002371 北方华创
已收盘 02-26 15:00:00
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利好来了！刚刚，逆市拉升
中国基金报 · 02-13
利好来了！刚刚，逆市拉升
北方华创：先进封装技术是公司重点关注的研发方向之一
中金财经 · 02-10
北方华创：先进封装技术是公司重点关注的研发方向之一
北方华创：国林半导体是公司的供应商
证券之星 · 02-10
北方华创：国林半导体是公司的供应商
北方华创：苏州晶拓是公司的供应商
证券之星 · 02-10
北方华创：苏州晶拓是公司的供应商
北方华创：截至2025年12月31日，公司投资者共计70,233户
证券之星 · 02-10
北方华创：截至2025年12月31日，公司投资者共计70,233户
全球半导体设备业绩“井喷”，中微、拓荆、寒武纪营利劲增
指数ETF有招 · 02-02
全球半导体设备业绩“井喷”，中微、拓荆、寒武纪营利劲增
北方华创（002371）披露2025年员工持股计划实施进展公告，1月30日股价下跌0.03%
证券之星 · 01-30
北方华创（002371）披露2025年员工持股计划实施进展公告，1月30日股价下跌0.03%
北方华创（002371）披露2025年员工持股计划开户完成，1月14日股价上涨0.63%
证券之星 · 01-14
北方华创（002371）披露2025年员工持股计划开户完成，1月14日股价上涨0.63%
A股热门赛道高位震荡加剧 机构分歧中聚焦科技赛道业绩兑现
天合资讯 · 01-12
A股热门赛道高位震荡加剧 机构分歧中聚焦科技赛道业绩兑现
北方华创（002371）披露2025年股票期权激励计划授予登记完成公告，1月9日股价下跌1.81%
证券之星 · 01-09
北方华创（002371）披露2025年股票期权激励计划授予登记完成公告，1月9日股价下跌1.81%
半导体产业链深度分析
化工智库 · 01-09
半导体产业链深度分析
北方华创（002371）披露2025年员工持股计划第一次持有人会议决议公告，1月8日股价下跌1.7%
证券之星 · 01-08
北方华创（002371）披露2025年员工持股计划第一次持有人会议决议公告，1月8日股价下跌1.7%
A股半导体产业链大涨，黄金白银回调，镍、锡飙升
21世纪经济报道 · 01-07
A股半导体产业链大涨，黄金白银回调，镍、锡飙升
北方华创：半导体设备国产化加速，预测全年营业收入467.93~520.20亿元
朝阳永续 · 01-05
北方华创：半导体设备国产化加速，预测全年营业收入467.93~520.20亿元
北方华创最新公告：推出2025年员工持股计划
证券之星 · 01-04
北方华创最新公告：推出2025年员工持股计划
高盛押注中国半导体！深入调研摩尔线程后，明确看好的6家核心公司（附股）
投研派 · 2025-12-31
高盛押注中国半导体！深入调研摩尔线程后，明确看好的6家核心公司（附股）
北方华创：截至2025年12月10日投资者共计64,091户
证券之星 · 2025-12-29
北方华创：截至2025年12月10日投资者共计64,091户
北方华创：提供HBM领域多款核心设备及工艺解决方案
证券之星 · 2025-12-29
北方华创：提供HBM领域多款核心设备及工艺解决方案
托伦斯精密创业板IPO获受理：应收账款激增，大客户依赖症待解
蓝鲸财经 · 2025-12-26
托伦斯精密创业板IPO获受理：应收账款激增，大客户依赖症待解
托伦斯冲刺创业板：上半年营收3.7亿 45%收入靠北方华创 拟募资12亿
雷递网 · 2025-12-24
托伦斯冲刺创业板：上半年营收3.7亿 45%收入靠北方华创 拟募资12亿
公司概况
公司名称：
北方华创科技集团股份有限公司
所属行业：
专用设备制造业
上市日期：
2010-03-16
主营业务：
北方华创科技集团股份有限公司的主营业务是半导体基础产品的研发、生产、销售和技术服务。公司的主要产品是电子工艺装备、电子元器件。北方华创以高强度研发投入与专利布局巩固技术领先地位。2025年上半年，公司研发投入达29.15亿元，同比增长30.01%，累计申请专利9,900余件，授权专利5,700余件，稳居国内集成电路装备企业首位。
发行价格：
33.00
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16:33","pubTimestamp":1770712401,"startTime":"0","endTime":"0","summary":"证券之星消息，北方华创(002371)02月10日在投资者关系平台上答复投资者关心的问题。投资者提问：您好，请问公司是否制造或研发混合键合机设备，来支持与制作新型 CIS，北方华创回复：您好，先进封装技术是公司重点关注的研发方向之一，旨在为客户提供全面的芯片制程解决方案。关于混合键合设备的研发进展，请关注公司网站、公众号等渠道发布的最新产品动态。感谢支持！为证券之星据公开信息整理，由AI算法生成(网信算备310104345710301240019号)，不构成投资建议。","market":"fut","thumbnail":" http://caiji.3g.cnfol.com/colect/202602/10/20260210511677.png","type":0,"news_type":0,"thumbnails":[" 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16:27","pubTimestamp":1770712029,"startTime":"0","endTime":"0","summary":"证券之星消息，北方华创(002371)02月10日在投资者关系平台上答复投资者关心的问题。投资者提问：请问，截至2025年十二月 31日公司的股东总数是多少？谢谢北方华创回复：您好，截至2025年12月31日，公司投资者共计70,233户 ，感谢关注！以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026021000025906.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2778985437.USD","LU1961090484.USD","LU2399975544.HKD","002371","SG9999003461.SGD","LU1039395188.USD","BK0028","BK0125","LU2476274308.USD","LU0823437842.USD","BK0251","LU1328615791.USD","LU1997245094.SGD","LU1969619763.USD","SGXZ81163826.USD","LU2495084118.USD","LU2289578879.USD","SGXZ49509284.SGD","LU1146622755.USD","BK0188","LU1820825898.SGD","SG9999001093.SGD","LU1064131003.USD","LU2328871848.SGD","LU1064130708.USD","LU2476274720.SGD","LU1720050803.USD","LU1794554557.SGD","LU2506952253.HKD","LU1997244956.HKD","LU1997245177.USD","LU1255011170.USD","LU2148510915.USD","LU1655091616.SGD"],"gpt_icon":0},{"id":"2608832894","title":"全球半导体设备业绩“井喷”，中微、拓荆、寒武纪营利劲增","url":"https://stock-news.laohu8.com/highlight/detail?id=2608832894","media":"指数ETF有招","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608832894?lang=zh_cn&edition=full","pubTime":"2026-02-02 12:25","pubTimestamp":1770006353,"startTime":"0","endTime":"0","summary":"以$半导体设备ETF标的指数为例，中证半导前十大中微公司、长川科技、寒武纪等陆续公布年报预告，均实现营收、净利双增长，其中寒武纪、中科飞测首次实现归母净利扭亏为盈。此外，Global Net最新公布了2025年全球芯片设备制造商TOP20，其中有三家来自中国，较2022年有所增加。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202124126a471badf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:56","pubTimestamp":1769784972,"startTime":"0","endTime":"0","summary":"截至2026年1月30日收盘，北方华创报收于475.23元，较前一交易日下跌0.03%，最新总市值为3442.93亿元。近日，北方华创科技集团股份有限公司发布《关于2025年员工持股计划实施进展的公告》。公告显示，公司于2025年10月30日召开董事会，2025年12月8日召开临时股东大会，审议通过2025-2027年员工持股计划相关议案。2026年1月7日召开第一次持有人会议，1月14日完成员工持股计划证券账户开立，截至2026年1月30日，该持股计划尚未购买公司股票。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026013000047788.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SG9999001093.SGD","LU0823437842.USD","BK0125","LU2476274720.SGD","BK0188","LU2148510915.USD","LU1997244956.HKD","LU1720050803.USD","LU1997245177.USD","LU1961090484.USD","LU1655091616.SGD","LU1997245094.SGD","LU2328871848.SGD","LU2778985437.USD","SGXZ49509284.SGD","LU1039395188.USD","LU1794554557.SGD","LU1255011170.USD","LU1328615791.USD","LU2399975544.HKD","LU2506952253.HKD","LU2289578879.USD","LU2476274308.USD","LU1146622755.USD","LU1064130708.USD","002371","SGXZ81163826.USD","BK0028","BK0251","LU2495084118.USD","LU1969619763.USD","SG9999003461.SGD","LU1064131003.USD","LU1820825898.SGD"],"gpt_icon":0},{"id":"2603614342","title":"北方华创（002371）披露2025年员工持股计划开户完成，1月14日股价上涨0.63%","url":"https://stock-news.laohu8.com/highlight/detail?id=2603614342","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603614342?lang=zh_cn&edition=full","pubTime":"2026-01-14 22:04","pubTimestamp":1768399460,"startTime":"0","endTime":"0","summary":"截至2026年1月14日收盘，北方华创报收于493.3元，较前一交易日上涨0.63%，最新总市值为3573.84亿元。该股当日开盘491.0元，最高504.28元，最低487.0元，成交额达48.68亿元，换手率为1.36%。公司近日发布公告称，2025年员工持股计划的证券账户已开立完成，账户名称为“北方华创科技集团股份有限公司—2025年员工持股计划”，账户号码为0899521323，开户时间为2026年1月14日。截至公告日，该员工持股计划尚未持有公司股票。公司将持续关注后续进展并履行信息披露义务。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011400040753.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1997244956.HKD","002371","LU2399975544.HKD","LU1655091616.SGD","LU1039395188.USD","LU1997245177.USD","LU1969619763.USD","SG9999003461.SGD","LU1961090484.USD","BK0125","LU2328871848.SGD","SGXZ49509284.SGD","LU1720050803.USD","LU1328615791.USD","LU2506952253.HKD","LU2476274308.USD","LU1794554557.SGD","LU2778985437.USD","SG9999001093.SGD","SGXZ81163826.USD","LU1820825898.SGD","BK0188","BK0251","LU1255011170.USD","LU1064130708.USD","LU1064131003.USD","LU1146622755.USD","LU2148510915.USD","LU2289578879.USD","LU0823437842.USD","LU1997245094.SGD","BK0028","LU2476274720.SGD","LU2495084118.USD"],"gpt_icon":0},{"id":"2602597826","title":"A股热门赛道高位震荡加剧 机构分歧中聚焦科技赛道业绩兑现","url":"https://stock-news.laohu8.com/highlight/detail?id=2602597826","media":"天合资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602597826?lang=zh_cn&edition=full","pubTime":"2026-01-12 15:28","pubTimestamp":1768202934,"startTime":"0","endTime":"0","summary":"2026年1月12日，A股市场延续开年以来的结构性震荡格局，AI应用、半导体、CPO等六大热门赛道涨跌互现，部分标的单月振幅超40%，市场资金分歧加剧。AI应用赛道成为当前市场最具确定性的主线之一，已从概念炒作迈入盈利兑现期。机构布局方向清晰显现分歧中的共识。公募基金发行数据显示，1月定档发行的49只权益类基金中，多数聚焦AI科创、高端制造等领域，反映出机构对科技赛道的长期布局意愿。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112163833a4b9c922&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:20","pubTimestamp":1767968432,"startTime":"0","endTime":"0","summary":"截至2026年1月9日收盘，北方华创报收于497.5元，较前一交易日下跌1.81%，最新总市值为3604.27亿元。该股当日开盘503.0元，最高511.08元，最低491.0元，成交额达54.02亿元，换手率为1.5%。公告显示，公司已完成2025年股票期权激励计划的股票期权授予登记工作。授予日为2025年12月31日，授予登记完成日为2026年1月9日，期权简称“北方JLC6”，期权代码“037949”。等待期为24个月，分四期行权，每期行权比例均为25%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026010900040871.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1064131003.USD","LU1064130708.USD","LU1146622755.USD","SG9999001093.SGD","LU2328871848.SGD","SGXZ49509284.SGD","LU2506952253.HKD","LU1039395188.USD","LU1961090484.USD","LU2778985437.USD","BK0028","BK0251","LU1969619763.USD","LU1720050803.USD","LU2476274720.SGD","LU2399975544.HKD","LU1997245177.USD","LU2476274308.USD","SG9999003461.SGD","LU2495084118.USD","LU1794554557.SGD","BK0188","LU1655091616.SGD","LU1328615791.USD","LU1997245094.SGD","BK0125","LU1820825898.SGD","LU2148510915.USD","002371","SGXZ81163826.USD","LU2289578879.USD","LU1997244956.HKD","LU0823437842.USD","LU1255011170.USD"],"gpt_icon":0},{"id":"2602327888","title":"半导体产业链深度分析","url":"https://stock-news.laohu8.com/highlight/detail?id=2602327888","media":"化工智库","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602327888?lang=zh_cn&edition=full","pubTime":"2026-01-09 17:13","pubTimestamp":1767949984,"startTime":"0","endTime":"0","summary":"表2：中国半导体及细分领域市场规模三、半导体产业链半导体制造流程主要包含设计、制造、封测。作为半导体产业链上游的核心基础技术 ，EDA 可显著提升芯片研发效率、降低设计复杂度，其技术水平直接决定芯片性能与产业创新能力。表9：EDA行业各板块构成情况伴随半导体产业升级与芯片设计复杂度提升，全球晶圆厂及芯片设计厂商对 EDA 技术精度与功能需求攀升 ，国内企业聚焦 EDA 领域展开差异化技术突破。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109184751a7070246&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:06","pubTimestamp":1767881180,"startTime":"0","endTime":"0","summary":"截至2026年1月8日收盘，北方华创报收于506.67元，较前一交易日下跌1.7%，最新总市值为3670.7亿元。公司近日发布公告称，北方华创2025年员工持股计划第一次持有人会议于2026年1月7日召开，会议审议通过设立员工持股计划管理委员会，并选举谢秋实、孙超、宋金航为委员，其中谢秋实任主任。会议同意授权管理委员会办理员工持股计划相关事宜，包括份额管理、账户管理、股票过户与出售、权益分配等。管理委员会任期与员工持股计划存续期一致。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026010800038668.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0125","LU2328871848.SGD","BK0188","LU1794554557.SGD","LU2778985437.USD","LU1997245094.SGD","LU1961090484.USD","LU1255011170.USD","LU2289578879.USD","SGXZ81163826.USD","002371","LU1064131003.USD","LU1997245177.USD","LU1328615791.USD","LU2399975544.HKD","LU2148510915.USD","LU1039395188.USD","LU1969619763.USD","LU1997244956.HKD","BK0251","LU0823437842.USD","LU2506952253.HKD","LU2476274720.SGD","LU1064130708.USD","BK0028","SG9999003461.SGD","LU1146622755.USD","LU1655091616.SGD","LU1820825898.SGD","LU2476274308.USD","LU2495084118.USD","SG9999001093.SGD","LU1720050803.USD","SGXZ49509284.SGD"],"gpt_icon":0},{"id":"2601982612","title":"A股半导体产业链大涨，黄金白银回调，镍、锡飙升","url":"https://stock-news.laohu8.com/highlight/detail?id=2601982612","media":"21世纪经济报道","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601982612?lang=zh_cn&edition=full","pubTime":"2026-01-07 12:07","pubTimestamp":1767758820,"startTime":"0","endTime":"0","summary":"1月7日，A股三大指数早盘震荡拉升，截至午盘，沪指逼近4100点，创业板上涨0.41%，深成指上涨0.35%。全市场超过2500只个股上涨。 具体来看，半导体产业链全线走强，光刻机、存储器方向领涨。芯源微、南大光电、恒坤新材20CM涨停，国风新材3天2板，中微公司、北方华创大涨续创历史新高。 国际贵金属集体飘绿，现货黄金跌破4480美元/盎司，早盘一度触及4500美元/盎司；现货白银小幅下跌，年初至今涨幅仍高达13%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-01-07/doc-inhfmycx7721057.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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19:07","pubTimestamp":1767611220,"startTime":"0","endTime":"0","summary":"截至2026年01月05日，根据朝阳永续季度业绩前瞻数据：预测公司全年营业收入467.93~520.20亿元；预测公司全年净利润77.52~107.91亿元。预计2025-2027年归母净利润分别为58.43亿、77.52亿和102.34亿元，同比增长4%、33%和32%。4) 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