北方華創(002371.SZ)一度漲超6% 謠言破除+業績符合預期
格隆匯8月31日丨昨日閃崩跌停的半導體設備龍頭北方華創(002371.SZ)今日盤中拉昇,一度漲超6%報373.89元,市值1858億元。公司昨晚公佈業績顯示,2021年上半年營收36.08億元,同比增65.75%;歸母淨利潤3.1億元,同比增68.6%。其中,Q2單季收入21.85億元,同比增76.34%,基本符合市場預期;Q2單季度盈利2.37億元,同比增50.67%,同樣符合預期中樞。北方華創昨日大跌,或與市場一則謠言有關。國盛鄭震湘團隊稱,該謠言表示某fab廠採購設備,外資降價70%,然而經過產業供應鏈認證,明確是謠言,目前採購為邀標制,公司與此fab廠保持着密切的合作關係,此外,外資廠不可能這麼大幅降價,特別是目前設備如此緊張狀態;而北方華創國產市場是越來越高,因為品類在明確擴張,包括近期長存市場傳言資本開支擾動,產業調研,明確表示國產訂單在迅速加大!

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