What are the full-year performance expectations for Naura Technology Group? As of January 5, 2026, according to the quarterly performance forecast data from Choyang Eternal: the company's full-year operating revenue is projected to be 46.79 to 52.02 billion yuan; its full-year net profit is forecasted to be 7.75 to 10.79 billion yuan. Attention will focus on whether subsequent financial report disclosures can exceed expectations, with Choyang Eternal's A-share quarterly performance forecasts providing investors with performance benchmarks.
What is the latest sell-side view on Naura Technology Group? Soochow Securities believes that Naura, as a leader in domestic semiconductor equipment, continues to benefit from equipment localization and product line expansion. The company has demonstrated strong market competitiveness and growth potential across multiple segments, including etching equipment, thin film deposition equipment, track equipment, heat treatment equipment, and cleaning equipment. Net profit attributable to shareholders for 2025-2027 is estimated at 5.84 billion, 7.75 billion, and 10.23 billion yuan, representing year-on-year growth of 4%, 33%, and 32%, respectively. Breaking it down by business: 1) Etching Equipment: The company dominates the domestic market in the ICP field, with continuously increasing market share, and has achieved pioneering breakthroughs in high aspect ratio etching. 2) Thin Film Deposition Equipment: The company exhibits significant competitiveness in the PVD market, continuously expanding its product series such as CVD and ALD, and has joined the top domestic tier. 3) Track Equipment: Kingsemi is the first domestic enterprise with mass production and delivery capabilities; by acquiring a controlling stake in Kingsemi, the company has filled its product gap in track equipment and is poised to benefit fully from the localization process for tracks. 4) Heat Treatment Equipment: The company already possesses strong market competitiveness, with this business generating 1 billion yuan in revenue in the first half of 2025. 5) Cleaning Equipment: The acquisition of Akrion has enhanced the company's cleaning equipment product line, leading to continuous improvement of its product portfolio, which now successfully covers batch and single-wafer cleaning equipment.
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