打新早知道 6月27日，可申购科创板上市的屹唐股份，该公司是一家总部位于中国，以中国、美国、德国三地作为 研发、制造基地，面向全球经营的半导体设备公司。 Es University 今日申购 688729.SH 屹唐股份 | 发行价(元/股) | 机构报价(元/股) | 市值(亿元) | 所属行业 | | --- | --- | --- | --- | | 8.45 | 8.52 | 224.80 | 半导体器件专用设 备制造 | | 发行市盈率 | 行业市盈率 | 可以公司 | 可比公司动态市盈率 | | 51.55 | 29.44 | 华海清科 | 33.90 66.72 | | | | 中微公司 | | | | | 和用原微 | 110.43 | 招股书显示，屹唐半导体主要从事集成电路制造过程中所需晶圆加工设备的研发、生产和销售，面向全 球集成电路制造厂商提供包括干法去胶设备、快速热处理设备、干法刻蚀设备在内的集成电路制造设备 及配套工艺解决方案。 "公司主要设备相关技术达到国际领先水平。"屹唐股份称，干法去胶设备、快速热处理设备已应用在多 家国际知名集成电路制造商生产线上并实现大规模装机，干法刻蚀设备 ...

Group 1 - The company has completed the registration change and obtained a new business license from the Suzhou Administrative Approval Bureau, reflecting the updated registered capital of RMB 298.40136 million [1] - The company held its 21st meeting of the second board session on April 24, 2025, where it approved the proposal to change the registered capital, cancel the supervisory board, and amend the articles of association [1] - The company operates in the mechanical equipment sector, providing technology development, consulting, and related equipment maintenance, as well as manufacturing and sales of electroplating and automation production equipment [1] Group 2 - The company was established on December 29, 2005, and is located at 505 Dongding Road, Bancheng Town, Kunshan City [1] - The legal representative of the company is Liu Jianbo, and it is classified as a publicly listed joint-stock company [1] - The company is involved in import and export business of goods and technology, subject to relevant legal approvals [1]

Core Viewpoint - The company, Sai Xiang Technology (002337), has become the first candidate for the bid to supply tooling and fixtures for the transportation of major components for Airbus's A320 series aircraft assembly line in Tianjin, with a bid amount of RMB 533 million and a contract execution period from 2025 to 2038 [1] Summary by Relevant Categories - **Company Announcement** - Sai Xiang Technology has announced its status as the first candidate for the bid related to Airbus's A320 series aircraft [1] - The bid amount is set at RMB 5.33 billion [1] - The contract is expected to be executed over a period from 2025 to 2038 [1] - **Project Status** - The project is currently in the candidate announcement stage, and there is uncertainty regarding the formal award of the contract [1]

日联科技公告，公司近日取得招商银行股份有限公司无锡分行出具的《贷款承诺函》，主要内容为贷款 承诺额度不超过1800万元且不超过回购实际使用金额的90%，承诺函有效期12个月，贷款期限3年，专 项用于回购公司股份。本次股票回购具体贷款相关事项以双方正式签订的股票回购贷款合同为准。 ...

6月26日，汇成真空今日收盘116.5元，下跌1.44%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到175.73倍，总市值116.50亿元。 从行业市盈率排名来看，公司所处的专用设备行业市盈率平均61.96倍，行业中值49.06倍，汇成真空排 名第241位。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13汇成真空175.73171.0915.62116.50亿行业平均 61.9674.944.3162.10亿行业中值49.0649.363.1840.32亿1天地科技7.329.390.95246.25亿2广日股份 10.9010.821.0087.85亿3润邦股份10.9211.101.2053.81亿4杰瑞股份12.9613.401.62352.10亿5弘亚数控 13.5513.312.4368.85亿6伊之密14.8715.282.9992.87亿7锡装股份14.9115.331.6039.12亿8康力电梯 14.9915.631.5555.84亿9华荣股份15.0616.083.3274.32亿10浩洋股份16.3113.761.6741.50亿11一拖股份 17.0415 ...

Core Viewpoint - Dalian Heavy Industry (002204) expects a net profit attributable to shareholders of 305 million to 326 million yuan for the period from January 1, 2025, to June 30, 2025, representing a year-on-year growth of 11.12% to 18.92% compared to 274 million yuan in the same period last year [1] Financial Performance - The net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be between 259 million and 280 million yuan, an increase of 11.36% to 20.57% from 232 million yuan year-on-year [1] - The basic earnings per share are expected to be between 0.1593 yuan and 0.1705 yuan [1] Revenue Growth - The company's operating revenue is anticipated to grow by approximately 6% compared to the same period last year, contributing to the overall net profit increase [1] - The growth in net profit is primarily driven by the increase in gross profit from material handling equipment year-on-year [1]

Company Overview - Shanghai ShenKai Petroleum Chemical Equipment Co., Ltd. specializes in the research, development, manufacturing, and sales of equipment in the oil exploration, drilling, and refining sectors [1] - The main products include oil drilling equipment, logging equipment and services, while drilling equipment and services, oil analyzers, logging instruments and services, as well as property leasing and management [1] Financial Performance - As of the first quarter of 2025, the company reported revenue of 202 million yuan, representing a year-on-year increase of 41.78% [1] - The net profit for the same period was 18.46 million yuan, showing a significant year-on-year growth of 434.81% [1] - The sales gross margin stood at 33.79% [1] Market Position - The company's stock closed at 9.19 yuan, with a rise of 5.15%, resulting in a rolling price-to-earnings (PE) ratio of 61.77 times [1] - The total market capitalization is 3.344 billion yuan [1] - In comparison to the industry, the average PE ratio for the specialized equipment sector is 61.96 times, with a median of 49.06 times, placing ShenKai at the 183rd position in the industry ranking [1][2] Institutional Holdings - As of the first quarter of 2025, three institutions held shares in ShenKai, with a total holding of 52.27 million shares valued at 440 million yuan [1]

Investment Rating - The report maintains a "Buy" rating for the company, with a market price of RMB 79.15 and a sector rating of "Outperform" [1][3]. Core Views - The company has signed a significant new contract worth RMB 146 million, which is expected to boost its revenue for 2024 by approximately 15% [3][7]. - The AI infrastructure boom is driving investment in PCB, and the company is likely to benefit from the expansion efforts of PCB manufacturers [3][7]. - The report adjusts the company's earnings forecasts for 2025 and 2026, with EPS estimates revised to RMB 2.09 and RMB 2.75 respectively, while projecting an EPS of RMB 3.37 for 2027 [7]. Financial Summary - The company's projected revenue for 2023 is RMB 829 million, increasing to RMB 1,377 million by 2025, reflecting a growth rate of 44.3% [6]. - EBITDA is expected to rise from RMB 155 million in 2023 to RMB 277 million in 2025 [6]. - The net profit attributable to the parent company is forecasted to grow from RMB 179 million in 2023 to RMB 276 million in 2025, with a growth rate of 71.7% [6]. - The company’s P/E ratios for 2025, 2026, and 2027 are projected to be 37.8, 28.8, and 23.5 respectively [7].

Core Insights - The hot melt adhesive machine is a key device in various industries such as packaging, construction, automotive, and electronics, significantly enhancing production efficiency, reducing costs, and improving product quality [1][15] - The market demand for hot melt adhesive machines is continuously growing, driven by the global trend towards intelligent, green, and service-oriented manufacturing, as well as increasing environmental awareness and regulations in China [1][15] - The market size of China's hot melt adhesive machine industry is projected to reach approximately 2.08 billion yuan in 2024, indicating substantial growth potential in the coming years [1][15] Industry Overview - Hot melt adhesive machines are electro-mechanical devices that melt solid hot melt adhesives and apply them to substrates through various methods, including spraying and rolling [3] - The industry has evolved since the mid-1980s, initially used in small sectors like cosmetics, and has expanded to packaging and high-end applications in automotive and electronics due to advancements in control technology [5] Industry Development History - The introduction of hot melt adhesive machines in China began in the mid-1980s, with local manufacturers emerging in the 1990s, leading to broader applications across various industries [5] - Modern hot melt adhesive machines now feature intelligent and multifunctional characteristics, with temperature control precision reaching ±1°C [5] Industry Supply Chain - The upstream of the hot melt adhesive machine industry includes raw materials such as steel, aluminum, and copper, as well as core components like heating elements and control systems [7] - The downstream applications encompass a wide range of sectors, including home goods, automotive, household appliances, and packaging [7] Steel Industry Insights - Steel is a fundamental raw material for hot melt adhesive machines, with production in China increasing from 1.05 billion tons in 2017 to an estimated 1.4 billion tons in 2024, reflecting a compound annual growth rate of 4.2% [9] - The demand for high-performance specialty steel is expected to support the development of high-end equipment manufacturing, including hot melt adhesive machines [9] Automotive Industry Applications - The automotive sector is a significant application area for hot melt adhesive machines, used in interior assembly and component bonding, with production and sales of vehicles in China projected to grow in 2024 [10] - The trend towards lightweight vehicles and the adoption of new materials will further expand the application of hot melt adhesive technology in automotive manufacturing [10] Market Trends - The hot melt adhesive machine industry is moving towards smart manufacturing, integrating advanced sensors and IoT technology for real-time monitoring and optimization [26] - Automation is a core trend, emphasizing full-process automation to reduce manual errors and enhance production efficiency [27][28] - Precision is increasingly important, with high-end manufacturing requiring micro-level adhesive application and improved temperature control for consistent bonding [29]

Economic Overview - Guangzhou's economy showed overall stability from January to May, with continuous policy effects and gradual activation of domestic demand potential [1] - New emerging economic drivers are demonstrating strong growth [1] Industrial Performance - The "Two New" policy effects are continuously being released, with the electrical machinery and equipment manufacturing industry increasing its value added by 10.3%, and the specialized equipment manufacturing industry by 6.7% [1] - Home appliance production, including refrigerators, fans, and water heaters, maintained double-digit growth [1] - The new generation information technology industry is rapidly growing, with display manufacturing and integrated circuit manufacturing value added increasing by 16.7% and 37.5% respectively [1] - Production of liquid crystal display modules, analog chips, and industrial robots increased by 150%, 29.2%, and 9.0% respectively [1] - The low-altitude economy is steadily advancing, with aerospace equipment manufacturing and repair industries increasing their value added by 11.4% and 16.2% respectively [1] - Civil drone production accelerated with a growth rate of 26.8% [1] Service Sector Dynamics - The profit-making service industry achieved a revenue growth of 7.7% year-on-year from January to April [2] - Digital and information technology services are accelerating transformation, with the internet, software, and information technology service sectors growing by 7.7%, including internet platforms (14.6%), information system integration and IoT technology services (22.1%), and digital content services (22.2%) all achieving double-digit growth [2] - The sports industry saw a revenue increase of 12.5% due to the pre-event hype of the 15th Sports Games [2] - Service consumption potential is being released, with skill training and educational support activities growing by 10.8%, and cinema and express delivery services increasing by 8.9% and 39.0% respectively [2] Consumer Market Trends - The consumer market in Guangzhou is showing continuous improvement, with total retail sales of consumer goods reaching 469.994 billion yuan, a year-on-year increase of 5.1%, which is an increase of 1.1 percentage points compared to January to April [2] - Retail sales in categories covered by purchase replacement subsidies, such as communication equipment, home appliances, and audio-visual equipment, saw significant growth, with increases of 11.7%, 23.0%, and 350% respectively [2] - Sports and entertainment products (36.2%), cultural and office supplies (57.6%), and electronic publications and audio-visual products (100% increase) all experienced retail sales growth of over 30% [2]