rising by 22.90% to 35.067 billion yuan [28]. - Zhongwei Company reported a 36.62% increase in net profit to 706 million yuan, with revenue up 43.88% [29]. - Tianpu Company reported a net profit decline of 16.08% to 11.298 million yuan, with revenue down 3.44% [30]. - Haier Smart Home's net profit increased by 15.59% to 12.033 billion yuan, with revenue up 10.22% to 156.494 billion yuan [31]. Shareholding Changes - Aojie Technology's shareholder Alibaba Network plans to reduce its stake by up to 3% [32]. - Hengsheng Energy's actual controller plans to reduce its stake by up to 2% [33][34]. - Jinghua New Materials' controlling shareholder plans to reduce its stake by up to 3.01% [35]. - Chunzong Technology's multiple shareholders plan to reduce their stake by up to 2% [36].

| 非经营性资金占用 | 资金占用方名称 | 占用方与上市公 司的关联关系 | 上市公司 核算的会计科目 | 2025 年期初 占用资金余 | 2025 年 1-6 月占 用累计发生金额 | 年 月 2025 1-6 占用资金的利 | 年 2025 1-6 月偿 | 2025 年 6 月 日占用资 30 | 占用形成 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 额 | （不含利息） | 息 （如有） | 还累计发 生金额 | 金余额 | 原因 | | | 控股股东、实际控制 人及其附属企业 | | | | | | | | | | 非经营性占用 | | 小计 | | | | | | | | | | - | | 前控股股东、实际控 制人及其附属企业 | | | | | | | | | | 非经营性占用 | | 小计 | | | | | | | | | | - | | 其他关联方及其附属 企业 | | | | | | | | | | 非经营性占用 | | 小计 | | | | | | | ...

证券代码：002371 证券简称：北方华创 公告编号：2025-054 一、同一控制下企业合并情况 为积极推进北方华创科技集团股份有限公司（以下简称"公司"）精密电子 元器件业务的发展，丰富精密电子元器件产品种类。本公司下属全资子公司北京 七星华创精密电子科技有限责任公司（以下简称"七星华创精密"）以非公开协 议转让的方式收购北京浩洋电器设备原件有限公司持有的北京七星飞行电子有 限公司（以下简称"七星飞行"）股权，交易金额为人民币 11,968.32 万元。 2025 年 3 月 11 日，七星飞行已办理完成公司股东变更的工商变更登记手续， 七星华创精密持有七星飞行 24.27%的股权。同时七星飞行取得北京市朝阳区市 场监督管理局出具的《登记通知书》。 2025 年 3 月 14 日，七星华创精密与北京七星华电科技集团有限责任公司签 署股权委托管理协议，七星华创精密取得七星飞行控制权。根据《企业会计准则》 相关规定，自 2025 年 3 月起，七星飞行纳入公司合并范围。 二、财务报表数据进行追溯调整的原因 根据《企业会计准则第 2 号—长期股权投资》《企业会计准则第 20 号—企 业合并》《企业会计准则第 3 ...

（未经审计） 2025 年 08 月 1 北方华创科技集团股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 是 否 公司半年度财务报告未经审计。 北方华创科技集团股份有限公司 2025 年半年度财务报告 北方华创科技集团股份有限公司 2025 年半年度财务报告 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：北方华创科技集团股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 12,907,083,784.93 | 12,396,398,055.92 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | 375,708,746.42 | 854,859,271.78 | | 应收账款 | 7,923,968,385.49 | 6,235,905,742.13 | | 应收款项融资 | 325,015,116.48 | 489,279,902.5 ...

北方华创科技集团股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项报告 根据中国证监会发布的《上市公司监管指引第 2 号——上市公司募集资金管理 和使用的监管要求》和深圳证券交易所颁布的《深圳证券交易所上市公司自律监管 指引第 1 号——主板上市公司规范运作》及相关公告格式规定，北方华创科技集团 股份有限公司（以下简称"公司"或"本公司"）董事会编制了截至 2025 年 6 月 30 日募集资金年度存放与实际使用情况的专项报告。 一、募集资金基本情况 （一）实际募集资金金额、资金到账时间 根据中国证券监督管理委员会《关于核准北方华创科技集团股份有限公司非公 开发行股票的批复》（证监许可[2019]1949 号）核准，非公开发行人民币普通股（A 股）32,642,401 股，每股发行价为人民币 61.27 元，募集资金总额为人民币 1,999,999,909.27 元，扣除各项发行费用 18,676,795.76 元，实际募集资金净额为人民 币 1,981,323,113.51 元。该次募集资金到账时间为 2019 年 11 月 18 日，募集资金到 位情况已经中审亚太会计师事务所（特殊普通合伙） ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或者重大遗漏。 一、董事辞职情况 北方华创科技集团股份有限公司（以下简称"公司"）董事会于近日收到公 司副董事长李前先生、董事杨卓先生、杨柳先生的书面辞职报告，因个人工作调 整，申请辞去公司第八届董事会及专门委员会相关职务，辞职后不在公司及控股 子公司担任任何职务。截至本公告日，李前先生、杨卓先生、杨柳先生均未持有 公司股份，不存在应当履行而未履行的承诺事项。 李前先生、杨卓先生、杨柳先生的辞职不会导致公司董事会人数低于法定最 低人数，不会影响董事会正常运作，其辞职自董事会收到辞职报告之日起生效。 公司及董事会对李前先生、杨卓先生、杨柳先生在公司担任董事期间为公司 发展所作出的贡献表示衷心感谢！ 证券代码：002371 证券简称：北方华创 公告编号：2025-053 北方华创科技集团股份有限公司 关于选举非独立董事并调整董事会专门委员会委员的公告 二、补选非独立董事情况 北方华创科技集团股份有限公司 董事会 2025 年 8 月 27 日，公司召开第八届董事会第二十七次会议，审议通过了《关 于选举非独立董事并调整董事会专门委员 ...

证券代码：002371 证券简称：北方华创 公告编号：2025-051 北方华创科技集团股份有限公司 第八届监事会第十六次会议决议公告 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或者重大遗漏。 特此公告。 北方华创科技集团股份有限公司（以下简称"公司"）第八届监事会第十六 次会议通知于 2025 年 8 月 18 日以电子邮件方式发出。2025 年 8 月 27 日上午如 期在公司会议室以现场和通讯相结合方式召开，应到监事 3 名，实到 3 名。会议 由监事会主席王谨女士主持，会议的召集、召开符合《公司法》和《公司章程》 的规定。本次会议决议如下： 1．审议通过了《2025 年半年度报告及摘要》 根据《证券法》第 82 条的规定，监事会对公司《2025 年半年度报告》及摘 要进行了审核，一致认为公司董事会编制和审核《2025 年半年度报告》及摘要 的程序符合法律、行政法规和中国证监会的规定，报告内容真实、准确、完整地 反映了公司的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 《2025 年半年度报告摘要》详见 2025 年 8 月 29 日的信息披露媒体《中 ...