On March 18, Shanghai Sheng Jian Environment Technology Co.Ltd(603324) released the performance express for 2021, realizing a total operating revenue of 1.232 billion yuan, an increase of 31.39% over the same period of last year; The net profit attributable to the shareholders of the listed company was 153 million yuan, an increase of 25.93% over the same period last year; The basic earnings per share is 1.32 yuan.
At present, the company’s business has covered the research and development of upstream control system and technical products of the industrial chain, the manufacturing of midstream equipment and the operation of downstream air pollution facilities. The products and services are mainly used in the field of Pan semiconductor. The company forms a five in one industrial value ecological chain through “R & D and design + equipment manufacturing + system solutions + investment and operation + key parts and materials”.
Driven by the capacity expansion and technological iteration of China’s Pan semiconductor industry, the market demand related to the pan semiconductor industry continues to rise Shanghai Sheng Jian Environment Technology Co.Ltd(603324) adheres to the development strategy of “industry extension + product extension”, gives play to its competitive advantage in the field of process waste gas treatment of Pan semiconductor industry, steadily improves the market share, continuously optimizes the business structure and strengthens the supply chain management, so as to maintain the basic stability of gross profit margin and realize the continuous growth of performance.
The production line of the industry where the company’s customers are located has a huge investment, and the safe and stable operation of the production line is very important. The failure of the waste gas treatment system and equipment or the auxiliary equipment of the pan semiconductor process may cause the customer to stop production and even cause significant economic losses. Therefore, customers tend to form long-term cooperative relations with high-quality suppliers. Taking the photoelectric display industry as an example, the top ten manufacturers account for most of the production capacity of the industry. These manufacturers have strict supplier access standards. The company has obvious advantages in the field of Pan semiconductor process waste gas treatment, and has established a good and stable cooperative relationship with industry leaders.
According to the announcement, according to the classification of downstream customers of the company, the revenue of photoelectric display industry and integrated circuit industry accounts for 89.29% in total. Among them, based on the first mover advantage of the company’s process waste gas treatment system in the field of photoelectric display, the company made progress in the integrated circuit industry and was recognized by relevant customers. The revenue was 574.25 million yuan, with a year-on-year increase of 281.87%, and the proportion of revenue increased from 16.04% in the same period of last year to 46.61%, which became a new driving force for performance growth.
