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西安奕材首秀盘中暴涨360%,京东方创始人王东升再布资本“棋局”
"中国半导体显示产业之父"王东升再获一个千亿IPO。 10月28日,西安奕材登陆上交所科创板,上市首日公司股票大幅高开361.48%,截至收盘涨幅回落至 198.72%,报25.75元/股,市值达1040亿元。 据悉,基于2024年月均出货量和截至2024年末产能规模统计,西安奕材均是中国大陆第一、全球第六的 12英寸硅片厂商。公司也是"科创板八条"新政发布后,首家以"未盈利"身份成功闯关IPO的企业。 值得注意的是,西安奕材的快速崛起,离不开"灵魂人物"王东升。 招股书显示,西安奕材主营业务为12英寸硅片的研发、生产和销售,基于2024年月均出货量和截至2024 年末产能规模统计,公司均是中国大陆第一、全球第六的 2英寸硅片厂商,前述月均出货量和产能规模 全球同期占比约为 6%和7%。 西安奕材的首个核心制造基地已落地西安,该项目第一工厂已于2023年达产,本次发行上市募投项目的 第二工厂已于 2024 年正式投产,计划2026年达产。截至2024年末,公司合并口径产能已达到71万片/ 月,全球12英寸硅片同期占比已约7%。 据西安奕材介绍,公司已成为国内主流存储 IDM 厂商全球12英寸硅片厂商中供货量第 ...
科创板彰显“硬科技”底色:12英寸硅片头部厂商西安奕材登陆科创板 加速提升全球竞争力
Zhong Zheng Wang· 2025-10-28 12:02
作为国内12英寸硅片领域头部厂商,西安奕材的成功上市不仅为企业发展注入新动能,也再次释放出资 本市场支持硬科技企业、加快新质生产力培育的积极信号。 中证报中证网讯(记者 何昱璞)科创成长层迎来"新成员"。10月28日,西安奕斯伟材料科技股份有限 公司(以下简称"西安奕材")在上海证券交易所挂牌上市,股票代码"688783"。公司股票开盘价39.78 元。截至收盘,公司市值达1040亿元。 助力公司加速科技成功转化 上市活动现场,西安奕材董事长杨新元对新"国九条""科创板八条"、科创板"1+6"制度等一系列改革举 措的落地表示由衷感谢。"正是这些制度创新,为三家身处不同赛道的企业打开了通往资本市场的大 门,使其得以借助资本力量,加速科技成果转化,提升产业化能力。" 持续加码研发投入 作为国内12英寸硅片领域的"硬科技"代表,西安奕材自成立以来持续加码研发投入。2022年至2024年, 公司累计研发投入5.76亿元,占累计营业收入的比例为12.39%,研发投入复合增长率为33.15%,持续保 持较高水平。 研发实力的积累直接转化为公司的专利优势。招股书显示,截至2025年6月末,公司已申请境内外专利 合计1843 ...
10月28日科创板主力资金净流出36.03亿元
沪深两市全天主力资金净流出483.69亿元,其中,科创板主力资金净流出36.03亿元,主力资金净流入的 有194只股,主力资金净流出的有397只股。 证券时报·数据宝统计显示,今日科创板个股上涨的有257只,下跌的有330只。其中,今日上市的3只新 股,收盘涨幅最大的是C禾元-U,涨幅为213.49%。 资金流向方面,今日主力资金净流入的科创板股共有194只,其中,4只个股主力资金净流入超亿元,C 禾元-U主力资金净流入17.76亿元,净流入资金居首;C奕材-U、C必贝特-紧随其后,全天净流入资金 分别为12.95亿元、4.13亿元。主力资金净流出的有397只,净流出资金最多的是中芯国际,该股今日下 跌1.35%,全天主力资金净流出8.44亿元,其次是澜起科技、海光信息,主力资金净流出分别为3.69亿 元、3.43亿元。 主力资金净流入排名 | 代码 | 简称 | 主力资金净流入(万 | 主力资金流入率 | 涨跌幅 | 换手率 | | --- | --- | --- | --- | --- | --- | | | | 元) | (%) | (%) | (%) | | 688765 | C禾元-U | 1775 ...
科创板活跃股排行榜(10月28日)
科创50指数今日下跌0.84%,报收1471.73点,科创板全日成交量42.68亿股,成交额2344.38亿元,加权 平均换手率为2.24%。 证券时报·数据宝统计显示,今日可交易科创板股中,257只股收盘上涨,涨幅超过10%的有6只,涨幅 在5%至10%的有20只,收盘下跌的有330只。 科创板股换手率区间分布显示,换手率超过20%的有4只,换手率10%~20%的有11只,换手率5%~10% 的73只,换手率3%~5%的110只,换手率1%~3%的292只,换手率不足1%的有102只。 | 代码 | 简称 | 最新收盘价 | 日涨跌幅(%) | 日换手率(%) | 资金净流入(万元) | | --- | --- | --- | --- | --- | --- | | 688765 | C禾元 | 91.10 | 213.49 | 83.76 | 177556.40 | | 688783 | C奕材 | 25.75 | 198.72 | 73.42 | 129543.90 | | 688759 | C必贝特 | 31.01 | 74.41 | 73.25 | 41296.16 | | 688720 | 艾森股 ...
西安奕材的国产突围之路 | Profolio动态
Tai Mei Ti A P P· 2025-10-28 09:21
Core Viewpoint - Xi'an Yiswei Material Technology Co., Ltd. has successfully listed on the Sci-Tech Innovation Board, becoming the first unprofitable company to go public after the "Kebiao" policy, which will directly boost the domestic production rate of 12-inch silicon wafers to over 20% and enhance the overall competitiveness of China's semiconductor industry [5][6]. Group 1: Company Overview - Xi'an Yiswei's successful listing is a significant milestone, showcasing the collaborative efforts of various stakeholders, with capital playing a crucial role in its development [5][8]. - The company was established in 2016 and initiated its silicon wafer project in 2017, aiming to break the long-standing monopoly of five international giants that control 92% of the market [5][6]. Group 2: Market Context - The demand for 12-inch silicon wafers has surged due to the structural explosion in downstream needs, particularly driven by 3D NAND storage for smartphones and data centers [5][6]. - By 2024, domestic production capacity for 12-inch wafers is expected to reach 2.35 million pieces per month, with Xi'an Yiswei accounting for over 30% of this capacity at 710,000 pieces per month [6]. Group 3: Investment Journey - The investment journey began in early 2019, with the founding team focusing on hard technology and deepening their engagement in the semiconductor industry [7][8]. - Over eight years, the company has raised over 10 billion yuan in financing, with significant investments from various partners, demonstrating a commitment to long-term value in the semiconductor sector [8].
科创成长层“上新”,禾元生物等三家首批新注册企业集体鸣锣
(原标题:科创成长层"上新",禾元生物等三家首批新注册企业集体鸣锣) 21世纪经济报道记者朱艺艺 上海报道 时隔两年后,科创板再次迎来未盈利企业上市。 10月28日,禾元生物(688765.SH)、西安奕材(688783.SH)、必贝特(688759.SH)等3家公司在上 海证券交易所集体鸣锣上市。 由于目前尚未盈利,这3家公司将自上市之日起纳入科创板科创成长层,成为科创板"1+6"改革以来科创 成长层首批新注册公司,板块"硬科技军团"进一步扩容。 在当日举行的科创成长层首批新注册企业上市仪式上,证监会副主席李超表示,今年6月实施的科创 板"1+6"改革总体进展顺利,设置科创板科创成长层,引入开展资深专业机构投资者、预先审阅等制度 试点平稳推进,相关案例有序落地,"希望科创板公司用好用足改革政策,完善公司治理,提升发展质 量和投资者回报;希望行业机构进一步提升专业能力和执业质量,更好服务实体企业和投资者;希望上 交所坚守科创板'硬科技'定位,加强监管,优化服务"。 上交所理事长邱勇也指出,上交所将进一步发挥科创板"试验田"作用,把好准入关,更好识别优质科创 企业,支持人工智能、商业航天、低空经济等更多前沿科技 ...
121.27亿元主力资金今日撤离电子板块
Core Points - The Shanghai Composite Index fell by 0.22% on October 28, with 10 industries rising, led by the comprehensive and defense industries, which increased by 2.06% and 1.07% respectively. The industries with the largest declines were non-ferrous metals and beauty care, down by 2.72% and 1.51% respectively [1] Industry Summary - The electronic industry experienced a decline of 0.37%, with a net outflow of 12.127 billion yuan in main funds. Out of 470 stocks in this sector, 209 rose, 5 hit the daily limit, and 253 fell. There were 118 stocks with net inflows, with 14 exceeding 100 million yuan, led by C Yicai-U with a net inflow of 1.295 billion yuan, followed by Fangzheng Technology and Hu Dian Co., with net inflows of 896 million yuan and 476 million yuan respectively [1] - The top gainers in the electronic industry included C Yicai-U, which surged by 198.72%, and Fangzheng Technology, which rose by 10.01%. Other notable gainers were Hu Dian Co. and He Li Tai, with increases of 3.21% and 10.16% respectively [1] - The electronic industry saw significant outflows, with 48 stocks experiencing net outflows exceeding 100 million yuan. The largest outflows were from Shenghong Technology, with 1.14 billion yuan, followed by SMIC and Wentai Technology, with outflows of 844 million yuan and 641 million yuan respectively [2]
今年以来新股发行募资912.17亿元,科创板占比18.35%
2只新股今日发行,德力佳发行4000.01万股,发行价46.68元,募资金额18.67亿元;中诚咨询发行 1400.00万股,发行价14.27元,募资金额2.00亿元。 证券时报•数据宝统计显示,以发行日期为基准,截至10月28日,今年以来共有87家公司首发募资,累 计募资金额达912.17亿元,单家公司平均募集资金10.48亿元。分区间来看,募资金额超10亿元的有19 家,其中,募资金额超百亿元的有1家,募资金额5亿元至10亿元的有34家,募集资金在5亿元以下的有 34家。 按不同板块统计,今年以来沪市主板发行新股21只,募资414.05亿元;深市主板发行新股10只,募资 79.25亿元;创业板发行新股27只,募资193.16亿元;科创板发行新股10只,募资167.36亿元;北交所发 行新股19只,募资58.34亿元。 华电新能为今年以来募资金额最多的公司,首发募集资金达181.71亿元,募资主要投向风力发电、太阳 能发电项目,补充流动资金项目,就地消纳负荷中心项目等;其次是N奕材,募资金额为46.36亿元,募 资主要用于西安奕斯伟硅产业基地二期项目等。募集资金较多的还有中策橡胶、天有为、联合动力等, 分别 ...
科创成长层首批“上新”,禾元生物、西安奕材、必贝特集体亮相
这3家公司将自上市之日起纳入科创板科创成长层,成为科创板"1+6"改革以来科创成长层的首批新注册 公司,进一步增强板块的"硬科技含量"。 根据披露信息,西安奕材首发募资46.36亿元,禾元生物首发募资25.99亿元,必贝特首发募资16.00亿 元,这3家公司合计募资总额88.35亿元。 (原标题:科创成长层首批"上新",禾元生物、西安奕材、必贝特集体亮相) 10月28日,禾元生物(688765.SH)、西安奕材(688783.SH)、必贝特(688759.SH)等3家公司集体 亮相上交所上市仪式。 ...
N奕材-U收盘涨198.72% 首日成交32.46亿元
Core Points - N Yicai-U (688783) was listed today, opening with a significant increase of 361.48%, and closing with a rise of 198.72% [2] - The total trading volume for the day was 121 million shares, with a total transaction value of 3.246 billion yuan, resulting in a turnover rate of 73.42% [2] - Among the four new stocks listed today, N Yicai-U had a closing increase of 198.72% and a turnover rate of 73.42% [2][3] Company Overview - The company specializes in the research, production, and sales of 12-inch silicon wafers [3] - The total issuance volume for this IPO was 538 million shares, with an online issuance of 80.67 million shares at a price of 8.62 yuan per share [3] - The final online issuance winning rate was 0.0712462%, and the total fundraising amount was 4.636 billion yuan, primarily directed towards the second phase of the Xi'an Yisiwei silicon industry base project [3] New Stock Performance - The performance of newly listed stocks today includes: - N He Yuan-U (688765) with a closing price of 91.10 yuan and an increase of 213.49% with a turnover rate of 83.76% [3] - N Yicai-U (688783) with a closing price of 25.75 yuan and an increase of 198.72% with a turnover rate of 73.42% [3] - N Tai Kai Ying (920020) with a closing price of 21.64 yuan and an increase of 188.53% with a turnover rate of 92.60% [3] - N Bi Bei Te-U (688759) with a closing price of 31.01 yuan and an increase of 74.41% with a turnover rate of 73.25% [3]