设备国产化

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4月28日A股走势分析及策略
Sou Hu Cai Jing· 2025-04-28 17:52
老铁们周一快乐,这里是帮主郑重的盘前策略时间。二十年观察市场的经验告诉我,当前A股正处在"战略僵持阶段"——指数看似平静如水,实则暗流涌 动。这就像高手对决前的屏息时刻,胜负往往取决于对细节的把控。 当下市场呈现三大特征:指数箱体震荡、量能温和收缩、风格快速轮动。沪指在3270-3320点区间已盘桓13个交易日,这个位置恰是去年四季度密集成交 区。这里有个关键细节:每当指数触及3300点上方,两融余额便出现明显下降,说明杠杆资金正在主动降仓。而北向资金的流向更具深意——上周三个交易 日净流出87亿,但宁德时代、长江电力等核心资产却逆势获增持,聪明钱的"去伪存真"策略已然显现。 机动仓抓波段:40%资金在半导体、军工做网格交易,每跌5%加仓一次; 现金等待机会:留30%现金,如果节后跌破3250点,直接抄底沪深300ETF。 记住,在震荡市中,仓位管理比个股选择更重要。 风险预警:三大雷区千万别踩 第一,4月30日是年报最后披露日,那些净利润暴跌、现金流为负的公司,就像穿着皇帝新衣,随时可能现原形。第二,外资最近在调仓换股,北向资金如 果连续三天净流出,市场情绪可能瞬间变脸。第三,量能持续低于1万亿的话,市场就 ...
矽电股份:2024年经营稳健增长,拟10派9.58元
Zheng Quan Shi Bao Wang· 2025-04-28 12:21
4月28日晚间,矽电股份(301629)(301629.SZ)发布2024年年度报告。报告期内,公司实现营业收入 5.08亿元,实现归母净利润9186.82万元,同比增长2.97%,拟以现有总股本41727274股为基数,向全体 股东每10股派发现金红利9.58元(含税),合计分配现金股利人民币3997.47万元,占2024年度公司合并归 属于上市公司股东净利润的43.51%。 年报显示,2024年矽电股份晶圆探针台设备营业收入达1.84亿元,同比增长6.27%,毛利率达46.93%; 晶粒探针台设备实现营业收入2.81亿元,毛利率同比增长7.23%;包括分选机在内的其他设备营业收入 同比大增94.40%。 2024年,矽电股份全年研发投入达6810万元,同比增长15.88%,近三年复合增长率为17.78%,主要在 研项目共计32项。矽电股份对技术的深耕,一方面为业绩稳健增长奠定了坚实基础,另一方面获得了国 家的高度认可。目前,公司已建成广东省高精密半导体探针台工程技术研究中心,并获得广东省制造业 单项冠军企业、"建议支持的国家级专精特新'小巨人'企业(第三批第一年、第三批第二年)""2021年第三 批国家级 ...
万业企业一季度营收同比大增94.09% 铋材料业务推进有序
Zheng Quan Ri Bao Wang· 2025-04-27 11:43
Group 1 - The core viewpoint of the articles highlights the strong financial performance and strategic advancements of Wan Ye Enterprise in the semiconductor equipment sector, driven by significant R&D investments and a focus on domestic production [1][2][3] - In 2024, Wan Ye Enterprise achieved a revenue of 581 million yuan and a net profit of 108 million yuan, with the equipment and materials business being the main growth driver [1] - The company secured approximately 240 million yuan in integrated circuit equipment orders in 2024, indicating a robust demand in the semiconductor market [1] Group 2 - In Q1 2025, Wan Ye Enterprise reported a revenue of 193 million yuan, representing a year-on-year increase of 94.09%, showcasing substantial growth [2] - The company’s subsidiary, Shanghai Kaishitong Semiconductor Co., Ltd., received bulk repeat orders from three major clients and added two new clients, reflecting its expanding market presence [1][2] - Wan Ye Enterprise is enhancing its production capacity and supply chain resilience by expanding its R&D and manufacturing base in Shanghai, aiming for an annual production capacity of over 100 ion implantation machines [2] Group 3 - The profit distribution plan for 2024 includes a cash dividend of 0.43 yuan per 10 shares, amounting to a cash dividend ratio of 36.64% of the net profit attributable to shareholders [3] - The total cash dividend and repurchase amount is 289 million yuan, which is 269.12% of the net profit attributable to the parent company, indicating a strong commitment to returning value to shareholders [3] - With the formal acquisition by Xian Dao Technology Group, Wan Ye Enterprise aims to accelerate the integration of new materials, equipment, and components to create a closed-loop ecosystem in the industry [3]
北方华创(002371):25Q1业绩表现亮眼,平台化持续布局
Guotou Securities· 2025-04-27 05:07
Investment Rating - The investment rating for the company is "Buy-A" with a target price of 542.27 CNY per share [7]. Core Views - The company reported strong performance in Q1 2025, with revenue of 82.06 billion CNY, up 37.9% year-on-year, and a net profit of 15.81 billion CNY, up 38.8% year-on-year [1]. - The global semiconductor equipment market is expected to recover, with a projected sales increase of 10% year-on-year, particularly driven by a 35% increase in sales in China [2]. - The company has achieved comprehensive breakthroughs in semiconductor equipment across four product lines, with significant revenue contributions from various segments [3]. - The acquisition of a stake in ChipSource Micro will enhance the company's product offerings in coating and developing, furthering its platform integration strategy [4]. - Revenue projections for the company are optimistic, with expected revenues of 393.86 billion CNY, 492.33 billion CNY, and 590.79 billion CNY for 2025, 2026, and 2027 respectively [10]. Summary by Sections Financial Performance - In 2024, the company achieved a revenue of 298.38 billion CNY, a year-on-year increase of 35.14%, and a net profit of 56.21 billion CNY, up 44.17% year-on-year [1]. - For Q1 2025, the company reported a revenue of 82.06 billion CNY and a net profit of 15.81 billion CNY, reflecting strong growth [1]. Industry Perspective - The semiconductor equipment market is experiencing a recovery, with significant growth in China due to capacity expansion and government support [2]. - The ongoing tariff issues between the US and China are accelerating the domestic production process in the semiconductor industry [2]. Product Development - The company has established a comprehensive product lineup in semiconductor equipment, achieving over 80 billion CNY in revenue from etching equipment and over 100 billion CNY from thin film deposition equipment [3]. - The acquisition of ChipSource Micro is expected to fill gaps in the company's product offerings and enhance collaborative efforts in R&D and sales [4]. Future Projections - The company is projected to achieve revenues of 393.86 billion CNY in 2025, with net profits expected to reach 76.23 billion CNY [10]. - The company is positioned to benefit from the clear trend of domestic substitution in the semiconductor industry, with a target price set at 542.27 CNY per share based on a PE ratio of 38 times [10].
深科达亮相SEMICON China 2025,半导体设备国产化再提速
Zheng Quan Shi Bao Wang· 2025-03-27 13:14
在应对全球化竞争方面,深科达表现出清晰的战略节奏。公司已将产品出口至越南、泰国、马来西亚、 俄罗斯和中国台湾地区,并计划于5月赴新加坡参展。深科达高管在采访中表示,公司采取"先服务大陆 工厂,再延伸海外总部"的策略,先建立本地口碑、打通售后通路,再向全球客户总部渗透,当前海外 订单占比正稳步提升,预计将成为公司下阶段营收与利润的重要来源。 面对产业周期波动与竞争格局调整,深科达选择"稳中提质"。高管坦言,公司不再以市占率为首要目 标,而是聚焦利润质量、客户稳定与风险可控。在客户策略上,公司将主要资源集中于外企和上市公司 等A类客户,目前A类客户占比不断提高。在生产组织上,公司强化平台型管理架构,通过统一技术中 心和销售平台,实现不同业务板块的资源整合与快速响应,进一步增强系统竞争力。 在全球贸易格局变化之下,公司对外部环境也展现出较强的适应能力。高管表示,中美贸易摩擦在一定 程度上反而推动国内半导体设备的自主替代,"每一次技术打压,都是我们国产设备突围的机会"。公司 将继续聚焦高附加值项目,避免低价竞争,强化研发、品质与交期优势,拓展更多国际优质客户。 当前,中国半导体设备行业正进入产业洗牌期。一方面,缺乏核 ...
矽电股份冲刺创业板:探针技术破局者如何锻造半导体测试“新质生产力”
21世纪经济报道· 2025-03-08 04:26
Core Viewpoint - The article highlights the rise of domestic semiconductor equipment manufacturers, particularly focusing on Xidian Semiconductor Equipment (Shenzhen) Co., Ltd. (referred to as Xidian), which has achieved significant milestones in the probe testing technology sector, breaking foreign monopolies and positioning itself as a leading player in the Chinese market [2][4]. Group 1: Company Overview - Xidian is primarily engaged in the research, production, and sales of semiconductor-specific equipment, with a focus on probe testing technology [2]. - The company is the first in mainland China to achieve industrial application of 12-inch wafer probe testing equipment, breaking the long-standing foreign monopoly [2][4]. - As of 2019, Xidian held a 13% market share in the mainland probe testing equipment market, ranking fourth overall and first among domestic manufacturers [2]. Group 2: Technological Advancements - Xidian has successfully developed and mass-produced 6-inch wafer probe testing equipment, which has been sold to major domestic semiconductor manufacturers [4]. - The company has mastered several core technologies, including high-precision fast-response large-stroke precision stepping technology and automatic needle alignment technology [6]. - Xidian's product range has expanded from manual to fully automatic probe testing equipment, covering sizes from 4 inches to 12 inches [5][6]. Group 3: Financial Performance - Xidian's revenue has shown rapid growth, with figures of 399 million yuan, 442 million yuan, 546 million yuan, and 335 million yuan from 2021 to the first nine months of 2024, driven by increased demand in the downstream industry [6]. - The company's revenue from probe testing equipment has consistently accounted for nearly 95% of its total revenue [5]. - The market share of Xidian in mainland China has increased from 19.98% in 2021 to 25.70% in 2023 [7]. Group 4: Market Opportunities - The global semiconductor industry is undergoing a significant shift, with a notable portion of new semiconductor wafer plants being established in mainland China [8]. - The domestic semiconductor equipment market has substantial room for growth, with current localization rates of 16.4% for front-end equipment and 13.2% for back-end equipment [9]. - Xidian plans to raise 545 million yuan through its IPO to invest in R&D and expand its production capacity, aiming to enhance its market presence and product offerings [10].
晶升股份:晶升股份首次公开发行股票并在科创板上市招股说明书
2023-04-16 09:50
科创板投资风险提示 本次发行股票拟在科创板上市,科创板公司具有研发投入大、经营风险 高、业绩不稳定、退市风险高等特点,投资者面临较大的市场风险。投资者应 充分了解科创板的投资风险及本公司所披露的风险因素,审慎作出投资决定。 南京晶升装备股份有限公司 (Crystal Growth & Energy Equipment Co.,Ltd.) 首次公开发行股票并在科创板上市 招股说明书 保荐人(主承销商) (深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401) (南京经济技术开发区红枫科技园 B4 栋西侧) 南京晶升装备股份有限公司 招股说明书 声 明 中国证监会、交易所对本次发行所作的任何决定或意见,均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证,也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任 何与之相反的声明均属虚假不实陈述。 根据《证券法》规定,股票依法发行后,发行人经营与收益的变化,由发行 人自行负责;投资者自主判断发行人的投资价值,自主作出投资决策,自行承担 股票依法发行后因发行人经营与收益变化或者股票价格变动引致的投 ...