Three rate and three liter equipment factories are at a high level of orders in hand and will become the target of market pursuit
Fearless of the decline of the semiconductor industry, nine manufacturers that supply cleanroom engineering and equipment components for the semiconductor industry, including Fanxuan, Shenghui *, Pengyi *, Yaxiang, etc., all submitted beautiful performance reports in the second quarter of this year, such as gross profit margin, profit margin, and post tax net profit margin, which were "three rates and three increases" compared to the first quarter. They also have a high level of orders in hand, ensuring that their operations and growth are supported this year and next, and will become a new focus of the stock market.
Fanxuan's second quarter financial report this year showed a gross profit margin of 10.07%, with a quarterly increase of 0.86 and an annual decrease of 0.61 percentage points, mainly due to the increase in the proportion of semiconductor equipment shipped and recognized semiconductor factory projects in the previous quarter, and the optimization of product portfolio; After tax net profit of NTD 818 million (unit: same below), with a quarterly increase of 79.7% and an annual increase of 66.9%; The net profit after tax (EPS) per share was 4.18 yuan, a new high in a single quarter during the same period and the second highest in a single quarter history.
Thanks to the explosive performance of semiconductor equipment and engineering, Fanxuan's consolidated revenue in the first half of this year was 27.508 billion yuan, an annual increase of 28%. The gross profit margin is 9.64%, with an annual decrease of 1.34 percentage points. The net profit after tax is 1.273 billion yuan, with an annual increase of nearly 50%; EPS is 6.51 yuan, earning over half of the equity.
Fanxuan still has orders of over 60 billion yuan in hand, and will continue to recognize revenue related to TSMC's US factory construction project in the second half of this year, which is expected to boost operations and bring the annual performance to a new historical high, delivering four consecutive years of record high performance.
Pengyi *'s second quarter financial report showed a three rate increase, with a consolidated revenue of 2.475 billion yuan, a quarterly increase of 57.9% and an annual increase of 32.9%. The gross profit margin is 26.16%, with a quarterly increase of 3.95 and an annual increase of 3.19 percentage points, respectively. The net profit after tax was 352 million yuan, with a quarterly increase of 234% and an annual increase of 90.9%, reaching a record high in a single season; EPS (denomination 5 yuan) is 5.18 yuan.
Pengyi has accumulated a combined revenue of 4.042 billion yuan in the first half of the year, an annual increase of 14.2%, reaching a new high in history during the same period. The gross profit margin is 24.63%, with an annual increase of 0.87 percentage points. The net profit after tax is 457 million yuan, an annual increase of 27%, with an EPS of 6.73 yuan.
Pengyi has benefited from the regionalization of the global semiconductor supply chain and achieved high operational performance step by step. Ma Wei, the general manager of the company, stated that the establishment of the first quarter is the bottom of this year's operations, and there is "no reason for pessimism" in looking forward to Pengyi in 2023.
Shenghui *, with orders exceeding 30 billion yuan in hand, had a net profit after tax of 540 million yuan in the second quarter, a quarterly increase of 20.8% and an annual increase of 46.9%; EPS (denomination 5 yuan) is 4.42 yuan. Boosted the consolidated revenue of 11.973 billion yuan, net profit after tax of 987 million yuan, and EPS of 8.17 yuan in the first half of the year.
According to Shenghui's analysis, Taiwan, China contributed the highest proportion of revenue in the second quarter, followed by Chinese Mainland. Although Southeast Asia has a low proportion, it is the fastest growing region. If differentiated by industry, semiconductor related engineering contributes the most, while electronic assembly and medical biotechnology have significant growth.
In addition, in the second season, engineering equipment and parts factories that also achieved good results in three rates and three promotions, as well as Guangyun, Yaxiang Engineering, Gongzhun Precision, Youweike, Weisite, and Hongshuo Systems.
Fanxuan's second quarter financial report this year showed a gross profit margin of 10.07%, with a quarterly increase of 0.86 and an annual decrease of 0.61 percentage points, mainly due to the increase in the proportion of semiconductor equipment shipped and recognized semiconductor factory projects in the previous quarter, and the optimization of product portfolio; After tax net profit of NTD 818 million (unit: same below), with a quarterly increase of 79.7% and an annual increase of 66.9%; The net profit after tax (EPS) per share was 4.18 yuan, a new high in a single quarter during the same period and the second highest in a single quarter history.
Thanks to the explosive performance of semiconductor equipment and engineering, Fanxuan's consolidated revenue in the first half of this year was 27.508 billion yuan, an annual increase of 28%. The gross profit margin is 9.64%, with an annual decrease of 1.34 percentage points. The net profit after tax is 1.273 billion yuan, with an annual increase of nearly 50%; EPS is 6.51 yuan, earning over half of the equity.
Fanxuan still has orders of over 60 billion yuan in hand, and will continue to recognize revenue related to TSMC's US factory construction project in the second half of this year, which is expected to boost operations and bring the annual performance to a new historical high, delivering four consecutive years of record high performance.
Pengyi *'s second quarter financial report showed a three rate increase, with a consolidated revenue of 2.475 billion yuan, a quarterly increase of 57.9% and an annual increase of 32.9%. The gross profit margin is 26.16%, with a quarterly increase of 3.95 and an annual increase of 3.19 percentage points, respectively. The net profit after tax was 352 million yuan, with a quarterly increase of 234% and an annual increase of 90.9%, reaching a record high in a single season; EPS (denomination 5 yuan) is 5.18 yuan.
Pengyi has accumulated a combined revenue of 4.042 billion yuan in the first half of the year, an annual increase of 14.2%, reaching a new high in history during the same period. The gross profit margin is 24.63%, with an annual increase of 0.87 percentage points. The net profit after tax is 457 million yuan, an annual increase of 27%, with an EPS of 6.73 yuan.
Pengyi has benefited from the regionalization of the global semiconductor supply chain and achieved high operational performance step by step. Ma Wei, the general manager of the company, stated that the establishment of the first quarter is the bottom of this year's operations, and there is "no reason for pessimism" in looking forward to Pengyi in 2023.
Shenghui *, with orders exceeding 30 billion yuan in hand, had a net profit after tax of 540 million yuan in the second quarter, a quarterly increase of 20.8% and an annual increase of 46.9%; EPS (denomination 5 yuan) is 4.42 yuan. Boosted the consolidated revenue of 11.973 billion yuan, net profit after tax of 987 million yuan, and EPS of 8.17 yuan in the first half of the year.
According to Shenghui's analysis, Taiwan, China contributed the highest proportion of revenue in the second quarter, followed by Chinese Mainland. Although Southeast Asia has a low proportion, it is the fastest growing region. If differentiated by industry, semiconductor related engineering contributes the most, while electronic assembly and medical biotechnology have significant growth.
In addition, in the second season, engineering equipment and parts factories that also achieved good results in three rates and three promotions, as well as Guangyun, Yaxiang Engineering, Gongzhun Precision, Youweike, Weisite, and Hongshuo Systems.