半导体设备龙头，上半年净利最高预增310%

第一财经08-03

8月3日，半导体设备龙头中微公司（688012.SH）发布2026年半年度业绩预告，预计上半年营业收入约66.91亿元，同比增长约34.89%；归属于母公司所有者的净利润为27亿元至29亿元，同比大幅增长282.48%至310.81%。公司预计 2026 年半年度实现归属于母公司所有者的扣除非经常性损益的净利润为 10 亿元到 12 亿元，同比增加 85.61%到 122.73%。　　公告显示...

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122.73%。\n　　公告显示，中微公司业绩大幅增长主要有以下原因：一是主营业务持续增长，毛利较去年增长约6.82亿元；二是对外股权投资产生公允价值变动收益和投资收益合计约19.82亿元，较2025年上半年的1.68亿元增加约18.15亿元。\n　　从单季度表现来看，公司一季度实现净利润9.3亿元，据此计算，二季度净利润预计为17.7亿元至19.7亿元，环比增长90%至112%。\n　　从研发投入来看，2026年上半年中微公司研发投入约20.42亿元，占营业收入比例达30.52%，远高于科创板上市公司平均研发投入水平（10%~15%）。公告表示：“公司研发新产品的速度显著加快，过去通常需要三到五年开发一款新设备，现在只需两年或更短时间就能开发出有竞争力的新设备并顺利进入市场。截至目前，公司已开发出54种高端半导体设备。”\n　　花旗7月27日发布研报认为，中微公司可触达市场空间持续扩张，新订单增长强劲，将其目标价大幅上调66%至460元。\n　　在AI基础设施建设与存储需求快速增长的带动下，半导体设备行业整体保持较高景气度。与此同时，国内晶圆厂持续扩产，设备国产化替代进程加速推进。\n　　行业研究机构SEMI发布的《年中总半导体设备市场预测报告》显示，预测2026年全球半导体制造设备（OEM）总销售额将创下1659亿美元的历史新高，同比增长23.2%。增长势头预计将持续至2028年，总设备销售额有望达到创纪录的2295亿美元，实现连续五年增长。\n　　SEMI总裁兼首席执行官Ajit Manocha表示：“AI正在加速推动对更强大、更高效芯片的需求，从而带动整个半导体资本设备市场的投资增长。年中预测显示，随着芯片制造商投资于AI时代所需的前沿逻辑、先进存储、测试和封装，设备支出轨迹正在走高。”\n　　天眼查App显示，近日，中微半导体设备（武汉）有限公司成立，法定代表人为尹志尧，注册资本5000万人民币，经营范围含半导体器件专用设备制造、电子专用设备制造等。股东信息显示，该公司由中微公司全资持股。\n　　8月1日，中微公司董事长兼总经理尹志尧在活动中表示，未来五年内，公司将通过自主开发与外延并购，覆盖至少60%、超100种半导体高端设备，届时年产能将提升至700亿元以上。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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