近日，国内半导体设备龙头屹唐股份发布公告称，将以窃取公司机密为由起诉美国应用材料公司（APPLIED MATERIALS, INC.）。 屹唐股份认为，应用材料公司非法获取并使用了其等离子体源及晶圆表面处理相关的核心技术秘密，还在中国境内以申请专利的方式披露该技术秘密，并将 专利申请权据为己有，违反《中华人民共和国反不正当竞争法》，对其知识产权和经济利益造成严重损害。 图源：公司公告 屹唐股份诉讼请求包括判令被告停止相关侵权行为、确认涉事专利申请权归属、赔偿经济损失及合理支出合计9999万元等。 据悉，屹唐股份专注于半导体制造领域的设备研发、生产和销售，其高浓度、稳定均匀的等离子体晶圆表面处理技术，应用于干法去胶、蚀刻等半导体加工 设备，在该领域有一定的原创性技术积累。 应用材料公司则是全球知名的半导体设备供应商，业务涵盖半导体制造所需的各类设备及相关服务，在全球半导体设备市场占据重要地位。 值得关注的是，此次纠纷涉及应用材料公司招聘的曾任职于屹唐股份全资子公司MTI的两名员工，这两名员工曾签署保密协议，而应用材料公司提交的相关 发明专利申请中，主要发明人即为这两人，该专利申请被指披露了屹唐股份的技术秘密。 ...

Group 1 - The closing price of Yitang Co., Ltd. (688729) on August 18 was 27.90 yuan, with an increase of 18.27% and a turnover rate of 39.46% [1] - The stock was listed on the trading board due to a daily turnover rate exceeding 30% [1] - The total transaction amount for the day reached 2.135 billion yuan [1] Group 2 - The net inflow of main funds for the stock was 174 million yuan for the day [2] - The top five trading departments accounted for a total transaction amount of 444.4 million yuan, with a net purchase of 120 million yuan [2] - The largest buying department was Guotai Junan Securities Headquarters, with a purchase amount of 124.46 million yuan [2]

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 16.057 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 2.029 billion yuan [1] - A total of 237 stocks saw net inflows, while 350 stocks experienced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 479 stocks rose, with 8 stocks hitting the daily limit, including Nanxin Pharmaceutical and Shenlian Biological [1] - The stocks with the highest net inflows included Xindong Link Technology with 217.20 million yuan, Hengxuan Technology with 191.18 million yuan, and Yitang Co., Ltd. with 174.30 million yuan [2] Continuous Fund Flow - There are 42 stocks with continuous net inflows for more than three trading days, with Huahai Qingke leading at six consecutive days [2] - Conversely, 176 stocks have seen continuous net outflows, with Nami Technology experiencing the longest streak at 14 consecutive days [2] Notable Stocks - The top stocks by net inflow include: - Xindong Link Technology: 217.20 million yuan, 12.80% inflow rate, 15.08% increase [2] - Hengxuan Technology: 191.18 million yuan, 8.00% inflow rate, 9.89% increase [2] - Yitang Co., Ltd.: 174.30 million yuan, 8.16% inflow rate, 18.27% increase [2] Stocks with Significant Outflows - The stock with the highest net outflow was Shijia Photon, which saw a net outflow of 254 million yuan despite a 16.38% increase in its price [1] - Other notable outflows included Electric Wind Power and Lanqi Technology, with net outflows of 246 million yuan and 245 million yuan, respectively [1]

Group 1 - The semiconductor sector experienced a significant increase of 2.87% on August 18, with Yitang Co. leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] - Notable gainers in the semiconductor sector included Yitang Co. with a closing price of 27.90, up 18.27%, and Juguang Technology with a closing price of 114.58, up 15.10% [1] Group 2 - The semiconductor sector saw a net inflow of 705 million yuan from institutional investors, while retail investors contributed a net inflow of 467 million yuan [2] - The top stocks by net inflow from institutional investors included Haowei Group with 45.216 million yuan and Xindong Technology with 22 million yuan [3] - Conversely, retail investors showed a net outflow in several stocks, including Yitang Co. with a net outflow of 80.3092 million yuan [3]

Group 1 - The core point of the news is that Yitang Co., Ltd. experienced a significant stock price increase, reaching a limit up on the Sci-Tech Innovation Board, with a trading price of 28.31 yuan and a trading volume of 1.344 billion yuan, reflecting a turnover rate of 25.37% and a price fluctuation of 17.93% [2] - Among the stocks on the Sci-Tech Innovation Board, a total of 491 stocks were reported to be rising, with 26 stocks having an increase of over 10%. Other stocks that reached the limit up include Shenlian Bio, Tiancheng Technology, and Dekeli, while 93 stocks were reported to be declining, with the largest declines seen in Kangzhong Medical, Nanmo Bio, and Zhongyou Technology, which fell by 6.63%, 5.43%, and 5.40% respectively [2] Group 2 - In terms of capital flow, Yitang Co., Ltd. saw a net inflow of 16.2596 million yuan from main funds on the previous trading day, but experienced a net outflow of 88.3549 million yuan over the past five days [3] - The latest margin trading data as of August 15 shows that the margin balance for Yitang Co., Ltd. is 364 million yuan, with a decrease of 26.4589 million yuan from the previous trading day, representing a decline of 6.77%. Over the past ten days, the total margin balance increased by 44.3972 million yuan, reflecting a growth of 13.89%, with the financing balance also increasing by 13.89% during this period [3]

Group 1: Mergers and Acquisitions in Semiconductor Sector - Multiple A-share listed companies are engaging in cross-industry mergers and acquisitions, particularly in the semiconductor sector, including companies like Wantong Development, Quzhou Development, Kaipu Cloud, Yongji Co., and Kanda New Materials [2][3] - Wantong Development plans to invest approximately 854.45 million yuan to acquire a 62.98% stake in Beijing Shudu Information Technology Co., which specializes in high-speed interconnect chip design and development [3] - Quzhou Development intends to purchase 95.46% of the shares of Guangdong Xiandao Rare Materials Co. and raise up to 3 billion yuan in supporting funds, with the estimated valuation of the target company not exceeding 12 billion yuan [4] - Yongji Co. is planning to acquire control of Nanjing Tena Fei Electronic Technology Co. through a combination of share issuance and cash payment [4] - Kanda New Materials aims to acquire 51% of Chengdu Zhongke Huamei Electronics Co. for 275 million yuan, making it a subsidiary [5] Group 2: Legal Disputes in Semiconductor Industry - Yitang Co., a leading domestic equipment manufacturer with a market value of 60 billion yuan, has filed a lawsuit against global semiconductor equipment leader Applied Materials for "illegally obtaining and using its core technical secrets," seeking 99.99 million yuan in damages [6][7] - The lawsuit highlights the competitive landscape between Chinese and American semiconductor equipment giants and reflects the determination of Chinese semiconductor companies to protect their innovations through legal means [6][7] Group 3: Lithium Mining and Market Reactions - Ningde Times' subsidiary, Yichun Times New Energy Mining Co., has temporarily halted operations at its lithium mine following the expiration of its mining rights, with plans to apply for an extension [8][9] - The suspension has led to a significant rise in lithium stocks, with companies like Tianqi Lithium and Jiangte Electric experiencing substantial gains, indicating a positive market reaction to the supply disruption [9]

Core Insights - The article discusses the recovery of the IPO market in July 2025, highlighting significant increases in both the number of IPOs and the amount of capital raised compared to the previous year [5][7][19]. IPO Market Performance - In July 2025, 28 Chinese companies successfully went public, raising a total of 389 billion RMB, which represents a 4.26 times increase year-on-year and a 15.09% increase month-on-month [7][10]. - The number of IPOs in July increased by 55.56% year-on-year and 7.69% month-on-month [7]. - The average daily IPO rate in 2025 has reached one company per working day, with a total of 159 companies listed in the first seven months [17][19]. VC/PE Exit Performance - The total exit amount for VC/PE in July reached 623 billion RMB, marking a year-on-year increase of 4.19 times and a month-on-month increase of 78.51% [10][22]. - The average return on investment for VC/PE firms was 2.07 times [10]. Notable IPO Cases - "Yitang Co., Ltd." achieved a record exit amount of 176 billion RMB based on its IPO price, with a potential increase to 484.98 billion RMB based on the closing price on the first trading day [12][15]. - "Huadian New Energy" led the A-share market with a fundraising amount of 158 billion RMB, accounting for 75% of the total A-share fundraising in July [10][12]. Market Trends - The overall IPO market in 2025 has shown a significant recovery from the previous year's low, with a total of 1,692 billion RMB raised in the first seven months, representing increases of approximately 38% in quantity and 204% in amount compared to the previous year [17][20]. - The Hong Kong market has seen a remarkable performance, with 49 new stocks listed and a total fundraising of 1,034 billion RMB, reflecting a 639% year-on-year increase [20]. Investor Sentiment - A survey conducted by the company revealed that 64% of investors are more optimistic about the IPO market in 2025 compared to 2024, indicating a potential increase in investment activity [22].

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175 次，知识产权方面有商标信息22条，专利信息228条，此外企业还拥有行政许可90个。 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 从事专用设备制造业为主的企业。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。 金融界消息 截至2025年8月15日收盘，屹唐股份（688729）报收于23.59元，上涨5.03%，换手率 19.99%，成交量39.94万手，成交金额9.28亿元。 资金流向方面，今日主力资金净流入1018.74万元，占比成交额1.1%。其中，超大单净流入3131.08万 元、占成交额3.38%，大单净流出2112.35万元、占成交额2.28%，中单净流出流 ...

格隆汇8月15日丨屹唐股份(688729.SH)在互动平台表示，公司现有的设备产品不涉及使用半导体臭氧及 臭氧水设备。 ...

Core Viewpoint - The article discusses the lawsuit filed by Yitang Co., Ltd. against Applied Materials for allegedly misappropriating its core technology related to plasma sources and wafer surface treatment, claiming damages of 99.99 million RMB [2][5][6]. Group 1: Legal Action - Yitang Co., Ltd. has filed a lawsuit against Applied Materials for illegal acquisition and use of its core technology secrets, specifically related to plasma sources and wafer surface treatment [2][5]. - The lawsuit claims that Applied Materials violated the Anti-Unfair Competition Law of the People's Republic of China by disclosing and claiming ownership of Yitang's technology through a patent application [6]. Group 2: Technology and Business Impact - Yitang's key technology involves high-concentration, stable, and uniform plasma for wafer surface treatment, which is widely used in its semiconductor processing equipment [5]. - The company asserts that the two employees hired by Applied Materials had previously worked at Yitang's wholly-owned subsidiary, Mattson Technology, Inc., and had signed confidentiality agreements regarding the technology [5][6]. - Yitang Co., Ltd. specializes in the research, development, production, and sales of wafer processing equipment for integrated circuit manufacturing, and is one of the few domestic companies with multiple R&D capabilities in this field [6]. Group 3: Market Position - As of the article's publication, Yitang Co., Ltd. has a market capitalization of approximately 67.623 billion RMB, following its listing on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 8 [6].