-- 先进微加工设备中国有限公司（AMEC，股票代码：688012）2026年第一季度利润增长近三倍，主要得益于资产出售和市场对先进蚀刻工具需求的增长。 该公司周二在上海证券交易所发布的公告显示，第一季度归属于股东的净利润飙升197%，达到9.305亿元人民币，而去年同期为3.131亿元人民币。 这家中国芯片设备制造商的每股收益几乎翻了三倍，从去年同期的0.50元人民币增至1.47元人民币。 AMEC表示，营收同比增长34%，从21.7亿元人民币增至29.1亿元人民币，接近过去14年平均每年超过35%的营收增长率。 芯片设备制造商AMEC表示，研发费用同比增长32%，即2.21亿元人民币，相当于本季度营收的31%。 AMEC还将强劲的业绩归功于出售其持有的拓普杰德科技部分股份所获得的3.97亿元人民币税后净收益。 AMEC表示，用于蚀刻先进逻辑和存储器件的芯片制造设备的出货量在本季度也有所增长。 根据提交的文件，该公司已开发出300多台用于超高深宽比蚀刻工艺的蚀刻机，并已向客户交付了用于验证的超高深宽比低温蚀刻设备。 杰富瑞投资银行在4月23日的一份报告中指出，中国半导体贸易逆差在第一季度增长17%，这加剧了未来五年内对更积极拓展晶圆代工产能的需求，也推动了半导体行业的蓬勃发展。 杰富瑞维持对AMEC的“买入”评级，认为该公司是其在中国晶圆制造设备制造商中的首选，因为AMEC的业务与中国存储器资本支出密切相关。
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Denso (TYO:6902) reported higher profit and revenue for the fiscal year of 2026 despite various external factors, but predicted lower earnings in the following year due to the impact of the ongoing Middle East conflict on Japanese carmakers.The profit attributable to owners rose 5.9% year on year to 443.8 billion yen, while revenue climbed 5.3% from a year earlier to 7.540 trillion yen, due to higher vehicle sales and cost recovery from changes to certain product programs, according to the company's Tuesday press release.Operating profit jumped 6.5% year on year to 552.5 billion yen, beating the company's forecast of 500 billion yen."Although our profitability was affected by various factors - including tariff-related costs, higher parts and material prices, and increased investment in our workforce - our team's ongoing business improvements and higher production volumes enabled us to achieve a higher operating profit than last year," Denso's executive vice president and chief financial officer, Yasushi Matsui, said.The automobile maker decided to pay out an annual dividend of 67 yen for the period.The company has been profitable for the period despite withdrawing its proposal to acquire shares in ROHM (TYO:6963) after failing to secure support from ROHM's board and a special committee.The decision was made after a review of the proposal's corporate value, which concluded that "continuing the proposal at this time would not necessarily contribute to the enhancement of its corporate value".The deal could have been worth up to $8.3 billion, according to a Reuters report.However, external factors, including the Middle East war, could have implications for Japan's automobile sector, especially when it comes to aluminum supply.Denso, being the key supplier of Toyota (TYO:7203), is among the affected, as 70% of Japanese carmakers' aluminum imports come from the Middle East, according to a Bloomberg News report on April 20.Denso forecasted that the attributable profit for the fiscal year of 2027 will drop to 382 billion yen, while revenue will rise to 7.670 trillion yen. Operating profit is also expected to fall to 500 billion yen."Our operating profit forecast decreased from the 2026 fiscal year, reflecting strengthened investments aimed at future growth and potential risks associated with a highly uncertain business environment," Matsui said.
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