截至目前，双方合作关系稳固，国际客户将质量管控、准时交付、供应链抗扰动能力、成本作为核心决 策因素。公司依托先进技术和产能保障能力持续获得市场订单。历史数据显示，2018年至今，富创精密 海外业务收入年复合增长率30%，年均增长率60%，客户黏性持续增强。 富创精密新加坡子公司自2023年启动建设以来，截至公告披露日已完成核心客户A1公司认证并实现接 单，同时A2客户的认证已完成审核。随着新加坡子公司产能的逐步释放，其本土化生产将直接对接海 外市场。 富创精密称，根据"对等关税"政策，新加坡地区适用税率为10%，相较越南、泰国、印度尼西亚、马来 西亚等主要亚洲制造基地具有显著成本优势。在此政策框架下，新加坡子公司作为开展国际业务的主 体，其供应链成本竞争力得到显著提升。将进一步增强公司与境外友商的竞争壁垒，为公司构建全球化 供应链新格局奠定战略支点。 富创精密(688409)4月9日晚公告，本次美国加征关税对公司整体运营的影响有限，不会对公司未来生产 经营及财务状况、持续盈利能力产生重大不利影响。公司将积极跟踪国际、国内政策动态走向，与客 户、供应商开展积极主动的沟通，对政策可能发生的变化进行积极响应。 富创 ...

证券代码：688409 证券简称：富创精密 公告编号：2025-015 沈阳富创精密设备股份有限公司 关于近期关税相关政策对公司影响的自愿性披露公告 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、准确性和完整性依法承担法律责任。 1、聚焦大客户战略，营业收入持续提升 公司2024年度实现营业总收入30.42亿元，同比增长47.24%，其中国内重点客户营业收入同比增长超 80%，约占主营业务收入70%；国际重点客户营业收入同比增长超40%，约占主营业务收入30%。 整体来看，公司通过持续聚焦大客户战略和加速海外布局，进一步增强了在国内外市场的竞争力，业务 规模持续增长。 2、合作模式明确，保税机制降低影响，客户黏性持续增强 近日，美国政府发布关于 "对等关税"的行政令，宣布美国对贸易伙伴加征10%的"最低基准关税"，并对 某些贸易伙伴征收更高关税，引发市场高度关注。 沈阳富创精密设备股份有限公司（以下简称"公司"）是国内半导体设备精密零部件的领军企业，主要产 品覆盖集成电路制造中刻蚀、薄膜沉积、光刻及涂胶显影、化学机械抛光、离子注入等核心环节设备。 通过向 ...

证券代码：688409 证券简称：富创精密 公告编号：2025-015 沈阳富创精密设备股份有限公司 关于近期关税相关政策对公司影响的 自愿性披露公告 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、准确性和完整性依法承担法律责任。 近日，美国政府发布关于 "对等关税"的行政令，宣布美国对贸易伙伴加 征10%的"最低基准关税"，并对某些贸易伙伴征收更高关税，引发市场高度关注。 沈阳富创精密设备股份有限公司（以下简称"公司"）是国内半导体设备精 密零部件的领军企业，主要产品覆盖集成电路制造中刻蚀、薄膜沉积、光刻及涂 胶显影、化学机械抛光、离子注入等核心环节设备。通过向国内外半导体设备龙 头企业直销供货，建立了一系列制造标准流程和质量管理体系，产品的高精密、 高洁净、高耐腐蚀、耐击穿电压等性能达到主流国际客户标准。 公司2024年度实现营业总收入30.42亿元，同比增长47.24%，其中国内重点 客户营业收入同比增长超80%，约占主营业务收入70%；国际重点客户营业收入同 比增长超40%，约占主营业务收入30%。 公司持续密切关注全球贸易政策，经初步评估，本次 ...

富创精密公告，公司是国内半导体设备精密零部件的领军企业，主要产品覆盖集成电路制造中刻蚀、薄 膜沉积、光刻及涂胶显影、化学机械抛光、离子注入等核心环节设备。公司2024年度实现营业总收入 30.42亿元，同比增长47.24%。此次美国加征关税，对公司未来生产经营及财务状况、持续盈利能力不 会造成重大不利影响。公司采取的应对措施包括积极跟踪国际、国内政策动态走向，与客户、供应商开 展积极主动的沟通，坚持大客户战略及海外市场布局，专注研发创新，灵活应对国际环境、政策变化带 来的风险，保证公司在全球市场的持续竞争力。 ...

Group 1 - The stock price of Fuchuang Precision (688409) closed at 59.96 yuan on March 28, 2025, up 5.08% from the previous week [1] - The company reached a maximum intraday price of 63.66 yuan and a minimum of 55.3 yuan during the week [1] - Fuchuang Precision has a total market capitalization of 16.964 billion yuan, ranking 63rd out of 160 in the semiconductor sector and 924th out of 5140 in the A-share market [1] Group 2 - Fuchuang Precision announced a meeting on March 31, 2025, to approve changes to the company's registered capital and amendments to the Articles of Association [1] - The total number of shares was changed from 308,027,995 to 306,210,771, and the registered capital was adjusted from 308,027,995 yuan to 306,210,771 yuan [1] - The sixth and twentieth articles of the company's Articles of Association were revised to reflect the new registered capital and total share count [1] Group 3 - Fuchuang Precision, along with investors, plans to invest 600 million yuan to acquire a 27.65% stake in Zhejiang Puchin Electronics Technology Co., Ltd. [2] - The special purpose company intends to purchase 64.42% of Zhejiang Puchin for 2.448 billion yuan, with a total potential acquisition of 80.81% for approximately 3.071 billion yuan [2] - Following the acquisition, the special purpose company will indirectly hold 78.03% of Compart Systems Pte. Ltd., while Fuchuang Precision will hold 21.58% [2]

Investment Rating - The investment rating for the company is "Accumulate" [1] Core Views - The company announced on March 31 that it plans to jointly invest with partners to acquire a 21.58% stake in Compart [2] - The acquisition will enhance the company's platform layout and accelerate development through high synergy between business and technology [3] - Compart is a leading supplier in the global semiconductor gas delivery system sector, with a 2024 revenue forecast of 878 million and a net profit of 162 million, indicating strong profitability [4] - The acquisition valuation of Compart is set at 3.8 billion, with a PE ratio of 23.5, significantly lower than comparable companies [4] - The company aims to leverage its resources to accelerate the integration of Compart's operations into the domestic market, transitioning from an OEM manufacturer to a product-oriented enterprise [4] Summary by Sections Acquisition Details - The company will invest 600 million, while partners will contribute 1.57 billion, forming a special purpose company for the transaction [3] - After the acquisition, the ownership structure of Compart will be concentrated, with the company holding 80.81% [3] Financial Projections - Revenue forecasts for 2024-2026 are adjusted to 3.042 billion, 4.365 billion, and 5.892 billion, with year-on-year growth rates of 47.2%, 43.5%, and 35.0% respectively [7] - Net profit forecasts for the same period are 198 million, 362 million, and 509 million, with growth rates of 17.6%, 82.6%, and 40.4% [7] - The company's earnings per share (EPS) are projected to be 0.65, 1.18, and 1.66 yuan for 2024, 2025, and 2026 respectively [7] Market Position - The company is positioned as a leading player in the domestic semiconductor component sector, focusing on key metal components and integrated products [4][6] - The acquisition aligns with the trend of domestic substitution in the semiconductor industry, where consolidation opportunities are expected to increase [6]

Group 1 - The company plans to acquire Zhejiang Puxin Electronic Technology Co., Ltd. through a special purpose company, investing approximately RMB 600 million for a 27.65% stake [2][5] - The total valuation for the acquisition of 100% equity in Zhejiang Puxin is set at RMB 3.8 billion, with the company paying RMB 2.448 billion for 64.42% of the equity from non-state-owned shareholders [2][13] - The acquisition will enable the company to indirectly control Compart Systems Pte. Ltd., as Zhejiang Puxin holds 96.56% of Compart [3][6] Group 2 - The acquisition aims to enhance the company's competitiveness in the semiconductor gas transmission system sector, which is currently dominated by foreign entities [5][27] - The company and its co-investors will establish a special purpose company, Shenyang Zhengxin Semiconductor Technology Co., Ltd., to facilitate the acquisition [5][6] - The transaction is expected to create synergies by sharing customer resources and improving profitability through vertical integration of the supply chain [27][28] Group 3 - The company has signed an investment agreement with co-investors, who will collectively invest RMB 1.57 billion alongside the company's RMB 600 million [5][7] - The acquisition process involves a public bidding for the remaining 16.39% equity held by state-owned shareholders, which the company intends to participate in [2][9] - The company will not consolidate Zhejiang Puxin and Compart into its financial statements post-acquisition due to the nature of the investment [6][7]

Core Viewpoint - The company, along with its co-investors, is making a significant investment in the semiconductor sector by acquiring a majority stake in Zhejiang Puchin Electronic Technology Co., Ltd. through its subsidiary Wuxi Puchin Semiconductor Technology Co., Ltd. [1][2] Group 1: Investment Details - The company will invest 600 million RMB, while co-investors will contribute a total of 1.57 billion RMB, making the total investment 2.17 billion RMB for the establishment of Shenyang Zhengxin Semiconductor Technology Co., Ltd. [1] - Wuxi Zhengxin will pay approximately 2.448 billion RMB to acquire 64.42% of Zhejiang Puchin's equity from non-state-owned transferors [1][3]. - If Wuxi Zhengxin successfully acquires the shares from state-owned transferors, the total acquisition cost will amount to approximately 3.071 billion RMB for an 80.81% stake in Zhejiang Puchin [2]. Group 2: Company Background - Zhejiang Puchin is a foreign-invested limited liability company with its core asset being Compart, a company specializing in semiconductor gas delivery systems [2]. - Compart, headquartered in Singapore, is a supplier of flow control components and has a stable market position with long-term partnerships with leading semiconductor equipment manufacturers [2].

Core Viewpoint - Fuchuang Precision plans to invest in gas transmission component manufacturer Compart to enhance R&D and manufacturing synergy across key segments of its vertical supply chain, acquiring an indirect 21.58% stake in Compart after the investment [1][2]. Investment Structure - Fuchuang Precision will invest 600 million yuan in Shenyang Zhengxin Semiconductor Technology Co., Ltd. (Shenyang Zhengxin), acquiring a 27.65% stake, as part of a joint investment totaling 1.57 billion yuan [1]. - Shenyang Zhengxin will use the total investment of 2.17 billion yuan to increase capital in its wholly-owned subsidiary, Wuxi Zhengxin Semiconductor Co., Ltd. (Wuxi Zhengxin) [1]. - Wuxi Zhengxin will apply for a bank loan to finance the acquisition of Zhejiang Poxin Electronic Technology Co., Ltd. (Zhejiang Poxin) [1]. Acquisition Details - Wuxi Zhengxin intends to acquire a total of 80.81% of Zhejiang Poxin, with an agreement to pay approximately 2.448 billion yuan for 64.42% from non-state-owned transferors [2]. - The remaining 16.39% stake held by state-owned transferors will be publicly auctioned, and Wuxi Zhengxin plans to participate in the bidding [2]. - Zhejiang Poxin, along with its Hong Kong subsidiary, is a special purpose company with no actual business operations, holding a 96.56% stake in Compart [2]. Industry Context - Compart, headquartered in Singapore, specializes in flow control components for semiconductor gas delivery systems, covering R&D, assembly testing, and full supply chain technical services [2]. - The gas transmission system is critical in wafer manufacturing, directly impacting the quality, efficiency, and stability of integrated circuit production [2]. - The technology in this sector has been largely monopolized by overseas companies, resulting in a low domestic production rate [2]. Financial Performance - In 2024, Zhejiang Poxin is projected to achieve revenues of approximately 878 million yuan and a net profit of around 105 million yuan [2]. Reporting Structure - Fuchuang Precision will not consolidate the financials of Shenyang Zhengxin, Wuxi Zhengxin, Zhejiang Poxin, or Compart, as Shenyang Zhengxin is a joint venture [3]. - The company focuses on manufacturing core metal components, possessing comprehensive capabilities in precision machinery manufacturing, high cleanliness surface treatment, welding, assembly, and testing [3].

《科创板日报》3月31日讯（记者 郭辉）半导体行业大佬郑文广再出手。 今日（3月31日）盘后，富创精密发布公告称，该公司将联合共同投资人对特殊目的公司沈阳正芯进行投资，用于收购浙江镨芯电子科技有限公司（下称"浙 江镨芯"）合计80.81%的股权，并以沈阳正芯间接取得新加坡半导体设备零部件公司Compart公司控制权。 此次交易价格合计约人民币30.71亿元，对应合计浙江镨芯80.81%股权。收购方除富创精密外，还包括7家主体，如厦门蓟门烟树投资合伙企业（有限合 伙）、中建材（安徽）新材料产业投资基金合伙企业（有限合伙）等。 | 序号 | 股东名称 | | --- | --- | | 1 | 沈阳富创精密设备股份有限公司 | | ଧ | 厦门蓟门烟树投资合伙企业(有限合伙) | | 3 | 中建材(安徽)新材料产业投资基金合伙企业(i 伙） | | র্ব | 新沂光挚源管理咨询有限公司 | | 5 | 宁波通商惠工产业投资基金合伙企业(有限合伙) | | 6 | 嘉兴源起肯发创业投资合伙企业(有限合伙) | | 7 | 辽宁海通新动能股权投资基金合伙企业(有限合 | | 8 | 辽宁中德产业股权投资基金合伙企 ...