股东方面，截至2025年3月31日，拉普拉斯股东户数11862户，较上次减少145户，户均持股市值35.28万 元，户均持股数量2.76万股。 拉普拉斯新能源科技股份有限公司的主营业务是光伏电池片制造所需高性能热制程、镀膜及配套自动化 设备等的研发、生产与销售。公司的主要产品是硼扩散、磷扩散、氧化及退火设备、低压化学气相沉积 （LPCVD）设备、等离子体增强化学气相沉积（PECVD）设备、原子层沉积（ALD）设备、原子层边 缘钝化沉积（EPD）设备。报告期内，公司凭借硼扩散设备荣获国家级"制造业单项冠军企业"认定。 8月15日，拉普拉斯今日收盘47.89元，上涨4.56%，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24.06倍，创29天以来新低，总市值194.11亿元。 从行业市盈率排名来看，公司所处的光伏设备行业市盈率平均30.89倍，行业中值29.35倍，拉普拉斯排 名第55位。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13拉普拉斯24.0626.625.11194.11亿行业平均 30.8933.203.15175.75亿行业中值29.3531.522.4575.40亿1 ...

Group 1 - The core viewpoint of the article highlights the performance and market position of Laplace, a company in the photovoltaic equipment industry, noting its stock price increase and financial results [1] - As of August 11, Laplace's closing stock price was 47.3 yuan, with a PE ratio of 23.76 and a total market capitalization of 19.172 billion yuan [1] - The average PE ratio for the photovoltaic equipment industry is 30.85, with a median of 28.61, positioning Laplace at 55th in the industry ranking [1] Group 2 - Laplace specializes in the research, production, and sales of high-performance thermal processing, coating, and automation equipment required for photovoltaic cell manufacturing [1] - The company's main products include boron diffusion, phosphorus diffusion, oxidation and annealing equipment, LPCVD equipment, PECVD equipment, ALD equipment, and EPD equipment [1] - In the latest quarterly report for Q1 2025, Laplace achieved a revenue of 1.451 billion yuan, a year-on-year increase of 36.48%, and a net profit of 252 million yuan, a year-on-year increase of 44.36%, with a gross profit margin of 32.41% [1]

Group 1 - The core viewpoint of the articles highlights the performance and market position of Laplace, a company in the photovoltaic equipment industry, which has shown significant growth in revenue and profit [1][2] - As of August 1, Laplace's stock closed at 46.91 yuan, reflecting a 5.11% increase, with a rolling price-to-earnings (PE) ratio of 23.57 times and a total market capitalization of 19.014 billion yuan [1] - The average PE ratio for the photovoltaic equipment industry is 30.24 times, with a median of 27.75 times, positioning Laplace at 55th in the industry ranking [1][2] Group 2 - As of March 31, 2025, Laplace had 11,862 shareholders, a decrease of 145 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1] - The main business of Laplace involves the research, production, and sales of high-performance thermal processing, coating, and automation equipment required for photovoltaic cell manufacturing [1] - The latest quarterly report for Q1 2025 shows that Laplace achieved an operating revenue of 1.451 billion yuan, a year-on-year increase of 36.48%, and a net profit of 252 million yuan, up 44.36%, with a gross profit margin of 32.41% [1]

Core Viewpoint - Laplace's stock closed at 46.65 yuan, down 1.02%, with a rolling PE ratio of 23.44 times and a total market value of 18.908 billion yuan [1] Company Summary - Laplace New Energy Technology Co., Ltd. specializes in the research, production, and sales of high-performance thermal processing, coating, and supporting automation equipment required for photovoltaic cell manufacturing [1] - The main products include boron diffusion, phosphorus diffusion, oxidation and annealing equipment, low-pressure chemical vapor deposition (LPCVD) equipment, plasma-enhanced chemical vapor deposition (PECVD) equipment, atomic layer deposition (ALD) equipment, and atomic layer edge passivation deposition (EPD) equipment [1] - The company was recognized as a national "Manufacturing Single Champion Enterprise" for its boron diffusion equipment during the reporting period [1] - For Q1 2025, the company reported revenue of 1.451 billion yuan, a year-on-year increase of 36.48%, and a net profit of 252 million yuan, a year-on-year increase of 44.36%, with a gross profit margin of 32.41% [1] Industry Summary - The average PE ratio for the photovoltaic equipment industry is 31.48 times, with a median of 28.62 times, placing Laplace at the 55th position in the industry ranking [1] - As of Q1 2025, there are 6 institutions holding shares in Laplace, all of which are funds, with a total holding of 95,100 shares valued at 0.04 million yuan [1][2]

Group 1 - The core viewpoint of the article highlights the performance and market position of Laplace, a company in the photovoltaic equipment industry, noting its current stock price, market capitalization, and PE ratio compared to industry averages [1][2] - As of July 23, Laplace's closing stock price was 45.6 yuan, with a PE ratio of 22.91 times and a total market value of 18.483 billion yuan [1] - The average PE ratio for the photovoltaic equipment industry is 30.43 times, with a median of 27.07 times, placing Laplace at the 54th position within the industry [1][2] Group 2 - Laplace's main business involves the research, development, production, and sales of high-performance thermal processing, coating, and automation equipment required for photovoltaic cell manufacturing [1] - The company has received national recognition as a "single champion enterprise in manufacturing" for its boron diffusion equipment [1] - In the latest quarterly report for Q1 2025, Laplace achieved an operating revenue of 1.451 billion yuan, a year-on-year increase of 36.48%, and a net profit of 252 million yuan, reflecting a year-on-year growth of 44.36%, with a gross profit margin of 32.41% [1]

Core Insights - Laplace's stock closed at 46.42 yuan, down 1.63%, with a rolling PE ratio of 23.32 times and a total market capitalization of 18.815 billion yuan [1] - The average PE ratio for the photovoltaic equipment industry is 30.08 times, with a median of 27.36 times, placing Laplace at the 55th position in the industry ranking [1] - As of the first quarter of 2025, only one institution holds shares in Laplace, with a total of 31,400 shares valued at 0.01 million yuan [1] Company Overview - Laplace New Energy Technology Co., Ltd. specializes in the research, production, and sales of high-performance thermal processing, coating, and supporting automation equipment required for photovoltaic cell manufacturing [1] - The main products include boron diffusion, phosphorus diffusion, oxidation and annealing equipment, low-pressure chemical vapor deposition (LPCVD) equipment, plasma-enhanced chemical vapor deposition (PECVD) equipment, atomic layer deposition (ALD) equipment, and atomic layer edge passivation deposition (EPD) equipment [1] - The company was recognized as a "National Manufacturing Single Champion Enterprise" for its boron diffusion equipment during the reporting period [1] Financial Performance - In the first quarter of 2025, Laplace achieved an operating income of 1.451 billion yuan, representing a year-on-year increase of 36.48% [1] - The net profit for the same period was 252 million yuan, reflecting a year-on-year growth of 44.36% [1] - The sales gross margin stood at 32.41% [1]

Group 1 - The core viewpoint of the articles highlights the performance and market position of Laplace in the photovoltaic equipment industry, noting its current stock price, market capitalization, and financial metrics [1][2] - As of July 11, Laplace's closing stock price was 46.51 yuan, with a decline of 1.46%, resulting in a rolling price-to-earnings (PE) ratio of 23.37 times and a total market value of 18.852 billion yuan [1] - The average PE ratio for the photovoltaic equipment industry is 31.01 times, with a median of 28.57 times, placing Laplace at the 54th position in the industry ranking [1][2] Group 2 - As of the first quarter of 2025, 118 institutions held shares in Laplace, with a total of 769,400 shares valued at 34 million yuan [1] - Laplace's main business involves the research, production, and sales of high-performance thermal processing, coating, and automation equipment required for photovoltaic cell manufacturing [1] - The company achieved a revenue of 1.451 billion yuan in the first quarter of 2025, representing a year-on-year increase of 36.48%, and a net profit of 252 million yuan, up 44.36%, with a gross profit margin of 32.41% [1]

Core Viewpoint - The article highlights the significant advancements made by domestic semiconductor equipment manufacturers, particularly in the field of thin film deposition equipment, which has reached international leading levels, while acknowledging the existing gap in lithography technology compared to global leaders like ASML [1][4]. Group 1: Breakthrough Direction and Market Dynamics - In 2010, the domestic semiconductor equipment market was dominated by international giants, with over 90% market share, prompting companies like拓荆科技 to focus on PECVD equipment as a breakthrough point due to its large market scale [3][4]. - The push for domestic substitution policies has led to unprecedented support for local semiconductor equipment suppliers, with expectations for domestic wafer production capacity to double by 2027 [4][5]. - The ongoing geopolitical tensions have accelerated the push for domestic semiconductor equipment localization, benefiting the equipment sector in the medium to long term [5][6]. Group 2: Technological Advancements and Milestones - In 2011,拓荆科技 produced its first 12-inch PECVD equipment, marking a significant milestone in China's semiconductor equipment development [6][8]. - By 2015, the PF-300T PECVD equipment had achieved over 10,000 wafers processed at中芯国际, validating the reliability of domestic equipment for large-scale production [8][9]. - The company has successfully developed a comprehensive technology system covering PECVD, ALD, and SACVD, with a strong focus on R&D, resulting in over 1,200 patents filed [12][13]. Group 3: Industry Ecosystem and Collaboration - The collaboration between various entities, including national research institutions and leading semiconductor manufacturers, has been crucial for the success of domestic equipment suppliers like拓荆科技 [27][28]. - The domestic semiconductor equipment industry has seen a significant increase in localization rates, projected to reach 50% by 2025-2026, compared to less than 5% in 2010 [28][29]. - The competitive landscape among domestic manufacturers is robust, with companies like北方华创 and中微公司 also making strides in different technology routes [29][30]. Group 4: Market Trends and Future Outlook - The global semiconductor equipment market is expected to grow significantly, with the thin film deposition equipment market projected to reach $34 billion by 2025, driven by advancements in storage chips and packaging technologies [30][31]. - The rise of three-dimensional integration technologies is anticipated to create new revenue streams for companies like拓荆科技, with a projected market size of nearly 30 billion yuan in the next five years [31].

Group 1 - The core viewpoint of the articles highlights the performance and market position of Laplace in the photovoltaic equipment industry, noting its current stock price, market capitalization, and financial metrics [1][2] - As of July 1, Laplace's closing stock price was 42.63 yuan, with a decline of 1.09%, resulting in a rolling price-to-earnings (PE) ratio of 21.42 times and a total market value of 17.279 billion yuan [1] - The average PE ratio for the photovoltaic equipment industry is 28.67 times, with a median of 26.28 times, placing Laplace at the 51st position within the industry [1] - By the first quarter of 2025, 118 institutions held shares in Laplace, with a total of 769,400 shares valued at 34 million yuan [1] - Laplace specializes in the research, production, and sales of high-performance thermal processing, coating, and automation equipment required for photovoltaic cell manufacturing [1] - The company’s main products include boron diffusion, phosphorus diffusion, oxidation and annealing equipment, low-pressure chemical vapor deposition (LPCVD) equipment, plasma-enhanced chemical vapor deposition (PECVD) equipment, atomic layer deposition (ALD) equipment, and atomic layer edge passivation deposition (EPD) equipment [1] - In the latest performance report for the first quarter of 2025, Laplace achieved an operating revenue of 1.451 billion yuan, a year-on-year increase of 36.48%, and a net profit of 252 million yuan, a year-on-year increase of 44.36%, with a gross profit margin of 32.41% [1] Group 2 - The PE ratio for Laplace is reported as 21.42 (TTM) and 23.69 (static), with a price-to-book ratio of 4.55 [2] - The total market capitalization of Laplace is 17.279 billion yuan, compared to the industry average market capitalization of 15.454 billion yuan [2] - The article provides a comparative analysis of other companies in the industry, with varying PE ratios and market capitalizations, indicating Laplace's relative position in the market [2]

Group 1 - The core viewpoint of the articles highlights the performance and market position of Laplace, a company in the photovoltaic equipment industry, with a current PE ratio of 20.97 and a total market value of 16.922 billion yuan [1][2] - As of March 31, 2025, Laplace has 11,862 shareholders, a decrease of 145 from the previous period, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The company specializes in the research, production, and sales of high-performance thermal processing, coating, and automation equipment required for photovoltaic cell manufacturing, with key products including boron diffusion and phosphorus diffusion equipment [1] Group 2 - In the latest quarterly report for Q1 2025, Laplace achieved an operating revenue of 1.451 billion yuan, representing a year-on-year increase of 36.48%, and a net profit of 252 million yuan, up 44.36%, with a gross profit margin of 32.41% [1] - The average PE ratio for the photovoltaic equipment industry is 27.96, with a median of 25.85, positioning Laplace at 51st in the industry ranking [1][2] - The company was recognized as a national "single champion enterprise in manufacturing" for its boron diffusion equipment during the reporting period [1]