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北方华创获太平洋买入评级,中报预告超预期

JRJ Finance ·  Aug 19, 2024 02:07  · Ratings

8月19日,北方华创获太平洋买入评级,近一个月北方华创获得1份研报关注。

研报预计公司作为国内领先的头部半导体设备平台型公司,凭借自身完备的产品研发体系以及对半导体生产工艺的高覆盖度,有望深度受益半导上行周期以及国产替代进程,预计2024-2026年公司分别实现营收300.70、391.96、497.36亿元,实现归母净利润57.34、76.37、101.66亿元。研报认为,公司2024H1业绩高速增长,主要系:公司持续精研客户需求,丰富产品矩阵,不断提升核心竞争力。公司应用于集成电路领域的刻蚀、薄膜沉积、清洗、炉管和快速退火等工艺装备工艺覆盖度及市场占有率持续稳步攀升,收入同比稳健增长。随着公司营收规模持续扩大,规模效应逐渐显现;智能制造助力运营水平有效提升;成本费用率稳定下降,使得归属于上市公司股东的净利润同比持续增长。

风险提示:下游需求不及预期风险、新产品研发不及预期风险、行业竞争加剧风险。

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