Cut it out guys, is not worth fighting.
AMEC 1H22, non-net profit increased by about 600% year-on-year, and new orders were about 3 billion yuan
In 1H22, the non-net profit after deduction increased by about 6 times year-on-year, and the operating profitability was greatly improved. The company's performance forecast is expected to achieve revenue of about 1.97 billion yuan (YoY47.1%) in 1H22, of which 2Q22 is about 1.02 billion yuan (YoY38.8%, QoQ7.6%); net profit attributable to the parent is 420-480 million yuan (YoY5 .9%-21.0%), of which 2Q22 is about 3.0-3.6 (YoY17.0%-40.2%, QoQ158.4%-209.6%); net profit after deducting non-return to the parent is about 410-450 million yuan (YoY565.4 %-630.3%), of which about 224-264 million yuan in 2Q22 (YoY342.7%-421.9%, QoQ20.0%-41.4%), of which the non-operating profit and loss generated by government subsidies and equity investment decreased by about 2.1% year-on-year 100 million and 200 million yuan; in 1H22, new orders were about 3.06 billion yuan, a year-on-year increase of about 62%.
In 1Q22, the revenue of etching equipment increased by 105.0% year-on-year, and the equipment category continued to expand. Benefiting from the competitive advantages of products and the development of the equipment market, the etching equipment achieved a revenue of 714 million yuan (YoY105.0%) in a single quarter in 1Q22. The CCP etching machine was applied in batches to the IC manufacturing production lines of first-line customers at home and abroad, and continued to increase its market share. , the market share of some customers has entered the top three; In addition, in the field of thin film equipment for integrated circuits, LPCVD equipment and EPI equipment are being developed, and good progress has been made. The company is planning to develop key equipment such as ALD and ALE. The company is located in Nanchang and Shanghai Lingang. The construction is smooth to ensure the expansion of production capacity.
The scale of the global semiconductor manufacturing equipment market is expected to hit a new high, and the local expansion will be accelerated again. SEMI expects global front-end fab equipment spending to reach $109 billion (YoY 20%) in 2022, another record high. Recently, Hua Hong Semiconductor, Hua Hong Grace, Wuxi Entity and Big Fund II invested USD 1.78, 2.3, 1.6 and 232 million to increase capital in Hua Hong Wuxi respectively; Guangzhou Yuexin announced the completion of a strategic financing of RMB 4.5 billion for the second phase 90 - Construction of 44nm process production line; SMIC (Shaoxing SMIC) Science and Technology Innovation Board IPO application was accepted, and plans to raise 12.5 billion yuan to build MEMS and power device chip manufacturing and packaging and testing production base technical transformation projects, Phase II crystal Round manufacturing projects and supplement working capital; the IPO registration of Jinghe Integrated Science and Technology Innovation Board was approved before, and it plans to raise 9.5 billion yuan for process research and development and acquisition of factories, etc. The round plant has entered a production-intensive construction period.
