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

1. 北方华创全年业绩预期怎么样？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。关注后续财报数据披露后能否超预期，朝阳永续A股季度业绩前瞻数据将为投资者提供业绩鉴定。2. 北方华创最新卖方观点东吴证券认为：北方华创作为国产半导体设备领军者，持续受益于设备国产替代和产品线延展。公司在刻蚀...

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href=https://finance.sina.com.cn/stock/relnews/cn/2026-01-05/doc-inhfhick6661986.shtml><strong>朝阳永续</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1. 北方华创全年业绩预期怎么样？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。关注后续财报数据披露后能否超预期，朝阳永续A股季度业绩前瞻数据将为投资者提供业绩鉴定。2. 北方华创最新卖方观点东吴证券认为：北方华创作为国产半导体设备领军者，持续受益于设备国产替代和产品线延展。公司在刻蚀...</p>\n\n<a 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The localization of semiconductor equipment is accelerating, and the annual operating income is predicted to be 46.793 to 52.020 billion yuan","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"002371":1.96,"SOXX":0.6,"SMH":0.6},"content_text":"1. 北方华创全年业绩预期怎么样？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。关注后续财报数据披露后能否超预期，朝阳永续A股季度业绩前瞻数据将为投资者提供业绩鉴定。2. 北方华创最新卖方观点东吴证券认为：北方华创作为国产半导体设备领军者，持续受益于设备国产替代和产品线延展。公司在刻蚀设备、薄膜沉积设备、Track设备、热处理设备和清洗设备等多个领域均展现出强劲的市场竞争力和增长潜力。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%。分业务来说：1) 刻蚀设备：公司在ICP领域主导国内市场，市占率持续提升，高深宽比刻蚀取得率先突破。2) 薄膜沉积设备：公司PVD市场竞争力显著，持续拓展CVD、ALD等产品系列，已跻身国内第一梯队。3) Track设备：芯源微是国内首家具备量产交付能力的企业，公司通过获得芯源微控股权填补Track产品空白，有望充分受益于Track国产替代进程。4) 热处理设备：公司已具备较强市场竞争力，25H1该业务收入10亿元。5) 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