There are also major profit companies in semiconductor equipment!Shengmei Shanghai's net profit increased by 164%in the first half of the year, and it was planned to use 731 million over -fundraising funds to invest and build a new project

21st Century Business Herald reporter Zhang Sainan intern Huang Xiaoying Shanghai report

The performance of semiconductor equipment companies has risen.

Domestic cleaning equipment leading Shengmei Shanghai (688082.SH) The 2022 semi-annual report released on the evening of August 7 shows that the company achieved operating income of 1.096 billion yuan from January to June, 2022, an increase of 75.21%year-on-year, belonging to the shareholders of listed companies' shareholders of listed companies The net profit was 237 million yuan, an increase of 163.83%year -on -year. The net profit attributable to shareholders of listed companies was 257 million yuan, an increase of 426.90%over the same period last year, and the income per share was 0.5500 yuan.

On the same day, Shengmei Shanghai announced its plans to invest in the construction of high -end semiconductor equipment expansion research and development projects. The new project name is high -end semiconductor equipment expansion research and development projects. According to disclosure, the project's total investment of 748 million yuan, of which 730 million yuan intends to use the company's first listing of super -raising funds to invest.

On the 8th, Shengmei Shanghai's stock price rose sharply. As of the closing of 126.6 yuan, it rose 6.39%.

As for the future performance, Shengmei Shanghai relevant personnel told reporters of the 21st Century Business Herald, "At present, the epidemic has no effect on the company's production, and the performance in the second half of the year cannot be predicted."

Turn over in the second quarter

Shengmei Shanghai is mainly engaged in the research and development, production and sales of semiconductor -specific equipment. The main products include semiconductor cleaning equipment, semiconductor electroplating equipment, vertical furnace management equipment, and advanced wet wetting equipment. At present, the company's semiconductor cleaning equipment is mainly used in the cleaning process of 12 -inch wafer manufacturing.

Regarding the growth of this performance, Sheng Mei said that the global semiconductor industry prosperity and the market's strong demand for the company's semiconductor equipment have driven the company's sales orders and production capacity to continue to increase, and the operating income has further increased; The strong growth of the income has diversified the revenue structure and expanded the market size. In the first half of this year, the operating income of semiconductor cleaning equipment, front semiconductor electroplating equipment, and advanced seal wetting equipment (including rear aisle electroplating equipment) increased significantly.

For Shengmei in Shanghai, at this point, the haze brought by the epidemic was also swept away.

In the first quarter of this year, affected by the epidemic, the company's equipment delivery acceptance plan was delayed. Shengmei 2022's operating income in the first quarter was 354 million yuan, a single quarter of 29%year -on -year; net profit attributable to mothers was 0.04 million yuan, a single quarter decreased by 89%year -on -year.

It admitted in the semi -annual report that in the first half of 2022, the Shanghai epidemic had a great impact on the supply chain of the semiconductor industry, especially the supply and demand of consumer products such as cars and mobile phones. There are many unstable factors in the semiconductor market.

In the previous institutional survey, Shengmei Shanghai revealed that in the first quarter, due to the epidemic reasons, the delivery of orders was affected to a certain extent, and it has gradually returned to normal. The company's orders have strong demand. At present, Q3 and Q4 orders have been full, and now they are filling in Q1 and Q2 production capacity in 2023.

Find a breakthrough in the dry method

Following the semi -annual report, Shengmei Shanghai announced the latest R & D project, adding a new layout on the platform.

The announcement shows that the new project name is high -end semiconductor equipment expansion research and development projects. According to disclosure, the project planned a total investment of 748 million yuan, of which the venue investment was 468 million yuan. Among the investment funds of the project, Shengmei Shanghai used its own funds to invest 16.859 million yuan, and the remaining 730 million yuan was planned to use the company's first listing of super -raising funds to invest. The project's proposed research and development of products including the expansion of the dry method equipment and the supercritical CO2 cleaning and drying equipment have a high level. It is expected that certain performance indicators can reach the international leading level.

The aforementioned Shengmei relevant persons said in an interview that "the new project is mainly due to the current fierce competition in the semiconductor cleaning equipment field. Investment is mainly used to establish a research and development center in Zhangjiang to develop new products. Information is inconvenient. "

Shengmei mentioned in the announcement that as the global semiconductor market demand continues to grow and the semiconductor manufacturing industry continues to transfer to China, the company's market share is expected to further increase, but the overall market size of the wet cleaning equipment required for global chip manufacturing is relatively relatively compared Small, at the same time, there are international semiconductor equipment such as LAM, Tel, DNS, and the company's future development bottleneck has been prominent. Therefore, the company urgently needs to broaden the types of semiconductor equipment, and then cover more chip manufacturing fields to ensure the company's sustainable development capabilities and market status.

Judging from the development of Shengmei in recent years, this new project has also planned.

In 2017, the company decided to develop to the platform, expand from wet equipment to dry method equipment, and chose a vertical furnace pipe equipment as a breakthrough. The leap from the wet equipment to the dry method equipment. By 2021, the company's electroplating, vertical stove tube, non -stress -throwing copper, etc., other equipment sectors, which belong to the third business, will achieve operating income of 274 million yuan, an increase of 252.44%year -on -year, accounting for 17%of the main business proportion.

Regarding this investment, Shengmei said that if the project is successfully implemented, on the one hand, it can break through the technical problems in China, make up for the shortcomings of the domestic semiconductor industry, and enhance the international market competitiveness of domestic semiconductor equipment. On the other hand, it can enhance the comprehensive competitiveness of Shengmei The strength helps it to build a comprehensive equipment group, accelerate the ranks of international first -class integrated circuit equipment enterprises, and can achieve a win -win situation for the development of the domestic semiconductor industry and the company. Regarding the future development of semiconductor equipment, Wang Hui, chairman of Shengmei, once stated at the shareholders' meeting that "Although the semiconductor industry itself is periodic, from the perspective of market trend, it is expected that the current prosperity cycle will continue until next year. Now the international market is now. Slowly revealing some signs of changes in demand, but the domestic market itself and the international market have a time difference. After many years of development, the large -scale equipment factories in the first and second echelons have become more mature and the output has reached the economic scale. And the domestic semiconductor equipment industry has developed late. From the perspective of the development cycle, the prosperity is longer than the international market. "

From the perspective of the semiconductor equipment manufacturers who released performance before, due to the expansion of the wafer plant, the semiconductor equipment links have made a lot of money. Semiconductor Equipment leader (688012.SH), Northern Huachuang (002371.SZ), and semiconductor equipment parts manufacturer Xinlai Ying Materials (300260.SZ) all achieved significant growth in the first half of the year.

Some institutions believe that equipment is one of the best semiconductor semiconductor industry logic in the current semiconductor industry. The performance of local semiconductor equipment performance is more from the increase in market share, especially external sanctions. The performance of the equipment links is greater than the industry.

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