设备国产化

Search documents
常辅股份(871396) - 投资者关系活动记录表
2025-05-16 11:25
证券代码:871396 证券简称:常辅股份 公告编号:2025-046 常州电站辅机股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假 记载、误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 一、 投资者关系活动类别 √特定对象调研 二、 投资者关系活动情况 活动时间:2025 年 5 月 15 日至 2025 年 5 月 16 日 活动地点:常州电站辅机股份有限公司会议室 参会单位及人员:中信证券股份有限公司、平安基金管理有限公司、陕西趋 势投资管理有限公司、西部证券股份有限公司、铁林(厦门)股权投资私募基金 管理有限公司、江海证券有限公司 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 上市公司接待人员:董事长、总经理杜发平先生 ;董事会秘书、财务总监 许旭华先生 三、 投资者关系活动主要内容 本次调研公司就投资者普遍关注的问题进行了沟通与交流,主要问题及回 复如下: 问题 1:公司 2025 年度一季度营业收入比上年同期下降 21.31%,请问主 要原因有哪些? 回复:公司报告期普通 ...
北方华创,A股十年最强,你凭啥?
是说芯语· 2025-05-15 07:03
以下文章来源于市值观察 ,作者市值观察 市值观察 . 聚焦上市公司市值与价值 申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 2024年,北方华创以56.21亿元的归母净利润罕见反超中芯国际,成为A股半导体行业新的"盈 利王"。 很难想象,十年前这家公司的归母净利润还只有区区 4187万。 从 4187万到56.21亿,十年时间翻了134倍,北方华创不仅成了A股半导体产业最能赚钱的企 业,也是整个A股市场过去十年利润增幅最高的企业。 01 中国第一,中国唯一 北方华创是根正苗红的半导体国家队。 公司由七星电子与北方微电子重组合并而来,其中七星电子的历史最早可以追溯到苏联援建时 期,曾开发过中国第一台扩散炉和等离子刻蚀机,可以说继承了中国自建国以来半导体设备发 展的几乎全部技术遗产。 2018和2020年,北方华创又分别收购美国Akrion Systems LLC公司、北广科技射频应用技 术相关资产,不断丰富高端集成电路设备产品线。 悠久的发展历史,厚重的技术储备,持续的外延扩张,所有这些共同决定了北方华创的新陈代 谢要比友商快得多。到今天,公司已经成为国内产品覆盖度最广的半导体设备公司。 半导体设备 ...
富创精密:重点推进先进产品的客户验证与量产工作 加速开拓海外先进市场
Zheng Quan Shi Bao Wang· 2025-05-13 06:01
Core Viewpoint - 富创精密 is a leading domestic semiconductor equipment precision components manufacturer, focusing on technological innovation and market expansion, with a strategic emphasis on global collaboration and vertical integration [1][2][3][4] Group 1: Company Overview - 富创精密 specializes in providing precision components for semiconductor equipment, particularly for 7nm process technology, and has established a comprehensive technical system for precision manufacturing [1] - The company has developed over 70 gas cabinet design solutions for domestic leading clients, most of which are in mass production [1] Group 2: Financial Performance and Market Expansion - The company has successfully expanded its international market presence, achieving over 40% year-on-year revenue growth from key overseas clients [2] - A strategic investment was made to acquire a stake in 浙江镨芯, which holds a significant share in the international gas transmission system manufacturer Compart, enhancing the company's global supply chain capabilities [2] Group 3: Product Development and Innovation - 富创精密 has completed the development of new generation products, including complex structures like heated gas distribution plates, and has achieved small batch production capabilities [3] - The company aims to localize the supply of critical components like vacuum valves, reducing dependency on international manufacturers [3] Group 4: Future Strategy - The company plans to implement a "1+2+N strategic deployment" framework, focusing on technological innovation, resource integration, and global collaboration to enhance its competitive edge [4] - Future efforts will include strengthening support capabilities for domestic semiconductor equipment companies and accelerating the expansion into advanced overseas markets [4]
先锋精科: 先锋精科2024年年度股东会资会议料
Zheng Quan Zhi Xing· 2025-05-11 09:15
江苏先锋精密科技股份有限公司 2024 年年度股东会会议材料 江苏先锋精密科技股份有限公司 会议材料 二〇二五年五月 四、股东及股东代理人参加股东会依法享有发言权、质询权、表决权等权利。 股东及股东代理人参加股东会应认真履行其法定义务,不得侵犯公司和其他股东 及股东代理人的合法权益,不得扰乱股东会的正常秩序。 江苏先锋精密科技股份有限公司 2024 年年度股东会会议材料 江苏先锋精密科技股份有限公司 为了确保股东会的正常秩序和议事效率,保证会议的顺利进行,根据《中华 人民共和国公司法》 《中华人民共和国证券法》 《上市公司股东会规则》以及《江 苏先锋精密科技股份有限公司章程》《江苏先锋精密科技股份有限公司股东会议 事规则》等相关规定,特制定 2024 年年度股东会会议须知: 一、为保证本次会议的严肃性和正常秩序,切实维护与会股东(或股东代理 人)的合法权益,除出席会议的股东(或股东代理人)、公司董事、监事、高级 管理人员、见证律师及董事会邀请的人员外,公司有权依法拒绝其他无关人员进 入会场。 二、出席现场会议的股东及股东代理人须在会议召开前 30 分钟到会议现场 办理签到手续,并请按规定出示证券账户卡、身份证 ...
微导纳米(688147):2024、2025Q1点评:半导体订单高增,双轮驱动展现韧性
Changjiang Securities· 2025-05-09 10:18
丨证券研究报告丨 公司研究丨点评报告丨微导纳米(688147.SH) [Table_Title] 微导纳米 2024&2025Q1 点评:半导体订单高 增,双轮驱动展现韧性 报告要点 [Table_Summary] 公司发布 2024 年报&2025Q1 季报,2024 年营收 27.00 亿元同比增长 60.74%,归母净利润 2.27 亿元同比减少 16.16%;2025Q1 营收 5.10 亿元同比增长 198.95%,归母净利润 0.84 亿 元同比增长 2253.57%。 分析师及联系人 [Table_Author] %% %% research.95579.com 1 微导纳米(688147.SH) cjzqdt11111 [Table_Title 微导纳米 2024&2025Q1 2] 点评:半导体订单高 增,双轮驱动展现韧性 [Table_Summary2] 事件描述 赵智勇 倪蕤 SAC:S0490517110001 SAC:S0490520030003 SFC:BRP550 请阅读最后评级说明和重要声明 %% %% 公司发布 2024 年报&2025Q1 季报,2024 年营收 27.00 ...
深科达:三足鼎立,各领新颜
Xin Lang Cai Jing· 2025-05-09 02:10
Core Viewpoint - Shenzhen Deep Tech Intelligent Equipment Co., Ltd. reported significant growth in Q1 2025, achieving revenue of 179 million yuan, a year-on-year increase of 108.13%, and a net profit of 14.31 million yuan, marking a successful turnaround to profitability [1][4] Group 1: Business Performance - The company experienced comprehensive growth across three main business segments: semiconductor packaging and testing equipment, flat panel display module equipment, and key components for intelligent equipment [1][4] - The semiconductor packaging and testing equipment segment focuses on integrated circuit back-end processes, with products achieving efficiency and stability comparable to international competitors [1][4] - The flat panel display equipment segment saw significant growth driven by demand in the electronic paper and ultrasonic fingerprint module markets [2][4] - The key components segment has expanded its product matrix to cover various industries, including semiconductors and industrial automation, contributing to overall revenue growth [3][4] Group 2: Financial Highlights - The company's gross margin improved to 30.98%, a year-on-year increase of 42.25%, while the net profit margin reached 9.32%, up 128.53% [4] - Operating cash flow increased significantly, indicating improved liquidity and operational efficiency [4] Group 3: Future Outlook - The company aims to enhance quality while maintaining stability, focusing on market expansion and technological advancements in its semiconductor and flat panel display equipment segments [5] - Continued collaboration with leading consumer electronics manufacturers is expected to drive innovation in smart glasses and other emerging markets [5] - The company is positioned to lead in the domestic intelligent equipment wave, leveraging its three business lines for sustained growth [5]
【公告全知道】人形机器人+AI智能体+算力租赁+华为鲲鹏+国资云+国企改革!公司拟超1600万元投建具身智能机器人数据采集工厂
财联社· 2025-05-06 15:05
每周日至每周四推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前寻找到投资热点, 防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 前言 ①人形机器人+AI智能体+算力租赁+华为鲲鹏+云计算+国资云+国企改革!这家公司拟超1600万元投建具身智 能机器人数据采集工厂,超融合算力调度平台主要应用于多个智算中心的算力调度;②人形机器人+云计算 +可控核聚变+核能核电+华为+数据中心!这家公司产品被广泛应用于机器人等领域且已与优必选等战略合 作;③国产芯片+半导体+国家大基金持股!公司拟参与设立合资企业主要从事高端封测设备国产化。 ...
晶升股份2024年报解读:逆势加码研发 卡位第三代半导体设备赛道
Sou Hu Wang· 2025-04-30 09:49
半导体设备国产化浪潮中,南京晶升装备股份有限公司(688478.SH,下称"晶升股份")作为国内晶体生 长设备领域的行业龙头,其2024年财报备受关注。 在半导体行业周期波动与国产替代提速的双重背景下,公司交出了一份"营收稳增、利润承压"的成绩 单。4月29日发布的公司年报显示,2024年全年营收4.25亿元,同比增长4.78%;归母净利润5374.71万 元,同比下滑24.32%。 众所周知,在半导体级单晶硅炉领域,尤其是12英寸大尺寸设备市场,长期由少数几家国际巨头主导技 术标准和市场份额,如PVA TePla AG(德国),KAYEX(美国)。而晶升股份通过自主研发实现12英寸半导 体级单晶硅炉国产化,尤其是公司SCG300系列单晶硅炉实现COP-FREE硅片量产,可满足19nm存储芯 片需求,且解决了晶体直径控制、液面距离测量、工艺窗口优化等核心问题,其设备已在国内多家硅片 厂商实现产业化应用,打破了海外垄断,逐步替代进口设备。 据悉,公司12英寸单晶硅炉已通过沪硅产业、立昂微等客户验收。机构分析,该类产品市场占有率已从 2023年的9%-15%提升至约20%,国产替代逻辑持续强化。 从政策角度讲,《 ...
2025年中国激光医疗设备行业分类、市场规模及发展全景研判:行业正处于技术升级、应用拓展和国产替代加速的关键阶段,具有应用广、需求大的特点[图]
Chan Ye Xin Xi Wang· 2025-04-30 01:33
Core Viewpoint - The laser medical equipment industry in China is experiencing rapid growth driven by national policy support, increasing market demand, and technological breakthroughs, with a projected market size of approximately 5.8 billion yuan in 2024 and expected to exceed 6 billion yuan in 2025 [1][5][9]. Industry Definition and Classification - Laser medical equipment refers to devices that utilize laser technology for disease diagnosis, treatment, or rehabilitation, characterized by precision, minimally invasive procedures, and high efficiency [1][3]. - The industry can be categorized into laser medical equipment manufacturing and laser medical services, with applications across various clinical departments [1][3]. Current Development Status - The application of laser technology in medicine has made significant progress, with a wide range of laser medical devices available for treating hundreds of diseases in various clinical settings [5][9]. - The domestic market for laser medical devices has entered a phase of "mid-end dominance and high-end breakthroughs," with the low-end market largely self-sufficient, while high-precision and ultra-fast laser fields require long-term technological accumulation [9][23]. Market Size and Growth - The market size for laser medical equipment in China is projected to be around 5.8 billion yuan in 2024, with expectations to surpass 6 billion yuan in 2025, indicating a positive long-term trend for the industry [1][9]. Domestic Production and Market Dynamics - The domestic production rate of laser medical equipment is expected to reach approximately 67.01% in 2024 and is projected to reach 70% in 2025, reflecting a rapid increase in domestic substitution [9][23]. - The industry is characterized by a competitive landscape where local companies are gradually gaining market share, particularly in the mid and low-end segments, while high-end markets remain dominated by international giants [13][15]. Key Companies - Major companies in the laser medical equipment sector include Qizhi Laser, Ruike Laser, United Imaging Healthcare, Pudong Medical, and others, with a focus on innovation and technology development [13][15]. - Qizhi Laser has achieved significant milestones with 22 medical device product registrations and 112 patents, focusing on various medical fields [15]. - Ruike Laser has expanded into the medical sector, developing solutions for aesthetic and dental applications, with reported revenues of 3.68 billion yuan in 2023 [19][21]. Industry Trends - The laser medical equipment industry is undergoing a transformation towards smart, high-end, compact, specialized, and environmentally friendly technologies, with advancements in various scientific fields enhancing the capabilities of laser medical technology [23]. - The future of laser medical technology is expected to benefit a broader audience, including public and private hospitals, beauty markets, and home-use devices, indicating a wide application and strong demand [23].
中微公司(688012):2024年报、2025年一季报点评:刻蚀设备引领业绩高增,平台化进展顺利
Huachuang Securities· 2025-04-29 08:48
Investment Rating - The report maintains a "Strong Buy" rating for the company, indicating an expectation to outperform the benchmark index by over 20% in the next six months [6][21]. Core Views - The company's performance is driven by the growth in etching equipment, with a successful platform development progress. The revenue for 2024 is projected to reach 90.65 billion yuan, representing a year-on-year increase of 44.73% [6][7]. - The company is benefiting from the acceleration of semiconductor equipment localization, particularly in etching and film deposition equipment, which are seeing increased demand due to advanced process expansions [6][7]. - High R&D investment is enhancing the company's platform capabilities, with a 94.3% increase in R&D spending to 24.52 billion yuan, accounting for approximately 27.05% of revenue [6][7]. Financial Summary - **Revenue Projections**: - 2024: 90.65 billion yuan, +44.7% YoY - 2025: 120.21 billion yuan, +32.6% YoY - 2026: 155.82 billion yuan, +29.6% YoY - 2027: 192.94 billion yuan, +23.8% YoY [2][7] - **Net Profit Projections**: - 2024: 16.15 billion yuan, -9.5% YoY - 2025: 22.11 billion yuan, +36.9% YoY - 2026: 30.57 billion yuan, +38.3% YoY - 2027: 40.31 billion yuan, +31.8% YoY [2][7] - **Earnings Per Share (EPS)**: - 2024: 2.59 yuan - 2025: 3.55 yuan - 2026: 4.91 yuan - 2027: 6.47 yuan [2][7] - **Valuation Ratios**: - Price-to-Earnings (P/E) ratio for 2025 is projected at 52 times, decreasing to 29 times by 2027 [2][7]. Market Position - The company has seen a significant increase in market share and product coverage due to the expansion of storage clients and advanced process requirements, with etching equipment revenue reaching 72.77 billion yuan in 2024, a 54.72% increase YoY [6][7]. - The company has also introduced new LPCVD equipment, contributing 1.56 billion yuan in its first year, marking it as a new growth point [6][7].