新股探寻 （屹唐股份、信通电子）20250627 屹唐股份本次募集资金的投向及预期效益是什么？ 屹唐股份计划募集资金约 25 亿元，主要投入两个项目。第一个是集成电路装 备研发制造服务中心项目，该项目已于 2021 年开始投建，并于 2023 年实现 管理层预计 2025 年上半年营收同比增长 10%-19.6%，归母净利润同 比增长 24%-37%，备品备件业务基于 4,800 台设备存量，预计将成为 持续稳定的收入来源。 公司面临的风险包括半导体扩张速度、部分零部件依赖进口、技术升级 迭代验证和进度，以及电力行业智能化改造政策波动等因素。 投产，旨在提升公司现有干法去胶设备、快速热处理设备和干法刻蚀设备的生 产能力。第二个项目主要用于高端产品的研发，包括现有设备的升级迭代和新 产品的研发，例如新一代超高产能去除设备和刻蚀设备的研发，以及新型等离 子体刻蚀设备的开发。 屹唐股份在集成电路前道制造设备领域的主要产品线有哪些？ 屹唐股份主要提供晶圆加工设备，特别是集成电路前道制造过程中的关键设备， 包括干法去胶设备、快速热处理设备和干法刻蚀设备。 屹唐股份的全球客户覆盖情况如何？ 截至 2024 年末，屹唐股份 ...

北京屹唐半导体科技股份有限公司 首次公开发行股票并在科创板上市 网上发行申购情况及中签率公告 保荐人（联席主承销商）：国泰海通证券股份有限公司 联席主承销商：中国国际金融股份有限公司 特别提示 北京屹唐半导体科技股份有限公司（以下简称"发行人"或"屹唐股份"） 首次公开发行人民币普通股（A 股）并在科创板上市（以下简称"本次发行"） 的申请已经上海证券交易所（以下简称"上交所"）科创板上市委员会审议通过， 并已经中国证券监督管理委员会同意注册（证监许可〔2025〕467 号）。 导体科技股份有限公司首次公开发行股票并在科创板上市网下初步配售结果及 网上中签结果公告》（以下简称"《网下初步配售结果及网上中签结果公告》"）， 于 2025 年 7 月 1 日（T+2 日）16:00 前，按最终确定的发行价格与获配数量，及 时足额缴纳新股认购资金。 网下投资者如同日获配多只新股，请务必按每只新股分别缴款。同日获配 多只新股的情况，如只汇一笔总计金额，合并缴款将会造成入账失败，由此产 生的后果由投资者自行承担。 网上投资者申购新股中签后，应根据《网下初步配售结果及网上中签结果公 告》履行资金交收义务，确保其资金账户在 ...

北京屹唐半导体科技股份有限公司 首次公开发行股票并在科创板上市 网上发行申购情况及中签率公告 保荐人（联席主承销商）：国泰海通证券股份有限公司 联席主承销商：中国国际金融股份有限公司 特别提示 北京屹唐半导体科技股份有限公司（以下简称"发行人"或"屹唐股份"） 首次公开发行人民币普通股（A 股）并在科创板上市（以下简称"本次发行"） 的申请已经上海证券交易所（以下简称"上交所"）科创板上市委员会审议通过， 并已经中国证券监督管理委员会同意注册（证监许可〔2025〕467 号）。 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐人（联席主承 销商）"）担任本次发行的保荐人（联席主承销商），中国国际金融股份有限公司 （以下简称"中金公司"）担任本次发行的联席主承销商。国泰海通、中金公司 统称联席主承销商。 本次发行采用向参与战略配售的投资者定向配售（以下简称"战略配售"）、 网下向符合条件的投资者询价配售（以下简称"网下发行"）与网上向持有上海 市场非限售 A 股股份和非限售存托凭证市值的社会公众投资者定价发行（以下 简称"网上发行"）相结合的方式进行。 发行人与联席主承销商协商确定本次发行股份数量为 29 ...

Group 1 - The core point of the news is the issuance of new stocks in the market, with a total of 48 companies having raised a cumulative amount of 37.947 billion yuan this year, averaging 791 million yuan per company [1][2] - Yitang Co., Ltd. issued 296 million shares at a price of 8.45 yuan, raising 2.497 billion yuan [1] - The distribution of new stock issuances shows that the Shanghai main board had 11 new stocks issued, raising 13.761 billion yuan, while the Shenzhen main board had 7 new stocks raising 3.761 billion yuan [1] Group 2 - Zhongce Rubber is the company that raised the most funds this year, with a total of 4.066 billion yuan, primarily for working capital and projects related to high-performance tires [2] - Tianyouwei follows with 3.740 billion yuan raised, mainly for cash management and construction of automotive electronic smart factories [2] - The average initial issuance price of new stocks this year is 22.90 yuan, with three companies having an issuance price above 50 yuan, the highest being Tianyouwei at 93.50 yuan [2] Group 3 - The geographical distribution of new stock issuances indicates that most are concentrated in Jiangsu, Zhejiang, and Guangdong, with Zhejiang leading in total fundraising at 9.693 billion yuan [2] - The data shows a detailed list of companies that have issued new stocks, including their codes, issuance dates, total shares, issuance prices, and the amount of funds raised [3]

Group 1 - The core viewpoint of the articles highlights the fundraising activities of companies listed on the STAR Market, with a total of 7 companies raising 7.901 billion yuan this year, averaging 1.129 billion yuan per company [1][2] - The company with the highest fundraising amount is Yitang Co., Ltd., which raised 2.497 billion yuan primarily for technology development and reserve funds [1] - Other notable companies include Yingshi Innovation, which raised 1.938 billion yuan for its R&D center and production base, and Xingfu Electronics, which raised 1.168 billion yuan [1] Group 2 - The average initial offering price for STAR Market stocks this year is 21.73 yuan, with Yingshi Innovation having the highest price at 47.27 yuan [1] - The issuance price of Yitang Co., Ltd. is the lowest at 8.45 yuan, while other companies like Sikan Technology and Hanbang Technology have initial prices of 33.46 yuan and 22.77 yuan respectively [1] - The issuance price-earnings ratio for the listed companies ranges from 6.14 to 51.55, with an average of 30.03 and a median of 26.35 [2] Group 3 - Geographically, the majority of the issued STAR Market companies are concentrated in Beijing, Jiangsu, and Hubei, with fundraising amounts led by Beijing at 3.359 billion yuan [2] - The companies with issuance price-earnings ratios above the industry average include Yitang Co., Ltd. and two others, while five companies fall below the industry average [2] - The detailed fundraising data for the listed companies includes their codes, names, issuance dates, prices, price-earnings ratios, and total funds raised [2]

今天A股科创板有新股申购！ 格隆汇获悉，6月27日，北京屹唐半导体科技股份有限公司（简称"屹唐半导体"或"屹唐股份"）申购，发行价格8.45元/ 股，保荐人为国泰海通证券股份有限公司。 鉴于今年A股打新赚钱效应较好，建议积极参与申购。据统计，截至6月26日，2025年登陆A股的51家新股上市首日全 部收涨，且首日平均涨幅超229%。可见打中大A新股后在上市首日卖出，赚钱的概率很大，只是打新中签率很低。 屹唐股份（688729）主要从事集成电路制造过程中所需晶圆加工设备的研发、生产和销售，面向全球集成电路制造厂 商提供包括干法去胶设备、快速热处理设备、干法刻蚀设备在内的集成电路制造设备及配套工艺解决方案。 根据Gartner统计数据，在快速热处理设备领域，2023年公司凭借13.05%的市场占有率位居全球第二，而排名第一的应 用材料市场占有率高达69.66%；在干法刻蚀领域，公司凭借0.21%的市场占有率位居全球第九，而前三大厂商泛林半 导体、东京电子及应用材料合计占有全球83.95%的市场份额。公司在快速热处理及干法刻蚀领域，与国际巨头相比市 场占有率仍有较大差距。 | 项目 | 2024 年度 | | 20 ...

Market Overview - On June 3, 2025, A-shares experienced a collective adjustment, with the Shanghai Composite Index closing at 3448.45 points, down 0.22%, and the Shenzhen Component Index at 10343.48 points, down 0.48% [1] - The Hong Kong stock market also saw declines, with the Hang Seng Index dropping 0.61% to 24325.4 points, ending a four-day rally [1] - In contrast, U.S. stock markets closed higher, with the Dow Jones up 404.41 points (0.94%) at 43386.84 points, and the Nasdaq rising 194.36 points (0.97%) to 20167.91 points [1] New Stock Offerings - Yitang Co., Ltd. is set to launch an IPO on the Sci-Tech Innovation Board with a price of 8.45 yuan per share and a price-to-earnings ratio of 51.55 times. The company specializes in integrated circuit manufacturing equipment, providing solutions for major global chip manufacturers [3] Financial Sector Developments - The National Financial Regulatory Administration and the People's Bank of China released a plan to establish a high-quality comprehensive inclusive financial system over the next five years, aimed at promoting common prosperity [4][5] - The plan emphasizes the optimization of inclusive financial services, enhancement of credit systems for small and micro enterprises, and support for rural financial services [5] Automotive Industry News - Xiaomi officially launched its first SUV model, the YU7, with prices starting at 253,500 yuan. The model is available in various colors and features [6] Virtual Asset Regulation - Tianfeng International Securities has upgraded its license to provide virtual asset trading services in Hong Kong, reflecting the growing interest in virtual assets under the regulatory framework established by the Hong Kong Securities and Futures Commission [6] Technology Product Launch - Xiaomi introduced the Xiaomi AI glasses, priced from 1,999 yuan, featuring a 12-megapixel camera and support for third-party app video calls and live streaming [7]

Core Viewpoint - Yitang Co., Ltd. is set to be listed on the Sci-Tech Innovation Board, focusing on semiconductor equipment manufacturing with R&D and manufacturing bases in China, the United States, and Germany [1] Company Overview - Yitang Co., Ltd. specializes in the R&D, production, and sales of wafer processing equipment required in the integrated circuit manufacturing process, providing solutions including dry stripping equipment, rapid thermal processing equipment, and dry etching equipment [9] - The company has achieved international leading levels in related technologies, with its dry stripping and rapid thermal processing equipment already applied in production lines of several internationally renowned integrated circuit manufacturers [9] - As of the end of 2024, Yitang's products have accumulated over 4,800 installations globally, maintaining a leading position in its respective segments [9] Market Position - According to Gartner statistics, Yitang's market share for dry stripping and rapid thermal processing equipment ranked second globally in 2023 [9] - The company has consistently maintained a position among the top ten in global market share for dry etching equipment from 2021 to 2023, alongside domestic competitors like Zhongwei and Beifang Huachuang [9] Financial Information - The initial offering price is set at 8.45 yuan per share, with an institutional quotation of 8.52 yuan per share, leading to a market capitalization of 22.48 billion yuan [4] - The company’s earnings per share (EPS) reflects a price-to-earnings (P/E) ratio of 51.55, compared to the industry average of 29.44 [4] Fundraising and Investment Plans - Yitang plans to raise funds for several projects, including 8 billion yuan for the semiconductor integrated circuit equipment R&D and manufacturing service center, 10 billion yuan for high-end integrated circuit equipment R&D, and 7 billion yuan for development and technology reserve funds [7]

Core Viewpoint - Yitang Co., Ltd. (688729.SH) has initiated its subscription with an issue price of 8.45 CNY per share and a price-to-earnings ratio of 51.55 times, indicating its position in the semiconductor equipment industry [1] Company Overview - Yitang Semiconductor is a semiconductor equipment company headquartered in China, with R&D and manufacturing bases in China, the United States, and Germany, focusing on wafer processing equipment for integrated circuit manufacturing [1] - The company provides various equipment and solutions, including dry stripping equipment, rapid thermal processing equipment, and dry etching equipment, to global integrated circuit manufacturers [1] Market Position - The company has established itself as a significant supplier in the integrated circuit manufacturing equipment industry, with products recognized globally and adopted by leading memory and logic chip manufacturers [2] - As of June 2024, the company has installed over 4,600 units of its products globally, maintaining a leading position in its market segments [2] - According to Gartner, Yitang's dry stripping and rapid thermal processing equipment hold the second-largest market share globally in 2023 [2] Financial Performance - The company reported revenues of approximately 3.241 billion CNY, 4.763 billion CNY, 3.931 billion CNY, and 2.090 billion CNY for the years 2021, 2022, 2023, and the first half of 2024, respectively [2] - Net profits for the same periods were approximately 181 million CNY, 383 million CNY, 309 million CNY, and 248 million CNY [2] Financial Metrics - As of June 30, 2024, total assets amounted to approximately 9.604 billion CNY, with equity attributable to shareholders at about 5.591 billion CNY [3] - The company's asset-liability ratio for the parent company was 33.32%, while the consolidated asset-liability ratio stood at 41.78% [3] - Revenue and net profit figures for the first half of 2024 were approximately 2.090 billion CNY and 248 million CNY, respectively [3]

Core Viewpoint - Beijing Yitang Semiconductor Technology Co., Ltd. is a semiconductor equipment company that focuses on the research, production, and sales of integrated circuit manufacturing equipment, aiming to leverage its technological advantages and industry experience to become a trusted leader in the global semiconductor equipment field [6][8]. Company Overview - The company is headquartered in China and operates globally, providing high-performance and efficient integrated circuit equipment, including dry stripping equipment, rapid thermal processing equipment, and dry etching equipment [6][7]. - The market share of the company's dry stripping and rapid thermal processing equipment ranks among the top two globally, with its dry etching equipment being used by several well-known international integrated circuit manufacturers [6][8]. Business Performance - The company has shown continuous business growth and excellent performance, achieving a compound annual growth rate of 18.90% in net profit over the reporting period [21]. - The production capacity of the Beijing manufacturing base is projected to grow from 120 units in 2022 to 234 units in 2024 [13]. R&D and Innovation - The company has maintained a high level of R&D investment, with expenses amounting to approximately 529.85 million yuan, 608.16 million yuan, and 716.89 million yuan over the reporting period, representing 11.13%, 15.47%, and 15.47% of revenue respectively [20]. - The company has developed several new products, including the Hydrilis high-capacity vacuum wafer transfer equipment platform and advanced etching equipment, which have received high recognition from customers [24][25]. Market Position and Strategy - The company serves a wide range of clients, including the top ten global chip manufacturers and leading domestic manufacturers, covering all chip manufacturing fields [14]. - The company plans to expand its customer base and enhance market share by focusing on customer capital expenditures and product validation processes [26]. Industry Context - The semiconductor and integrated circuit industry is classified as a strategic emerging industry supported by national policies, providing a favorable environment for the company's growth [31]. - The global semiconductor market is expected to reach $1 trillion by 2030, with the integrated circuit equipment market projected to grow alongside the semiconductor industry [33]. IPO Objectives - The primary objectives of the IPO include enhancing independent innovation capabilities, consolidating market position, and improving corporate governance to share high-quality development results with investors [35][37].