Profil de l'entreprise · Technology

Advanced Micro Fabrication Inc

688012 · Shanghai
Bourse
Shanghai
Pays / Région
China
Effectif
2 963
Cours actuel
¥399.77
En direct · 27 juillet 2026
Achat raisonnable
≤ ¥150
Point d'entrée avec marge de sécurité
Score de croissance Baillie
48/100
Faible
Valeur intrinsèque · Fourchette en trois niveaux Cours actuel ¥399.77 En direct · Au-dessus du plafond optimiste · croissance future déjà escomptée

Fourchette de valorisation composite · prudent ¥25–¥90 / raisonnable ¥130–¥210 / optimiste ¥240–¥300. À ¥399.77, Au-dessus du plafond optimiste · croissance future déjà escomptée.

À la publication ¥265.47 (9 juin 2026)

Capitalisation372,12 Md CNY
Chiffre d'affaires (TTM)13,13 Md CNY
EBITDA1,73 Md CNY
Marge nette20,79 %
ROE12,03 %
PER (TTM)133,51
PER prévisionnel60,98
BPA2,91 CNY
Rendement du dividende0,06 %
Fourchette sur 52 semaines187,20 CNY – 533,33 CNY

Données EODHD, présentées dans la devise de reporting ; à titre indicatif uniquement, ne constitue pas un conseil en investissement.

Advanced Micro-Fabrication Equipment Inc. China engages in the research and development, manufacture, and sale of high-end semiconductor equipment and related semiconductor equipment in China, Taiwan, and internationally. The company offers etch products, including Primo D-RIE, Primo AD-RIE, Primo SSC AD-RIE, Primo iDEA, Primo HD-RIE, Primo TSV, Primo Nanova, Primo Twin-Star, and Primo UD-RIE; and MOCVD products, such as Prismo D-BLUE, Prismo A7, Prismo HiT3, and Prismo UniMax. It also provides Preforma Uniflex CW system, a CVD metal-tungsten deposition equipment; and Volatile Organic Compounds (VOC) air purifier for industrial use. Advanced Micro-Fabrication Equipment Inc. China was founded in 2004 and is headquartered in Shanghai, the People's Republic of China.

Historique

Advanced Micro Fabrication Inc (AMEC) was founded in 2004 and is headquartered in Shanghai, China. It began with high-end plasma etch equipment and later expanded into thin-film deposition (LPCVD/ALD), MOCVD and related semiconductor equipment. Revenue grew from about 1.947 billion CNY in 2019 to about 12.385 billion CNY in 2025, with net profit attributable to shareholders rising from about 189 million to about 2.111 billion CNY. By the end of 2025, more than 7,800 reaction chambers were in mass production on over 170 customer production lines, with cumulative etch tool shipments exceeding 6,800 units.

Position dans le secteur

AMEC is a leading Chinese high-end semiconductor equipment company, with plasma etch as its strongest product line; 2025 etch equipment sales were about 9.832 billion CNY, up about 35.12% year on year. Its closest domestic comparable is NAURA, whose product range spans etch, deposition, thermal processing, wet and ion implantation, giving it a broader platform; ACM Research Shanghai is another peer. The company sells mainly through direct sales and has high customer concentration, with the top five customers accounting for about 75.00% of 2025 sales versus about 70.22% in 2024. R&D spending reached about 3.744 billion CNY in 2025, around 30.23% of revenue.

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