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- luckylyluckyly
  ·2021-12-20
  [财迷]
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- luckylyluckyly
  ·2021-07-22
  good
  光刻机巨头ASML第二季度营收47亿美元，净利润12亿美元
  预计2021年第三季度营收在52亿欧元到54亿欧元之间。
  光刻机巨头ASML第二季度营收47亿美元，净利润12亿美元
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- luckylyluckyly
  ·2021-07-22
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  非常抱歉，此主贴已删除
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07:43","market":"hk","language":"zh","title":"光刻机巨头ASML第二季度营收47亿美元，净利润12亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2153662815","media":"36氪的朋友们","summary":"预计2021年第三季度营收在52亿欧元到54亿欧元之间。","content":"<p><a href=\"https://laohu8.com/S/00700\">腾讯</a>科技讯 7月21日消息，当地时间周三，荷兰光刻机巨头ASML公布了2021年第二季度财报。财报显示，ASML第二季度营收为40.2亿欧元（47亿美元），同比增长22%，但不及分析师普遍预期的40.8亿欧元；净利润为10.3亿欧元（12亿美元），同比增长38%，略高于分析师预期的10.2亿欧元；每股收益2.52美元，毛利率达到50.9%。</p>\n<p>光刻机是芯片制造公司的核心生产设备，ASML在尖端芯片制程工艺领域占据着核心地位，<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>以及<a href=\"https://laohu8.com/S/INTC\">英特尔</a>等都是其主要客户。在第二季度，芯片制造商对ASML光刻系统的订单较第一季度末增加了75%，至83亿欧元。</p>\n<p>ASML预计2021年第三季度营收在52亿欧元到54亿欧元之间，毛利率在51%到52%之间，研发成本约为6.45亿欧元，SG&amp;A成本约为1.8亿欧元。由于对尖端芯片制造设备和利用软件的强劲需求，ASML将其2021年的营收增长预期上调至35%。今年4月，ASML营收已经增长了两倍，达到30%。</p>\n<p><img src=\"https://static.tigerbbs.com/6ff8585092993a2b13f0040c74c8d493\" tg-width=\"641\" tg-height=\"493\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在EUV业务中，ASML第一台TWINSCAN NXE：3600D系统已发货给客户。与TWINSCAN NXE：3400C相比，该系统提供15%至20%的生产力改进能力和约30%的覆盖改进。ASML现在正在为内存批量生产EUV，并计划在三个DRAM客户的未来节点上实施EUV。</p>\n<p>在DUV业务中，ASML的TWINSCAN NXT：2000i(一种ARFI浸入式系统)创下了在一天内曝光6300多块晶圆的新纪录。ASML翻新了第100台TWINSCAN，彰显了该公司对“循环经济”的承诺。今年，ASML预计将发运20台翻新的PAS系统(30年前推出)和6台翻新的TWINSCAN系统。</p>\n<p>在应用业务中，ASML在第二季度出货了第一架YeldStar 1385。这款下一代工具能够测量蚀刻后的器件图案，从而为客户提供更广泛的良率控制能力。与YeldStar 1375相比，YeldStar 1385具有更高的精确度和约50%的生产率提升能力。</p>\n<p>作为通过增加股息和股票回购将多余现金返还给股东的财务政策的一部分，ASML还宣布了一项新的、金额高达90亿欧元的股票回购计划，将于2021年7月22日开始，并将在2023年12月31日之前执行。</p>\n<p>ASML总裁兼首席执行官彼得·韦尼克(Peter Wennink)表示：“我们第二季度的营收超过40亿欧元，在我们的预期之内。毛利率为50.9%，高于我们的指引，这主要是因为客户希望迅速增加产能而导致软件升级收入增加。我们第二季度的净预订量为83亿欧元，其中包括来自EUV系统的49亿欧元，使订单总预定量达到175亿欧元。”</p>\n<p>韦尼克补充说：“所有细分市场和我们产品组合的需求持续高涨。这反映了市场专注于增加产能，以支持数字基础设施的建设。长期需求不仅是对先进节点的需求，对成熟节点以及内存的需求同样高涨。我们正在努力最大限度地提高产能，目前我们预计2021年的营收与去年相比增长约35%，预计毛利率在51%至52%之间。”</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n光刻机巨头ASML第二季度营收47亿美元，净利润12亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 07:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1321122589887239><strong>36氪的朋友们</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯科技讯 7月21日消息，当地时间周三，荷兰光刻机巨头ASML公布了2021年第二季度财报。财报显示，ASML第二季度营收为40.2亿欧元（47亿美元），同比增长22%，但不及分析师普遍预期的40.8亿欧元；净利润为10.3亿欧元（12亿美元），同比增长38%，略高于分析师预期的10.2亿欧元；每股收益2.52美元，毛利率达到50.9%。\n光刻机是芯片制造公司的核心生产设备，ASML在尖端芯片...</p>\n\n<a href=\"https://36kr.com/p/1321122589887239\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6ff8585092993a2b13f0040c74c8d493","relate_stocks":{"FXE":"欧元做多ETF-CurrencyShares","EUO":"欧元ETF-ProShares两倍做空"},"source_url":"https://36kr.com/p/1321122589887239","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153662815","content_text":"腾讯科技讯 7月21日消息，当地时间周三，荷兰光刻机巨头ASML公布了2021年第二季度财报。财报显示，ASML第二季度营收为40.2亿欧元（47亿美元），同比增长22%，但不及分析师普遍预期的40.8亿欧元；净利润为10.3亿欧元（12亿美元），同比增长38%，略高于分析师预期的10.2亿欧元；每股收益2.52美元，毛利率达到50.9%。\n光刻机是芯片制造公司的核心生产设备，ASML在尖端芯片制程工艺领域占据着核心地位，台积电、三星以及英特尔等都是其主要客户。在第二季度，芯片制造商对ASML光刻系统的订单较第一季度末增加了75%，至83亿欧元。\nASML预计2021年第三季度营收在52亿欧元到54亿欧元之间，毛利率在51%到52%之间，研发成本约为6.45亿欧元，SG&A成本约为1.8亿欧元。由于对尖端芯片制造设备和利用软件的强劲需求，ASML将其2021年的营收增长预期上调至35%。今年4月，ASML营收已经增长了两倍，达到30%。\n\n在EUV业务中，ASML第一台TWINSCAN NXE：3600D系统已发货给客户。与TWINSCAN NXE：3400C相比，该系统提供15%至20%的生产力改进能力和约30%的覆盖改进。ASML现在正在为内存批量生产EUV，并计划在三个DRAM客户的未来节点上实施EUV。\n在DUV业务中，ASML的TWINSCAN NXT：2000i(一种ARFI浸入式系统)创下了在一天内曝光6300多块晶圆的新纪录。ASML翻新了第100台TWINSCAN，彰显了该公司对“循环经济”的承诺。今年，ASML预计将发运20台翻新的PAS系统(30年前推出)和6台翻新的TWINSCAN系统。\n在应用业务中，ASML在第二季度出货了第一架YeldStar 1385。这款下一代工具能够测量蚀刻后的器件图案，从而为客户提供更广泛的良率控制能力。与YeldStar 1375相比，YeldStar 1385具有更高的精确度和约50%的生产率提升能力。\n作为通过增加股息和股票回购将多余现金返还给股东的财务政策的一部分，ASML还宣布了一项新的、金额高达90亿欧元的股票回购计划，将于2021年7月22日开始，并将在2023年12月31日之前执行。\nASML总裁兼首席执行官彼得·韦尼克(Peter Wennink)表示：“我们第二季度的营收超过40亿欧元，在我们的预期之内。毛利率为50.9%，高于我们的指引，这主要是因为客户希望迅速增加产能而导致软件升级收入增加。我们第二季度的净预订量为83亿欧元，其中包括来自EUV系统的49亿欧元，使订单总预定量达到175亿欧元。”\n韦尼克补充说：“所有细分市场和我们产品组合的需求持续高涨。这反映了市场专注于增加产能，以支持数字基础设施的建设。长期需求不仅是对先进节点的需求，对成熟节点以及内存的需求同样高涨。我们正在努力最大限度地提高产能，目前我们预计2021年的营收与去年相比增长约35%，预计毛利率在51%至52%之间。”","news_type":1,"symbols_score_info":{"FXE":0.9,"EUO":0.9,"MEURmain":0.9,"EURmain":0.9}},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176718258,"gmtCreate":1626915790574,"gmtModify":1633769801467,"author":{"id":"4089853238719740","authorId":"4089853238719740","name":"luckyly","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089853238719740","authorIdStr":"4089853238719740"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176718258","repostId":"2153647319","repostType":4,"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}