据《证券日报》记者统计数据，上述7家参会的半导体设备公司2024年合同负债合计2.74亿元，同比增 长44%；存货合计19.65亿元，同比增长15.08%。 具体来看，2024年，合肥芯碁微电子装备股份有限公司（以下简称"芯碁微装"）、华峰测控、德科立的 合同负债金额分别为4117.9万元、5625.3万元、3030.95万元，为合同负债增长率排名前三的公司。芯碁 微装、深圳市深科达智能装备股份有限公司、普源精电科技股份有限公司（以下简称"普源精电"）的存 货金额分别为5.78亿元、3.19亿元、2.72亿元，为存货增长率排名前三的公司。 芯碁微装董事长程卓在回答《证券日报》记者提问时表示："2024年末，公司合同负债大幅增长，主要 系期末预收客户账款较多。存货同比显著增长，主要是业务规模扩大、订单量增加，期末未完工产品金 额随之增大。目前公司订单排产饱和，生产端已达满产状态，今年订单预期优于去年，高阶头部客户订 单稳定，下游客户产能向东南亚转移带动海外订单明显增长，多个重点区域订单表现良好。" 华峰测控董事长、董事会秘书孙镪在回答《证券日报》记者提问时表示："报告期内，半导体市场的景 气度持续回升，公司在手 ...

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 ...

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [1] Core Views - The company is expected to see performance improvement in Q4 2024, driven by its dual focus on chemical cleaning and coating development products [1] - The revenue for 2024 is projected to be 1.754 billion yuan, with a year-on-year growth of 2.13% [1] - The net profit attributable to the parent company for 2024 is forecasted to be 202.81 million yuan, reflecting a year-on-year decline of 19.08% [1] - The company is focusing on enhancing its leading position in the chemical cleaning and coating development equipment market, with significant orders from major domestic clients [1] Financial Performance Summary - The total revenue for 2023 was 1.717 billion yuan, with a year-on-year increase of 23.98% [1] - The projected revenue for 2025 is 1.980 billion yuan, representing a year-on-year growth of 12.89% [1] - The projected net profit for 2025 is 232.61 million yuan, indicating a recovery with a year-on-year growth of 14.69% [1] - The earnings per share (EPS) for 2024 is expected to be 1.01 yuan, with a projected increase to 1.16 yuan in 2025 [1] Market Position and Strategy - The company has secured significant orders for its advanced offline coating and development machines, indicating strong customer recognition and market acceptance [1] - The company is actively working on the introduction and validation of ArF immersion coating and development machines [1] - The company is planning a change in control, which may lead to synergies with Northern Huachuang, enhancing its integrated circuit equipment solutions [1]

以下为晚报正文： 1、特朗普声称中方领导人打了电话 外交部：近期中美元首没有通话 重要程度：★★★★★ 据外交部网站，外交部发言人郭嘉昆28日主持例行记者会。有记者问，据报道，特朗普总统4月22日接受 《时代》杂志采访时表示，习近平主席给他打了电话。请问中方对此有何评论？中美之间是否在谈判？ 对此，郭嘉昆表示，据我了解，近期两国元首没有通话。我要重申，中美双方并没有就关税问题进行磋商 或谈判。 2、确需开户的证券从业者 监管鼓励将账户开在所在券商或关联券商 重要程度：★★★★ 中证协正就《证券公司董事、监事、高级管理人员及证券从业人员投资行为管理指引(试行)(征求意见稿)》 向行业征求意见。 《意见稿》强化了关键岗位人员管理。要求证券公司优化资源配置，加强对董事、监事、高级管理人员、 部门及分支机构负责人、保荐代表人、财务顾问主办人、投资经理、证券分析、证券投资顾问等关键岗位 人员的投资行为管理。通过采取提高申报频次、加强交易行为监测、纳入重点核查名单、提高检查频率等 手段措施，提高投资行为管理的针对性和有效性。 友发集团一季度公司实现营业收入114.02亿元，同比增长6.06%；归属于上市公司股东的净利润1 ...

Group 1 - The company reported a revenue of 3.406 billion yuan for 2024, representing a year-on-year growth of 35.82% [1] - The net profit attributable to shareholders reached 1.023 billion yuan, showing a year-on-year increase of 41.40% [1] - The company's board approved a profit distribution plan, proposing a cash dividend of 5.5 yuan per 10 shares (tax included) and a capital reserve conversion of 4.9 shares for every 10 shares held [1]

2025年4月22日，国内半导体设备龙头企业至纯科技（603690.SH）发布业绩预告修正公告，将2024年 归母净利润下修至2000万元至3000万元，同比大幅下降92.05%至94.70%。这一数据与此前1月25日预告 的9000万元至1.35亿元区间相比，缩水幅度高达70%以上，创下公司上市以来最大单年度利润降幅。 注：本文结合AI生成，文中观点不构成投资建议，仅供参考。市场有风险，投资需谨慎。 此外，至纯科技在先进制程设备的研发投入也显著拖累利润。2024年，公司研发费用出现较大幅度增 长。报告期内公司继续推行战略业务布局，仍需持续增加研发投入，加大响应先进制程的高阶湿法设备 的研发，在高温硫酸、FIN ETCH、单片磷酸等尚被国际厂商垄断的机台已取得初步成效。 长期来看，以上研发投入或可转化为公司未来的业绩优势。然而，短期风险仍不容忽视。截至2023年三 季度末，公司应收账款余额达29.39亿元，占总资产比例已超过20%，若下游客户持续恶化，坏账风险 可能进一步侵蚀利润。此外，同期公司资产负债率已攀升至62.73%，有息负债规模也较年初大幅增 长，财务压力显著加大。 综上，至纯科技的业绩修正，既是个 ...

Investment Rating - The report maintains a "Recommended" investment rating for the company [10][14]. Core Views - The company reported a revenue of 29.84 billion yuan in 2024, representing a year-over-year increase of 35.14%, and a net profit attributable to shareholders of 5.62 billion yuan, up 44.17% year-over-year [4][8]. - The company benefits significantly from the domestic IC (Integrated Circuit) localization trend, with a strong performance in semiconductor equipment [8][10]. - The company plans to distribute a cash dividend of 10.60 yuan per 10 shares and a capital reserve conversion of 3.5 shares for every 10 shares held [4]. Financial Performance Summary - In 2024, the company achieved a gross margin of 42.85% and a net margin of 19.08% [8]. - The company’s R&D investment reached 5.37 billion yuan in 2024, a 21.82% increase year-over-year, focusing on semiconductor equipment and related fields [8]. - The company’s revenue projections for 2025 to 2027 are 39.68 billion yuan, 51.59 billion yuan, and 67.07 billion yuan, respectively, with corresponding net profits of 7.41 billion yuan, 9.59 billion yuan, and 12.28 billion yuan [10][12]. Market Position and Growth - The company is positioned as a leading domestic semiconductor equipment provider, with a comprehensive product lineup in etching, thin film deposition, thermal processing, and wet processing equipment [8][9]. - The company’s etching equipment revenue is expected to exceed 8 billion yuan in 2024, while thin film deposition equipment revenue is projected to surpass 10 billion yuan [9]. - The company has established a robust customer service system with four regional service centers globally to meet customer needs [8]. Financial Ratios and Valuation - The company’s projected P/E ratios for 2025, 2026, and 2027 are 33, 25.3, and 19.7, respectively [12]. - The return on equity (ROE) is expected to increase from 18.1% in 2024 to 24.0% by 2027 [12]. - The company maintains a stable asset-liability ratio of around 51% in 2024, with a projected increase to 55.6% by 2027 [12].

Group 1 - The core viewpoint of the articles highlights the strong performance of Northern Huachuang in the semiconductor equipment sector, with Q1 2025 revenue reaching 8.21 billion yuan, a year-on-year increase of 37.9%, and net profit of 1.58 billion yuan, up 38.8%, marking a historical best for the same period [1][3] - The semiconductor equipment ETF (SH561980) experienced a V-shaped reversal, closing up 0.62% with a trading volume exceeding 18 million yuan, indicating strong market interest in semiconductor equipment stocks [1][3] - The recent strategic focus on high-end chips and core technologies is expected to drive more resources towards critical areas such as etching and thin film deposition, aligning with the semiconductor equipment industry's technological advancements [3] Group 2 - Northern Huachuang's revenue from etching and thin film deposition equipment is projected to exceed 8 billion yuan and 10 billion yuan respectively in 2024, with year-on-year growth rates of over 30% and 66%, reflecting significant market share expansion [3] - The company has announced its first stock bonus plan in nearly a decade, distributing 3.5 shares for every 10 shares held, alongside cash dividends, which underscores market confidence in the semiconductor equipment sector [3] - The semiconductor equipment industry is characterized by high technical barriers and significant stock volatility, making the ETF a potentially better investment choice for exposure to leading companies in the sector [4]

最近管理层动作有多猛？降准降息预期、设备更新贷款贴息、科技产业扶持政策三连击，这就好比给市场装了涡轮增压。看看估值，沪深300市盈率才13 倍，红利指数股息率6.35%，这放在全球资本市场都是白菜价。 各位老铁周日好，这里是帮主郑重的盘前策略时间。干了20年财经记者，见过太多人五一前手忙脚乱割肉，节后拍大腿；也见过聪明人提前布局，假期躺着 吃肉。今天这篇，我就用最接地气的方式，拆解持股持币的底层逻辑——帮主郑重今天掏的不是攻略，是能让你账户曲线逆势飞扬的密码！ 第一招：看政策底——国家队的钱袋子已经掏出来了 但别被短期波动忽悠！4月7日全球暴跌那晚，中央汇金直接下场增持央企，单日买入超200亿。这操作就像暴雨中撑伞——市场越冷，国家队越暖。记住帮 主口诀：政策底出现时，优质资产就是硬通货。 第二招：盯资金面——聪明钱正在悄悄抄底 节前市场有个魔咒：资金会提前撤退避险。但今年不一样！4月25日单日股票ETF净流入9.49亿，连续三天抄底半导体、AI算力。这说明什么？机构资金根 本不慌，反而趁机囤积弹药。 具体怎么看？盯住两个指标： 1. 北向资金：连续3天净流入超50亿，说明外资看好节后行情； 2. 融资余额： ...

截至2025年4月28日 10:49，上证科创板100指数(000698)上涨0.84%，成分股博瑞医药(688166)上涨9.51%，派能科技(688063)上涨5.94%，荣昌生物(688331)上 涨5.94%，翱捷科技(688220)上涨5.57%，芯动联科(688582)上涨5.49%。科创100指数ETF(588030)上涨0.63%，最新价报0.96元。拉长时间看，截至2025年4月 25日，科创100指数ETF近1周累计上涨0.85%，涨幅排名可比基金3/10。 流动性方面，科创100指数ETF盘中换手1.56%，成交9542.30万元。拉长时间看，截至4月25日，科创100指数ETF近1年日均成交4.54亿元，居可比基金第 一。 消息面上，4月25日政治局会议召开，分析研究当前经济形势和经济工作。此外，科创板2024年度业绩说明会专设"科创热点行业周"，将于4月28日至5月9日 举行。"科创热点行业周"将发挥科创板产业集聚优势，在半导体设备、人工智能及软件、低空经济、机器人、智能消费、创新药、新能源等市场关注度较高 的细分行业依次举办集体业绩说明会。 中银国际指出，本次政治局会议后，市场短期 ...