NAURA(SZ:002371) Xin Lang Cai Jing·2026-01-12 08:37Group 1 - The company announced the transfer of 14,481,773 shares of Northern Huachuang, representing 2% of the total share capital, to Guoxin Investment at a price of 426.39 RMB per share, totaling 6.174 billion RMB [1] - This transfer is aimed at strengthening the strategic cooperation between Beijing Electric Control and Guoxin Investment, leveraging both parties' resource advantages to enhance capital cooperation and industrial empowerment [1] Group 2 - The company is a leading platform for semiconductor equipment, benefiting from the ongoing domestic production process [2] - The company has established a full product lineup in etching equipment, with revenue exceeding 5 billion RMB in the first half of 2025; in thin film deposition equipment, revenue is expected to surpass 6.5 billion RMB; and in thermal processing equipment, revenue is projected to exceed 1 billion RMB [2] - In the first three quarters of 2025, the company achieved revenue of 27.301 billion RMB, a year-on-year increase of 32.97%, and a net profit attributable to shareholders of 5.130 billion RMB, up 14.83% [2] - The company has implemented a stock incentive plan for key personnel, with performance targets set for revenue growth, R&D investment ratio, patent applications, and profit margins over the next four years [3] - The profit forecast for the company is 7.628 billion RMB for 2025, 10.030 billion RMB for 2026, and a new estimate of 12.812 billion RMB for 2027, maintaining a "buy" rating due to its leadership in the semiconductor equipment sector [3]