Profits of domestic chip companies increase sharply, new trends in semiconductor equipment companies

Yesterday, Huawei announced its financial report for the third quarter of 2021. The financial report showed that Huawei achieved revenue of 455.8 billion yuan in the first three quarters, with a profit rate of 10.2%. Compared with Huawei’s 671.3 billion in the first three quarters of 2020, a year-on-year decrease of 32%. Guo Ping, Huawei’s rotating chairman, said: “The overall operating results are in line with expectations, the To C business has been greatly affected, and the To B business performance is stable. We will continue to strengthen technological innovation, R&D investment and talent attraction, and continue to improve operational efficiency. We are confident. Can continue to create value for customers and society.”

In addition to Huawei, Chinese semiconductor manufacturers have successively released third-quarter financial reports, and we have consolidated the financial reports released. Judging from their financial report information, the current demand for the chip market is strong, and many domestic semiconductor manufacturers have handed in answers that exceeded expectations, and there has been a good growth in revenue in the third quarter. Next, we will focus on the three aspects of design, packaging and testing, equipment and materials in the industry chain for inventory.

Profits of domestic chip companies soar

Looking at the revenue of domestic chip companies, benefiting from the demand for chips in the domestic market, most domestic chip companies have maintained rapid growth in revenue during the quarter. What’s more noteworthy is that during the quarter, the profits of some domestic chip companies achieved substantial growth, including Beijing Junzheng’s profit increased by 2733.52% year-on-year, and Guoke Microelectronics’ profit increased by 11918.10% year-on-year. , Silan’s micro profit increased by 1543.39% year-on-year.

(1) Allwinner Technology

Founded in 2007, it is an outstanding smart application processor SoC, high-performance analog device and wireless interconnection chip design manufacturer. Products are widely used in smart hardware, tablet computers, smart home appliances, Internet of Vehicles, robots, virtual reality, network set-top boxes, power simulation devices, wireless communication modules, smart Internet of Things and other product fields.

Allwinner Technology released its third quarterly report for 2021. From January to September 2021, it achieved operating income of 1.581 billion yuan, a year-on-year increase of 47.85%. The net profit attributable to shareholders of listed companies was 389 million yuan, a year-on-year increase of 12.1. 16%, R&D investment in the first three quarters was 260 million yuan.

(2) Goodix Technology

Goodix Technology is a total application solution provider based on chip design and software development. It currently provides leading semiconductor software and hardware solutions for smart terminals, Internet of Things and automotive electronics. Products and solutions have been widely used in international and domestic well-known brands such as Huawei, OPPO, vivo, Xiaomi, Samsung, Google, Amazon, Dell, HP, LG, OnePlus, Nokia, ASUS, etc., serving hundreds of millions of people around the world and driving the intelligent connection of all things Leading provider of IC design and solutions. In 2017, Goodix achieved the surpassing of Swedish FPC in the field of fingerprint identification chips, and became the world’s first domestically designed chip in the consumer electronics segment.

Goodix Technology released the third quarter report of 2021. From January to September 2021, it achieved operating income of 4.140 billion yuan, a year-on-year decrease of 19.27%; net profit attributable to shareholders of listed companies was 615 million yuan, a year-on-year decrease 44.06%. The R&D investment in the first three quarters was 1.283 billion yuan.

This means that Goodix’s single-quarter revenue has recovered to the lowest level since 2019 (the first quarter of 2019 revenue is 1.225 billion yuan), and the single-quarter net profit is the second lowest in the past three years.

Goodix said that the year-on-year decline in net profit was mainly due to the impact of the decline in revenue and gross profit. The company’s gross profit margin for the first three quarters of this year was 48.28%, a decrease of 6.81% compared with the same period last year, and a decrease of 21.33% compared with the same period of 2019. Goodix’s CFO Hou Xueli said that the main reason for Goodix’s poor performance in the third quarter of this year was that a large customer stocked goods in advance last year, so the revenue during the same period last year was relatively high, resulting in a horizontal comparison of this year’s performance.

(3) Infront Micro

Infront Micro is an intelligent system operator with integrated circuit design and R&D as the core, intelligent terminal optimization through supply chain integration, and big data operation as the support to provide system services. In the field of professional integrated circuit design, the company is based on the development and application of intelligent processor SOC chips, launching market segment chips according to demand, and providing a package of terminal product solutions. In the field of intelligent system operation, it integrates mobile Internet, Internet of Things, Beidou system, smart terminal and back-end big data to provide system services such as smart city, data operation, digital ranch, and smart home.

ST Infront released its third-quarter report. In the first three quarters of 2021, it achieved operating income of approximately 2.157 billion yuan, an increase of 349.577% year-on-year; net profit attributable to shareholders of listed companies was approximately 11.18 million yuan, an increase of 224.06 year-on-year. %; a year-on-year increase of 224.55%, R&D expenses in the first three quarters were 11.26 million yuan.

(4) Zhaoyi Innovation

Founded in 2005, it is committed to the design and development of various memories, controllers and peripheral products. It has ranked among the top three in the world in the field of memory chip Nor Flash. Cumulative shipments are close to 16 billion, and annual shipments exceed 2.8 billion. In June of this year, the company launched the first DRAM product GDQ2BFAA series, marking the official entry into the mainstream storage market of DRAM.

According to news released by the China Semiconductor Industry Association, Zhaoyi Innovation has replaced Winbond Electronics as the only NorFlash supplier for Apple’s AirPods, and has therefore ranked among Apple’s 200 largest suppliers in 2020, and has won a large order for the new AirPods in 2021. .

Zhaoyi Innovation released the third quarter report of 2021. In the first three quarters of 2021, operating income was 6.330 billion yuan, a year-on-year increase of 99.45%; net profit attributable to the parent was 1.648 billion yuan, a year-on-year increase of 144.92%. Among them, in the single quarter of the third quarter, the company’s revenue was 2.689 billion yuan, an increase of 77.39% year-on-year; the net profit attributable to the parent was 862 million yuan, an increase of 178.47% year-on-year, and the R&D investment in the first three quarters was 588 million yuan. Yuan.

(5)Fullhan

Focus on video surveillance chips and solutions to meet the fast-growing digital video surveillance market’s chip requirements for video codec and image signal processing. Imitating the ISP leader, it has the first-mover advantage to enter the automotive pre-installation market. The company is the leader in ISP chips, with a domestic market share of more than 50%. In 2018, a number of products have passed the car-level certification, which has the first-mover advantage in the automotive OEM market.

Fullhan Micro announced its third quarter report for 2021. In the first three quarters, the company’s revenue was 1.279 billion yuan, a year-on-year increase of 235.48%; net profit attributable to the parent was 269 million yuan, a year-on-year increase of 554.37%. Among them, in the single quarter of the third quarter, the company’s revenue was 561 million yuan, an increase of 465.9% year-on-year; the net profit attributable to the parent was 130 million yuan, an increase of 4753.94% year-on-year, and the R&D investment in the first three quarters was 205.4 million yuan. Yuan. Profitability has improved significantly.

Regarding the growth in performance, Fullhan Micro stated that it was mainly due to the year-on-year increase in product sales. At the same time, the company continued to increase R&D investment. The cumulative R&D investment in the first three quarters reached 205,433,900 yuan, an increase of 138.48% year-on-year, accounting for the same period. 16.05% of operating income.

(6)Beijing Junzheng

Beijing Jun is the leader of in-vehicle memory chips. Its traditional business is microprocessor chips and smart video chips, which are mainly used in AIoT markets such as biometrics, commercial equipment, smart homes, and smart wearables. Benefiting from the increase in the company’s product categories and the increase in market influence, the market penetration of smart chips in smart hardware products such as the QR code market, scanner pens, printers, smart door locks, and Display controls continues to increase.

According to the 2001 third quarter report released by Beijing Junzheng, the company’s revenue in the first three quarters was 3.793 billion yuan, a year-on-year increase of 208.85%; net profit attributable to the parent was 635 million yuan, a year-on-year increase of 2733.52%. Among them, in the single quarter of the third quarter, the company’s revenue was 1.457 billion yuan, a year-on-year increase of 66.85%; net profit attributable to the parent was 280 million yuan, a year-on-year increase of 245.989%, and the R&D investment in the first three quarters was 366 million. Yuan.

Beijing Junzheng pointed out that since the first three quarters of this year, the company’s product lines have been in strong market demand, which has resulted in continued growth in operating income. It is understood that DRAM products are the main source of memory chip revenue for Beijing Junzheng. At the same time, the company is also promoting the application of Flash product lines in the automotive, medical and high-end consumer markets. In addition, the company has completed samples of Nor Flash chips for the mass consumer market. Produced and launched market promotion.

(7) Zhongying Electronics

The national home appliance MCU leader, Display driver IC and lithium battery management IC are rapidly increasing. Zhongying Electronics was established in 1994 and is the leading domestic appliance MCU. The management and core technical personnel are mostly from Novatek. The company takes the lead in laying out the local home appliance market, while actively expanding downstream markets such as mobile phones, TWS headsets, and electric bicycles. Benefiting from the increase in the market share of home appliance MCUs, the company’s revenue has grown steadily since its listing, with a revenue CAGR of 18.3% from 2012 to 2020.

Zhongying Electronics released its third quarter report for 2021. In the first three quarters, the company’s revenue was 1.093 billion yuan, a year-on-year increase of 47.40%; net profit attributable to the parent was 268 million yuan, a year-on-year increase of 78.17%. Among them, in the single quarter of the third quarter, the company’s revenue was 407 million yuan, a year-on-year increase of 42.05%; the net profit attributable to the parent was 115 million yuan, a year-on-year increase of 104.05%, and the R&D investment in the first three quarters was 198 million Yuan.

Thanks to the price increase of MCU, the rapid increase of AMOLED DDIC and lithium battery BMIC, the company’s revenue and net profit attributable to the parent in the first three quarters of 2021 grew by 47.4% and 78.2% year-on-year.

(8) National Science Micro

Founded in 2008, Guokewei is a key integrated circuit design enterprise within the national planning layout and a national intellectual property demonstration enterprise. It has long been committed to the development of large-scale integrated circuits and solutions in the fields of storage, smart set-top boxes, video encoding and decoding, and the Internet of Things. . The main products include solid-state storage control chips, smart video surveillance chips, and radio and television series chips. Among them, solid-state storage has the fastest growth and the highest proportion.

At present, Guokewei has successively launched live satellite HD chips, intelligent 4K decoding chips, H. 264/H. 265 high-definition video encoding chip, high-end solid-state storage main control chip, satellite navigation and positioning chip and a series of chips with core independent intellectual property rights.

Guoke Micro released its third quarter report for 2021. The revenue for the first three quarters was 1.876 billion yuan, a year-on-year increase of 398.75%; the net profit for the first three quarters was 181 million yuan, a year-on-year increase of 11918.10%. Among them, the company achieved operating income of 924 million yuan in the third quarter, an increase of 404.72% year-on-year; the net profit attributable to shareholders of listed companies in the third quarter was 192 million yuan, an increase of 783.27% year-on-year. The R&D investment in the first three quarters was 272 million yuan.

(9)Ninestar

Ninestar is a leading domestic printer encryption SoC chip design company and a leading company in the general consumables industry. It is the first company in China to realize the entire industrial chain layout of the printing business. The company has the ability to engage in chip research and development, consumables production, and printer design and manufacturing. And other businesses, covering the entire printing industry chain.

Ninestar released its third quarter report for 2021. The company’s main operating income was 15.025 billion yuan, an increase of 0.83% year-on-year; the net profit attributable to the parent was 675 million yuan, an increase of 62.53% year-on-year; non-net profit was deducted 4. 3.8 billion yuan, a year-on-year increase of 32.48%; in the third quarter of 2021, the company’s single-quarter operating income was 5.118 billion yuan, an increase of 2.08% year-on-year; the net profit attributable to the parent in a single quarter was 249 million yuan, a year-on-year increase 343.11%, R&D investment in the first three quarters was 945 million yuan.

(10) Shengbang shares

Shengbang shares are mainly engaged in power management and signal chain products. The company’s products and business continue to expand. The number and categories of products have expanded to more than 3,500 in 25 categories. The company’s signal chain analog chips include various amplifiers and converters, ADCs, DACs, interface chips, etc., and power management chips include LDO, DC/DC, LED drive chips, AMOLED power chips, PMUs, load switches, etc.

Shengbang shares released the third quarter report for 2021. In the first three quarters, the company achieved operating income of 1.535 billion yuan, a year-on-year increase of 77.95%; realized net profit of 451 million yuan, a year-on-year increase of 117.93%. Among them, in the third quarter of 2021, the operating income will be 620 million and the net profit will be 190 million. The R&D investment in the first three quarters was 264 million yuan.

(11)Shanghai Belling

Shanghai Belling Co., Ltd. was established on September 8, 1988. It is one of the backbone integrated circuit companies in China and has been listed as one of the 520 key industrial enterprises nationwide. It was listed on the Shanghai Stock Exchange on September 24, 1998. Shanghai Belling has a 4-6 inch integrated circuit chip production line, shares in an 8-inch integrated circuit foundry production line, and has a national-level enterprise technology center. It produces more than 80 million large-scale integrated circuits each year. Over the past 17 years, through the introduction of cooperation and independent innovation, more than 200 products have been developed and produced in four categories: communication, gold card, smart home appliances and smart power.

Shanghai Belling released its third quarter report for 2021. In the first three quarters, the company’s revenue was 1.514 billion yuan, a year-on-year increase of 68.84%; net profit attributable to the parent was 507 million yuan, a year-on-year increase of 276.49%. Among them, in the single quarter of the third quarter, the company’s revenue was 494 million yuan, a year-on-year increase of 40.47%; net profit attributable to the parent was 114 million yuan, a year-on-year increase of 155.36%, and the R&D investment in the first three quarters was 107 million. Yuan.

(12)Silan Micro

Silan Micro’s discrete device products only include IGBTs, MOS tubes, transient suppression diodes (TVS), fast recovery diodes (FRD), low-frequency high-power transistors, and Schottky diodes (SBD). All kinds of products have grown rapidly. Among them, the operating income of IGBT products (including devices and PIM modules) in 2020 will exceed 260 million yuan, an increase of more than 60% over the same period last year. The performance of the company’s discrete devices such as super junction MOSFETs, IGBTs, FRDs, and high-performance low-voltage split-gate MOSFETs has reached the industry’s leading level. Silan’s discrete devices and high-power modules have accelerated their entry into the fields of new energy vehicles, photovoltaics, etc., in addition to accelerating their expansion in the white power, industrial control and other markets.

Silan Micro released its third quarter report for 2021. In the first three quarters, the company achieved operating income of 5.222 billion yuan, a year-on-year increase of 76.18%; realized a net profit of 727 million yuan, a year-on-year increase of 154.339%. Among them, in the single quarter of the third quarter, the company’s revenue was 1.913 billion yuan, a year-on-year increase of 51.98%; the net profit attributable to the parent was 296 million yuan, a year-on-year increase of 2075.21%, and the R&D investment in the first three quarters was 405 million. Yuan.

(13) Ziguang Guowei

Ziguang Guowei is one of the largest listed IC design companies in China. With smart chips as the core, focusing on digital security, intelligent computing, power and power management, high-reliability integrated circuits and other businesses, it is a leading chip product and solution provider, and its products are widely used in finance, telecommunications, government affairs, automobiles, and industrial interconnection , Internet of Things and other fields.

Ziguang Guowei released its third quarter report for 2021. From January to September, the company achieved revenue of 3.790 billion yuan, an increase of 63.33% year-on-year; net profit attributable to shareholders of listed companies was 1.457 billion yuan, compared with the same period last year. A year-on-year increase of 112.90%. Among them, the third quarter contributed 1.497 billion yuan in revenue, an increase of 74.93% year-on-year; net profit was 582 million yuan, an increase of 105.87% year-on-year. The R&D investment in the first three quarters was 374 million yuan.

In this regard, Ziguang Guowei stated that during the reporting period, the downstream demand of the company’s various sub-sectors was strong, and orders were full. Net profit maintained rapid growth; revenue from the smart security chip business grew rapidly, and profitability improved significantly.

(14) Weir shares

Weir shares are among the top Chinese semiconductor design companies in the world. The group’s R&D center and business network spread all over the world, with annual shipments exceeding 13.5 billion units. Howe Group is committed to providing sensor solutions, analog solutions and touch screen and display solutions to help customers in mobile phones, security, automotive electronics, wearable devices, IoT, communications, computers, consumer electronics, industry, medical and other fields. Technical challenges to meet the ever-increasing demand for artificial intelligence and green energy.

Weir shares released its third quarter report for 2021. In the third quarter, the company achieved operating income of approximately 5.866 billion yuan, a year-on-year decrease of 1.01%. The net profit attributable to shareholders of listed companies was approximately 1.275 billion yuan, a year-on-year increase of 73.11%. The net profit in the third quarter was 1.275 billion yuan, an increase of 73.11% year-on-year; the net profit of the first three quarters was 3.518 billion yuan, an increase of 103.78% year-on-year. R&D revenue in the first three quarters was 1.519 billion yuan.

(15)Jing Jiawei

Jingjiawei was established in 2006. The company is mainly engaged in the research and development, production and sales of high-reliability military Electronic products, mainly including graphic display and control modules, miniaturized special radars and chips. As of July 2021, Jingjiawei is the only company in China to achieve commercial mass production of discrete GPUs. It is worth mentioning that during the reporting period, Jingjiawei’s next-generation graphics processing chip 9 series has completed the tapeout and packaging phases and is currently in the testing phase.

Jing Jiawei released a report for the third quarter of 2021. In the first three quarters, it achieved operating income of 813 million yuan, a year-on-year increase of 74.50%, and realized a net profit attributable to shareholders of listed companies of 249 million yuan, a year-on-year increase of 70.00 %, the operating income in the third quarter was 338 million yuan, a year-on-year increase of 115.95%, and the R&D investment in the first three quarters was 161 million yuan.

(16) Lanqi Technology

Lanqi Technology is an internationally leading data processing and interconnect chip design company. Currently, it mainly includes two major product lines, the interconnect chip product line and the Jintide server platform product line. Among them, interconnection chip products include memory interface chips, memory module supporting chips, PCIe Retimer chips, and Jintide server platform products include Jintide CPUs and hybrid security memory modules.

Lanqi Technology released a report for the third quarter of 2021. In the first three quarters of this year, it achieved operating income of 1.593 billion yuan, a year-on-year increase of 8.46%; during the same period, it achieved a net profit of 512 million yuan attributable to shareholders of listed companies, a year-on-year decrease of 41. .62%. In the first three quarters, R&D expenses were 242 million yuan.

The main reason for the decline in the company’s net profit was that the operating income of the interconnect chip product line with higher gross profit in the first three quarters decreased by 23.23% compared with the same period of the previous year; and the DDR4 memory interface chip entered the later stage of the product life cycle, resulting in products in the first three quarters. Prices have declined compared with the same period last year.

A new level of domestic packaging and testing companies

Chip development has entered the post-Moore era, and packaging has still become one of the keys to the continued development of the semiconductor industry. At the same time, with the expansion of fabs, some institutions believe that this situation will also drive the growth of the packaging and testing field. According to the research report of Kaiyuan Securities, the current production capacity utilization rate of the packaging and testing plant remains high. Full, the production line is running at full capacity. The capacity utilization rate of Changjiang Electronics Technology’s 2020Q1-3 has also increased significantly from 68% to 74%.

Under this circumstance, we see that domestic packaging and testing companies are moving to a new level.

(1) Changjiang Electronics Technology

The revenue of Changjiang Electronics Technology Co., Ltd. in the third quarter was 8.10 billion yuan. The cumulative revenue in the first three quarters was 21.92 billion yuan. The cumulative revenue in the first three quarters hit a record high in the same period of the year. Cumulative revenue in the third quarter and the first three quarters increased by 19.3% and 16.8% year-on-year, respectively. The net profit in the third quarter was 790 million yuan, and the cumulative net profit in the first three quarters was 2.12 billion yuan, a record high for the same period in the previous year. The R&D investment in the first three quarters was 859 million yuan.

Zheng Li, Chief Executive Officer of Changjiang Electronics Technology, said: “Since the second half of this year, Changjiang Electronics Technology’s domestic and overseas factories have continued to optimize large-scale mass production technology and production and operation efficiency, and continue to expand investment in advanced technology R&D and innovation. Especially the launch in July this year. The XDFOI series of products for 3D packaging provide industry-leading ultra-high-density heterogeneous integration solutions for global customers engaged in high-performance computing.”

(2) Tongfu Microelectronics

Tongfu Microelectronics was established in 1997 and listed on the Shenzhen Stock Exchange in 2007. Tongfu Microelectronics currently has a leading position in the domestic industry in its packaging technology and scientific research and development capabilities. As a national high-tech enterprise, the company has undertaken a number of national-level technological transformations and achieved fruitful technological innovation results. The company has continuously strengthened independent innovation during the development process, and has actively carried out domestic and foreign patent layouts in a number of advanced packaging technology fields.

Tongfu Microelectronics released its third-quarter results announcement, stating that in the first three quarters of 2021, the company achieved operating income of 11.204 billion yuan, a year-on-year increase of 51.00%; net profit attributable to shareholders of listed companies was 703 million yuan, a year-on-year increase 168.56%. Among them, in the third quarter of 2021, the company achieved operating income of 4.114 billion yuan, a year-on-year increase of 4.960%; net profit attributable to shareholders of listed companies was 302 million yuan, a year-on-year increase of 101.03%. The investment in research and development expenses in the first three quarters was 786 million yuan.

(3) Huatian Technology

Tianshui Huatian Technology was established in 2003 and went public in 2007. Since its listing in 2007, it has used the resources and advantages of the capital market to gradually extend from traditional packaging to mid-to-high-end packaging and advanced packaging. At present, the company has completed Tianshui, Xi’an, Kunshan , Shanghai, Shenzhen, and the United States are the top ten packaging and testing vendors in the world.

Huatian Technology issued a third-quarter results announcement that in the first three quarters of 2021, the company achieved operating income of 8.867 billion yuan, a year-on-year increase of 49.85%; net profit attributable to the parent was 1.028 billion yuan, a year-on-year increase of 129.78%. Among them, in the third quarter of 2021, the company achieved operating income of 3.249 billion yuan, a year-on-year increase of 47.49%; net profit attributable to the parent was 415 million yuan, a year-on-year increase of 130.22%. The R&D investment in the first three quarters was 499 million yuan.

(4) Jingfang Technology

Jingfang Technology is a leader in high-end chip packaging and has technical barriers. The first professional packaging and testing service provider in mainland China and the second largest in the world that can provide wafer-level chip-scale packaging (WLCSP) mass production services for image sensor chips. The company is also the world’s only service provider for mass production of 12-inch WLCSP packages. It has achieved first-mover advantages in the field of 12-inch wafer-level packaging, with a yield rate of 99%, and has pricing power for major customers. The company’s main customers include Omnivision, Sony, Galaxycore, BYD, Hynix, Spyco, Goodix and other international companies in the sensor field.

Jingfang Technology released a report for the third quarter of 2021. The company achieved operating income of 1.08 billion yuan in the first three quarters, a year-on-year increase of 41.27%. The net profit attributable to shareholders of listed companies was 414 million yuan, a year-on-year increase of 54.26%. The R&D investment in the first three quarters was 129 million yuan. During the reporting period, the company achieved performance growth, mainly due to the increase in packaging shipments.

New trends in semiconductor equipment companies

In addition to packaging and testing, the development of domestic equipment and material companies is also ushering in a new period of growth. Industry insiders pointed out that the chip gap continues to expand, and global semiconductor companies are actively responding to the shortage. Expansion plans have been carried out one after another and there are new additions, and the delivery period of international mainstream semiconductor equipment orders has been significantly lengthened. With the global chip industry transfer, domestic semiconductor equipment and industrial chain usher in a golden period of development.

(1) Jingsheng Motor

Jingsheng Electromechanical is mainly engaged in the R&D and production of crystal growth equipment and intelligent processing equipment. The products are used in the manufacture of photovoltaic and integrated circuit silicon chips. The development of the semiconductor materials business this time may create a new profit growth point for the company.

On the evening of October 25th, Jingsheng Electromechanical released a fixed increase plan. It plans to raise 5.7 billion yuan for the production of silicon carbide and semiconductor material-related equipment construction projects. After reaching production capacity, the two major projects are expected to have an annual revenue of nearly 3 billion. Yuan, accounting for nearly 80% of last year’s revenue.

In the first three quarters of 2021, Jingsheng Electromechanical achieved operating income of approximately 3.99 billion yuan, an increase of 60.61% year-on-year; net profit attributable to shareholders of listed companies was approximately 1.110 billion yuan, an increase of 111.97% year-on-year. The R&D investment in the first three quarters was 247 million yuan.

(2) North China Innovation

North Huachuang is the largest domestic semiconductor equipment company with the widest equipment coverage. It has made technological breakthroughs in many key areas such as etching equipment, PVD/CVD equipment, oxidation/diffusion equipment, and cleaning equipment, breaking the monopoly of foreign giants. The products have entered many mainstream wafer production lines such as SMIC, Yangtze River Storage, and Hua Hong Grace.

North Huachuang released its third-quarter results announcement, showing that in the third quarter, North Huachuang achieved operating income of 2.565 billion yuan, a year-on-year increase of 54.65%. Net profit was 348 million yuan, a year-on-year increase of 144.16%. Looking at the first three quarters, Northern Huachuang achieved operating income of 6.173 billion yuan, a year-on-year increase of 60.95%. Net profit was 658 million yuan, a year-on-year increase of 101.57%. R&D investment in the first three quarters was 868 million yuan.

(3) Changchuan Technology

Changchuan Technology is a high-tech enterprise focusing on the R&D, production and sales of integrated circuit equipment, providing production platforms and technical services for the performance testing of integrated circuit electrical parameters. At present, the company’s main products are testing machines, sorting machines and automated production lines.

Changchuan Technology released its third quarter report for 2021. The company achieved operating income of 1.069 billion yuan in the first three quarters, a year-on-year increase of 113.65%, and realized a net profit of 130 million yuan attributable to shareholders of listed companies, a year-on-year increase of 265.41. %. The R&D investment in the first three quarters was 230 million yuan.

(4) Nanda Optoelectronics

Jiangsu Nanda Optoelectronics is a high-tech enterprise specializing in the research and development, production and sales of high-purity electronic materials. In 2017, Nanda Optoelectronics undertook the R&D and industrialization project of 193nm photoresist material, one of the key core materials for integrated circuit chip manufacturing.

Nanda Optoelectronics released a third-quarter report showing that the company achieved operating income of 266 million yuan in the third quarter of 2021, a year-on-year increase of 58.83%; net profit was 38,470,100 yuan, a year-on-year increase of 3412.09%. In the first three quarters, the company achieved a net profit of 124 million yuan, a year-on-year increase of 38.58%. The company’s main operating income was 443 million yuan, a year-on-year increase of 69.14%; the net profit attributable to the parent was 85.520 million yuan, a year-on-year decrease of 3.23%. Research and development expenses in the first three quarters were 77.47 million yuan.

(5) To pure technology

Zhichun Technology’s business is mainly divided into three parts, namely high-purity process systems, semiconductor equipment, optical sensors and optical devices. High-purity process system is the company’s main business, and semiconductor equipment mainly refers to cleaning equipment, which is currently the company’s largest growth business.

In the semiconductor field, high-purity process systems account for 5%-8% of the semiconductor CAPEX of fabs, and the new production lines of domestic fabs will bring development opportunities for the company. The company’s high-purity process system currently covers 28-65nm equipment, and has 14nm technical reserves. Samsung and so on.

Zhichun Technology released a third-quarter results announcement that the company’s total operating income in the first three quarters was 1.283 billion yuan, a year-on-year increase of 68.71%. The net profit attributable to the parent was 188 million yuan, a year-on-year increase of 12.796%, deducting non-net profit of 80.526 million yuan, a year-on-year increase of 97.55%, and the basic earnings per share was 0.596 yuan. The announcement stated that the increase in net profit was mainly due to the substantial increase in orders for high-purity system business and semiconductor equipment business brought about by the boom in the integrated circuit industry. Research and development expenses for the first three quarters were 70.23 million yuan.

(6) Dinglong shares

Dinglong Co., Ltd. was listed on the Growth Enterprise Market in 2010. It is a national high-tech enterprise, national technological innovation demonstration enterprise, and national intellectual property rights engaged in the research and development, production and service of integrated circuit chip design and process materials, photoelectric display materials, printing and copying general consumables, etc. Demonstration enterprise, single champion of the Ministry of Industry and Information Technology.

Dinglong Co., Ltd. released its third quarterly report, stating that the company achieved operating income of 1.651 billion yuan in the first three quarters, a year-on-year increase of 31.67%, and realized net profit attributable to shareholders of listed companies of 151 million yuan, a year-on-year decrease of 37.27%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 150 million yuan, a year-on-year increase of 56.68%. Research and development expenses in the first three quarters were 170 million yuan.

Dinglong shares stated that the increase in revenue was mainly due to the substantial increase in the sales revenue of optoelectronic semiconductor materials during the reporting period and the increase in revenue from Zhuhai Tianrong in the scope of the consolidated statement.

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