NAURA(SZ:002371) Mei Ri Jing Ji Xin Wen·2025-05-12 03:12Group 1 - The semiconductor materials and equipment theme index rose by 0.28% as of May 12, with notable increases in stocks such as Zhongchuan Special Gas (+2.77%), Youyan New Materials (+2.68%), and TCL Technology (+2.34%) [1] - The semiconductor materials ETF (562590) increased by 0.09%, with a current price of 1.09 yuan, and has seen a cumulative rise of 2.94% year-to-date as of May 9 [1] Group 2 - Despite the first quarter being a traditional off-season for the semiconductor industry, leading companies reported strong performance, with North China Huachuang achieving record results with revenue of 8.206 billion yuan, a year-on-year increase of 37.90%, and a net profit of 1.581 billion yuan, up 38.80% [2] - The company reported a contract liability of 5.75 billion yuan as of Q1 2025, down 37.8% year-on-year, while inventory increased to 25.21 billion yuan, up 40.9%, indicating a strong order backlog [2] - The global semiconductor equipment industry is expected to continue its recovery, with companies like Zhongwei expecting second-quarter revenue to grow by 30% to 35%, reaching between 2.5 billion to 3 billion yuan, and net profit projected to be between 350 million to 400 million yuan, up 20% to 25% [2] - The semiconductor materials ETF and its linked funds closely track the index, with semiconductor equipment (53.1%) and semiconductor materials (22.6%) making up over 75% of the index weight [2]