Financial Overview - In the first half of 2024, the company achieved revenue of 2.404 billion yuan, a year-on-year increase of 49.33% [1] - Gross profit reached 1.218 billion yuan, with a gross margin of 50.68% [1] - Net profit increased by 85 million yuan to 443 million yuan, while the non-GAAP net profit grew by 92 million yuan to 435 million yuan [1] - After excluding share-based payment impacts, net profit increased by 33.9% to 665 million yuan, and non-GAAP net profit rose by 42.24% to 606 million yuan [1] - As of the end of the first half of 2024, total assets amounted to 11 billion yuan, with cash and cash equivalents accounting for 21.2% of total assets [1] Product Business Progress - Revenue from single-wafer cleaning and semiconductor cleaning equipment grew by 79.91% to 1.774 billion yuan, representing 73.81% of total revenue [2] - Revenue from plating, packaging, and other front-end equipment decreased by 8.12% to 427 million yuan, accounting for 17.76% of total revenue [2] - The company launched the HOCEP new plating and circuit equipment for next-generation fan-out panel-level packaging, expected to be a disruptive product [2] Customer Situation - The company has significantly increased its market share in the Chinese market as a leading cleaning equipment provider [2] - Successful delivery of OTC metal back cleaning and edge etching equipment to new customers in the U.S. market [2] - Active discussions with several front-end and packaging equipment customers in South Korea, including potential collaborations with Hynix for high bandwidth memory (HBM) products [3] Capacity Expansion and Long-term Revenue Goals - The company is expanding capacity in China and other regions, with a new R&D and manufacturing center in Shanghai nearing completion, expected to be operational by September [3] - A new long-term revenue target of 3 billion USD has been set, with expectations of 1.5 billion USD from the mainland China market and another 1.5 billion USD from other global markets [3] - The company forecasts full-year revenue between 5.3 billion and 5.8 billion yuan, reflecting significant progress in domestic and international market expansion [3] Technological Innovation and Market Outlook - Breakthroughs in panel-level packaging technology have been achieved, with a horizontal plating solution expected to position the company as a major player in the global market [3] - Plans to launch multiple devices with independent IP to support the rapid development of panel-level packaging [3] - Unique design in PECVD products enhances global competitiveness, with plans to enter international markets after domestic validation [3] Management Comments on Operating Environment and Future Outlook - Management expressed optimism for the second half of the year, expecting stronger performance driven by robust order and shipment growth [5] - The revenue guidance for the year has been raised from 5 billion to 5.3 billion yuan, reflecting confidence in growth for the second half and next year [5] - The company noted that while there is an increase in orders, the overall expansion pace remains steady and aligned with plans [11] Other Important Information - The company is accelerating the localization of key components for equipment, with domestic suppliers identified and feasibility studies underway [11] - The company expects to maintain a healthy growth trend in the semiconductor equipment market in China, supported by the third phase of the major fund [11] Q&A Session Summary Question: What is the progress of cooperation with major customers in South Korea? - The company is engaged in comprehensive cooperation in South Korea, including cleaning and plating equipment, with ongoing development of new processes and equipment [4] Question: How does management view the revenue growth in Q2? - The revenue growth exceeded expectations, attributed to increased downstream customer demand and revenue recognition from certain products [5] Question: What are the growth points in the cleaning equipment sector? - The company has a process coverage rate of 90-95% in cleaning equipment, with wet cleaning technology, especially high-temperature cleaning, identified as a future growth point [6] Question: What are the growth opportunities in other equipment sectors? - Backplane and plating equipment are important growth areas, particularly in international market expansion [7] Question: How does the company view the upcoming share unlock? - The company does not anticipate significant changes due to the share unlock, emphasizing continued focus on domestic market development [14] Question: What is the market outlook for supercritical CO2 technology? - This technology has significant potential, especially in logic processes below 5nm nodes and future 3D GAA logic [10] Question: What is the core performance indicator for plating equipment? - The company's plating equipment covers TSV, RDL, and advanced packaging, with a domestic market share target of 55% [10] Question: How is the demand from storage customers in China? - A growth trend is observed, particularly in Q4, with increasing demand for cleaning equipment in single crystal and logic processes [12] Question: What is the market space and competitive landscape for panel-level packaging technology? - Panel-level packaging is becoming increasingly important in the semiconductor supply chain, with the company being the first to adopt a horizontal plating solution [13]

其实我们认为来试它的这个看点在于第一是补充天空落地第二补充基地的话也可以提高人工生效率那么我们认为作为一个很老牌的中外合资的这样的一个曾经有这样一个血液基因的单型的水平企业我们认为它能够迎来发展的一个新的周期那么首先的话我们还是先回顾一下公司的一个基本情况 上海莱士是中国规模领先的哲学制品的企业采交量居于全国前列公司前身上海莱士这家公司是成立于88年也是国内的第一家中外合资的大型制品生产企业07年公司是转制成为了股份有限公司并于08年去上市经过这30余年的沉淀跟发展公司其实已经形成了 包括这个人白、精病、特棉以及AVIG等等这个产品在内的一个比较全的产品矩阵那截至到三年末公司一共是在上海、郑州、合肥、温州以及南宁拥有五个学制品生产基地也就是我们从此所说的有五张牌照那同时也拥有44家单产写章站 这个是包含了广西的两个还未复采的战争分别是分布在广西、湖南、海南、陕西、安徽、广东、内蒙、浙江、湖北、江西、山东的这11个省会的地区那我们看到无论是这个战争的数量 分布的区域还是百交量其实都是在行业前列的而今年的话呢公司的一个草交量是突破了一千五百吨超历史新高也是位居在行业第二的一个位置 那今年的6月18号呢公司呢公告他 ...

周伯文- 百度创始人、董事长兼首席执行官 未来，将会形成庞大的智能体生态，而搜索是智能体分发的最大入口。 （考虑到大模型所需要的算力、算法、数据门槛，）人工智能对大公司会友好一点，但是 友好并不意味着宽容，一定会有新的大公司出现，也一定会有大公司烈火重生。大企业 （可能）会觉得 AI 是工具的革命，小企业一定会觉得这是革命的工具。我想大企业也要 意识到这是革命的工具，那这个变化就来了。 | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | 价格的下降是因为技术驱动，因为本身技术越来越好，成本越来越低、价格持续走低。但 | | 是这个事情过度就不好，真正的价值应该是逐级去做的。 | | 我们给大家提供更优质的服务，大家能够用这个服务创造更大的价值，然后我们创造这 ...

大家好欢迎收看禅论解盘我是光大中劝投资公司李轩大家可以叫我李师兄每个交易日下午四点钟我们都会在直播间里陪着大家一起复盘市场热点寻找比较靠谱交易机会今天市场又是走出了相对比较弱势的状态早盘的时候还是有一些板块敢与逆势上扬的 就比如像红利相关的一些风格的资产啊比如像银行电力啊在盘中还是有相对比较好的表现另外呢在半导体行业涨价特别是上游的这样一个先进制程的产能相对比较紧张的背景之下我们看到半导体板块在早盘的时候表现也是相对比较强势的 但是随着五货整体市场又是呈现出一轮回落的状态所以最终我们看到了整体市场呈现出来了全面回落的走势31个一级行业之中只有两个行业处于上涨的状态绝大部分的板块大概29个是呈现出来了下跌的这样一个走势 另外呢两个上涨的板块里边呢一个是银行板块另外一个是公用事业公用事业里边最核心呢就是各种像水电啊电力股啊这些呢也是帮助着市场稍微有一些亮点吧 另外从个股层面上来看的话我们是发现今天整体的个股的表现相对是比较弱的超过四千多只四千八百多只个股出于下跌状态大概只有四百多只个股是上涨的所以在这样一个弱势的背景之下呢市场确实是面临着相对明显的这样一个压力啊那现在来看的话当前的这样一个成交额仍然是维持相对比较 ...

Robotaxi 大事件,上海发放首批牌照!高阶自动驾驶加速落地 20240708 Q&A 成交量是判断市场走势的重要指标之一。目前市场成交额处于相对较低的状态,这使得反弹难 以持续。此前在(2,933.33点见底时,尽管出现了一周左右的反扑,但由于成交量未能显著释 放,仅达到约7,000亿元,因此无法有效突破下行通道上轨,最终再次寻底。当前市场已形成 线观看免费平台线中枢下跌走势，并出现了第一个短线中枢。如果未来几天继续形成新的短线下跌中枢， 彩视频 彩票单关注具不么山现了第一个短线中枢。如果未来几天继续形成新的短线下跌中枢， 一 需要关注是否会出现区间套或背驰现象。但若没有成交量放大的过程,即便形成一定级别的背 驰,也难以实现 V 字反转。 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu987 . 当前市场整体表现相对较弱,特别是小市值个股面临一定压力。上证 50 和红利指数跌幅相对 较小,约为0.6%,而北证 50、中证 1,000 以及创业板综指等小市值指数跌幅较大,约为 1.8%。 白酒板块对指数的压制明显，达到 7.8 点，券商板块压制指数 5.3 点。此外，一些通用软盘彩 ...

2022 2025E 7.783 (69.78) 37.86 415.47 1,495 33.80 +1-06 0.16 0.59 5.43 1.61 10.86 5.68 0.41 0.36 17.01 EV EBITDA (18) 7,152 29 吸收存款/计息负债 排名 兰州银行 齐鲁银行 2.18% 2.23% 西安银行 15 8 68.3% 6 2.49% 7 2.28% 长沙银行 3 宁波银行 65.4% 2 2.57% 64.0% 63.6% 10 杭州银行 2.19% 6 1.97% 2.15% 14 60.0% 11 上海银行 5 排名 2023年 17 2 75.8% 2.29% 4 70.7% d 南京银行 12 67.9% 7 2.02% 8 4 1 2.15% 2.55% 贵阳银行 郑州银行 2.25% 10 12 2.28% 61.4% 1 60.4% 2.74% 2.33% 59.8% 2.21% 56.6% 17 13 1 16 2.79% 江苏银行 2.40% 16 4 2.47% 2.50% 【风口研报·公司】6月上海二手房成交量创下近三年新高， 2026E 管业收入(人 ...

所导致的任何损失承担任何责任本次电话会议仅服务于上海证券正式签约客户中的专业投资者未经上海证券书面同意任何人不得对本次电话会议内容进行音频记录或文字记录上海证券未授权任何媒体刊载或转载此次电话会议相关内容擅自刊载或转载的上海证券保留追究其法律责任的权利 各位投资人下午好非常感谢来参加本次医药美术谈今天主要讲三个内容一个是康方降价的一个解读还有一个是中午的专家会关于广东的带量采购药品专家会的一个要点的解读第三个是近期肺癌数据的一个复排 那咱们就正式开始然后我先简单讲一下就是结论就是康方的最近的降价就是它的AK104就是卡多利尼丹康这个降价的时间的话就是如果单从价格上来讲就是降价前后其实没有特别大的区别总体来说因为它之前的那个价格是有赠要的就是我们之前先说一下它最开始的一个名义价格就全年费用是在96万就单月的费用大概是在 8万左右就是这是一个最开始的一个民意费用那我们再看说他后续的那个降价之后呢他就其实相当于把从96万降到了48万单月的费用就是降到了4万一个月 所以其实它是类似于在用药的话它是两周一次每次我们以60公斤为例刚刚讲的那个价格也是以60公斤为例每次是三支一个月的用量的话是12支然后一支的价格的话是13 ...

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