下周，半导体设备细分领域龙头来了

Group 1 - Shaanxi Tourism officially listed on the Shanghai Stock Exchange, marking the first IPO of 2026, with a first-day increase of 64.10% and a single ticket profit of approximately 26,000 yuan [1] - Next week, two new stocks will be available for subscription: Aisheren, a leading medical dressing company, and Hengyun Chang, a key supplier of semiconductor equipment core components [1][3] - Aisheren specializes in disposable medical consumables for rehabilitation and medical protection, with a strong competitive position in the medical care pad market and stable partnerships with international brands like Medline Group [5][1] Group 2 - Aisheren's forecast for 2025 indicates a net profit of 89.29 million to 98.48 million yuan, representing a year-on-year growth of 10.63% to 22.01% [5][6] - Projected revenue for Aisheren in 2025 is between 889.82 million and 939.87 million yuan, reflecting an increase of 28.65% to 35.89% compared to 2024 [6] - Hengyun Chang is a leading domestic supplier of semiconductor equipment core components, focusing on plasma RF power systems and has achieved mass delivery to major semiconductor equipment manufacturers [1][8] Group 3 - Hengyun Chang's forecast for 2025 shows a net profit of 102 million to 114 million yuan, with a year-on-year decline of 28.21% to 19.54% [8] - Projected revenue for Hengyun Chang in 2025 is estimated to be between 488.99 million and 515.43 million yuan, indicating a decrease of 9.58% to 4.69% compared to 2024 [8] - The company has developed second and third-generation products that support advanced process nodes of 28nm and 7-14nm, respectively, achieving international advanced levels [1]