On June 30th, the Dutch government announced export control measures for chip manufacturing equipment,The new regulations restrict the export of the latest model of deep ultraviolet lithography equipment (DUV) to China, and the export control regulations will come into effect in September.Mainly including 3 products:NXT: 2000i, NXT: 2050i, and NXT: 2100iMainly used for the production of chips in 28nm and more mature processes

On June 30th, the Dutch government announced export control measures for chip manufacturing equipment,The new regulations restrict the export of the latest model of deep ultraviolet lithography equipment (DUV) to China, and the export control regulations will come into effect in September.

Mainly including 3 products:NXT: 2000i, NXT: 2050i, and NXT: 2100iMainly used for the production of chips in 28nm and more mature processes. Through multiple exposures, chips in the 7nm process can also be achieved:

97nm~28nm.

57nm~28nm.

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From the Beidou to Tiangong, from the J-20 to the Fujian ship, which one did not overcome countless difficulties and ultimately achieve their dreams?

22nm.

Today, let's take a look at three companies in the semiconductor equipment industry:North Huachuang, Zhongwei Company, Huahai Qingke:

:36.8%, 17.1%, and 12.1%:

:

7:Profitability, operational ability, debt repayment ability, growth ability, current valuation, shareholder situation, summary..

If you are in a hurry, you can watch the last one firstsummary.

:.

1. Profitability

1) Main business and proportion

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2) Revenue and net profit attributable to parent company

..

..

3) Gross margin

.

4) Profit margin

..

5) Net cash flow from operating activities

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6) Ability to convert net profit attributable to the parent company into cash flows from operating activities

.

2. Operational capability

1) Total asset turnover rate

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2) Inventory and proportion

.

500%.

3) Accounts receivable and their proportion

.

120%.

4) Contract liabilities and proportion

.

..

5) Proportion of fixed assets

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3. Debt paying ability

1) Asset liability ratio

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2) Interest bearing liabilities

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3) Cash balance

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4) Ratio of interest bearing liabilities to cash balance

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5) Capital expenditure and proportion

.

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4. Growth ability

1) Revenue growth rate

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2) Net profit growth rate

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3) Return on equity

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4) Institutional Profit Forecast

3:

34%23%.

5. Current valuation

1) Rolling P/E ratio

61.46108.21:

72.83421.84:

66.3140.38:

2) P/B ratio

8.261066.24:

6.04432.6:

8.12188.46:

3) Market sentiment

A41:

2.27:

3001.321013.92:

6. Shareholders' situation

:Not going to crowded places makes it easy for organizations to gather and trample on.

1) Number of shareholders

2) Proportion of institutional positions

7summary

:

:

1)ProfitabilityOverall, Northern Huachuang> Zhongwei Company> Huahai Qingke

2)Operational capabilityOverall, Northern Huachuang> Huahai Qingke> Zhongwei Company

3)Debt paying abilityOverall, Huahai Qingke> Zhongwei Company> Northern Huachuang

4)Growth abilityOverall, Huahai Qingke> Northern Huachuang> Zhongwei Company

5)Current valuation, disciplinary position, Huahai Qingke> Northern Huachuang> Zhongwei Company

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All the above analyses are based on historical financial data and are for reference only,Not as any investment advice.

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