① The global semiconductor market is generally picking up. Huahai Qingke's Q2 revenue and net profit to mother this year were 0.816 billion yuan and 0.23 billion yuan respectively, both of which hit new highs since 2022; ② In the first half of this year, Huahai Qingke's equipment industrialization process and fund-raising projects ushered in new progress. Among them, new models for third-generation semiconductors are being matched with customer needs and are expected to be sent to customers for verification in the second half of the year.
“Science and Technology Innovation Board Daily”, August 16 (Reporter Huang Xiumei) Huahai Qingke announced this evening (August 16) that in the first half of this year, the company achieved revenue of 1.497 billion yuan, an increase of 21.23% over the previous year; achieved net profit of 0.433 billion yuan to mother, an increase of 15.65% over the previous year.
In the same period, the company invested 0.175 billion yuan in R&D, up 26.43% year on year. R&D investment accounted for 11.72% of revenue, up 0.48 percentage points year on year.
Huahai Qingke achieved revenue of 0.816 billion yuan in the second quarter of this year, up 32% year on year and 20% month on month; realized net profit to mother 0.23 billion yuan, up 27.89% year on year and 14% month on month. Its second-quarter revenue and net profit all hit record highs in a single quarter since 2022.
The quarterly revenue and net profit situation of Huahai Qingke in the past two years
As a high-end semiconductor equipment supplier, Huahai Qingke's products cover CMP equipment, thinning equipment, cutting equipment, wet processing equipment, wafer regeneration, and key consumables.
It said in its semi-annual report that as the global semiconductor market generally shows a recovery trend, the consumer electronics market continues to recover, and the field of artificial intelligence applications is being implemented at an accelerated pace, the semiconductor industry is gradually breaking out of the bottom of the boom range, and is expected to usher in a new round of growth cycle.
In the first half of this year, Huahai Qingke's market holdings of CMP equipment products continued to expand, and the scale of business such as key consumables and maintenance services gradually increased. At the same time, revenue from wafer recycling and wet processing equipment gradually increased. The company's revenue and net profit both increased over the same period.
The “Science and Technology Innovation Board Daily” reporter noticed that in the first half of this year, Huahai Qingke made new progress in the industrialization process and fund-raising projects of some equipment.
In terms of R&D equipment, the Universal H300, the CMP machine with its new polishing system architecture, has been shipped in small batches, and client verification has been smooth; the new model for third-generation semiconductors is being met with customer needs and is expected to be sent to customers for verification in the second half of this year.
The brush cleaning equipment used in 4/6/8 inch compound semiconductors has passed the client's acceptance; the cleaning equipment used in 4/6/8/12 inch chip boxes has been ordered in small batches and is yet to be sent to the client for verification.
Huahai Qingke is advancing the localization process of core components for thinning equipment, and has completed the localized development of core components such as spindles and porous suction cups. Some of them have already reached mass production conditions.
In terms of fund-raising projects, the Huahai Qingke integrated circuit high-end equipment R&D and industrialization project and the production support project for the chemical mechanical polishing machine project (that is, the Tianjin Phase II project) are all expected to be completed and accepted by the end of this year.
It is worth mentioning that tonight (August 15), Huahai Qingke also announced that in order to speed up production capacity planning and industrial layout, it plans to invest in the construction of the “Shanghai Integrated Circuit Equipment R&D and Manufacturing Base Project” in the Lingang New Area of the Shanghai Pilot Free Trade Zone. Huahai Qingke Shanghai will implement it, and the investment amount will not exceed 1.698 billion yuan.
Huahai Qingke said that benefiting from the general recovery of the global semiconductor market, it needs to proactively expand production capacity to meet rapidly growing market demand. Furthermore, the demand for localization of semiconductor-specific equipment is becoming more urgent and growing rapidly.