002371 NAURA Technology Group

A-share semiconductor stocks collectively surged, and Beifang Huachuang rose more than 8%

Gelonhui, Feb. 2, 丨 The semiconductor sector of the A-share market surged collectively. By the half-day closing, Longxin Zhongke had risen more than 18%, Cambrian-U had risen more than 10%, and Ruixin had risen slightly by 10%. Beifang Huachuang, National Technology, and Tianyue Advanced had risen more than 8%, Xinyuan rose slightly by more than 7%, Changguang Huaxin had risen more than 6%, Haiguang Information, Qipai Technology, Huafeng Measurement and Control, and Tuojing Technology had risen more than 5%.

02-02 12:03

Beifang Huachuang recently stated on an interactive platform that the company mainly provides customers with lithium battery electrode equipment in the lithium battery field.

01-26 11:55

Beifang Huachuang (002371): Rapid growth in performance and broad space for equipment leadership

　　Core view: The company releases performance forecasts and achieves high growth in performance. The company released its performance forecast for 2022. It is expected to achieve revenue of 13.5 to 15.6 billion yuan, YoY +39.41% to 61.10% in 2022; to achieve net profit of 2.1 to 2.6 billion yuan, YoY +94.91% to 141.32%; net profit after deducting non-return mother's net profit of 1.9 to 2.4 billion yuan, YoY +135.52% to 197.50%. In 2022, the company actively adopted a number of measures to ensure the normal operation of production and operation to achieve orderly delivery of customer orders, all

01-13 00:00 · Researches

NAURA Technology Group Sees 61% Jump in FY22 Profit

03:33 AM EST, 01/12/2023 (MT Newswires) -- NAURA Technology Group (SHE:002371) expects to book a net profit attributable to shareholders of between 13.50 billion yuan to 15.60 billion, a year-on-year

01-12 16:34

Beifang Huachuang (002371): Revenue continues to grow at a high level, profitability exceeds expectations

Incident: On January 12, the company announced its 2022 performance forecast, with revenue of 13.5-15.6 billion yuan in 2022, +39.41%-61.10%; net profit of the mother was 21-26 billion yuan, +94.91%-141.32% year-on-year. Mid-year revenue was +50% year over year, and continued high growth was in line with expectations. The company expects revenue of 13.5-15.6 billion yuan in 2022, calculated at a median value of 14.55 billion yuan, +50% year on year; the net profit of the mother is 21-26 billion yuan, +94.91% -141.

01-12 00:00 · Researches

Beifang Huachuang: Net profit in 2022 is expected to increase 94.91%-141.32% year-on-year

01-11 18:52

Ping an Securities: the semiconductor industry is in a cyclical downward phase, and structural opportunities still exist.

01-09 15:00

North Huachuang: a variety of new equipment have been applied in the 28nm production line.

01-09 13:37

GF Securities: Wafer production capacity continues to expand, and there are broad prospects for the increase in domestic semiconductor equipment

The Zhitong Finance App learned that GF Securities released a research report saying that the semiconductor equipment market is vast, and there is a long way to go to replace domestic products. Driven by multiple factors such as markets, national strategies, and industry autonomy and control, it is imperative to accelerate the development of wafer manufacturing and its supporting equipment in mainland China. Continued expansion of wafer production capacity in mainland China is expected to continue to drive market demand for upstream supporting semiconductor equipment. There is still plenty of room for improvement in the production capacity of domestic-funded wafer production lines from planning, and the prospects for increasing orders for domestic semiconductor equipment are broad. It is recommended to focus on companies that have strong positions in the semiconductor core process and that have expanded new categories this year. phase

12-30-2022 15:46:49

There are only 3 chip companies left with A-shares exceeding 100 billion dollars in market capitalization, which companies can get through the cycle

Gelonghui, December 26 丨 According to Yicai, as of the close of trading on December 26, SMIC was still at the top of the list with a market capitalization of over 300 billion yuan among A-share listed companies. Other chip companies with a market capitalization of over 100 billion yuan currently have Ziguang Guowei and Beifang Huachuang left. This is half of the 6 companies three months ago. The stock prices of many chip manufacturers that have hit 100 billion dollars in market value, such as Zhuo Shengwei, Huiding Technology, and China Resources Wei, are already running low. A chairman of one of the listed chip companies mentioned above said, “The chip industry developed too fast in the first two years, and capital was insane. Many startups may have to wait a year or two to prove their worth.” from

12-26-2022 21:20:28