600667(600667太极实业)

2022-07-18 2:32:52 股票 yurongpawn

600667



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财政部、海关总署、税务总局3月29日发布《关于支持集成电路产业和软件产业发展进口税收政策的通知》,符合规定条件的半导体相关进口产品自2020年7月27日—2030年12月31日期间均可免征进口关税。

国联证券表示,近年来国家不断加大政策扶持力度,从对集成电路十年免税政策,到现在进口税收优惠政策出台,显示出中国发展集成电路产业的决心,进口税收政策通知折射出近年来中国对进口集成电路和相关技术的需求变化,产业从高速发展迈入高质量发展阶段。税收政策的出台有利于国内高阶制程芯片企业减少财务负担,加速高阶制程芯片国产化,建议关注晶圆生产企业:中芯国际、华润微、士兰微。川财证券则建议关注存储芯片制造、封装及组装产业链相关标的兆易创新、太极实业、紫光国微和深科技等。

紫光国微(002049) 抢占国产化先机

积极布局新型高端安全芯片和车载安全控制器芯片,打开未来成长空间。公司拟发行不超过15亿元可转债,募集资金净额将用于新型高端安全系列芯片、车载控制器芯片等项目。太平洋证券看好公司在智能安全芯片领域的投入,将大幅度提高芯片的算法性能,提供高性能运算能力。通过上述项目布局车载控制器芯片,公司有望打破国外厂商垄断,抢位车载芯片国产化发展先机。预测公司2020-2022年EPS分别为1.43、2.24、2.94元,维持“买入”评级,目标价170元。

太极实业(600667) 新增长点将现

太极实业公布2020年业绩快报,实现收入178亿元,同比增长5%;实现归母净利润8.3亿元,同比增长33%。国金证券表示,公司在存储封测领域有长期的经验积累,太极半导体将受益于合肥长鑫和长江存储未来五年的扩产计划。合肥长鑫一期产能为12万片/月,预计公司能获得一定比例的配套合肥长鑫的存储器封测订单份额,从而实现除海太半导体之外的第二个存储器封测利润增长点。上调公司2021年和2022年的盈利预测至11.6亿元(上调16%)和14.8亿元(上调13%),维持对公司的“买入”评级。

兆易创新(603986) 开启成长新征程

兆易创新立足于最初的NOR Flash存储器不断研发,陆续推出NAND Flash和MCU,并在此基础开展外部合作与外延并购:与合肥产投合作开发合肥长鑫DRAM项目、并购思立微切入人机交互生物识别传感市场。目前公司产品已形成“存储(NOR/ NAND Flash、DRAM)+控制(MCU)+传感(思立微)”的战略布局。在原有业务的基础上,公司有望在物联网、汽车电子等领域获得快速成长。预计公司2020-2022年归母净利润9.38、14.48、19.31亿元,对应PE分别为85、55、41倍,给予公司“增持”评级。

士兰微(600460) 毛利率逐季提升

士兰微2020年实现营收42.81亿元,同比增长37.61%;实现归母净利润6760万元,同比增长*.16%。2020年公司营业收入及综合毛利率逐季度提升,全年毛利率达到22.50%,同比提升3.03个pct。预计公司2021-2023年归母净利润为3.37、4.66、5.57亿元,对应EPS为0.26、0.36、0.42元,对应PE为102.4、74.1、62.0倍。开源证券认为,受疫情、产线建设等因素影响,公司利润端暂时承受压力,然行业需求饱满,公司产能扩张打开成长空间,维持公司“买入”评级。

华润微(688396) 景气有望延续

华润微具备国内较为领先的6英寸和8英寸晶圆产能规模,并积极布局先进产能,与重庆西永规划建设12寸中高端功率半导体产线,强化综合竞争优势。未来通过持续优化产品和业务结构,有望实现稳步成长。国联证券认为今年功率半导体较好景气度有望延续,预计公司2021-2022年营业收入分别为83.4亿元和95.8亿元,归母净利润为14.6亿元和17.4亿元,每股收益分别为1.20和1.43元,对应PE分别为51和43倍,维持“推荐”评级。

中芯国际(688981) 加码成熟制程

中芯国际3月初公告与阿斯麦上海签订经修订的批量采购协议,标志着成熟制程供应链公司已获得向中芯国际继续供货的许可。3月中旬,中芯国际和深圳政府拟以合资方式,新建28纳米及以上的12吋产线,计划产能为4万片/12吋晶圆,进一步加码扩产成熟制程,并预期将于2022年开始生产。国信证券表示,公司作为国内晶圆制造龙头企业,受益全球半导体景气度高企,预计2021-2023年净利润45.94、56.39、66.46亿元,增速分别为6%、23%、18%,给予“增持”评级。




华夏半导体

证星研究院讯,4月21日华夏基金旗下赵宗庭管理的华夏国证半导体芯片交易型开放式指数基金发起式联接基金公布一季报,近1年净值增长率22.87%。与上一季度相比,该基金前十大重仓股新增圣邦股份;并对中环股份增仓20.61万股,为该基金第一大重仓股;长电科技等退出前十大重仓股;详细数据




600667太极实业股吧

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太极实业吧(600667)

太极实业吧

7.58-0.32-4.05%

帖子数1篇

王景龙1

影响力注册时长2个月

发表于 06-15 20:56 来自Android版

帖子审核中,仅自己可见

更新于 06-15 20:57

已答前面吃了 一波 把价格打下来 在干一波

股友vbQIt1

影响力注册时长11个月

发表于 06-15 19:24 来自股吧Android版

帖子审核中,仅自己可见

更新于 06-15 19:26

已答

庄还会继续洗,做好继续T,继续持有,

韭菜绞肉机

影响力注册时长2.3年

发表于 06-14 21:39 来自iPhone版

帖子审核中,仅自己可见

更新于 06-15 17:07

已答

如果你作为一个合格的中线投资者,用得着害怕么?

smx海川

影响力注册时长5.1年

发表于 06-15 11:00 来自Android版

帖子审核中,仅自己可见

更新于 06-15 11:01

已答

走了,主力太弱

发表于 06-15 08:31 来自iPhone版

帖子审核中,仅自己可见

更新于 06-15 08:32

已答

哪个走势更坑爹,下跌更流畅一目了然。

爱你不是两三年

影响力注册时长1.3年

发表于 06-15 06:25 来自Android版

帖子审核中,仅自己可见

更新于 06-15 06:25

已答双阴洗盘

抢钱的钢琴家

影响力注册时长4.8年

发表于 06-14 22:30 来自Android版

帖子审核中,仅自己可见

更新于 06-14 22:31

已答

兵临城下

kisstherain4

影响力注册时长2.3年

发表于 06-14 18:19 来自股吧手机网页版

帖子审核中,仅自己可见

更新于 06-14 21:26

已答

最后上车机会!抢筹码洗主力喽!六十五根涨停在路上!快!快!快!哈哈哈哈哈

巴尔楚

影响力注册时长1.1年

发表于 06-14 19:57 来自股吧网页版

帖子审核中,仅自己可见

更新于 06-14 19:59

已答再正常不过的调整不要瞎比比,一点涵养都没有!

没有调整就没有大涨,连这个都不懂?

会飞的鱼FFF

影响力注册时长3.2年

发表于 06-14 17:11 来自股吧手机网页版

帖子审核中,仅自己可见

更新于 06-14 17:13

已答

每次都是见光死

股友vUpdxr

影响力注册时长7天

发表于 06-14 16:35 来自Android版

帖子审核中,仅自己可见

更新于 06-14 16:36

已答

我也被洗出来了!

戏曲娇訊

影响力注册时长4.8年

发表于 06-14 15:30 来自Android版

帖子审核中,仅自己可见

更新于 06-14 15:32

已答

为韭,悲

小散人0008

影响力注册时长4.6年

发表于 06-13 11:11 来自Android版

帖子审核中,仅自己可见

更新于 06-14 15:15

已答

等突破8.67回踩就可以重仓买入了

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600667太极实业

太极实业(600667)4月28日披露2022年第一季度报告。报告期内公司实现营业总收入68.26亿元,同比增长55.46%;归母净利润1.76亿元,同比增长33.58%;扣非净利润1.71亿元,同比增长35.48%;经营活动产生的现金流量净额为-15.69亿元,上年同期为-7.47亿元;报告期内,太极实业基本每股收益为0.08元,加权平均净资产收益率为2.16%。

数据显示,2022年一季度,公司毛利率为9.21%,同比下降0.97个百分点,环比下降1.76个百分点;净利率为3.07%,较上年同期下降0.32个百分点,较上一季度下降1.08个百分点。

2022年一季度,公司加权平均净资产收益率为2.16%,同比增长0.40个百分点,环比下降1.67个百分点。

截至2022年一季度末,公司经营活动现金流净额为-15.69亿元,同比增长110.18%,环比下降178.88%;筹资活动现金流净额-4.08亿元,较上一季度末下降4.50亿元;投资活动现金流净额-4648.45万元,上年同期为-2.62亿元。

2022年一季度,公司营业收入现金比为83.76%,净现比为-893.36%。

公司近年主要资产结构变化如下图:

2022年一季度末的公司十大流通股东中,持股最多的为无锡产业发展集团有限公司,占比30.42%。十大流通股东名单相比2021年年报维持不变。在具体持股比例上,无锡市建设发展投资有限公司、华夏国证半导体芯片交易型开放式指数证券投资基金、广发中证基建工程交易型开放式指数证券投资基金持股有所上升,香港中央结算有限公司、赵振元、大藏友芾一号私募证券投资基金持股有所下降。

股东名称持股数(万股)占总股本比例(%)变动比例(%)
无锡产业发展集团有限公司64062.4930.416287不变
国家集成电路产业投资基金股份有限公司8424.784.000007不变
无锡市建设发展投资有限公司7460.843.5423380.30
无锡创业投资集团有限公司6040.162.867814不变
无锡市金融创业投资集团有限公司4615.242.191276不变
香港中央结算有限公司3994.321.896466-0.11
华夏国证半导体芯片交易型开放式指数证券投资基金2567.761.219150.28
赵振元2464.341.170048-0.28
广发中证基建工程交易型开放式指数证券投资基金2292.331.0883770.40
大藏友芾一号私募证券投资基金1379.10.654782-0.00

筹码集中度方面,截至2022年一季度末,公司股东总户数为12.88万户,较上年末下降了5421户,降幅4.04%;户均持股市值由2021年末的12.68万元下降至11.75万元,降幅为7.33%。


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