高端设备制造

Search documents
芯碁微装(688630):签订重要购销合同,AI算力驱动高端设备需求
Shenwan Hongyuan Securities· 2025-06-25 14:19
Investment Rating - The report maintains an "Outperform" rating for the company [2] Core Views - The company signed seven significant sales contracts totaling RMB 146 million, which is expected to positively impact future operating performance [7] - The demand for AI computing power is driving the need for high-end equipment, leading to full order backlogs and an optimistic business outlook [7] - The company has advanced packaging equipment with technological advantages across multiple products in the semiconductor field [7] - The profit forecasts for 2025-2027 are maintained, with expected net profits of RMB 285 million, RMB 411 million, and RMB 503 million respectively [7] Financial Data and Profit Forecast - Total revenue projections for 2025 are RMB 1,411 million, with a year-on-year growth rate of 47.9% [6] - The net profit for 2025 is projected at RMB 285 million, reflecting a year-on-year increase of 77.4% [6] - The earnings per share for 2025 is estimated at RMB 2.16, with a projected PE ratio of 37 [6] - The gross margin is expected to be 39.9% in 2025, with a return on equity (ROE) of 12.1% [6]
纳米级操控自由不是梦
Jing Ji Ri Bao· 2025-06-24 22:11
"除了怀柔的人才汇聚效应外,政府人才政策的倾斜也非常关键。"丛君状提到,"怀柔科学城的众多大 型科学装置汇集了大量的年轻技术人员,年轻博士、硕士密度非常高,技能点几乎覆盖所有领域。我们 可以在这里找到各个方向的技术人才。"如今公司团队90多人,其中全职博士已达17人。 公司楼道白板上,密密麻麻全是年轻人随手写下的推演公式。开放、谦虚、好奇心,是这支团队写下的 自我勉励。"公司在做的纳米级运动控制,是所有高端设备和仪器的基础。我们快速发展的大背景是国 内高端设备、高端仪器的爆发。"丛君状表示,目前,多场科技的产品已在多个高端科研和工业场景中 应用,在芯片自主化、航天国产化、基础科研等多个关键环节中提供重要的技术支撑。"我们只是一群 好奇的人,希望能帮客户实现纳米尺度上的操控自由。"丛君状说。 从一群技术极客到一个创业团队,从实验室自己搭建的解决方案到成套商业产品,多场科技的成长轨迹 也是怀柔科学城创新的一个缩影。在这里,不只是国家大科学装置在建设,不只是科学家在努力,像多 场科技这样的小型科技企业,也在为高端装备、原创科研、产业升级提供细致而坚实的技术支撑。更多 像多场科技一样的团队也正在这里落地、生长,与怀柔 ...