半导体检测分析

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建设高水平科技强省,跑出加速度—— 江苏“十四五”经济社会发展综述之二
Xin Hua Ri Bao· 2025-10-10 23:35
这是一个稳步提升的指标:江苏全社会研发投入强度从2021年的2.95%,逐步增加到2022年的 3.12%、2023年的3.22%和去年的3.36%,处于创新型国家和地区中等偏上水平。 这是一份来之不易的成绩:江苏区域创新能力在去年跃升一位、居全国第二后,今年保持全国第 二,且与榜首差距缩小。 一组组数字,彰显的是深入贯彻落实习近平总书记对江苏提出"在科技自立自强上走在前""在科技 创新上取得新突破""在推动科技创新和产业创新融合上打头阵""着力打造具有全球影响力的产业科技创 新中心"等重大使命的担当作为。 数字简练,道不尽江苏在科技自立自强之路的拼搏与开拓。数字直观,浓缩着江苏建设高水平科技 强省的进展与成效。"十四五"期间,经济大省江苏跑出令人瞩目的创新"加速度"。 创新基础更实 伴随科技创新与产业创新深度融合,企业的科技创新主体地位格外凸显。 在创新药领域,江苏是妥妥的"学霸",近两年创新药获批上市数量均居全国第一。说到创新药,先 声药业集团高级副总裁、党委书记王峰十分自豪:"'十三五'期间我们仅有1个创新药获批,'十四五'已 经有7个创新药获批。"作为国内少数拥有10个创新药的企业,先声药业"十四五" ...
胜科纳米上半年实现营收2.39亿元 同比增长29.03%
Zheng Quan Shi Bao Wang· 2025-08-28 03:11
Group 1: Company Performance - In the first half of 2025, the company achieved operating revenue of 239 million yuan, a year-on-year increase of 29.03% [1] - The net profit attributable to shareholders was 33.37 million yuan, up 11.48% year-on-year, while the net profit after deducting non-recurring gains and losses was 31.52 million yuan, reflecting a 19.00% increase [1] - The company plans to distribute a cash dividend of 0.50 yuan per 10 shares, totaling 20.17 million yuan, which accounts for 60.43% of the net profit attributable to shareholders for the first half of 2025 [1] Group 2: Industry Context - The company primarily engages in third-party testing and analysis services for the semiconductor industry, providing failure analysis, material analysis, and reliability analysis [2] - The demand for semiconductor testing and analysis has been growing due to the rapid development of the global semiconductor industry and the increasing complexity of manufacturing processes [2] - The trend towards specialization in the semiconductor industry has led to the emergence of independent testing and analysis as a significant segment, benefiting the third-party testing and analysis sector [2] Group 3: Market Position - The company ranks among the top players in the domestic semiconductor third-party testing and analysis market, with a main business revenue of 415 million yuan in 2024, of which 364 million yuan comes from domestic sales [2] - In the failure analysis and material analysis market, the company is estimated to achieve domestic revenue of 353 million yuan in 2024, capturing approximately 7.44% of the market share [3] - The company has established a strong competitive position in the market, recognized for its diverse testing projects and precise diagnostic capabilities, making it one of the most influential third-party semiconductor testing and analysis laboratories in China [3]
胜科纳米: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-27 16:12
胜科纳米(苏州)股份有限公司2025 年半年度报告 公司代码:688757 公司简称:胜科纳米 胜科纳米(苏州)股份有限公司 胜科纳米(苏州)股份有限公司2025 年半年度报告 重要提示 一、本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性,不存 在虚假记载、误导性陈述或重大遗漏,并承担个别和连带的法律责任。 二、重大风险提示 公司已在本报告中描述可能存在的风险,敬请查阅"第三节管理层讨论与分析"之"四、风 险因素"部分。 三、公司全体董事出席董事会会议。 四、本半年度报告未经审计。 五、公司负责人李晓旻、主管会计工作负责人洪凯及会计机构负责人(会计主管人员)洪凯声明: 保证半年度报告中财务报告的真实、准确、完整。 六、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 (未经审计)。截至 2025 年 6 月 30 日,母公司报表未分配利润为人民币 139,904,456.16 元(未 经审计)。根据《上市公司监管指引第 3 号——上市公司现金分红(2025 年修订)》及《公司章 程》的相关规定,经综合考虑投资者的合理回报和公司的长远发展,在保证公司正常经营业务发 展的前提下 ...
淳厚基金调研上市公司胜科纳米,旗下淳厚利加混合A(011563)备受市场关注
Xin Lang Cai Jing· 2025-04-29 05:46
Group 1: Fund Overview - Chunhou Lijia Mixed A Fund, established on July 29, 2022, has a total management scale of 0.02 billion yuan [1] - The fund aims to create stable returns exceeding the performance benchmark through asset allocation while strictly controlling risks and maintaining liquidity [1] - As of April 25, 2025, the fund achieved a one-year return of 10.25%, outperforming the benchmark growth rate of 4.93% and the CSI Mixed Fund Index return of 6.33% [1] Group 2: Shareholder Structure - The proportion of institutional investors in the fund reached 9.64%, increasing by 9.64 percentage points over six months [1] - Fund employees hold 85.21% of the shares, totaling 855,500 shares [1] Group 3: Industry Insights - The semiconductor industry is experiencing rapid growth, driving a surge in demand for semiconductor testing and analysis [2] - The third-party laboratory testing and analysis market in the semiconductor sector has significant growth potential, with the Labless model gaining industry recognition [2] - Continuous R&D investments, driven by advancements in semiconductor technology, are expected to sustain the growth of third-party testing and analysis demand, particularly in advanced processes [2] Group 4: Company Service and Sales Model - The company employs a production model based on sales, implementing order-based production tailored to customer needs [2] - It focuses on quality and efficiency in testing services, continuously optimizing production processes to enhance service quality [2] - The sales model is direct, allowing the company to provide personalized testing solutions and respond promptly to customer needs [2] Group 5: Competitive Advantages - The company has a technological R&D advantage, with capabilities covering advanced processes up to 3nm, positioning it among industry leaders [2] - It holds a strong market position in the third-party testing and analysis market, with significant revenue scale and market share [2] - The company is recognized as a national-level "little giant" and has established a strong brand effect within the industry [2] - The technical team comprises individuals with experience from top institutions and global semiconductor firms, enhancing the company's technical strength [2] - The company has a unique international advantage with laboratories in both China and Singapore, differentiating it from domestic competitors [2] Group 6: Future Development Plans - The company plans to leverage its technical talent and maintain high R&D investment to capitalize on domestic semiconductor development opportunities [2] - It aims to enhance its analytical capabilities in advanced processes, packaging, high-performance chips, and third-generation semiconductor materials [2] - The company will expand its focus on failure analysis and reliability analysis for automotive-grade chips while exploring new fields like aerospace and biomedicine [2] - It intends to broaden its customer reach through a multi-point domestic layout and standardize laboratory replication to accelerate business expansion [2]
胜科纳米IPO:20年挖掘“护城河”收获营利双高 产销研三线同步布局保障未来成长
Xin Lang Zheng Quan· 2025-03-25 06:08
胜科纳米IPO:20年挖掘"护城河"收获营利双高 产销研三线同步布局保障未 来成长 3月25日,胜科纳米(苏州)股份有限公司(简称"胜科纳米")正式在科创板上市。 据悉,胜科纳米成立于2012年,其技术根源可以追溯至公司创始人于2004年创办运营的半导体第三方检测分析实验室。二十多年间,公司创始团队始终 聚焦失效分析及材料分析等专业化与高附加值方向,长期技术积累带来业绩兑现,近年公司营收与归母净利润高速增长。 2020年到2024年,胜科纳米营收复合增速超30%,归母净利润复合增速超40%。 此次科创板IPO发行股票数量4033.1149万股,发行价格为9.08元/股,预计募资总额3.66亿元,超过IPO申请时拟募资额2.97亿元,募集资金主要用于投 资"苏州检测分析能力提升建设项目"。 其中,失效分析(FA)业务是公司营收的主要贡献者,2021年到2024年上半年(下称"报告期内")该业务营收占总营收的比重分别为71.35%、 61.98%、56.47%、66.10%。而近年公司材料分析(MA)业务成长迅速,同期营收比重分别为27.09%、34.27%、40.43%、30.99%,近年营收占比超过三 成,已 ...