101On the evening of October 20th, Tuojing Technology released the third quarter performance forecast, and it is estimated that the operating income in the first three quarters of 2022 will reach 950 million yuan to 654.38+000 billion yuan, an increase of 654.38+054.08% to 654.38+067.45%. The net profit returned to the mother was 230 million yuan to 240 million yuan, a year-on-year increase of 296.8% to 365,438+04.05%. Non-net profit1.1000 million yuan to1.1500 million yuan, turning losses into profits compared with the same period of last year, increasing by133 million yuan to138 million yuan.
Based on this calculation, the net profit of Tuojing Technology in the third quarter was about 65.438+0.22 billion yuan-65.438+0.32 billion yuan, an increase of 654.38+0.6%-654.38+00% from the previous month.
In the first three quarters of 2002/kloc-0, the operating income of Tuojing Technology was 374 million yuan, the net profit attributable to the owners of the parent company was 579.638 billion yuan, and the non-net profit attributable to the owners of the parent company was -23052 1 ten thousand yuan.
Previously, the third quarterly report released by Huahai Zero2IPO (688120) on the evening of June 65438+ 10/9 showed that the revenue in the first three quarters was165438+33 million yuan, a year-on-year increase of103. In the third quarter, the company achieved an operating income of RMB 4,654,380,600, a year-on-year increase of 66.32%; The net profit attributable to shareholders of listed companies was 65.438+0.57 billion yuan, a year-on-year increase of 654.38+0.002.47%.
On the other hand, North Huachuang (002371), the semiconductor equipment company with the largest A-share semiconductor market value, announced in June 65438+1October 1 1 that it achieved operating income of 9.444 billion yuan-10444 billion yuan in the first three quarters. The net profit returned to the mother was 65.438+55.5 million yuan-65.438+79.5 million yuan, up by 654.38+0.36./kloc-0.6%-654.38+0.72.62%; Deducting non-net profit139.5 billion yuan-1615 billion yuan, with a year-on-year increase of 165.63%-207.52%. It is estimated that the operating income will reach 4 billion to 5 billion yuan in the third quarter, with a year-on-year increase of 55.94% to 94.93%; The net profit returned to the mother was 800 million-65.438+0.04 billion yuan, a year-on-year increase of 654.38+0.29.92%-654.38+0.98%; Non-net profit was deducted from 750 million yuan to 970 million yuan, a year-on-year increase of 65,438+049.75%-2,234,38+0%.
The performance of these three semiconductor equipment companies is relatively good, mainly due to the increasing demand for equipment in the domestic semiconductor industry and the continuous growth of sales orders. Moreover, judging from the announcement issued, the net profit of these three companies Tuojing Technology increased the most.
However, in the two days after the National Day holiday, Tuojing Technology suffered the most emotional and stock price shocks, falling by more than 30% in two days.
Chen Hang, an analyst in the semiconductor industry, pointed out that Beifang Huachuang, Tuojing Technology and Huahai Zero2IPO are the first core process equipment of semiconductors, and they are the most urgent areas to be restricted. In addition, the customers of these three companies are all from domestic manufacturers, such as SMIC and Changjiang Storage. In terms of importance and sales ratio, these three companies are currently the top three supporting facilities of domestic fabs.
"At present, domestic semiconductor equipment enterprises are facing two major challenges and three major opportunities," Chen Hang told China Fund.
As far as the challenge is concerned, one question is whether the downstream fabs can cooperate with equipment suppliers to avoid the security of the supply chain at the expense of yield and R&D speed in the short term.
Chances are:
First of all, mature technology has become the absolute main force for the future expansion of domestic fabs. According to the current market demand, there is still huge room for expansion. In addition, the mass production technology of domestic semiconductor equipment companies is mainly mature technology, which can meet the needs of expansion.
Secondly, the share that domestic equipment can actually cover far exceeds the share that is actually used now, and there is huge space in the future;
Third, domestic equipment manufacturers are making progress and have great potential for future coverage.
It is worth noting that from the perspective of secondary market shareholders, at the end of the third quarter of 2022, the top ten tradable shareholders of Huahai Zero2IPO were all institutional investors, and the shareholding ratio of institutional investors in the top ten tradable shareholders increased from 12.08% at the end of the second quarter to18.76% at the end of the third quarter; The number of shareholders at the end of the second quarter decreased by 63.64% compared with that at the time of listing in June, and decreased by 33.438+0% at the end of the third quarter compared with the end of the second quarter. The number of shareholders of Tuojing Technology at the end of the second quarter also decreased by 78.25% compared with the listing in April.
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