Which stock is focused on domestic optical core machine?
Domestic optical core machine is which stock, focusing on lithography and supporting equipment development and production. The company has a leading level of technology and excellent brand influence, to provide key equipment support for the semiconductor industry, to help industrial development. The following editorial brought domestic photonuclear machine is which stock, we take a look at it, I hope to bring reference.
Domestic optical core machine is which stock
Light lithography machine company listed leading have:
1, Da Nu Laser (002008): photolithography machine leading stocks.
October 14 closing news, large group laser latest offer 26.54 yuan, up 2.67%, within 3 days the share price rose 2.3%; this year's rise fell -95.48%, the price-earnings ratio of 13.97.
2, huat gas (688268): photolithography machine leading stocks.
Oct. 14 news, Huat gas shares fell 5.3% in 3 days, the latest at 92.68 yuan, down 2.62%, turnover 210 million yuan.
3, core source micro (688037): photolithography leading stock.
October 14 closing short, core source micro shares 15 points down 0.79%, quoted at 187.5 yuan, market value reached 17.337 billion.
Photolithography concept stock other: Su Da Weige, Jingrui electric material, Torchlight Technology, HaiMuXing and so on.
What are the leading stocks in the photoresist sector?
Photoresist is a light-sensitive material, silicon wafer manufacturing, photoresist in liquid form coated on the surface of the wafer, and then dried into an adhesive film. Photolithography is the use of special light to map integrated circuits to the surface of the wafer, and the role of the photoresist is to avoid leaving traces on the surface of the wafer, in the semiconductor materials in the most technically difficult. Photolithography process costs 35% of the entire chip manufacturing process, time-consuming 40-50% of the entire chip process.
Crisis: photoresist can be subdivided into three categories: semiconductor photoresist, LCD photoresist, PCB photoresist, of which the semiconductor photoresist has the highest technological requirements, but our country is currently the main lower-end PCB photoresist, the global photoresist high-end core technology is monopolized by the U.S. and Japan, which occupies more than 70% of the global market share. The average annual growth rate of the photoresist market in the next few years is about 15%, the localization rate of materials is expected to rapidly increase from 5% to 40%.
Opportunity: the new crown epidemic makes the domestic import and export trade greatly affected, Japan "closed city" led to the domestic photoresist supply and demand contradiction increased, domestic substitution without delay. Semiconductor photoresist market is expected to be about 5.5 billion in 2022, twice as much as in 2019; panel photoresist market will reach 10.5 billion.
1, Nanda photoelectric (leading domestic manufacturers)
2, Rongda photoreceptor (leading ink companies)
3, Jingrui shares (microelectronics chemicals leader)
4, Feikai materials (LCD materials encapsulation materials leader)
5, Shanghai Xinyang (semiconductor consumables leading)
Photolithography leading stocks ranking
Photolithography leading stocks ranking: Rongda Sensor, Jingrui electric material, Nanda photoelectric, Shanghai Xinyang, Chinachem Technology.
1, Rongda photographic. As one of the leading PCB photographic ink domestic enterprises, Rongda photographic mastered the core technology of photographic ink, including resin synthesis technology, photoresist photosensitive agent synthesis technology, formulation design and process control technology.
2, Jingrui electric material. The company centers around the pan-semiconductor materials and new energy materials in two directions, the leading products include photoresist and supporting materials, ultra-clean and high-purity reagents, lithium battery materials and basic chemical materials.
3, Nanda photoelectric. The company is mainly engaged in advanced precursor materials, electronic special gas, photoresist and ancillary materials, three types of semiconductor materials products, research, production and marketing. For photoresist business, Nanda photoelectric ArF photoresist and supporting materials required for the project photolithography workshop and an annual output of 25 tons of production line has been completed, ASML immersion lithography has been put into use.
4, Shanghai Xinyang. The company's main business is integrated circuit manufacturing and advanced packaging with key process materials and supporting equipment, environmentally friendly, functional coatings research, production and marketing. The company's main products are semiconductor wafer manufacturing with cleaning agents, semiconductor packaging with electronic chemical materials, semiconductor manufacturing with high-end photoresist products.
5, Chinachem Technology. The company mainly engaged in the field of automotive safety system components, product line covers automotive airbag cloth, airbag bags and seat belts and other passive safety system components, is a supplier of secondary automotive parts. For the business of photoresist, the company holds 29, 704% of Xuzhou Bokang, Xuzhou Bokang is the main industrialized production of medium and high-end photoresist monomer enterprise, is the international advanced EUV photoresist monomer inventor, producer, monomer products covering more than 90% of the global customer base.
Photoresist leading which is a listed company
1, Huat gas: leading stocks, 2020 annual report shows that Huat gas net profit of 107 million, an increase of 46.67% year-on-year, the last four years of compound growth of 29.97%; Gross profit margin of 25.98%.
World photolithography gas leader, the company's photolithography gas products include Ar/F/Ne, Kr/Ne, Ar/Ne and Kr/F/Ne mixed gas, etc., four kinds of photolithography gas are the only domestic supplier, through the world's largest photolithography machine company ASML product certification. Watt Gases share price has fallen for 3 days in the last 3 days, down 4.19%, 2022 share price down -5.75%, market capitalization of $10.189 billion.
2, core source micro: leading stocks, the company realized net profit of 48.83 million in 2020, up 66.79% year-on-year, the compound growth in the last three years is 26.57%; Gross margin of 42.58%. As a key processing equipment with photolithography with the operation, the company's production of coating/developing machine successfully break the monopoly of foreign manufacturers and fill the domestic gap, which in the LED chip manufacturing and IC manufacturing back-channel advanced encapsulation and so on, as the mainstream model of the domestic manufacturers have been successful in achieving the import substitution; through many years of technological research and development, practical application of the accumulation and continue to undertake the national 02 major special projects, the company Successful breakthrough in the application of integrated circuit manufacturing in the front channel wafer processing equipment technology, molding products are currently in the Yangtze River storage, Shanghai Huali and other front-channel chip manufacturers to verify the process. Nearly 3 days stock price fell 2.99%, 2022 stock price fell -8.7%.
3, Da Nu Laser: January 7 news, Da Nu Laser opened at 49.54 yuan, as of the close, the stock fell 1.01% to 48.81 yuan. The turnover rate of 1.47%, amplitude -1.014%. June 17, 2020 the company said in the interactive platform, the company's research and development of photolithography project resolution of 3-5 μm, focusing on applications in the field of discrete devices, LEDs and other areas, this year is expected to realize the small batch sales.
4, Yongtai science and technology: January 7 news, Yongtai science and technology within 5 days of the stock price fell 11.08%, this year's rise fell -8.76%, the latest report 46.1 yuan, P/E ratio of 329.29. As of October 20, the company photoresist project has been completed at present the production line to be commercialized production, the company is actively discussing with downstream customers to cooperate with the capacity of the project is 1500 tons/year CF photoresist.
5, aop optoelectronics: January 7 closing update, aop optoelectronics 5 days within the share price fell 6.73%, as of 15:00, the stock reported 22.13 yuan fell 2.94%. The company is the only listed platform under the Changchun Institute of Optical Machinery Holdings, 90 nanometer lithography exposure system is the Changchun Institute of Optical Machinery jointly with other units in the national special funds to carry out research and development projects. The company's leading products are optoelectronic latitude and longitude instrument optical sub-systems, aviation/aerospace camera optical sub-systems, K9 optical glass, etc. The company is the only listed platform of Changchun Institute of Optical Machinery. The company produces optoelectronic measurement and control instruments and equipment are mainly used in new equipment supporting, existing equipment upgrading.
What are the leading photolithography stocks
1, Daqi Laser (002008): June 17, 2020 the company said in the interactive platform: the company's research and development of photolithography project resolution of 3-5 μm, focusing on applications in the field of discrete devices, LEDs, etc., this year, is expected to realize a small batch of sales. 2, Zhang Jiang Gaoke (600895): the company said in the interactive platform, Shanghai Zhangjiang Hao Cheng Venture Capital Co., Ltd. invested in Shanghai Microelectronics Equipment Co., Ltd. 22,345,000 yuan in 2016, with an investment ratio of 10.779%. 3, Jingfang Science and Technology (603005): the company said in the interactive platform, the Netherlands photolithography machine manufacturer ASML for the company to participate in mergers and acquisitions of the Dutch Anteryon company's one of the most important customers, Anteryon for the world at the same time with a hybrid lens, wafer-level micro-optical device process technology design, characteristics of the material and mass production capacity of technological innovation company, its products can be widely used in semiconductor precision equipment, industrial automation, automotive, security, 3D sensors as a representative of the consumer electronics and other applications. 4, Sai microelectronics ( 300456): the company disclosed in the interactive easy platform: the company has been for the global photolithography giant manufacturers to provide lens system MEMS parts of the process development and wafer manufacturing services. ASML for the company's business partners. The company has several lithography machines in Sweden and Beijing; Swedish production line 2017-2019 capacity utilization rate has been maintained at a high level of more than 80% 5, Wanye enterprise (600641): wholly owned subsidiary Kai Shi Tong take "one step ahead" strategy, the use of international competitiveness of design concepts, focus on the development of 16 nm and the following process Finin In 2019, Kai Shi Tong's low-energy large-beam ion implantation machine was successfully relocated, and successfully entered the ion implantation wafer verification stage. Verification stage. Participating company Shanghai Semiconductor Equipment and Materials Fund holds 2.08% stake in Huazhuo Precision. 6, Shanghai Xinyang (300236): the company said in the interactive easy platform, SMIC is one of the company's main customers. 2020 February, the company disclosed in the interactive easy platform, the company KRF lithography machine can support 96 layers of 3DNAND lithography research, and 250nm, 130nm technology photoresist for logic circuits. The company is accelerating the development of its third core technology. The company is accelerating the development of the third core technology - photolithography, in the integrated circuit manufacturing ArF dry, KrF thick film adhesive, I line and other high-end photoresist field has been a major breakthrough. At the same time, the active layout of semiconductor wafers, semiconductor wet process equipment, flat-panel liquid crystal display with photoresist and other business areas.