Is Nanda Optoelectronics still worth holding for a long time? Overall, the trend is improving.

Nanda Optoelectronics, as a company that realized the industrialization of MO source earlier in China, has made outstanding achievements in some technologies. Regarding the investment value of Nanda Optoelectronics, I will show you a positive analysis in all aspects.

Nanda Optoelectronic has successively overcome many projects that have plagued China for decades, such as the industrialization of molybdenum source products in the National 863 Plan, the research and development and industrialization of high-purity electronic gases (arsenane and phosphane) in the National "02 Special Project", and the industrialization of ALD/CVD precursors, and filled many domestic gaps. In 20 17, Nanda Optoelectronics undertook the R&D and industrialization project of one of the key core materials in IC chip manufacturing 193nm photoresist material.

Feng, chairman and general manager of Nanda Optoelectronics, said at the performance briefing that the company adheres to the entrepreneurial team system, scientific and technological innovation, revitalizes the industry, and strives to achieve "MO source is the first in the world, electronic special gas is the first in China, and 193nm photoresist is successfully industrialized", making Nanda Optoelectronics a first-class electronic material enterprise with international competitiveness in China.

In the above three business segments, photoresist has not yet formed substantial income. In the other two sectors, Nanda Optoelectronics achieved a special gas income of 654.38+88 million yuan and a molybdenum source product income of 68 million yuan in the first half of the year; The proportions are 7 1.73% and 25.82% respectively.

It is understood that in 2020, Nanda Optoelectronics realized an operating income of 594,958,532.20 yuan, a year-on-year increase of 85.13%; The net profit attributable to shareholders of listed companies was 87,065,438+06,275.65 yuan, up 58. 18% year-on-year.

In terms of gross profit margin, NTU Optoelectronics' gross profit margin remained at a high level: the gross profit margin of the company 19/20 in the first quarter /2 1%/39.1%/44.9% respectively, and the gross profit margin remained at a high level, with good performance stability.

The company has its own core competitiveness. After years of industrial research and development and process improvement, the company has formed a unique technological innovation. The company's systematic advantages in synthesis, purification, analysis, packaging and other production technologies and processes continue to lead the industry.

The company added automatic production equipment on the basis of the original production line, which more effectively ensured the safety of production, improved the production efficiency and reduced the production cost. The company's series of innovative features and the concept of attaching importance to independent research and innovation ensure the company's leading edge in the market competition.

Generally speaking, the process of replacing China in China is accelerating, and the policy will continue to increase. Nanda Optoelectronics itself has certain industry advantages and core competitiveness, and its financial report shows considerable performance.