北方华创：1H24 profit alert points to solid 2Q results

12 Jul 2024 CMB International Global Markets | Equity Research | Company Update Naura Technology (002371 CH) 1H24 profit alert points to solid 2Q results Naura announced a 1H24 profit alert. 1H revenue is expected to be within the range of RMB11.4-13.1bn, representing 35.4% to 55.9% YoY growth, respectively. Net profit is estimated to be RMB2.6-3.0bn (YoY growth of 42.8% to 64.5%). This implies that 2Q24 revenue (mid-point) could be RMB6.4bn (40.8% YoY and 9.5% QoQ growth), 5% below consensus estimate. 2Q24 ...