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屹唐股份起诉应材侵犯商业秘密,法院已立案
Ju Chao Zi Xun· 2025-08-13 09:24
证据显示,应用材料公司招聘该两名员工入职后,向中国国家知识产权局提交了一份发明专利申请,其中主要发明人即 为前述两名员工,该专利申请披露了屹唐股份与MTI公司共同所有的涉案技术秘密。 8月13日,北京屹唐半导体股份有限公司(以下简称"屹唐股份")发布公告称,针对应用材料公司(以下简称"应材")非 法获取并使用相关技术秘密一事,已向北京知识产权法院提起诉讼并立案,诉讼金额为9999万元。 公告指出,利用高浓度、稳定均匀的等离子体进行晶圆表面处理是屹唐股份的关键技术之一,相关技术被广泛应用于公 司的干法去胶、干法蚀刻、表面处理及改性等半导体加工设备中。公司在该领域具备领先的原创性技术能力,并拥有相 关技术秘密。 公告中介绍,应材招聘了曾在屹唐股份全资子公司Mattson Technology, Inc.(以下简称"MTI公司")工作的两名涉案员 工。该两名员工了解屹唐股份关于等离子体的产生和处理方法的核心技术,熟悉和掌握相关设备结构以及技术工艺。在 MTI公司任职期间,该两名员工均签署了保密协议,对包括涉案技术秘密在内的技术信息承担严格的保密义务。 屹唐股份认为,应材非法获取和使用公司的技术秘密,并在中国境内以申 ...
屹唐股份(688729.SH):公司对应用材料公司提起诉讼
Ge Long Hui A P P· 2025-08-13 09:12
格隆汇8月13日丨屹唐股份(688729.SH)公布,公司认为应用材料公司(APPLIEDMATERIALS,INC.) (简称"应用材料公司"、"被告")非法获取并使用了公司的等离子体源及晶圆表面处理相关的核心技术 秘密,并在中国境内以申请专利的方式披露了该技术秘密,且将该专利申请权据为己有,违反了《中华 人民共和国反不正当竞争法》的规定,构成侵犯商业秘密的违法行为,对公司的知识产权和经济利益造 成严重的损害。公司就该事项向北京知识产权法院提起诉讼,于近日收到法院出具的《民事案件受理及 举证通知书》等相关材料,案号为(2025)京73民初908号。截至本公告披露日,该案件已立案,尚未 开庭审理。诉讼金额为人民币9,999万元。 ...
屹唐股份:起诉应用材料公司侵犯核心技术秘密 索赔9999万元
Ge Long Hui A P P· 2025-08-13 09:12
格隆汇8月13日|屹唐股份(688729.SH)公告称,公司因认为应用材料公司非法获取并使用了公司的等离 子体源及晶圆表面处理相关的核心技术秘密,在中国境内以申请专利的方式披露了该技术秘密,且将该 专利申请权据为己有,违反了《中华人民共和国反不正当竞争法》的规定,构成侵犯商业秘密的违法行 为,向北京知识产权法院提起诉讼,诉讼金额为人民币9999万元。公司表示,本次诉讼不会对公司经营 方面产生重大不利影响,也不会影响公司正常生产经营。最终实际影响将取决于法院生效判决结果。 ...
“打新定期跟踪”系列之二百二十四:7月上市7只新股,2亿规模A类户打新收益约67万元
Huaan Securities· 2025-08-05 07:22
- The report tracks the recent performance of the IPO market, focusing on the Sci-Tech Innovation Board (STAR Market), ChiNext, and the Main Board, assuming all stocks are fully subscribed and sold at the average market price on the first day of listing, excluding lock-up restrictions[2][10] - As of August 1, 2025, the IPO yield for a 2 billion A-class account is 1.92%, while for a 10 billion A-class account, it is 0.61%[2][10] - The average first-day increase for STAR Market stocks is 218.45%, and for ChiNext stocks, it is 227.38%, based on the performance of 20 recently listed stocks[2][20] - The median number of valid bidding accounts for STAR Market IPOs is approximately 3,062 for A-class accounts and 1,602 for B-class accounts, while for ChiNext IPOs, the numbers are 3,630 and 2,080, respectively[2][27] - The report calculates the theoretical full subscription income for each stock using the formula: **Full Subscription Quantity = Maximum Subscription Limit × Average Offline Winning Rate** **Full Subscription Income = (First Board Price - Initial Offering Price) × Full Subscription Quantity**[39][42] - The highest full subscription income among recent IPOs is 141.4 million yuan for Huadian New Energy, followed by 44.18 million yuan for Yitang Co., and 17.26 million yuan for Shanda Electric[42][45] - For A-class accounts, the cumulative IPO yield since 2024 is 5.65% for a 2 billion account, while for 2025 alone, it is 1.92%[47][48] - For B-class accounts, the cumulative IPO yield since 2024 is 4.64% for a 2 billion account, while for 2025 alone, it is 1.72%[51][52]
7月上市7只新股,科创板新股首日涨幅下降但开板估值提升
Shanxi Securities· 2025-08-04 05:33
新股研究 新股月报(2025 年 7 月) 7 月上市 7 只新股,科创板新股首日涨幅下降但开板估值提升 2025 年 8 月 4 日 策略研究/定期报告 投资要点: 7 月新股市场活跃度下降,创业板新股首日涨幅和开板估值均提升 7 月新股市场共上市 7 只新股。7 月新股市场活跃度下降,近 6 个月上市新股月内共有 17 只股票录得正涨幅(占比 41.46%,前值 71.74%)。 科创板:科创板 7 月屹唐股份上市,上市首日涨幅 210.06%,首日开板估值 51.55 倍。影 石创新、汉邦科技录得月涨幅为正,屹唐股份录得月跌幅超-9%。 创业板:创业板 7 月同宇新材、山大电力上市。新恒汇录得月涨幅超 10%,山大电力录 得月跌幅超-20%。 沪深主板:沪深主板 7 月信通电子、华电新能、技源集团、悍高集团上市。江南新材录 得月涨幅超 10%,信通电子、技源集团、悍高集团录得月跌幅超-20%。 新股周期:7 月份科创板 1 只、创业板 2 只、主板 4 只新股上市,创业板/主板新股首日 涨幅和开板估值均提升,科创板新股首日涨幅下降但开板估值提升。 投资建议: 近端已上市重点新股: 2025/03:矽电股 ...
前7月59家企业A股上市募资591亿 江苏广东浙江等领先
Zhong Guo Jing Ji Wang· 2025-08-04 00:01
中国经济网北京8月4日讯(记者关婧 韩艺嘉)2025年前7月,上交所、深交所及北交所共计新增59家 上市企业,合计募集资金591.16亿元。其中主板22家企业上市,创业板有22家企业上市,科创板有8家 企业上市,北交所有7家企业上市。 从归属地来看,2025年前7月上市企业分布于15个省份、直辖市及自治区,其中江苏省有14家企业 上市,广东省有12家企业上市,浙江省有10家企业上市,安徽省有5家企业上市,山东省有4家企业上 市,北京市、湖北省、江西省、四川省均有2家企业上市,内蒙古自治区、吉林省、上海市、黑龙江 省、湖南省、福建省均有1家企业上市。 从单只个股募资金额来看,排名前五位的企业分别是华电新能、中策橡胶、天有为、屹唐股份、影 石创新,募资金额分别为158.01亿元、40.66亿元、37.40亿元、24.97亿元、19.38亿元,分别归属于福建 省、浙江省、黑龙江省、北京市、广东省。 具体从归属地来看,江苏省有14家企业登陆A股,其中技源集团、海阳科技、华之杰在沪市主板上 市,江顺科技在深市主板上市,泽润新能、众捷汽车、泰禾股份、惠通科技、常友科技在创业板上市, 汉邦科技、胜科纳米、赛分科技在科创板上 ...
打新市场跟踪月报:7月新股上市首日涨幅环比大幅提升-20250802
EBSCN· 2025-08-02 09:38
Quantitative Models and Construction Methods Model Name: New Stock Issuance Model - **Construction Idea**: The model aims to track the performance of newly issued stocks in various market segments, including the main board, ChiNext, and STAR Market[1][12][22]. - **Construction Process**: - Collect data on the number of new stocks issued, the amount of funds raised, and the first-day price performance. - Calculate the average first-day price increase for each market segment. - Formula: $ \text{Single Account Stock Return} = \min(\text{Account Size}, \text{Subscription Limit}) \times \text{Winning Rate} \times \text{Return Rate} $ $ \text{A/B/C Class Investors Full Return} = \text{Subscription Limit} \times \text{A/B/C Class Offline Winning Rate} \times \text{Return Rate} $ - Parameters: - Winning Rate: Actual winning rate of offline new stock issuance. - Return Rate: For new stocks listed on the STAR Market and ChiNext, and under the comprehensive registration system on the main board, the return rate is the first-day average transaction price relative to the issue price. For non-registration system main board stocks, the return rate is the average transaction price on the opening day relative to the issue price[40][41][42]. - **Evaluation**: The model provides a comprehensive view of the performance of new stock issuances across different market segments, helping investors understand the potential returns from participating in new stock offerings[1][12][22]. Model Backtesting Results New Stock Issuance Model - **Main Board**: - A Class: Monthly return rate 0.159%, cumulative return 1.000%[41][42][47] - C Class: Monthly return rate 0.141%, cumulative return 0.908%[41][42][47] - **ChiNext**: - A Class: Monthly return rate 0.035%, cumulative return 1.128%[41][45][47] - C Class: Monthly return rate 0.034%, cumulative return 0.989%[41][45][47] - **STAR Market**: - A Class: Monthly return rate 0.064%, cumulative return 0.547%[41][46][47] - C Class: Monthly return rate 0.063%, cumulative return 0.527%[41][46][47] Quantitative Factors and Construction Methods Factor Name: New Stock Performance Factor - **Construction Idea**: This factor aims to measure the performance of new stocks on their first day of trading, providing insights into the potential returns from participating in new stock offerings[1][12][22]. - **Construction Process**: - Collect data on the first-day price performance of new stocks. - Calculate the average first-day price increase for each market segment. - Formula: $ \text{First-Day Price Increase} = \frac{\text{First-Day Closing Price} - \text{Issue Price}}{\text{Issue Price}} \times 100\% $ - Parameters: - First-Day Closing Price: The closing price of the stock on its first day of trading. - Issue Price: The price at which the stock was issued[1][12][22]. - **Evaluation**: This factor provides a clear measure of the initial performance of new stocks, helping investors gauge the potential returns from participating in new stock offerings[1][12][22]. Factor Backtesting Results New Stock Performance Factor - **Main Board**: - Average first-day price increase: 276.29%[22][23] - **ChiNext**: - Average first-day price increase: 356.00%[22][23] - **STAR Market**: - Average first-day price increase: 174.56%[22][23] Fund Product Performance Fund Product Performance in New Stock Offerings - **Construction Idea**: Measure the participation and success rate of fund products in new stock offerings, and calculate their estimated returns based on their participation and winning rates[57][58][59]. - **Construction Process**: - Collect data on the participation and winning rates of fund products in new stock offerings. - Calculate the estimated returns based on the latest fund quarterly report. - Formula: $ \text{Participation Rate} = \frac{\text{Number of New Stocks Quoted}}{\text{Total Number of New Stocks Issued}} $ $ \text{Winning Rate} = \frac{\text{Number of Valid Quotes}}{\text{Number of New Stocks Quoted}} $ - Parameters: - Participation Rate: The rate at which the fund product participates in new stock offerings. - Winning Rate: The rate at which the fund product's quotes are accepted[57][58][59]. - **Evaluation**: This method provides a detailed view of the performance of fund products in new stock offerings, helping investors understand the potential returns from participating in new stock offerings through fund products[57][58][59]. Fund Product Backtesting Results Fund Product Performance - **Top Performing Funds**: - Middle European Shanghai-Shenzhen 300 Index A: Estimated return rate 0.337%[57][58][59] - ICBC Quality Selection A: Estimated return rate 0.33%[57][58][59] - Huatai-PineBridge Innovation Power: Estimated return rate 0.33%[57][58][59] Institutional Performance Institutional Performance in New Stock Offerings - **Construction Idea**: Measure the participation and success rate of institutions in new stock offerings, and calculate their estimated returns based on their participation and winning rates[60][61][62]. - **Construction Process**: - Collect data on the participation and winning rates of institutions in new stock offerings. - Calculate the estimated returns based on the latest institutional quarterly report. - Formula: $ \text{Participation Rate} = \frac{\text{Number of New Stocks Quoted}}{\text{Total Number of New Stocks Issued}} $ $ \text{Winning Rate} = \frac{\text{Number of Valid Quotes}}{\text{Number of New Stocks Quoted}} $ - Parameters: - Participation Rate: The rate at which the institution participates in new stock offerings. - Winning Rate: The rate at which the institution's quotes are accepted[60][61][62]. - **Evaluation**: This method provides a detailed view of the performance of institutions in new stock offerings, helping investors understand the potential returns from participating in new stock offerings through institutional products[60][61][62]. Institutional Backtesting Results Institutional Performance - **Top Performing Institutions**: - GF Fund: Estimated return rate 1.74 billion[60][61][62] - China Asset Management: Estimated return rate 1.51 billion[60][61][62] - E Fund Management: Estimated return rate 1.33 billion[60][61][62]
屹唐股份(688729)8月1日主力资金净流出2799.41万元
Sou Hu Cai Jing· 2025-08-01 13:32
Core Points - Yitang Co., Ltd. (688729) closed at 20.69 yuan on August 1, 2025, down 1.38% with a turnover rate of 11.05% and a trading volume of 220,900 lots, amounting to 460 million yuan [1] - The company experienced a net outflow of main funds amounting to 27.99 million yuan, accounting for 6.09% of the transaction amount [1] - The latest financial report for Q1 2025 shows total revenue of 1.16 billion yuan, a year-on-year increase of 14.63%, and a net profit attributable to shareholders of 218 million yuan, a year-on-year increase of 113.09% [1] Financial Performance - Total revenue for Q1 2025 reached 1.16 billion yuan, reflecting a 14.63% year-on-year growth [1] - Net profit attributable to shareholders was 218 million yuan, marking a significant year-on-year increase of 113.09% [1] - The company's non-recurring net profit was 140 million yuan, with a year-on-year growth of 52.78% [1] - Current ratio stands at 3.384, quick ratio at 1.617, and debt-to-asset ratio at 40.40% [1] Company Overview - Beijing Yitang Semiconductor Technology Co., Ltd. was established in 2015 and is located in Beijing, primarily engaged in other manufacturing industries [2] - The company has a registered capital of 2.66 billion yuan and a paid-in capital of 2.66 billion yuan [1] - The legal representative of the company is Zhang Wendong [1] - The company has made investments in 2 enterprises and participated in 174 bidding projects [2] - It holds 22 trademark registrations and 226 patent registrations, along with 89 administrative licenses [2]
“打新定期跟踪”系列之二百二十三:山大电力上市首日均价涨幅创近期新高,达426%
Huaan Securities· 2025-07-28 07:00
- The report tracks the recent performance of the IPO market, including the Sci-Tech Innovation Board, the Growth Enterprise Market, and the Main Board, assuming all stocks are hit and sold at the market average price on the first day of listing, ignoring the lock-up period restrictions [2][10] - The report calculates the IPO yield for different account sizes, with A-class 2 billion scale accounts yielding 1.89%, B-class 2 billion scale accounts yielding 1.69%, A-class 10 billion scale accounts yielding 0.60%, and B-class 10 billion scale accounts yielding 0.55% [2][10] - The report tracks the median number of valid quotation accounts for recent 20 new stocks, with A-class valid quotation accounts for Sci-Tech Innovation Board stocks around 3062, B-class around 1602; A-class valid quotation accounts for Growth Enterprise Market stocks around 3591, B-class around 2079; A-class valid quotation accounts for Main Board stocks around 3790, B-class around 2275 [2][22] - The report lists the recent IPO results, including the issuance price, issuance P/E ratio, industry P/E ratio, number of new shares issued, actual fundraising amount, strategic placement, online issuance, offline issuance, online winning rate, online issuance oversubscription multiple, offline preliminary inquiry oversubscription multiple, offline subscription allocation ratio, and offline issuance effective subscription multiple [24] - The report calculates the theoretical IPO yield for different account sizes, assuming all stocks are hit, sold at the market average price on the first day of listing, and using 90% capital efficiency [39][40] - The report lists the monthly IPO yield and IPO yield rate for different account sizes, assuming all stocks are hit, sold at the market average price on the first day of listing, and using 90% capital efficiency [43][44][45][46] - The report lists the monthly IPO yield and IPO yield rate for different account sizes, assuming all stocks are hit, sold at the market average price on the first day of listing, and using 90% capital efficiency [47][50][51][52][53] - A-class 2 billion scale accounts IPO yield rate is 1.89% [10] - B-class 2 billion scale accounts IPO yield rate is 1.69% [10] - A-class 10 billion scale accounts IPO yield rate is 0.60% [10] - B-class 10 billion scale accounts IPO yield rate is 0.55% [10] - Sci-Tech Innovation Board stocks first-day average increase is 218.45% [16] - Growth Enterprise Market stocks first-day average increase is 227.38% [16] - Sci-Tech Innovation Board stocks A-class valid quotation accounts around 3062 [22] - Sci-Tech Innovation Board stocks B-class valid quotation accounts around 1602 [22] - Growth Enterprise Market stocks A-class valid quotation accounts around 3591 [22] - Growth Enterprise Market stocks B-class valid quotation accounts around 2079 [22] - Main Board stocks A-class valid quotation accounts around 3790 [22] - Main Board stocks B-class valid quotation accounts around 2275 [22] - The highest first-day increase for new stocks is 426.31% [33] - The highest fundraising amount for new stocks is 181.71 billion yuan [33] - The highest full subscription yield for new stocks is 141.4 million yuan [37] - The highest monthly IPO yield for A-class accounts is 248.20 million yuan [44] - The highest monthly IPO yield rate for A-class accounts is 6.22% [44] - The highest monthly IPO yield for B-class accounts is 179.55 million yuan [50] - The highest monthly IPO yield rate for B-class accounts is 5.04% [50]
屹唐股份: 关于调整募集资金投资项目拟投入募集资金金额的公告
Zheng Quan Zhi Xing· 2025-07-25 16:37
Core Viewpoint - The company has adjusted the amount of funds to be invested in its fundraising projects due to the actual net amount raised being lower than initially planned, ensuring efficient use of funds while maintaining the original purpose of the fundraising [1][2]. Fundraising Overview - The company raised a total of RMB 2,497,482,000.00 from the issuance of 295,560,000 shares at a price of RMB 8.45 per share, with a net amount of RMB 2,342,867,334.94 after deducting issuance costs of RMB 154,614,665.06 [1][2]. - All raised funds are managed in a dedicated account, with a tripartite supervision agreement signed with the sponsor and the bank [2]. Adjustment Details - The adjustment was made because the actual net amount raised was lower than the amount disclosed in the prospectus. The company plans to adjust the investment amounts for its projects while ensuring that the overall purpose of the funds remains unchanged [2][3]. - The adjusted investment amounts for the projects are as follows: - Integrated Circuit Equipment R&D Manufacturing Service Center: Adjusted from RMB 266,338,000.00 to RMB 250,000,000.00 - High-end Integrated Circuit Equipment R&D Project: Adjusted from RMB 234,286,730.00 to RMB 234,286,730.00 - Total adjusted investment: RMB 234,286,730.00 [2]. Impact of Adjustments - The adjustments made will not materially affect the normal use of the raised funds and are in compliance with relevant regulations, aligning with the company's future development strategy and benefiting all shareholders [2][3]. Review Procedures - The adjustments were approved during the company's board and supervisory meetings held on July 25, 2025, and did not require shareholder approval as they fell within the board's authority [3]. Opinions from Supervisory Board and Sponsor - The supervisory board supports the adjustments, stating they are prudent and do not affect the company's normal operations or the interests of shareholders [3]. - The sponsor has confirmed that the adjustments comply with regulatory requirements and do not change the intended use of the funds [3].