According to the publicly disclosed data of NAURA, AMEC, Piotech, ACM Shanghai, Hwatsing, Kinetic, the research and development strength information of the six companies is as follows.

Company profile   

Company introduction   

Among them, the earliest listing time is NAURA, which has been more than 14 years. The latest listed time is Hwatsing, so far less than 3 years.    

Enterprise scale and operation   

Revenue and profit situation   

Through the annual report, we know that the operating conditions of each company in 2023 are better, and there is no negative net profit, among which NAURA is the company with the largest net profit in 2023, in addition, it is also the company with the highest annual revenue, at 22.079 billion. Kinetic is the company with the lowest non-net profit in 2023, at 102 million.

Company Research and development overview    

In the past two years, the gross profit margin of pure technology has decreased but the R&D expense rate has increased. In the past three years, the gross profit margin of Tuojing Technology increased but the R&D expense rate decreased.

Naura's total revenue in 2023 was the highest, reaching 22.079 billion yuan, while Hwatsing total revenue in 2023 was the lowest, only 2.508 billion yuan. The total revenue of NAURA, AMEC Company, Piotech, ACM Shanghai, Hwatsing, and Kinetic has continued to grow in the past three years, showing an upward trend. The gross profit margin of Zhongwei Company, Piotech and ACM Shanghai has continued to increase in the past three years, showing an upward trend. The gross profit margin of pure technology is on a downward trend. The rate of R&D expenses of NAURA, Piotech and Hwatsing showed a decreasing trend.    

R&d team   

Research and development personnel education   

NAURA is the company with the largest number of R&D personnel, and also the company with the largest number of highly educated personnel, reaching 66.63% of the total R&D personnel, and its R&D strength is strong. Kinetic is the company with the highest proportion of college students and below, accounting for 17.23% of the total number of R & D, Hwatsing is the company with the lowest proportion of college students and below, and its R & D personnel are mainly with a bachelor's degree or above, showing a strong R & D strength.

Age of R&D personnel    

Naura is the company with the largest number of employees under the age of 30, with 1,943, accounting for 53.15% of the total number of R&D employees, while it is also the company with the largest number of employees over the age of 40, with 335, accounting for 9.16% of the total number of R&D employees.

R&d personnel compensation   

Compared with 2022, AMEC, Piotech, ACM Shanghai, Hwatsing and NAURA have increased. There is a certain degree of decline in pure technology.    

Revenue structure   

Business income of NAURA   

In 2023, the company's main business is electronic process equipment, accounting for 88.82%.

Business income of AMEC  

In 2023, the company's main business is semiconductor equipment revenue, of which special equipment is the largest revenue source, accounting for 82.47%.    

Piotech business income   

In 2023, the company's main business is semiconductor equipment, of which thin film deposition equipment is the largest revenue source, accounting for 95.02%.

ACM Shanghai business income   

Semiconductor equipment，The main products include semiconductor cleaning equipment and other semiconductor equipment (electroplating, vertical furnace tube, stress-free copper throwing and other equipment), of which semiconductor cleaning equipment accounted for 67.24%, and other semiconductor equipment (electroplating, vertical furnace tube, stress-free copper throwing and other equipment) accounted for 24.18%.    

Business income of Hwatsing   

In 2023, the company's main business is the semiconductor industry, of which CMP equipment sales are the largest revenue source, accounting for 90.82%.

Kinetic operating income   

In 2023, the company's main business is pan-semiconductor, accounting for 90.22%, and the main products include system integration and materials and equipment business, of which system integration and materials accounted for 75.54% and equipment business accounted for 24.27%.    

Hangzhou Biwan Information Technology Co., Ltd. is a national high-tech enterprise and a specialized new enterprise in Zhejiang Province, focusing on the field of financial artificial intelligence. Biwan Listed Company Research Institute provides financial analysis of listed companies, annual report interpretation, semi-annual report interpretation, quarterly report interpretation, listed company risk analysis, industry analysis and other services.    

Disclaimer：All of the above information is based on public market data, generated by automatic data processing technology and artificial intelligence algorithms, and Biwan will use its best efforts but cannot guarantee its absolute accuracy and reliability, and will not be liable for any loss or damage arising from any inaccuracy or omission. All data information is for reference only, does not constitute any investment advice, does not represent the views of Biwan, investors operate accordingly, at their own risk.