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commentary · [1 source] · · 中文(ZH) 北方华创:“CCP设备定价通常较中微低”的传闻说法不属实
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北方华创否认CCP设备低价传闻,看好2026年半导体设备需求

北方华创 (Naura Technology Group) has addressed market rumors regarding its pricing for CCP equipment, stating that claims of it being 10-15% lower than competitors are inaccurate. The company emphasized its commitment to value-based, market-driven pricing and maintaining stable gross margins. Looking ahead, Naura anticipates strong demand in domestic logic, advanced packaging, and other semiconductor sectors through 2026 and 2027, projecting continued high capital expenditure and a favorable market expansion for domestic semiconductor equipment. AI

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IMPACT Provides insight into the semiconductor equipment market, which is foundational for AI development and deployment.

RANK_REASON Company statement addressing market rumors and providing forward-looking industry commentary.

Read on 36氪 (36Kr) →

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    North China Electric Power: The rumor that "CCP equipment pricing is generally lower than Zhongwei" is not true

    36氪获悉,北方华创在业绩说明会上表示,从目前行业景气度和客户端资本开支规划来看,2026年国内逻辑、存储、先进封装等领域需求保持旺盛。公司对2026年整体订单规模保持乐观。2026-2027年国内半导体设备整体资本开支仍会维持高位,整体处在景气扩张区间。此外,北方华创在回答“市场反馈CCP设备定价通常较中微低10–15%,公司是否考虑通过更积极的价格或促销策略来获取新老品类的市场份额?”的提问时表示,市场传闻说法并不属实。公司始终坚持技术价值导向、市场化理性定价,整体毛利保持平稳。