【私募调研记录】德若私募基金调研盛美上海

Group 1 - The core viewpoint of the article highlights that the private equity firm 德若 is optimistic about the growth potential of 盛美上海, particularly in expanding its overseas market share and maintaining a strong performance in the semiconductor equipment sector [1] - 盛美上海 has raised its addressable market in China to $7 billion, based on the assumption that the semiconductor equipment market in China will reach $40 billion by 2030 [1] - The company reported nearly 40% revenue growth in the second quarter, driven by strong equipment sales and demand [1] Group 2 - 盛美上海 maintains its full-year performance guidance, with contract liabilities defined as prepayments after product debugging and acceptance [1] - The discrepancy in financial reports is attributed to different accounting standards, and the existing capacity at the 临港 plant is sufficient to support the annual performance guidance [1] - The company plans to add new capacity next year to further enhance its production capabilities [1]