Core Viewpoint - Jiangsu Weidao Nano Technology Co., Ltd. plans to issue convertible bonds totaling up to RMB 1.17 billion to support its growth in the semiconductor and photovoltaic sectors, leveraging its advanced thin-film deposition technology [1][3]. Company Overview - Jiangsu Weidao Nano Technology Co., Ltd. specializes in the research, development, production, and sales of thin-film deposition equipment, primarily serving the semiconductor and photovoltaic industries [5]. - The company has established a strong market position in the domestic ALD (Atomic Layer Deposition) thin-film deposition equipment market, with a focus on high-performance equipment [5][8]. - The company was founded in December 2015 and transitioned to a joint-stock company in December 2019, with a successful IPO on the Sci-Tech Innovation Board in December 2022 [3]. Financial Information - The company aims to raise up to RMB 1.17 billion through the issuance of convertible bonds, with a term of 6 years [3][4]. - The funds will be allocated to projects including the construction of an intelligent factory for semiconductor thin-film deposition equipment and the expansion of R&D laboratories [4][5]. - The company has shown rapid revenue growth in recent years, with a strong order backlog supporting future performance [1][5]. Industry Context - The thin-film deposition equipment market is experiencing significant growth, driven by advancements in semiconductor technology and increasing demand for photovoltaic products [6][8]. - The semiconductor equipment market in China is projected to grow significantly, with sales expected to reach approximately USD 495.5 billion in 2024, marking a 35% year-on-year increase [6][7]. - The photovoltaic sector is also expanding, with a forecasted increase in installed capacity, further driving demand for thin-film deposition equipment [6][9]. Market Position and Competitive Landscape - Jiangsu Weidao Nano is one of the few domestic manufacturers in a market dominated by international players, with a low domestic production rate for ALD equipment [8]. - The company has established stable partnerships with key upstream and downstream manufacturers, enhancing its competitive edge [1][5]. - The industry is characterized by high technical barriers and a concentrated customer base, which poses both opportunities and risks for the company [2][8].

Core Viewpoint - Jiangsu Leadmicro Nano Technology Co., Ltd. is issuing convertible bonds to raise funds for its semiconductor thin film deposition equipment projects, capitalizing on the growing demand in the semiconductor industry driven by technological advancements and market expansion [2][10][12]. Company Overview - The company is based in Wuxi, Jiangsu Province, and is listed on the Shanghai Stock Exchange under the stock code 688147 [2]. - The company specializes in the research, production, and sales of advanced micron and nano-level thin film deposition equipment, primarily serving the semiconductor and photovoltaic sectors [2][4]. Market Context - The global semiconductor market is projected to grow from $412.3 billion in 2019 to $588.4 billion by 2024, with China's market expected to reach $205.9 billion in the same period [2][10]. - The thin film deposition equipment market is crucial for the manufacturing of logic and memory chips, with a significant increase in demand anticipated due to the expansion of wafer fabrication plants [2][10]. Financial Performance - The company's revenue for the reporting periods was 684.5 million yuan, 1.68 billion yuan, and 2.70 billion yuan, with net profits of 19.8 million yuan, 270.4 million yuan, and 226.7 million yuan respectively [2][4]. - The company has faced challenges such as fluctuating operating performance and potential losses due to increased competition and market dynamics [2][4]. Risks and Challenges - The company highlights several risks, including the inability of certain investors to convert bonds into shares if they do not meet the suitability requirements for the Sci-Tech Innovation Board [2][4]. - There is a high concentration of sales among a few customers, with the top five customers accounting for 66.85%, 77.67%, and 50.78% of total revenue in the reporting periods [2][4]. - The company faces risks related to inventory depreciation, high accounts receivable, and potential project delays that could impact financial performance [2][4][5]. Fundraising Purpose - The funds raised from the convertible bond issuance will be used for the construction of an intelligent factory for semiconductor thin film deposition equipment and the expansion of R&D laboratories [2][10][11]. - The company aims to enhance its production capacity and product quality, thereby improving its operational sustainability and profitability [2][10][11].

Group 1 - Jiangsu Leadmicro Nano Technology Co., Ltd. is issuing convertible bonds to unspecified investors to raise funds for its semiconductor and nanotechnology projects [1][2][3] - The company has set a redemption clause for the bonds, with a redemption price of 110% of the bond's face value plus the last interest payment [3][4] - The company has not provided any guarantees for the bonds, which may pose risks if significant negative events affect its operations [4][5] Group 2 - The semiconductor industry is experiencing significant growth, with the global semiconductor market expected to reach $588.4 billion by 2024, up from $412.3 billion in 2019 [22][23] - The demand for thin film deposition equipment in the semiconductor sector is increasing due to the expansion of wafer fabrication plants and the need for advanced manufacturing processes [23][24] - The global market for semiconductor thin film deposition equipment was valued at $21.1 billion in 2023, with projections to reach $55.9 billion by 2029 [24]

证券代码：688147 证券简称：微导纳米 公告编号：2025-043 江苏微导纳米科技股份有限公司 向不特定对象发行可转换公司债券发行公告 保荐人（主承销商） ：中信证券股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 本次发行基本信息 | 可转债代码 | 118058 | | | | 可转债简称 | 微导转债 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 可转债扩位简称 | 微导转债 | | | | | | | | | | | 原股东配售代码 | 726147 | | | | 原股东配售简称 | 微导配债 | | | | | | 转债申购代码 | 718147 | | | | 转债申购简称 | 微导发债 | | | | | | 发行日期及时间 | （2025 年 | | 8 | 月 | 6 日）（9:30-11:30,13:00-15:00） | | | | | | | 股权登记 ...

Core Points - Jiangsu Weidao Nano Technology Co., Ltd. is issuing convertible bonds to unspecified investors, having received approval from the China Securities Regulatory Commission [1] - The bonds will be preferentially allocated to existing shareholders, with any remaining bonds available to the public through the Shanghai Stock Exchange [1] - A roadshow will be held on August 5, 2025, to inform investors about the bond issuance [2] Group 1 - The company has obtained regulatory approval for the issuance of convertible bonds [1] - The issuance will prioritize existing shareholders before offering remaining bonds to the public [1] - The roadshow aims to provide details about the bond issuance and will feature key management and underwriting personnel [2]

经济观察网天眼查APP显示，近日，江苏微导纳米科技股份有限公司申请的"沉积系统"专利公布。 摘要显示，本申请公开了沉积系统。沉积系统包括设备主体、电极组件、气电馈入件和射频模组。设备 主体具有工艺腔体。电极组件设置于工艺腔体内。气电馈入件设置于设备主体的其中一侧，气电馈入件 包括第一管路和多个第二管路，第一管路和第二管路穿设设备主体的其中一侧壁与电极组件气导通且电 导通，第二管路均匀围绕第一管路设置，第二管路与第一管路间隔设置，不同第二管路与第一管路之间 的距离相同，第一管路和第二管路连通设置。射频模组与第一管路电导通，第一管路与第二管路之间通 过线缆导通。通过上述方式，本申请能够提高沉积系统镀膜的均匀性。 ...

Core Viewpoint - MicroGuide Nano plans to issue convertible bonds to raise up to 1.17 billion yuan for the construction of an intelligent factory for semiconductor thin film deposition equipment, laboratory expansion, and working capital supplementation [1] Group 1: Company Overview - MicroGuide Nano is a global manufacturer of high-end micro-nano equipment for semiconductors and related industries, focusing on the research, production, and sales of advanced micron and nano-scale thin film deposition equipment [1] - The company has developed a product system centered on Atomic Layer Deposition (ALD) technology, with Chemical Vapor Deposition (CVD) and other vacuum thin film technologies [3] - MicroGuide Nano is the first domestic manufacturer to successfully apply mass production High-k ALD equipment in the front-end production line of integrated circuit manufacturing [1][3] Group 2: Fund Utilization - The company intends to use 643 million yuan of the raised funds for the construction of an intelligent factory for semiconductor thin film deposition equipment, with a total investment of 670 million yuan [2] - The project aims to enhance production capacity and is expected to generate annual sales revenue of 1.565 billion yuan upon reaching full production [2] Group 3: Market Demand and Growth - The demand for thin film deposition equipment is continuously growing due to the expanding domestic semiconductor market, while China currently relies heavily on imports for high-end thin film deposition equipment [2] - The sales revenue of MicroGuide Nano's semiconductor thin film deposition equipment increased from 25 million yuan in 2021 to 332 million yuan in 2024, with a compound annual growth rate (CAGR) of 136.21% [3] - As of the end of 2024, the company has an order backlog of 1.505 billion yuan in the semiconductor sector, indicating a need for expanded production capacity to meet growing business scale [3]

证券代码：688147 证券简称：微导纳米 公告编号：2025-043 江苏微导纳米科技股份有限公司 向不特定对象发行可转换公司债券发行公告 保荐人（主承销商）：中信证券股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次发行基本信息 | 可转债代码 | 118058 | | | | 可转债简称 | 微导转债 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 可转债扩位简称 | 微导转债 | | | | | | | | | 原股东配售代码 | 726147 | | | | 原股东配售简称 | 微导配债 | | | | 转债申购代码 | 718147 | | | | 转债申购简称 | 微导发债 | | | | 发行日期及时间 | （2025 年 | | 8 | 月 6 | 日）（9:30-11:30,13:00-15:00） | | | | | 股权登记日 | 2025 8 | 年 | 月 | 日 5 | 原股东缴款日 | ...

证券代码：688147 证券简称：微导纳米 公告编号：2025-044 二、网上路演网址：上证路演中心（http://roadshow.sseinfo.com） 三、参加人员：发行人管理层主要成员和保荐人（主承销商）相关人员。 敬请广大投资者关注。 江苏微导纳米科技股份有限公司 向不特定对象发行可转换公司债券网上路演公告 保荐人（主承销商）：中信证券股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 江苏微导纳米科技股份有限公司（以下简称"微导纳米"或"发行人"） 向不特定对象发行可转换公司债券（以下简称"本次发行"）已获得中国证券 监督管理委员会证监许可〔2025〕1404 号文同意注册。 本次发行的可转换公司债券将向发行人原股东优先配售，原股东优先配售 后余额部分（含原股东放弃优先配售部分）采用网上通过上海证券交易所交易 系统向社会公众投资者发售的方式进行。本次发行的可转换公司债券募集说明 书摘要和发行公告已于 2025 年 8 月 4 日（T-2 日）公告，募集说明书全文及相 关资料可在上海证券交易所网站（ht ...

内部编号:2025070146 江苏微导纳米科技股份有限公司 向不特定对象发行可转换公司债券 声明 除因本次评级事项使本评级机构与评级对象构成委托关系外,本评级机构、评级人员与评级对象不存在任何影响 评级行为独立、客观、公正的关联关系。 本评级机构与评级人员履行了调查和诚信义务,出具的评级报告遵循了真实、客观、公正的原则。 本报告的评级结论是本评级机构依据合理的内部信用评级标准和程序做出的独立判断，未因评级对象和其他任 何组织或个人的不当影响改变评级意见。 本次评级依据评级对象及其相关方提供或已经正式对外公布的信息,相关信息的真实性、准确性和完整性中资料 提供方或发布方负责。本评级机构合理采信其他专业机构出具的专业意见，但不对专业机构出具的专业意见承担 任何责任。 本报告并非是某种决策的结论、建议。本评级机构不对发行人使用或引用本报告产生的任何后果承担责任，也不 对任何投资者的投资行为和投资损失承担责任。本报告的评级结论及相关分析并非对评级对象的鉴证意见。鉴于 信用评级工作特性及受客观条件影响,本报告在资料信息获取、评级方法与模型、未来事项预测评估等方面存在 局限性。 信用评级报告 | 项目负责人: | 杨感 ...