21st century business herald reporter Zhang Sainan reporting from Shanghai

In early trading on January 16, North Huachuang opened higher, and its stock price rose more than 5%. As of midday, the stock price was reported to 238.9 yuan, an increase of 2.98, with a total market value of 126.7 billion yuan.

this stems from a fast-growing performance forecast released by northern huachuang last night: it is expected to realize operating income of 20.97 billion -23.1 billion yuan in 2023, up 42.77-57.27 year on year; The net profit returned to the parent was 3.61 billion -4.15 billion yuan, up 53.44-76.39 year on year. Net profit after deducting non-profit was 3.3 billion -3.8 billion yuan, up 56.69-80.43 year on year.

regarding the reasons for the performance growth, the company said that its main business showed a good development trend in 2023 and its market recognition continued to improve. dozens of process equipment such as etching, thin film, cleaning and furnace tubes used in the field of high-end integrated circuits achieved technological breakthroughs and mass production applications, and the process coverage and market share were greatly improved. In 2023, the company signed more than 30 billion yuan, of which the integrated circuit accounted for more than 70%.

At the same time, the company continued to promote cost reduction and efficiency, diversified supply chain support capabilities continue to enhance, the level of mass production and delivery effectively improved, the scale effect gradually appeared.

North Huachuang's main products are electronic process equipment and electronic components. It is a domestic mainstream high-end electronic process equipment supplier and an important production base for high-precision electronic components. In the field of semiconductor process equipment, North Huachuang's main products include etching, thin film, cleaning, heat treatment, crystal growth and other core process equipment. In the first half of 2023, its operating income was composed of 87.21 percent of the electronic equipment industry and 12.57 percent of the electronic components industry. Since 2023, the performance of North Huachuang has maintained growth all the way, with revenue and net profit both maintaining double-digit and above growth in the first three quarters.

in 2023, when the semiconductor industry is in the doldrums as a whole, semiconductor equipment represented by northern huachuang will continue to advance by leaps and bounds.

jingsheng electromechanical (300316.SZ) recently disclosed the record of investor relations activities, which also shows that in 2023, the company will continue to strengthen its core competitiveness in the equipment field and actively promote the rapid development of new materials business. it is hoped that with the joint efforts of management and all employees, the overall operating income for the whole year can increase by more than 60% year on year. In the first three quarters of last year, its revenue and net profit also maintained double-digit and above growth.

in addition, China micro company (688012.SH) expects its net profit to be 1.7 billion yuan to 1.85 billion yuan in 2023, up about 45.32 to 58.15 percent year on year. Shengmei Shanghai (688082.SH) expects to achieve operating income of 3.65 billion -4.25 billion yuan in 2023, up 27.04-47.93 year on year.

The 21st Century Business Herald has repeatedly reported that as the localization of the semiconductor supply chain continues to advance, the growth of semiconductor equipment, parts, and materials is relatively stable.

looking forward to 2024, zheshang securities recently released a research report saying that the global semiconductor industry is expected to usher in a cyclical recovery in 2024 and capital expenditure is expected to enter an upward cycle. SEMI expects the global semiconductor equipment market to 1050 and 124 billion US dollars in 2024 and 2025, up 4% and 18% year on year. At the same time, the United States, Japan and the Netherlands advanced equipment control landing, the equipment control concerns gradually eliminated. Under external sanctions, domestic fabs actively open up all process verification opportunities to equipment manufacturers, promote the gradual improvement of domestic equipment performance indicators and stability, and the pace of China's semiconductor equipment from maturity to advanced process is expected to speed up.