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華海清科(688120.SH):上半年淨利潤4.3億元 同比增長15.65%
格隆匯 08-16 16:42

格隆匯8月16日丨華海清科(688120.SH)公佈半年度報吿報吿期內公司實現營業收入14.97億元,同比增長21.23%;實現歸屬於上市公司股東的淨利潤4.3億元,同比增長15.65%;實現歸屬於上市公司股東的扣除非經常性損益的淨利潤3.68億元,同比增長達19.77%。

2024年,全球半導體市場普遍呈現出回暖態勢,隨着消費電子市場的持續復甦以及人工智能(AI)應用領域的加快落地,行業逐步走出景氣底部區間,有望迎來新一輪的增長週期。同時隨着AI、高性能計算等領域的快速發展,對芯片性能和功耗的要求不斷提高,通過內部互聯技術實現多個模塊芯片與底層基礎芯片封裝的Chiplet和基於2.5D/3D封裝技術將DRAMDie垂直堆疊的高帶寬存儲器(HBM)等先進封裝技術和工藝成為未來發展的重要方向。公司主打產品CMP裝備、減薄裝備均是芯片堆疊技術、先進封裝技術的關鍵核心裝備,將獲得更加廣泛的應用,也是公司未來長期高速發展的重要機遇。

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