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中科飞测涨2.02%,成交额3.06亿元,主力资金净流出420.71万元
Xin Lang Cai Jing· 2025-09-29 02:32
Company Overview - Zhongke Feimeasure Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on December 31, 2014. The company went public on May 19, 2023. Its main business involves the research, production, and sales of integrated circuit equipment, specifically in testing and measurement [1][2]. Financial Performance - As of June 30, 2025, Zhongke Feimeasure reported a revenue of 702 million yuan, representing a year-on-year growth of 51.39%. However, the net profit attributable to shareholders was a loss of 18.35 million yuan, which is an increase in loss of 73.01% compared to the previous period [2]. - Since its A-share listing, the company has distributed a total of 44.8 million yuan in dividends [3]. Stock Performance - On September 29, Zhongke Feimeasure's stock price increased by 2.02%, reaching 118.55 yuan per share, with a trading volume of 306 million yuan and a turnover rate of 1.05%. The total market capitalization stands at 38.125 billion yuan [1]. - Year-to-date, the stock price has risen by 35.41%, with a 21.58% increase over the last five trading days, a 15.29% increase over the last 20 days, and a 40.51% increase over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 11.83% to 9,774, while the average number of circulating shares per person increased by 15.34% to 25,403 shares [2]. - The top ten circulating shareholders include notable funds such as Nuoan Growth Mixed A and Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, with the latter being a new entrant [3].
中科飞测9月23日获融资买入1.09亿元,融资余额3.55亿元
Xin Lang Cai Jing· 2025-09-24 01:35
Group 1 - Zhongke Feimeasure's stock increased by 5.63% on September 23, with a trading volume of 979 million yuan [1] - The company had a net financing purchase of 34.49 million yuan on the same day, with a total financing balance of 362 million yuan, which is 1.39% of its market capitalization [1] - The company's financing balance is at a high level, exceeding the 90th percentile of the past year [1] Group 2 - As of June 30, Zhongke Feimeasure reported a revenue of 702 million yuan for the first half of 2025, representing a year-on-year growth of 51.39% [2] - The company recorded a net profit attributable to shareholders of -18.35 million yuan, which is a 73.01% increase in loss compared to the previous period [2] Group 3 - Since its A-share listing, Zhongke Feimeasure has distributed a total of 44.8 million yuan in dividends [3] - As of June 30, 2025, the number of shareholders decreased by 11.83% to 9,774, while the average circulating shares per person increased by 15.34% to 25,403 shares [2][3] - Notable institutional shareholders include Nuoan Growth Mixed A and Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, with the latter being a new shareholder [3]
中科飞测跌2.00%,成交额6.42亿元,主力资金净流出2272.51万元
Xin Lang Zheng Quan· 2025-09-22 06:14
Company Overview - Zhongke Feimeasure Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on December 31, 2014. The company went public on May 19, 2023. Its main business involves the research, production, and sales of integrated circuit-specific equipment in two categories: testing and measurement [1][2]. Financial Performance - As of June 30, 2025, Zhongke Feimeasure reported a revenue of 702 million yuan, representing a year-on-year growth of 51.39%. However, the net profit attributable to shareholders was -18.35 million yuan, which is a 73.01% increase in losses compared to the previous period [2]. - The company has distributed a total of 44.8 million yuan in dividends since its A-share listing [3]. Stock Market Activity - On September 22, Zhongke Feimeasure's stock price decreased by 2.00%, closing at 97.84 yuan per share, with a trading volume of 642 million yuan and a turnover rate of 2.59%. The total market capitalization is 31.465 billion yuan [1]. - Year-to-date, the stock price has increased by 11.75%, with a 7.81% rise over the last five trading days, a 1.04% decline over the last 20 days, and a 16.21% increase over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 11.83% to 9,774, while the average circulating shares per person increased by 15.34% to 25,403 shares [2]. - Notable shareholders include Noan Growth Mixed A, holding 13.4533 million shares, and Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, which is a new shareholder with 5.3131 million shares [3].
中科飞测股价涨5.11%,前海开源基金旗下1只基金重仓,持有11.96万股浮盈赚取58.03万元
Xin Lang Cai Jing· 2025-09-18 02:34
Group 1 - Zhongke Feimeasure's stock increased by 5.11% to 99.69 CNY per share, with a trading volume of 385 million CNY and a turnover rate of 1.57%, resulting in a total market capitalization of 32.059 billion CNY [1] - The company, established on December 31, 2014, specializes in the research, production, and sales of integrated circuit equipment, with its main business revenue composition being 60.72% from testing equipment, 36.40% from measuring equipment, and 2.88% from services and others [1] Group 2 - The Qianhai Kaiyuan High-end Equipment Manufacturing Mixed A Fund (001060) has Zhongke Feimeasure as its fifth-largest holding, having increased its position by 3,233 shares to a total of 119,600 shares, representing 7.76% of the fund's net value [2] - The fund has achieved a year-to-date return of 40.74%, ranking 1,669 out of 8,172 in its category, and a one-year return of 101.34%, ranking 533 out of 7,980 [2] Group 3 - The fund manager, Wei Chun, has been in position for 6 years and 255 days, with the fund's total asset size at 1.197 billion CNY and a best return of 126.53% during his tenure [3]
中科飞测涨2.04%,成交额1.26亿元,主力资金净流入134.88万元
Xin Lang Cai Jing· 2025-09-12 03:23
Company Overview - Zhongke Feimeasure Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on December 31, 2014. The company went public on May 19, 2023. Its main business involves the research, production, and sales of integrated circuit-specific equipment in two categories: testing and measurement [1][2]. Financial Performance - For the first half of 2025, Zhongke Feimeasure achieved operating revenue of 702 million yuan, representing a year-on-year growth of 51.39%. However, the net profit attributable to the parent company was -18.35 million yuan, which is a year-on-year increase of 73.01% in losses [2]. - As of June 30, 2025, the company had a total of 9,774 shareholders, a decrease of 11.83% from the previous period. The average number of circulating shares per person increased by 15.34% to 25,403 shares [2]. Stock Performance - On September 12, Zhongke Feimeasure's stock price increased by 2.04%, reaching 91.43 yuan per share, with a trading volume of 126 million yuan and a turnover rate of 0.56%. The total market capitalization stood at 29.403 billion yuan [1]. - Year-to-date, the stock price has risen by 4.43%, with a 1.70% increase over the last five trading days, a 5.16% increase over the last 20 days, and a 13.37% increase over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders included Noan Growth Mixed A (320007) as the second-largest shareholder with 13.4533 million shares, unchanged from the previous period. The Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF (588200) entered the top ten as the ninth-largest shareholder with 5.3131 million shares. Yin Hua Integrated Circuit Mixed A (013840) increased its holdings by 927,400 shares to become the tenth-largest shareholder [3].
中微公司(688012):营收延续高增态势,薄膜与量检测打开增长空间
NORTHEAST SECURITIES· 2025-09-03 08:47
Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for the stock's performance in the next six months [6]. Core Insights - The company continues to experience high revenue growth, with a reported revenue of 4.961 billion yuan for the first half of 2025, representing a year-over-year increase of 43.88% [1][2]. - The company's net profit for the same period was 706 million yuan, reflecting a year-over-year growth of 36.62% [1]. - The growth in revenue is primarily driven by product iteration and the introduction of new products, despite a slight decline in gross margin to 39.86% [2]. - The company has a strong focus on research and development, with a R&D expense ratio of 22.50%, which has increased by 6.04% year-over-year [2]. Revenue and Profitability - In Q2 2025, the company achieved a revenue of 2.787 billion yuan, marking a year-over-year increase of 51.26% and a quarter-over-quarter increase of 28.25% [1]. - The net profit for Q2 2025 was 393 million yuan, showing a year-over-year increase of 46.82% and a quarter-over-quarter increase of 25.47% [1]. - The company anticipates that the impact of initial high costs from new product introductions will be one-time, with long-term gross margins expected to remain above 40% [2]. Product Development and Market Position - The etching equipment segment generated 3.781 billion yuan in revenue for the first half of 2025, with a year-over-year growth of approximately 40% [3]. - The company has introduced several new products aimed at advanced manufacturing processes, including the Primo SD-RIE and Primo Halona for 28nm and below processes [3]. - The company has also made significant advancements in its film equipment segment, with a notable 608.19% year-over-year increase in LPCVD equipment sales [4]. Financial Forecast - The company is projected to achieve net profits of 2.256 billion yuan, 3.163 billion yuan, and 4.305 billion yuan for the years 2025, 2026, and 2027, respectively [4]. - Corresponding price-to-earnings (PE) ratios are expected to be 59, 42, and 31 for the same years [4].
中科飞测: 深圳中科飞测科技股份有限公司向特定对象发行股票证券募集说明书(注册稿)
Zheng Quan Zhi Xing· 2025-08-25 17:05
Group 1 - The company, Shenzhen Zhongke Feice Technology Co., Ltd., is focused on high-end semiconductor quality control, providing comprehensive yield management solutions for the semiconductor industry [14][15]. - The company plans to issue shares to specific investors, with the issuance approved by the Shanghai Stock Exchange and registered by the China Securities Regulatory Commission [2][3]. - The total number of shares to be issued will not exceed 96,477,542 shares, accounting for a maximum of 30% of the company's total share capital prior to the issuance [3][4]. Group 2 - The company aims to raise a total of 250 million yuan through this issuance, with funds allocated to various projects, including the development of semiconductor quality control equipment [5][6]. - The semiconductor equipment market is projected to grow significantly, with global sales expected to reach 113 billion USD in 2024, reflecting a 6.5% increase from 2023 [20][22]. - The domestic semiconductor equipment market in China is experiencing rapid growth, with a compound annual growth rate of 26.7% from 2019 to 2023 [26][27]. Group 3 - The company has established a competitive advantage in the domestic semiconductor detection and measurement equipment market, with a market share increase from 1.91% in 2021 to 2.89% in 2023 [28]. - The semiconductor industry is characterized by high technical barriers, significant R&D investment, and long investment cycles, with foreign companies currently dominating the market [27][28]. - The company is committed to continuous innovation and R&D, focusing on enhancing key performance indicators such as sensitivity, repeatability, and throughput in its equipment [27][29].
中科飞测(688361):营收持续高增,先进制程量检测设备研发验证进展顺利
Soochow Securities· 2025-08-19 13:02
Investment Rating - The report maintains a rating of "Add" for the company [1] Core Views - The company has shown continuous high revenue growth, with a projected revenue increase from 890.90 million in 2023 to 2,137.85 million in 2025, reflecting a year-on-year growth of 74.95% in 2023 and 54.87% in 2025 [1] - The company's net profit is expected to recover significantly, with a forecasted net profit of 217.34 million in 2025, compared to a loss of 11.53 million in 2024 [1] - The report highlights the successful progress in the research and development of advanced process measurement equipment, with significant customer validation and delivery milestones achieved [7] Financial Summary - Total revenue is projected to reach 1,380 million in 2024, 2,138 million in 2025, and continue to grow to 4,475 million by 2027, with corresponding year-on-year growth rates of 54.94%, 54.87%, and 39.77% respectively [8] - The company's gross margin is expected to improve, with a forecasted gross margin of 49.37% in 2025 [8] - Research and development expenses are anticipated to remain high, reaching 705 million in 2025, which is a 37.8% increase from the previous year [7] Product Development and Market Position - The company has successfully validated and delivered over 300 units of non-graphic wafer inspection equipment, covering advanced process nodes of 2Xnm and above [7] - The report notes that the company has delivered over 400 units of graphic defect detection equipment, with applications in logic, storage, and advanced packaging fields [7] - The company is expanding its product lines, including 3D morphology measurement equipment and film thickness measurement equipment, which have shown steady order growth and increasing market share [7]
中科飞测(688361):先进制程占比持续提升,Q2营收超市场预期
HUAXI Securities· 2025-08-19 05:11
Investment Rating - The investment rating for the company is "Accumulate" [1] Core Views - The company reported a significant revenue increase in Q2 2025, achieving 408 million yuan, a year-on-year growth of 78.73%, driven by accelerated order confirmations [3] - The gross margin improved, indicating a potential turning point in profitability, with Q2 2025 net profit nearing breakeven [4] - The company plans to raise 2.5 billion yuan for R&D and production capacity expansion, focusing on high-end semiconductor quality control equipment [5] Summary by Sections Event Overview - The company released its mid-year report for 2025 [2] Revenue Growth - In H1 2025, the company achieved revenue of 702 million yuan, a year-on-year increase of 51.39% [3] - The revenue from detection equipment was 426 million yuan, while measurement equipment revenue was 256 million yuan, reflecting strong demand and order growth [3] Profitability Improvement - The company reported a net loss of 18 million yuan in H1 2025, with Q2 losses narrowing significantly [4] - The gross margin for H1 2025 was 54.31%, up 8.08 percentage points year-on-year, driven by an increase in advanced process products [4] Future Projections - Revenue projections for 2025-2027 are 2.074 billion, 3.078 billion, and 4.421 billion yuan, with respective year-on-year growth rates of 50.3%, 48.4%, and 43.6% [6] - Expected net profits for the same period are 280 million, 618 million, and 854 million yuan, with substantial growth rates [6] Investment Strategy - The company maintains its "Accumulate" rating, with a target price based on projected earnings per share of 0.87, 1.92, and 2.65 yuan for 2025-2027 [6]
ASML光刻机,被豁免关税
半导体芯闻· 2025-07-31 10:23
Core Viewpoint - The article discusses the implications of the recent trade framework established between the U.S. and the EU, particularly focusing on the 15% tariff on certain products, including semiconductor equipment from companies like ASML, which could significantly impact U.S. chip manufacturers' costs [1][2]. Group 1: Trade Framework and Tariffs - The U.S. and EU have agreed on a trade framework that includes a 15% tariff on EU products entering the U.S., with specific exemptions for semiconductor equipment from companies like ASML [1]. - The trade agreement outlines zero tariffs on strategic products, including aircraft, specific chemicals, certain pharmaceuticals, semiconductor equipment, agricultural products, natural resources, and key raw materials [1]. Group 2: Impact on Semiconductor Equipment Costs - The average price of ASML's advanced immersion DUV ArF equipment is approximately $89.615 million, while the low-NA EUV equipment is priced around $265 million. A 15% tariff would increase these costs to approximately $103 million and $305 million, respectively [2]. - The depreciation of the dollar against the euro since early February has already made EU-produced semiconductor equipment more expensive for U.S. chip manufacturers, and the additional 15% tariff would exacerbate this cost increase [2]. Group 3: Effects on U.S. Chip Manufacturers - If the Trump administration imposes a 15% tariff on ASML's lithography, measurement, and inspection equipment, U.S. chip manufacturers would face increased costs of $13 million per DUV machine and up to $40 million per EUV machine [2]. - AMD's CEO has indicated that the cost of chips produced at TSMC's Arizona facility could increase by up to 20% compared to those produced in Taiwan, highlighting the financial strain on U.S. chip production [2].