金融界消息 截至2025年7月29日收盘，屹唐股份（688729）报收于21.38元，上涨1.52%，换手率 17.57%，成交量35.11万手，成交金额7.48亿元。 资金流向方面，今日主力资金净流入2010.84万元，占比成交额2.69%。其中，超大单净流入1273.62万 元、占成交额1.7%，大单净流入737.22万元、占成交额0.99%，中单净流出流入611.64万元、占成交额 0.82%，小单净流出2622.47万元、占成交额3.5%。 屹唐股份最新一期业绩显示，截至2025一季报，公司营业总收入11.60亿元、同比增长14.63%，归属净 利润2.18亿元，同比增长113.09%，扣非净利润1.40亿元，同比增长52.78%，流动比率3.384、速动比率 1.617、资产负债率40.40%。 天眼查商业履历信息显示，北京屹唐半导体科技股份有限公司，成立于2015年，位于北京市，是一家以 从事其他制造业为主的企业。企业注册资本266000万人民币，实缴资本266000万人民币。公司法定代表 人为张文冬。 通过天眼查大数据分析，北京屹唐半导体科技股份有限公司共对外投资了2家企业，参与招投标项目174 ...

Group 1 - The core point of the news is the issuance of new stocks in the market, highlighting the fundraising activities of various companies and the overall performance of the IPO market this year [1][2][3] - Youli Intelligent issued 11.203 million shares at a price of 23.99 yuan, raising a total of 269 million yuan [1] - A total of 57 companies have gone public this year, raising a cumulative amount of 58.77 billion yuan, with an average fundraising of 1.031 billion yuan per company [1] Group 2 - Huadian New Energy is the company with the highest fundraising this year, raising 15.801 billion yuan primarily for wind and solar power projects [2] - Other notable companies include Zhongce Rubber, which raised 4.066 billion yuan, and Tianyouwei, which raised 3.740 billion yuan [2] - The average IPO price this year is 23.07 yuan, with four companies having an issuance price above 50 yuan, the highest being Tianyouwei at 93.50 yuan [2] Group 3 - The majority of new stock issuances are concentrated in Jiangsu, Guangdong, and Zhejiang, with fundraising amounts led by Fujian, Zhejiang, and Guangdong [2] - The Shanghai main board has issued 14 new stocks raising 31.05 billion yuan, while the Shenzhen main board has issued 8 new stocks raising 4.378 billion yuan [1] - The ChiNext board has issued 21 new stocks raising 12.957 billion yuan, and the Sci-Tech Innovation Board has issued 7 new stocks raising 7.901 billion yuan [1]

- 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]

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].

Core Viewpoint - Beijing Yitang Semiconductor Technology Co., Ltd. plans to use raised funds amounting to CNY 2,097,556,497.48 to replace self-raised funds previously invested in fundraising projects and paid issuance expenses, in compliance with relevant regulations and within six months of the funds being received [1][5][7] Summary of Fundraising Situation - The company raised a total of CNY 2,342,867,334.94 through its initial public offering (IPO) of 295,560,000 shares at a price of CNY 8.45 per share, as confirmed by KPMG Huazhen [1][2] - The raised funds are managed in a dedicated account, with a tripartite supervision agreement signed with the sponsor and the bank [1] Summary of Investment Projects - The net amount raised is lower than the initially disclosed amount in the prospectus, leading to adjustments in the investment amounts for the fundraising projects [2] - The adjusted investment amounts for the projects are as follows: - Yitang Semiconductor Integrated Circuit Equipment R&D Manufacturing Service Center: CNY 250,000,000 - Yitang Semiconductor High-end Integrated Circuit Equipment R&D Project: CNY 234,286,730 - Total adjusted investment: CNY 234,286,730 [2] Summary of Self-raised Funds and Replacement Arrangement - The actual investment amount from self-raised funds prior to the IPO was CNY 2,042,867,334.94, which the company plans to replace with the raised funds [4][6] - The total amount for replacing self-raised funds and issuance expenses is CNY 2,097,556,497.48, which includes CNY 54,689,162.54 for issuance expenses [4][5] Review Procedures - The board and supervisory committee approved the proposal to use raised funds for replacement on July 25, 2025, confirming compliance with regulatory requirements [4][6][7] - The supervisory committee and KPMG Huazhen provided opinions supporting the replacement, affirming that it does not affect the normal progress of fundraising projects or harm shareholder interests [6][7]

Core Points - The company has made adjustments to its senior management structure, specifically regarding the positions of Subhash Deshmukh and Schubert S. Chu, who will no longer serve as Vice Presidents but will continue their roles at the wholly-owned subsidiary, Mattson Technology, Inc. [1][3] - Schubert S. Chu is no longer recognized as a core technical personnel due to his position adjustment, but he remains employed at Mattson Technology, Inc. [2][3] - The company has added Fan Qiang as a new core technical personnel, recognizing his future contributions to core technology research and business development [3][4] - The adjustments in core technical personnel are part of the company's normal personnel structure optimization and will not adversely affect the company's core technology, patent ownership, or ongoing operations [5][6] Management and Technical Personnel Adjustments - The company has a total of three core technical personnel after the adjustments, which include Hao Allen Lu, Fan Qiang, and Lee Fook Hong [4] - The company emphasizes its commitment to research and development, having established a complete R&D system and a collaborative innovation team [4][5] - The adjustments are expected to facilitate the orderly and efficient advancement of various R&D projects and support future upgrades of core products [5][6] Company Operations and Future Outlook - The company continues to prioritize new technology and product innovation, viewing R&D as essential for maintaining competitive advantage in the global semiconductor market [5][6] - The company plans to increase R&D investment and enhance its R&D team to continuously improve its technological innovation capabilities [5][6]

Group 1 - The company, Beijing Yitang Semiconductor Technology Co., Ltd., has announced changes to its registered capital and company type, as well as amendments to its Articles of Association, which will be submitted for shareholder approval [1][4] - The registered capital has increased from RMB 2,660 million to RMB 2,955.56 million, with the total number of shares rising from 266 million to 295.56 million following the completion of its initial public offering (IPO) on July 8, 2025 [1][2] - The company type has changed from "Limited Company (Foreign Investment, Unlisted)" to "Limited Company (Foreign Investment, Listed)" after its shares were listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board [2] Group 2 - The amendments to the Articles of Association include changes to the registration date and the number of shares issued, reflecting the company's IPO and the new registered capital [2][3] - The revised Articles of Association will take effect upon approval by the shareholders and will be disclosed on the Shanghai Stock Exchange's website [4][5] - The company will seek authorization from the shareholders to allow the board of directors to handle the necessary business registration changes related to these amendments [4]

一、 监事会会议召开情况 北京屹唐半导体科技股份有限公司（以下简称"公司"）第二届监事会第十 三次会议于 2025 年 7 月 25 日以现场会议的方式在公司会议室召开，会议通知及 相关材料于 2025 年 7 月 18 日以电子邮件方式送达公司全体监事。本次会议由监 事会主席元巍先生主持，应到监事 3 人，实到监事 3 人，董事会秘书单一先生列 席了本次会议。本次监事会的召集、召开和表决程序符合《中华人民共和国公司 法》等有关法律法规及《北京屹唐半导体科技股份有限公司章程》的规定。 二、监事会会议审议情况 经全体监事审议，会议表决情况如下： （一）审议并通过《关于调整募集资金投资项目拟投入募集资金金额的议 案》 证券代码：688729 证券简称：屹唐股份 公告编号：2025-002 北京屹唐半导体科技股份有限公司 第二届监事会第十三次会议决议公告 本公司监事会及全体监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。 具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）及指定信 息披露媒体披露的《关于使用募集资金置换预先投入 ...

国泰海通证券股份有限公司（以下简称"保荐机构"）作为北京屹唐半导体 科技股份有限公司（以下简称"公司"）首次公开发行股票并在科创板上市及持 续督导阶段的保荐机构，根据《证券发行上市保荐业务管理办法》《上市公司募 集资金监管规则》《上海证券交易所科创板股票上市规则》及《上海证券交易所 科创板上市公司自律监管指引第 1 号——规范运作》等法律法规、规范性文件的 规定，对公司使用募集资金置换预先投入募集资金投资项目（以下简称"募投项 目"）及已支付发行费用的自筹资金的事项进行了审慎核查，具体情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意北京屹唐半导体科技股份有 限公司首次公开发行股票注册的批复》（证监许可[2025]467 号），并经上海证券 交易所同意，公司首次公开发行人民币普通股（A 股）股票（以下简称"本次发 行"）295,560,000 股，每股发行价格为人民币 8.45 元，募集资金总额 2,497,482,000.00 元，扣除发行费用 154,614,665.06 元（不含增值税）后，募集资 金净额为 2,342,867,334.94 元，以上募集资金已经毕马威华振会计师 ...

北京屹唐半导体科技股份有限公司 以自筹资金预先投入募集资金投资项目及支付发行费用情况报告的鉴证报告 KPMG Huazhen LLP 8th Floor, KPMG Tower Oriental Plaza 1 East Chang An Avenue Beijing 100738 China Telephone +86 (10) 8508 5000 Fax +86 (10) 8518 5111 Internet kpmg.com/cn KPMG Huazhen LLP 8th Floor, KPMG Tower Oriental Plaza 1 East Chang An Avenue Beijing 100738 China Telephone +86 (10) 8508 5000 Fax +86 (10) 8518 5111 Internet kpmg.com/cn KPMG Huazhen LLP 8th Floor, KPMG Tower Oriental Plaza 1 East Chang An Avenue Beijing 100738 China Telephone +86 (10) 850 ...