002371 北方华创
已收盘 04-29 15:00:00
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北方华创最新公告：一季度净利润同比增长3.42%集成电路装备领域多款设备市占率稳步提升
证券之星 · 20:38
北方华创最新公告：一季度净利润同比增长3.42%集成电路装备领域多款设备市占率稳步提升
北方华创Q1营收同比增长26%，高研发投入致净利润微增3.42% | 财报见闻
华尔街见闻 · 20:04
北方华创Q1营收同比增长26%，高研发投入致净利润微增3.42% | 财报见闻
北方华创涨9.21%，东吴证券六日前给出“买入”评级
证券之星 · 04-27 16:33
北方华创涨9.21%，东吴证券六日前给出“买入”评级
诺安基金刘慧影旗下诺安成长一季报最新持仓，重仓北方华创
证券之星 · 04-22
诺安基金刘慧影旗下诺安成长一季报最新持仓，重仓北方华创
北方华创涨6.13%，东吴证券一日前给出“买入”评级
证券之星 · 04-22
北方华创涨6.13%，东吴证券一日前给出“买入”评级
一季度净利润“腰斩” 百亿光伏公司股价大跌
东方财富网 · 04-22
一季度净利润“腰斩” 百亿光伏公司股价大跌
托伦斯即将上会，聚焦半导体设备零部件产品，客户集中度高
格隆汇 · 04-21
托伦斯即将上会，聚焦半导体设备零部件产品，客户集中度高
北方华创(002371)4月10日股东户数8.05万户，较上期减少6.96%
证券之星 · 04-21
北方华创(002371)4月10日股东户数8.05万户，较上期减少6.96%
北方华创：近期没有涨价预期
证券之星 · 04-21
北方华创：近期没有涨价预期
北方华创：公司刻蚀、薄膜沉积、热处理、湿法清洗、离子注入、涂胶显影等设备，可覆盖DRAM及NAND存储产线多种设备的技术需求
证券之星 · 04-21
北方华创：公司刻蚀、薄膜沉积、热处理、湿法清洗、离子注入、涂胶显影等设备，可覆盖DRAM及NAND存储产线多种设备的技术需求
北方华创：公司目前未涉及光模块封装业务
证券之星 · 04-21
北方华创：公司目前未涉及光模块封装业务
CINNO Research：2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元 同比增长约16%
智通财经 · 04-20
CINNO Research：2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元 同比增长约16%
群益证券：上调北方华创目标价至550.0元，给予增持评级
证券之星 · 04-20
群益证券：上调北方华创目标价至550.0元，给予增持评级
北方华创（002371）披露2025年年度报告，4月20日股价上涨0.28%
证券之星 · 04-20
北方华创（002371）披露2025年年度报告，4月20日股价上涨0.28%
北方华创(002371)3月31日股东户数8.65万户，较上期减少2.26%
证券之星 · 04-18
北方华创(002371)3月31日股东户数8.65万户，较上期减少2.26%
时隔10年再现“增收不增利”！北方华创2025年净利润下滑1.77%，研发费用增长近50%
每日经济新闻 · 04-18
时隔10年再现“增收不增利”！北方华创2025年净利润下滑1.77%，研发费用增长近50%
北方华创最新公告：2025年净利润55亿元同比下降1.77%
证券之星 · 04-17
北方华创最新公告：2025年净利润55亿元同比下降1.77%
半导体设备国产化，进入下半场
蓝鲸财经 · 04-09
半导体设备国产化，进入下半场
北方华创（002371）披露2022年股权激励计划预留授予部分第二个行权期采用自主行权模式的提示性公告，4月3日股价下跌2.64%
证券之星 · 04-03
北方华创（002371）披露2022年股权激励计划预留授予部分第二个行权期采用自主行权模式的提示性公告，4月3日股价下跌2.64%
北方华创（002371）披露董事会延期换届选举的提示性公告，3月27日股价上涨1.54%
证券之星 · 03-27
北方华创（002371）披露董事会延期换届选举的提示性公告，3月27日股价上涨1.54%
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公司概况
公司名称：
北方华创科技集团股份有限公司
所属行业：
专用设备制造业
上市日期：
2010-03-16
主营业务：
北方华创科技集团股份有限公司的主营业务是半导体基础产品的研发、生产、销售和技术服务。公司的主要产品是半导体装备、真空新能源装备、电阻、电容、晶体器件、模块电源、微波组件。
发行价格：
33.00
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20:38","pubTimestamp":1777466318,"startTime":"0","endTime":"0","summary":"北方华创公告称，2026年第一季度实现营业收入103.23亿元，同比增长25.80%；归属于上市公司股东的净利润为16.35亿元，同比增长3.42%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042900062137.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["159546","002371"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631160945","title":"北方华创Q1营收同比增长26%，高研发投入致净利润微增3.42% | 财报见闻","url":"https://stock-news.laohu8.com/highlight/detail?id=2631160945","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631160945?lang=zh_cn&edition=full","pubTime":"2026-04-29 20:04","pubTimestamp":1777464274,"startTime":"0","endTime":"0","summary":"北方华创Q1营收首破百亿，同比增长25.8%，多款关键设备市占率稳步提升。因研发费用激增36.6%至14.02亿元，净利润增速仅为3.4%。虽然主动加大研发投入压制了短期利润弹性，但经营性现金流大幅扭亏为盈，公司正优先通过强化技术壁垒来谋求长期市场地位。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771274","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["002371"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630366394","title":"北方华创涨9.21%，东吴证券六日前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2630366394","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630366394?lang=zh_cn&edition=full","pubTime":"2026-04-27 16:33","pubTimestamp":1777278803,"startTime":"0","endTime":"0","summary":"今日北方华创涨9.21%，收盘报516.25元。2026年4月21日，东吴证券研究员周尔双,李文意发布了对北方华创的研报《2025年报点评：营收稳步增长，平台化布局加速推进》，该研报对北方华创给出“买入”评级。此外，爱建证券研究员王凯，东海证券研究员方霁近期也对该股发布了研报，同样给出“买入”评级。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为浙商证券的安子超、陈杭。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042700029468.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601555","002371"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629484330","title":"诺安基金刘慧影旗下诺安成长一季报最新持仓，重仓北方华创","url":"https://stock-news.laohu8.com/highlight/detail?id=2629484330","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629484330?lang=zh_cn&edition=full","pubTime":"2026-04-22 19:10","pubTimestamp":1776856243,"startTime":"0","endTime":"0","summary":"证券之星消息，4月22日诺安基金旗下刘慧影管理的诺安成长混合型基金公布一季报，近1年净值增长率29.66%。与上一季度相比，该基金前十大重仓股新增达梦数据，比亚迪；其中北方华创持仓占比8.34%，为该基金第一大重仓股；芯源微，金山办公等退出前十大重仓股；详细数据如下：以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042200046616.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1997245094.SGD","LU2399975544.HKD","LU1719994722.HKD","LU2778985437.USD","SGXZ49509284.SGD","LU1328615791.USD","LU1961090484.USD","LU2289578879.USD","LU1064130708.USD","BK0251","LU1255011170.USD","BK0188","LU1251922891.USD","SGXZ81163826.USD","LU1655091616.SGD","BK0125","LU1794554557.SGD","LU1820825898.SGD","LU2476274308.USD","LU1770034418.SGD","LU1720050803.USD","LU1303224171.USD","BK0028","LU2476274720.SGD","LU0823437842.USD","LU1997244956.HKD","LU2328871848.SGD","LU1146622755.USD","LU0327786744.USD","LU2148510915.USD","LU2495084118.USD","LU1064131003.USD","LU1039395188.USD","LU0572944931.SGD","LU2506952253.HKD","LU1997245177.USD","SG9999003461.SGD","002371","SG9999001093.SGD","LU1969619763.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629136015","title":"北方华创涨6.13%，东吴证券一日前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2629136015","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629136015?lang=zh_cn&edition=full","pubTime":"2026-04-22 16:31","pubTimestamp":1776846703,"startTime":"0","endTime":"0","summary":"今日北方华创（002371）涨6.13%，收盘报477.95元。2026年4月21日，东吴证券研究员周尔双,李文意发布了对北方华创的研报《2025年报点评：营收稳步增长，平台化布局加速推进》，该研报对北方华创给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算，该研报作者对此股的盈利预测准确度为77.56%。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为浙商证券的安子超、陈杭。北方华创（002371）个股概况：以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042200037811.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002371","601555"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629014521","title":"一季度净利润“腰斩” 百亿光伏公司股价大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2629014521","media":"东方财富网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629014521?lang=zh_cn&edition=full","pubTime":"2026-04-22 13:09","pubTimestamp":1776834540,"startTime":"0","endTime":"0","summary":"深圳市捷佳伟创新能源装备股份有限公司（下称捷佳伟创，300724.SZ）今年一季度业绩下滑得“有些厉害”。图片来源：公司公告4月21日晚间，捷佳伟创发布2026年第一季度业绩预告。公告显示，报告期内，该公司实现归属于上市公司股东的净利润为2.45亿元至3.20亿元，较2025年同期下滑54.81%至65.40%。去年同期，捷佳伟创实现归属于上市公司股东的净利润为7.08亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1354,202604223713833282.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"east_money_stock","symbols":["LU1969619763.USD","LU1961090484.USD","LU1655091616.SGD","BK0224","LU1997245177.USD","LU2148510915.USD","BK0188","LU1997244956.HKD","LU1251922891.USD","LU1820825898.SGD","LU0327786744.USD","LU2506952253.HKD","BK0028","LU1720050803.USD","LU1303224171.USD","LU2778985437.USD","LU2476274308.USD","LU2476274720.SGD","SG9999001093.SGD","LU2399975544.HKD","LU1146622755.USD","LU2495084118.USD","BK0064","BK0054","LU1064130708.USD","LU1064131003.USD","LU1997245094.SGD","SGXZ49509284.SGD","002371","BK0125","LU1039395188.USD","LU2328871848.SGD","SG9999003461.SGD","BK0251","LU1770034418.SGD","300316","LU1719994722.HKD","LU1328615791.USD","IE0005HP3H50.USD","300724","LU0823437842.USD","LU0572944931.SGD","LU1794554557.SGD","SGXZ81163826.USD","LU2289578879.USD","LU1255011170.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629084502","title":"托伦斯即将上会，聚焦半导体设备零部件产品，客户集中度高","url":"https://stock-news.laohu8.com/highlight/detail?id=2629084502","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629084502?lang=zh_cn&edition=full","pubTime":"2026-04-21 17:26","pubTimestamp":1776763602,"startTime":"0","endTime":"0","summary":"研发费用率及毛利率均低于同行均值","market":"sh","thumbnail":"https://img2.gelonghui.com/231e6-ac4791d0-3353-42f7-838b-58bf6eb105e7.jpg?guru_height=720&guru_width=1280&guru_size=166528","type":0,"news_type":0,"thumbnails":["https://img2.gelonghui.com/231e6-ac4791d0-3353-42f7-838b-58bf6eb105e7.jpg?guru_height=720&guru_width=1280&guru_size=166528"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4495223","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["BK4588","688012","BK4585","002371","BK4535"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629081296","title":"北方华创(002371)4月10日股东户数8.05万户，较上期减少6.96%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629081296","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629081296?lang=zh_cn&edition=full","pubTime":"2026-04-21 17:17","pubTimestamp":1776763029,"startTime":"0","endTime":"0","summary":"证券之星消息，近日北方华创披露，截至2026年4月10日公司股东户数为8.05万户，较3月31日减少6019.0户，减幅为6.96%。在半导体行业个股中，北方华创股东户数高于行业平均水平，截至4月10日，半导体行业平均股东户数为4.84万户。从股价来看，2026年3月31日至2026年4月10日，北方华创区间涨幅为6.69%，在此期间股东户数减少6019.0户，减幅为6.96%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042100038979.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0823437842.USD","BK0028","LU1997244956.HKD","002371","LU1770034418.SGD","LU1039395188.USD","LU1720050803.USD","LU2148510915.USD","LU2476274720.SGD","LU1328615791.USD","LU2476274308.USD","LU1255011170.USD","BK0125","LU1794554557.SGD","LU2495084118.USD","SG9999003461.SGD","LU1820825898.SGD","LU2328871848.SGD","LU2399975544.HKD","BK0188","LU1719994722.HKD","SGXZ81163826.USD","LU1064130708.USD","LU2506952253.HKD","LU1251922891.USD","LU1303224171.USD","LU1655091616.SGD","SG9999001093.SGD","LU1064131003.USD","LU2778985437.USD","BK0251","LU0327786744.USD","LU1961090484.USD","LU1997245094.SGD","SGXZ49509284.SGD","LU2289578879.USD","LU1146622755.USD","LU0572944931.SGD","LU1997245177.USD","LU1969619763.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629977004","title":"北方华创：近期没有涨价预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2629977004","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629977004?lang=zh_cn&edition=full","pubTime":"2026-04-21 09:03","pubTimestamp":1776733394,"startTime":"0","endTime":"0","summary":"证券之星消息，北方华创(002371)04月21日在投资者关系平台上答复投资者关心的问题。投资者提问：您好，由于原材料价格上涨传导到制造业，贵公司是否有涨价预期，来对冲上游材料通胀导致成本压力，以及获利成长压力？北方华创回复：您好！公司依照市场及客户需求情况合理定价。面对原材料价格上涨等情况，公司将综合运用供应链优化、技术创新降本等多种方式降低成本压力，近期没有涨价预期。感谢关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。相关 ETF","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042100014844.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1255011170.USD","LU0823437842.USD","LU1720050803.USD","SG9999001093.SGD","SGXZ49509284.SGD","LU1064131003.USD","LU2328871848.SGD","LU1146622755.USD","LU2476274308.USD","SG9999003461.SGD","LU1794554557.SGD","BK0188","BK0028","LU1064130708.USD","LU2495084118.USD","LU2778985437.USD","LU1770034418.SGD","LU2399975544.HKD","LU1303224171.USD","LU2506952253.HKD","LU2148510915.USD","LU1328615791.USD","LU1820825898.SGD","LU0572944931.SGD","LU0327786744.USD","LU2476274720.SGD","LU1251922891.USD","SGXZ81163826.USD","BK0125","LU1039395188.USD","LU1969619763.USD","LU1997244956.HKD","LU1961090484.USD","BK0251","LU1997245177.USD","002371","LU1997245094.SGD","LU1655091616.SGD","LU1719994722.HKD","LU2289578879.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629770031","title":"北方华创：公司刻蚀、薄膜沉积、热处理、湿法清洗、离子注入、涂胶显影等设备，可覆盖DRAM及NAND存储产线多种设备的技术需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2629770031","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629770031?lang=zh_cn&edition=full","pubTime":"2026-04-21 09:03","pubTimestamp":1776733394,"startTime":"0","endTime":"0","summary":"证券之星消息，北方华创(002371)04月21日在投资者关系平台上答复投资者关心的问题。投资者提问：存储供不应求的情况下，公司的设备能覆盖客户的需求吗？产能够吗？北方华创回复：您好，公司刻蚀、薄膜沉积、热处理、湿法清洗、离子注入、涂胶显影等设备，可覆盖DRAM及NAND存储产线多种设备的技术需求。公司北京亦庄生产基地产能充足，能够保障客户订单及时交付。感谢关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。相关 ETF","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042100014843.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1064130708.USD","LU2778985437.USD","LU1251922891.USD","BK0125","SG9999001093.SGD","SG9999003461.SGD","LU1961090484.USD","LU1039395188.USD","LU2399975544.HKD","LU1655091616.SGD","LU2476274308.USD","SGXZ81163826.USD","LU2289578879.USD","LU1328615791.USD","LU1255011170.USD","LU1146622755.USD","LU2506952253.HKD","LU1719994722.HKD","LU1969619763.USD","LU1997244956.HKD","LU0327786744.USD","LU0572944931.SGD","002371","SGXZ49509284.SGD","BK0028","LU1997245177.USD","LU1794554557.SGD","LU2148510915.USD","LU2328871848.SGD","LU1064131003.USD","BK0251","LU0823437842.USD","LU1820825898.SGD","LU2495084118.USD","LU1997245094.SGD","BK0188","LU2476274720.SGD","LU1770034418.SGD","LU1720050803.USD","LU1303224171.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629019770","title":"北方华创：公司目前未涉及光模块封装业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2629019770","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629019770?lang=zh_cn&edition=full","pubTime":"2026-04-21 09:00","pubTimestamp":1776733244,"startTime":"0","endTime":"0","summary":"证券之星消息，北方华创(002371)04月21日在投资者关系平台上答复投资者关心的问题。投资者提问：目前光模块需求爆发，未来高景气度，贵公司是否有光模块封装业务，或者有相关的转型对接业务北方华创回复：您好，公司目前未涉及光模块封装业务。感谢关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。相关 ETF","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042100014779.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2148510915.USD","LU2399975544.HKD","LU1961090484.USD","LU1039395188.USD","LU2328871848.SGD","LU1064131003.USD","LU1328615791.USD","LU1255011170.USD","LU1997244956.HKD","SGXZ81163826.USD","LU1820825898.SGD","LU1969619763.USD","LU1064130708.USD","LU1997245094.SGD","LU2506952253.HKD","SG9999003461.SGD","LU2778985437.USD","LU1794554557.SGD","BK0251","LU2289578879.USD","LU2495084118.USD","LU2476274720.SGD","LU2476274308.USD","BK0188","LU1997245177.USD","LU0327786744.USD","LU1251922891.USD","LU1303224171.USD","LU1720050803.USD","SGXZ49509284.SGD","LU0572944931.SGD","BK0028","LU1770034418.SGD","LU1719994722.HKD","LU1655091616.SGD","SG9999001093.SGD","LU1146622755.USD","LU0823437842.USD","BK0125","002371"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628939747","title":"CINNO Research：2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元 同比增长约16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628939747","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628939747?lang=zh_cn&edition=full","pubTime":"2026-04-20 19:22","pubTimestamp":1776684135,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，CINNO IC Research统计数据表明，2025年全球半导体设备商半导体营收业务Top10营收合计超1300亿美元，同比增长约16%。北方华创作为Top10中唯一的中国半导体设备厂商，2025年营收约51亿美元，排名第七。图示：2025年全球半导体设备厂商市场规模排名Top10，来源：CINNO IC Research 注：本排名汇率2025年1欧元=1.14美元，1日元=0.0067美元，本次营收排名以上市公司半导体业务营收金额为依据，不含FPD/PCB等其他业务营收。2025年，AMAT营收增幅较小。2025年半导体业务营收增长36%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1430827.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4535","AMAT","BK4585","BK4588","ASML","04336","LRCX","002371"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628749035","title":"群益证券：上调北方华创目标价至550.0元，给予增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2628749035","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628749035?lang=zh_cn&edition=full","pubTime":"2026-04-20 17:55","pubTimestamp":1776678957,"startTime":"0","endTime":"0","summary":"群益证券(香港)有限公司朱吉翔近期对北方华创进行研究并发布了研究报告《2026迎来半导体史诗性扩产，龙头率先受益》，上调北方华创目标价至550.0元，给予增持评级。 北方华创 结论与建议： 2025年公司营收增长3成，创下历史新高。目前股价对应2026-28年PE分别为52倍、38倍和28倍，给予买进评级。其中，第4季度单季公司实现营收120.5亿元，YOY增长27.1%，实现净利润3.9亿元，YOY下降66.2%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042000025408.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002371","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628446745","title":"北方华创（002371）披露2025年年度报告，4月20日股价上涨0.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628446745","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628446745?lang=zh_cn&edition=full","pubTime":"2026-04-20 17:13","pubTimestamp":1776676387,"startTime":"0","endTime":"0","summary":"截至2026年4月20日收盘，北方华创报收于471.23元，较前一交易日上涨0.28%，最新总市值为3415.63亿元。该股当日开盘447.0元，最高476.13元，最低445.0元，成交额达86.17亿元，换手率为2.58%。近日，北方华创科技集团股份有限公司披露《2025年年度报告》。公告显示，截至2025年末，公司总资产为89,800,578,023.69元，归属于上市公司股东的净资产为37,725,889,397.50元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042000023296.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1255011170.USD","LU0823437842.USD","LU1720050803.USD","SG9999001093.SGD","SGXZ49509284.SGD","LU1064131003.USD","LU2328871848.SGD","LU1146622755.USD","LU2476274308.USD","SG9999003461.SGD","LU1794554557.SGD","BK0188","BK0028","LU1064130708.USD","LU2495084118.USD","LU2778985437.USD","LU1770034418.SGD","LU2399975544.HKD","LU1303224171.USD","LU2506952253.HKD","LU2148510915.USD","LU1328615791.USD","LU1820825898.SGD","LU0572944931.SGD","LU0327786744.USD","LU2476274720.SGD","LU1251922891.USD","SGXZ81163826.USD","BK0125","LU1039395188.USD","LU1969619763.USD","LU1997244956.HKD","LU1961090484.USD","BK0251","LU1997245177.USD","002371","LU1997245094.SGD","LU1655091616.SGD","LU1719994722.HKD","LU2289578879.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628326207","title":"北方华创(002371)3月31日股东户数8.65万户，较上期减少2.26%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628326207","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628326207?lang=zh_cn&edition=full","pubTime":"2026-04-18 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