数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，北京北方华创科技服务有限公司成立，法定代表人为 王洋，注册资本1000万元，经营范围包含：一般项目：技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广；专业保洁、清洗、消毒服务；建筑物清洁服务；信息技术咨询服务；工程管理服 务；物业管理；租赁服务(不含许可类租赁服务)；销售代理；软件销售；会议及展览服务；餐饮管理； 社会经济咨询服务；健康咨询服务(不含诊疗服务)；酒店管理；企业管理咨询；企业管理；商务代理代 办服务；新鲜水果批发；食用农产品批发；食品销售(仅销售预包装食品)；保健食品(预包装)销售；日 用品批发；针纺织品及原料销售；服装服饰批发；五金产品零售；消毒剂销售(不含危险化学品)；厨具 卫具及日用杂品批发；日用品销售；办公设备销售；办公用品销售；家用电器销售；办公设备耗材销 售；电子产品销售；体育用品及器材批发；家具销售；特种劳动防护用品销售；建筑材料销售；体验式 拓展活动及策划；数字技术服务；软件外包服务；信息咨询服务(不含许可类信息咨询服务)。(除依法须 经批准的项目外，凭营业执照依法自主开展经营活动)许可项目：互联网 ...

长江商报记者注意到，2025年一季度，公司实现营业收入82.06亿元，归母净利润和扣非净利润分别为 15.81亿元、15.7亿元，同比增速均在40%左右。 值得一提的是，北方华创的负债率过去一年来逐季改善，到2025年一季度末降至50%。与此同时，公司 的总资产继续增长，达到682.42亿元。 长江商报消息 ●长江商报记者 潘瑞冬 国内半导体龙头北方华创（002371.SZ）订单稳步增长。 5月12日，北方华创举行了线上2024年度暨2025年第一季度业绩说明会。当天晚间，北方华创发布了一 份投资者关系管理信息表，公司表示，2025年一季度，公司的新签订单继续保持良好趋势。 营收净利连续8年双增 日前，北方华创举行了线上2024年度暨2025年第一季度业绩说明会。 数据显示，今年一季度，北方华创实现营业收入82.06亿元，同比增长37.90%；归母净利润和扣非净利 润分别为15.81亿元、15.7亿元，同比增长38.80%、44.75%。 对于业绩增长，北方华创表示，公司集成电路装备领域电容耦合等离子体刻蚀设备（CCP）、原子层沉 积设备（ALD）、高端单片清洗机等多款新产品实现关键技术突破，工艺覆盖度显著增 ...

公司基本情况 | 最新收盘价（元） | 436.68 | | --- | --- | | 总股本/流通股本（亿股）5.34 | / 5.34 | | 总市值/流通市值（亿元）2,333 | / 2,331 | | 52 周内最高/最低价 | 486.69 / 283.86 | | 资产负债率(%) | 51.0% | | 市盈率 | 41.30 | | 第一大股东 | 北京七星华电科技集团 | | 有限责任公司 | | 研究所 分析师:吴文吉 SAC 登记编号:S1340523050004 Email:wuwenji@cnpsec.com 分析师:翟一梦 SAC 登记编号:S1340525040003 Email:zhaiyimeng@cnpsec.com 北方华创(002371) 证券研究报告：电子 | 公司点评报告 股票投资评级 买入 |维持 平台型布局加速推进 l 投资要点 成熟产品市占稳步提升，新产品关键技术持续突破。2024 年 公司持续深化半导体基础产品领域布局，核心业务保持高速增长， 2024 年公司实现营收 298.38 亿元，同比+35.14%；归母净利润 56.21 亿元，同比+44.17 ...

公司基本情况 | 最新收盘价（元） | 436.68 | | --- | --- | | 总股本/流通股本（亿股）5.34 | / 5.34 | | 总市值/流通市值（亿元）2,333 | / 2,331 | | 52 周内最高/最低价 | 486.69 / 283.86 | | 资产负债率(%) | 51.0% | | 市盈率 | 41.30 | | 第一大股东 | 北京七星华电科技集团 | | 有限责任公司 | | 研究所 分析师:吴文吉 SAC 登记编号:S1340523050004 Email:wuwenji@cnpsec.com 分析师:翟一梦 SAC 登记编号:S1340525040003 Email:zhaiyimeng@cnpsec.com 证券研究报告：电子 | 公司点评报告 股票投资评级 买入 |维持 北方华创(002371) 平台型布局加速推进 l 投资要点 成熟产品市占稳步提升，新产品关键技术持续突破。2024 年 公司持续深化半导体基础产品领域布局，核心业务保持高速增长， 2024 年公司实现营收 298.38 亿元，同比+35.14%；归母净利润 56.21 亿元，同比+44.17 ...

证券代码：002371 证券简称：北方华创 北方华创科技集团股份有限公司 投资者关系活动记录表 编号：2025-001 | | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | 投资者关系活动类别 | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 线上参与公司2024年度暨2025年第一季度业绩说明会的投资者 | | 时间 | 2025年05月12日 15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 董事长 赵晋荣 | | | 董事、高级副总裁 纪安宽 | | | 董事、总裁 陶海虹 | | | 首席财务官 李延辉 | | | 董事会秘书、副总裁 王晓宁 | | | 独立董事 陈胜华 | | | 1.公司最新财报经营性现金流极速下滑，解释称因满足订单需 | | | 求而提前采购，请问是否有明确的在手订单量可以披露，现金流下滑 | | | 的问题有哪些应对措施 | | | 答: ...

天眼查工商信息显示，近日，北方华创科技集团股份有限公司出资1000万元成立北京北方华创科技服务 有限公司，持股100%，所属行业为软件和信息技术服务业。 资料显示，北京北方华创科技服务有限公司成立于2025年5月7日，法定代表人为王洋，注册资本1000万 人民币，公司位于北京市，技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广、专业保 洁、清洗、消毒服务、建筑物清洁服务、信息技术咨询服务、工程管理服务、物业管理、租赁服务（不 含许可类租赁服务）、销售代理、软件销售、会议及展览服务、餐饮管理、社会经济咨询服务、健康咨 询服务（不含诊疗服务）、酒店管理、企业管理咨询、企业管理、商务代理代办服务、新鲜水果批发、 食用农产品批发、食品销售（仅销售预包装食品）、保健食品（预包装）销售、日用品批发、针纺织品 及原料销售、服装服饰批发、五金产品零售、消毒剂销售（不含危险化学品）、厨具卫具及日用杂品批 发、日用品销售、办公设备销售、办公用品销售、家用电器销售、办公设备耗材销售、电子产品销售、 体育用品及器材批发、家具销售、特种劳动防护用品销售、建筑材料销售、体验式拓展活动及策划、数 字技术服务、软件外包服务、信息咨 ...

Group 1 - The core viewpoint of the news is that Beijing Northern Huachuang Microelectronics Equipment Co., Ltd. has applied for a patent related to a method for calculating output power limits and semiconductor process equipment, which aims to enhance temperature control stability in heating plates [1] - The patent application was filed on October 2023, and the public announcement number is CN119916859A [1] - The invention involves a method that utilizes historical operational data, including historical output power and temperature sensor readings, to determine the required heating power for a heating element, thereby establishing power limits for temperature control [1] Group 2 - Beijing Northern Huachuang Microelectronics Equipment Co., Ltd. was established in 2001 and is primarily engaged in the manufacturing of electrical machinery and equipment [2] - The company has a registered capital of approximately 1.14 billion RMB [2] - The company has made investments in 7 enterprises, participated in 1,028 bidding projects, and holds 5000 patent records along with 61 trademark records [2]

Investment Rating - The report maintains a "Buy" rating for the company [6][10]. Core Insights - The company has demonstrated robust growth, with 2024 revenue reaching 29.838 billion yuan, a year-on-year increase of 35.14%, and a net profit attributable to shareholders of 5.621 billion yuan, up 44.17% year-on-year. For Q1 2025, revenue was 8.206 billion yuan, reflecting a 37.90% increase year-on-year, with a net profit of 1.581 billion yuan, up 38.80% year-on-year [2][4]. - The semiconductor business has significant domestic substitution potential, with the company positioned as a leading state-owned enterprise in semiconductor equipment, showcasing substantial technological and product advantages. Continuous R&D investments are leading to new product applications, enhancing the product matrix [6][10]. - The company plans to acquire control of Chip Source Microelectronics, which will accelerate its platform development and enhance its integrated circuit equipment solutions [10]. Financial Performance - In 2024, the company's electronic process equipment and electronic components generated revenues of 27.707 billion yuan and 2.094 billion yuan, respectively, with growth rates of +41.28% and -13.91%. The gross margins were 41.50% and 60.32%, showing a year-on-year change of +3.83 percentage points and -5.33 percentage points, respectively [10]. - The company achieved revenues exceeding 8 billion yuan for etching equipment, over 10 billion yuan for thin film deposition equipment, and 2 billion yuan for thermal processing equipment in 2024. The product matrix has significantly improved with the successful mass production of high-end equipment [10]. - R&D expenditure in 2024 was 5.372 billion yuan, a 21.82% increase, accounting for 18% of revenue. The company has developed key equipment such as high-k ALD equipment and stacked cleaning machines, and has announced its entry into the ion implantation equipment market [10]. Future Projections - The company is expected to achieve net profits of 7.271 billion yuan, 9.319 billion yuan, and 11.983 billion yuan for 2025, 2026, and 2027, respectively, with corresponding price-to-earnings ratios of 33x, 26x, and 20x based on current stock prices [6][10].

Group 1 - The core index, the CSI New Emerging Technology 100 Strategy Index, experienced a slight increase of 0.03%, closing at 5620.05 points, with a trading volume of 42.272 billion yuan [1] - Over the past month, the CSI New Emerging Technology 100 Strategy Index has declined by 9.27%, down 6.77% over the last three months, and down 6.85% year-to-date [1] - The index selects high-profitability, high-growth, and low-valuation listed companies from emerging technology-related industries, providing diversified investment targets for investors [1] Group 2 - The top ten holdings of the CSI New Emerging Technology 100 Strategy Index include: Mindray Medical (8.06%), ZTE Corporation (7.76%), Hikvision (7.68%), Pegatron (4.02%), Changchun High & New Technology (3.77%), AVIC Optoelectronics (3.58%), Will Semiconductor (3.34%), Northern Huachuang (3.25%), Anker Innovations (2.22%), and Yealink Network Technology (2.16%) [1] - The market segments of the index holdings are primarily from the Shenzhen Stock Exchange (78.11%) and the Shanghai Stock Exchange (21.89%) [1] - In terms of industry distribution, Information Technology accounts for 48.48%, Healthcare for 24.94%, Communication Services for 22.54%, and Industry for 4.05% [2] Group 3 - The index samples are adjusted quarterly, with adjustments occurring in the second week of March, June, September, and December [2] - Each adjustment typically does not exceed 20% of the sample, unless the original sample exceeds this threshold, in which case all qualifying samples are retained [2] - Public funds tracking the New Emerging Technology 100 include: Harvest New Emerging Technology 100 ETF Link A, Harvest New Emerging Technology 100 ETF Link C, and Harvest CSI New Emerging Technology 100 Strategy ETF [2]