太極實業(600667.SH)半年度淨利潤升39.84% 半導體業務營收佔比達25.39%
格隆匯8月23日丨太極實業(600667.SH)發佈2019年半年度報告，實現營業收入83.71億元，同比增長8.94%；歸屬於上市公司股東的淨利潤2.87億元，同比增長39.84%；歸屬於上市公司股東的扣除非經常性損益的淨利潤2.85億元，同比增長44.71%；基本每股收益0.14元。
報告期內，公司完成營業收入83.71億元，同比增長8.94%，其中，半導體業務完成營業收入21.257億元，佔公司營業收入的25.39%；工程總包業務完成營業收入51.25億元，佔公司營業收入的61.22%；設計和諮詢業務完成營業收入8.56億元，佔公司營業收入的10.23%；光伏發電業務完成營業收入1.83億元，佔公司營業收入的2.19%。
海太半導體：安定生產能力，實現擴容增產
上半年，海太半導體通過電力系統檢查，排除多項重大安全隱患。可靠的供電系統極大增強了海太擴容增產的底氣。同時重新佈局封測車間，淘汰老舊設備，增強了高端產品的生產能力。從生產實績看，以1Gb基準，1~6月，封裝產量63.1億顆，同比增長4.5%；封裝測試產量58.3億顆，同比增長1.4%；模組製造產量2.72億條，同比降低6.5%；模組測試產量3.5億條，同比增長11.8%。代表先進封裝技術的倒裝芯片1-6月產量已佔總產量的62%，16納米先進性產品佔全部倒裝芯片產品的41%。
太極半導體：頂住內存寒潮，穩定訂單規模
2019年，全球記憶體深陷下行週期，中美貿易摩擦升温，主流內存大廠紛紛收緊大陸訂單。面對嚴峻的形勢，太極半導體執行嚴格的成本管控，陸續成立了供應鏈決策推進、精益生產推進和綜合環境改善工作小組，從“人、機、料、法、環”五個方面降本增效。依靠明顯的成本優勢，太極半導體在訂單需求下滑的情況下，公司前三大客户銷售額依然與去年同期基本持平。同時，公司還通過擴大第二梯隊客户的合作應對內存寒潮帶來的訂單挑戰。
十一科技：貫徹“三化”戰略，捍衞行業優勢
在國內集成電路投資建廠審批趨嚴的行業政策下，來之不易的業績既是過去幾年重大項目的積累優勢，更是“三化”戰略(項目中小化、低利化、多元化)的成功。一方面，十一科技一如既往做好在握重大項目建設，以高質量的服務獲得甲方按時回款。另一方面，十一科技憑藉集成電路工程服務龍頭企業的品牌效應，成功中標優質中小項目，例如大連松下汽車能源有限公司三、四期設計項目等。聚沙成塔，中小項目的合約及時填補了新投資重大EPC工程項目的谷段。
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