本文源自：金融界 作者：行情君 广东汇成真空科技股份有限公司的主营业务是真空镀膜设备研发、生产、销售及其技术服务。公司的主 要产品是中频磁控溅射镀膜设备、高精密电子束蒸发光学镀膜设备、磁控溅射光学镀膜设备、磁控溅射 卷绕镀膜设备、大型金属卷材表面改性连续卷绕镀膜生产线、连续式磁控溅射镀膜设备、柔性材料卷绕 镀膜设备、卧式矩形线列式磁控溅射镀膜设备、立式细长管真空镀膜设备、光刻掩膜版/铬版镀膜设 备、非均匀镀膜设备。公司参与制定了"中华人民共和国机械行业标准JB/T6922-2015真空蒸发镀膜设 备"行业标准，参与"2020年中科院科技服务网络计划（STS）"、"2020年国家重点研发计划'制造基础技 术与关键部件'"等项目，获得了两化融合管理、知识产权管理、质量管理、环境管理等体系认证证书。 公司被授予"专精特新'小巨人'企业"称号，被授予东莞市重点实验室、广东省工程技术研究中心、获批 设立"广东省博士工作站"。公司为高新技术企业，是广东省真空产业技术创新联盟成员单位，并获 得"中国发明协会发明创业奖·创新奖"、东莞市科学技术进步奖二等奖、2018年中国专利优秀奖等。 最新一期业绩显示，2025年一季报，公 ...

Company Overview - Guangdong Huicheng Vacuum Technology Co., Ltd. specializes in the research, production, sales, and technical services of vacuum coating equipment [2] - The main products include medium-frequency magnetron sputtering coating equipment, high-precision electron beam evaporation optical coating equipment, and various other vacuum coating devices [2] - The company has participated in the formulation of industry standards and has received multiple certifications in management systems [2] Financial Performance - For Q1 2025, the company reported a revenue of 97.39 million yuan, representing a year-on-year increase of 35.82% [3] - The net profit for the same period was 8.32 million yuan, showing a year-on-year decrease of 17.76% [3] - The sales gross margin stood at 25.89% [3] Market Position - As of May 23, the company's stock closed at 108.59 yuan, with a rolling price-to-earnings (PE) ratio of 163.80 times [1] - The average PE ratio for the specialized equipment industry is 60.58 times, with a median of 47.95 times, placing the company at the 240th position in the industry ranking [1] - The total market capitalization of the company is 10.859 billion yuan [1] Institutional Holdings - As of Q1 2025, 23 institutions hold shares in the company, all of which are funds, with a total holding of 7.2458 million shares valued at 599 million yuan [1]

Company Overview - New Yichang primarily engages in the research, production, and sales of intelligent manufacturing equipment, becoming a leading enterprise in the fields of semiconductor, new display packaging, and capacitor aging testing equipment in China [1] - The company achieved a revenue of 933.87 million yuan and a net profit of 40.46 million yuan in 2024, with a revenue of 226.67 million yuan and a net profit of 11.70 million yuan in the first quarter of 2025 [1] Business Development - New Yichang is expanding its product offerings through the acquisition of Kaijiu Automation and the establishment of New Yichang Feihong Technology, focusing on the research and production of semiconductor wire bonding and testing packaging equipment [1] - The company has launched several advanced packaging equipment, including semiconductor die bonders, wire bonders, and testing packaging equipment, which have received positive market and customer feedback [1] Production Capacity and Financial Health - The company has sufficient existing production capacity, and the high-end intelligent equipment manufacturing base project is progressing steadily, with plans to adjust production capacity based on market demand to maintain a high utilization rate [1] - New Yichang is actively cooperating with customers to enhance cash flow efficiency through financing leasing and expects significant cash flow improvement in 2024 [1] Market Position and Competitors - The company holds a positive outlook on the wire bonding and testing packaging equipment market, with ample orders on hand and good operational conditions [1] - Competitors include companies from the Netherlands, Japan, the United States, and Taiwan, with no current plans for overseas factories, but a continuous effort to expand overseas partnerships [1]

最新一期业绩显示，2025年一季报，公司实现营业收入9739.05万元，同比35.82%；净利润832.18万 元，同比-17.76%，销售毛利率25.89%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)242汇成真空175.43170.8015.59116.30亿行业平均 60.9069.584.1961.38亿行业中值49.3447.763.0839.37亿1中船应急-1765.86917.013.0579.24亿2利和 兴-804.32611.415.1643.29亿3卓兆点胶-665.53-125.584.4926.06亿4开勒股份-581.84-352.494.8537.12亿5博 杰股份-561.88227.922.4950.72亿6至纯科技-480.75427.262.10100.82亿7花溪科技-379.05827.656.6112.93亿 8爱司凯-375.44-1090.666.8533.11亿9蓝英装备-282.77-339.548.3573.88亿10舜禹股 份-267.98153.941.4321.01亿11展鹏科技-206.96274.592.8327.36亿 本文源自 ...

Company Overview - Guangdong Huicheng Vacuum Technology Co., Ltd. specializes in the research, production, sales, and technical services of vacuum coating equipment [2] - The main products include medium-frequency magnetron sputtering coating equipment, high-precision electron beam evaporation optical coating equipment, and various other vacuum coating devices [2] - The company has participated in the formulation of industry standards and has received multiple certifications in management systems [2] Financial Performance - For Q1 2025, the company reported a revenue of 97.39 million yuan, representing a year-on-year increase of 35.82% [3] - The net profit for the same period was 8.32 million yuan, showing a year-on-year decrease of 17.76% [3] - The gross profit margin stood at 25.89% [3] Market Position - As of May 7, the company's stock closed at 129.25 yuan, with a PE ratio of 194.97, significantly higher than the industry average of 59.97 [1][3] - The total market capitalization of the company is 12.93 billion yuan [1] - The company ranks 247th in terms of PE ratio within its industry [1][3] Institutional Holdings - As of Q1 2025, 23 institutions hold shares in the company, all of which are funds, with a total holding of 7.25 million shares valued at 599 million yuan [1]

Group 1 - The core business of the company is the research, production, sales, and technical services of vacuum coating equipment [2] - The company has a market capitalization of 11.727 billion yuan and a rolling PE ratio of 176.89, significantly higher than the industry average of 60.85 [1][3] - The company reported a revenue of 97.39 million yuan in Q1 2025, representing a year-on-year increase of 35.82%, while net profit decreased by 17.76% to 8.32 million yuan [3] Group 2 - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise and is a member of the Guangdong Vacuum Industry Technology Innovation Alliance [2] - The company has participated in the formulation of industry standards and has received various certifications, including those for management systems [2] - The average PE ratio in the specialized equipment industry is 60.85, with a median of 45.87, placing the company at the 244th position in terms of PE ranking [1][3]