NAURA(002371)

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北方华创(002371) - 2016年11月11日投资者关系活动记录表
2022-12-06 01:34
Group 1: Company Overview - The company specializes in semiconductor integrated circuit manufacturing equipment and precision electronic components, integrating R&D, production, sales, and technical services [3] - It has over 60 years of experience in electronic components technology, producing resistors, capacitors, crystal devices, microwave components, and mixed integrated circuits [4] Group 2: Product and Market Position - The company can supply 12-inch technology products below 40nm, including 10 oxidation furnaces, 6 etching machines, 11 PVD machines, and 1 cleaning machine [4] - It has established a strong market presence, with significant sales in the semiconductor lighting and photovoltaic sectors, leading in market share for negative diffusion products [5] Group 3: R&D and Innovation - As of September 30, 2016, the company has applied for 2,721 patents, with 1,333 granted [6] - The company collaborates with SMIC for equipment validation, ensuring reliability and stability before project completion [6] Group 4: Workforce and Expertise - The company employs 1,100 R&D personnel, accounting for over 30% of its total workforce, including 10 national "Thousand Talents Program" experts and 21 overseas experts [5] - It has built a tiered R&D team supported by experts from various programs [6] Group 5: Future Outlook - The photovoltaic equipment business is expected to maintain a certain sales scale in 2017, driven by increased demand from downstream manufacturers [8] - The company is positioned to meet the evolving needs of the semiconductor industry, particularly in advanced packaging and MEMS applications [9]