北方华创：刻蚀及薄膜沉积设备持续突破，受益存储技术演进-20260323

| | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入(百万元) | 22,079 | 29,838 | 39,014 | 50,830 | 62,539 | | 同比增长 (%) | 50.3% | 35.1% | 30.8% | 30.3% | 23.0% | | 营业利润(百万元) | 4,448 | 6,527 | 8,150 | 12,243 | 15,801 | | 同比增长 (%) | 55.1% | 46.7% | 24.9% | 50.2% | 29.1% | | 归属母公司净利润(百万元) | 3,899 | 5,621 | 7,042 | 10,258 | 13,050 | | 同比增长 (%) | 65.7% | 44.2% | 25.3% | 45.7% | 27.2% | | 每股收益（元） | 5.38 | 7.76 | 9.72 | 14.15 | 18.00 | | 毛利率(%) | 40.8% | 42.9% | 42.1% | 43.0% | 43.9 ...