Our reporter Wang Jingru
Since this year, with the continuous improvement of downstream demand, a number of enterprises in the integrated circuit closed beta test (hereinafter referred to as "closed beta test") sector of the A-share market achieved significant growth in performance in the first quarter.
Specifically, the first quarterly report of Changchuan Science and Technology in 2024 shows that the company's operating revenue in the reporting period is about 559 million yuan, a record high in the same period, with a year-on-year increase of 74.81%, and the net profit attributable to shareholders of the listed company is about 4.0752 million yuan, turning losses into profits on a year-on-year basis; In the first quarter, Tongfu Microelectronics realized an operating revenue of about 5.282 billion yuan, up 13.79% year on year, and a net profit attributable to shareholders of listed companies of about 98 million yuan, up 2064.01% year on year.
The news of production expansion of sealed test manufacturers has also appeared many times recently. For example, on March 28, Tianshui Huatian Electronics Group signed a contract to settle the second phase project of Huatian Nanjing Advanced Integrated Circuit Sealing and Testing Industrial Base in Pukou, with an additional investment of 10 billion yuan.
Liu Youhua, deputy director of wealth research department of Paipai Network, said to the reporter of Securities Daily: "In recent years, the technology of domestic seal testing enterprises has developed rapidly and gradually moved closer to the international advanced level. The trend of advanced packaging and localization has brought new growth opportunities for the seal testing industry. In addition, while the inventory of downstream manufacturers has been gradually digested, AI and machine learning technology have put forward higher requirements for data processing capability driven by the global artificial intelligence wave, which makes the market demand for high-performance semiconductor chips continue to grow, driving the profit growth and enterprise expansion enthusiasm of the seal test industry. "
In this context, many sealed test industry chain enterprises have taken the lead in advanced packaging technology. By the end of 2023, Tongfuwei had applied for 1544 patents at home and abroad, with advanced packaging technology accounting for more than 60%; In addition, new Yichang, a seal and test equipment manufacturer, has been focusing on relevant technology research and development for years, and has reserved a number of semiconductor seal and test equipment technologies.
Zhang Xiaorong, president of the Institute of Deep Science and Technology, said in an interview with the Securities Daily: "The proportion of advanced packaging in the Chinese market is lower than that in the world, but it has gradually increased in recent years. In the face of the current situation of the recovery of the sealed test market and the increase of technology types, major domestic sealed test enterprises are constantly strengthening cooperation with other enterprises on the semiconductor industry chain, which is expected to promote the growth of the local semiconductor supply chain. "
