最新一期业绩显示，2025年一季报，公司实现营业收入14.51亿元，同比36.48%；净利润2.52亿元，同 比44.36%，销售毛利率32.41%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13拉普拉斯23.3725.854.96188.52亿行业平均 31.0130.912.95169.24亿行业中值28.5728.972.2774.97亿1捷佳伟创6.827.141.67197.29亿2奥特维 9.908.412.63107.06亿3阳光电源12.3714.313.871578.96亿4横店东磁12.6413.372.32244.17亿5德业股份 15.4116.824.85498.07亿6中信博17.5216.302.28102.96亿7晶盛机电18.2814.662.14367.98亿8京山轻机 19.1917.631.8375.62亿9通润装备19.8120.092.2743.62亿10阿特斯20.3315.531.52348.91亿11芯能科技 22.2221.802.0442.20亿12永臻股份22.3919.021.3550.99亿 本文源自：金融界 作者：行情君 7月11日， ...

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]

最新一期业绩显示，2025年一季报，公司实现营业收入14.51亿元，同比36.48%；净利润2.52亿元，同 比44.36%，销售毛利率32.41%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)10拉普拉斯20.9723.204.45169.22亿行业平均 27.9630.692.60149.06亿行业中值25.8526.682.1172.56亿1捷佳伟创6.386.681.56184.50亿2奥特维 9.508.072.52102.74亿3阳光电源10.4112.053.261329.34亿4横店东磁11.6112.272.13224.16亿5德业股份 14.3715.694.52464.52亿6中信博16.9215.752.2099.46亿7晶盛机电17.2913.862.02347.94亿8京山轻机 18.1316.661.7371.44亿9阿特斯18.7714.331.41321.98亿11芯能科技21.1920.791.9440.25亿12聚和材料 21.5422.251.9693.01亿 6月26日，拉普拉斯今日收盘41.75元，下跌1.58%，滚动市盈率PE（当前股价与前四季度每股收 ...

6月16日，拉普拉斯今日收盘40.12元，上涨1.19%，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20.16倍，总市值162.62亿元。 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27.89倍，行业中值26.29倍，拉普拉斯排 名第51位。 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。 本文源自：金融界 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。 作者：行情君 最新一期业绩显示，2025年一季报，公司实现营业收入14.51亿元，同比36.48%；净利润2.52亿元，同 比44.36%，销售毛利率32.41%。 序号股票简称PE(TTM)PE(静)市净率总 ...

6月3日，拉普拉斯今日收盘39.69元，上涨1.64%，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19.94倍，总市值160.87亿元。 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27.91倍，行业中值25.49倍，拉普拉斯排 名第52位。 截至2025年一季报，共有118家机构持仓拉普拉斯，其中基金118家，合计持股数76.94万股，持股市值 0.34亿元。 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。 最新一期业绩显示，2025年一季报，公司实现营业收入14.51亿元，同比36.48%；净利润2.52亿元，同 比44.36%，销售毛利率32.41%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)52拉普拉斯19.9422.064.23160 ...

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28.31倍，行业中值26.03倍，拉普拉斯排 名第52位。 序号股票简称PE(TTM)PE(静)市净率总市值(元)52拉普拉斯20.1022.234.27162.13亿行业平均 28.3129.802.61148.86亿行业中值26.0328.442.0371.34亿1航天机电-277.93-135.231.9896.24亿2固德 威-156.28-154.283.4995.36亿3拓日新能-137.12413.911.0844.65亿4协鑫集成-85.09191.896.13131.05亿5*ST 天龙-28.54-40.10-118.6510.95亿6明冠新材-26.57-38.890.9626.09亿7琏升科技-25.65-24.4412.2826.97亿8亚 玛顿-21.73-22.940.9729.08亿9国晟科技-21.43-20.042.5621.14亿10晶科能源-21.34531.981.76526.27亿11华 民股份-18.93-18.049.5153.69亿 本文源自：金融界 作者：行情君 股东方面，截至2025年3月31日，拉普 ...

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28.32倍，行业中值26.56倍，拉普拉斯排 名第52位。 截至2025年一季报，共有118家机构持仓拉普拉斯，其中基金118家，合计持股数76.94万股，持股市值 0.34亿元。 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。 5月27日，拉普拉斯今日收盘39.41元，下跌2.38%，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19.80倍，总市值159.74亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)52拉普拉斯19.8021.904.20159.74亿行业平均 28.3229.772.60148.43亿行业中值26.5628.522.0170.90亿1航天机电-276.27-134.431. ...

5月23日，拉普拉斯今日收盘39.59元，下跌1.59%，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19.89倍，总市值160.47亿元。 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28.54倍，行业中值26.59倍，拉普拉斯排 名第52位。 截至2025年一季报，共有118家机构持仓拉普拉斯，其中基金118家，合计持股数76.94万股，持股市值 0.34亿元。 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。 最新一期业绩显示，2025年一季报，公司实现营业收入14.51亿元，同比36.48%；净利润2.52亿元，同 比44.36%，销售毛利率32.41%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)52拉普拉斯19.8922.004.2216 ...

5月12日，拉普拉斯今日收盘41.77元，上涨2.13%，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20.98倍，总市值169.30亿元。 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29.46倍，行业中值27.09倍，拉普拉斯排 名第52位。 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。 本文源自：金融界 作者：行情君 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。 最新一期业绩显示，2025年一季报，公司实现营业收入14.51亿元，同比36.48%；净利润2.52亿元，同 比44.36%，销售毛利率32.41%。 序号股票简称PE(TTM)PE(静)市净率总 ...