Yoke Technology(002409)
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雅克科技:公司的LDS输送系统业务主要包括LDS输送系统的研发、制造、销售
Zheng Quan Ri Bao Wang· 2025-12-17 07:14
证券日报网讯12月16日,雅克科技(002409)在互动平台回答投资者提问时表示,公司的LDS输送系统 业务主要包括LDS输送系统的研发、制造、销售,产品主要用于半导体和显示面板企业的前驱体材料等 化学品的输送,不应用于智能手机天线等精密部件的制造。 ...
跨境并购重塑产业格局 华泰联合证券赋能企业跃迁
Zheng Quan Shi Bao· 2025-12-16 18:11
Core Insights - Yake Technology has transformed from a flame retardant manufacturer to a key player in the semiconductor materials sector, significantly enhancing its market position and growth potential [1][2]. Group 1: Company Transformation - Yake Technology, established in 1997, initially focused on flame retardants but has strategically shifted towards emerging materials since 2015, leading to a substantial increase in net profit from under 100 million yuan to 872 million yuan in 2024 [2]. - The acquisition of UP Chemical in 2016 marked a pivotal moment for Yake Technology, allowing it to enter the semiconductor materials market and secure core production capabilities for integrated circuit manufacturing [2][3]. Group 2: Strategic Acquisitions - Following the UP Chemical acquisition, Yake Technology expanded its portfolio through further cross-border acquisitions, including the purchase of LG Chem's color photoresist business, which provided access to advanced technologies and a strong customer base [4]. - In 2024, Yake Technology acquired 75.10% of SKC-ENF Electronic Materials Limited, enhancing its capabilities in semiconductor wet chemicals and broadening its service offerings to core clients [5]. Group 3: Investment Banking Support - Huatai United Securities played a crucial role in Yake Technology's transformation by designing innovative transaction structures and providing comprehensive support throughout the acquisition processes [3][4]. - The firm has extensive experience in cross-border mergers and acquisitions, enabling it to navigate complex international transactions effectively and facilitate Yake Technology's growth in the global market [6][7]. Group 4: Market Position and Future Outlook - The trend of Chinese companies pursuing cross-border acquisitions to achieve technological advancements is on the rise, with Huatai Securities positioned as a leader in this space, having facilitated nearly 600 financing transactions globally, amounting to approximately $280 billion [6]. - Huatai Securities has established a robust global value chain system, enhancing its service capabilities in the Hong Kong market and supporting various complex cross-border listing structures [6][7].
雅克科技(002409.SZ):截至目前公司未收到控股股东及其一致行动人提交的任何减持计划或意向告知
Ge Long Hui· 2025-12-16 15:55
格隆汇12月16日丨雅克科技(002409.SZ)在投资者互动平台表示,截至目前,公司未收到控股股东及其一 致行动人提交的任何减持计划或意向告知。 ...
雅克科技:截至2025年11月28日公司股东户数为59340户
Zheng Quan Ri Bao Wang· 2025-12-16 13:44
证券日报网讯12月16日,雅克科技(002409)在互动平台回答投资者提问时表示,截至2025年11月28 日,公司股东户数为59340户。 ...
雅克科技:公司主要经营半导体材料业务
Zheng Quan Ri Bao Wang· 2025-12-16 13:44
Group 1 - The core viewpoint of the article highlights that 雅克科技 (JAC Technology) is primarily engaged in the semiconductor materials business, indicating a focus on advanced integrated circuit structures [1] - The company stated that HBM (High Bandwidth Memory) is part of the internal structure of advanced integrated circuits, which will lead to an increased demand for precursor materials [1]
雅克科技(002409.SZ):半导体前驱体产品主要供应给国内外芯片制造商
Ge Long Hui· 2025-12-16 13:14
Core Viewpoint - The company, 雅克科技, is currently testing some of its semiconductor photoresist products with relevant clients, indicating ongoing product development and validation in the semiconductor sector [1] Group 1: Product Development - The company is engaged in testing its semiconductor photoresist products with clients [1] - The semiconductor precursor products are primarily supplied to domestic and international chip manufacturers [1] Group 2: Market Conditions - Recent sales prices of related products have remained relatively stable [1]
雅克科技:光刻胶部分产品正进行客户验证
Ge Long Hui· 2025-12-16 13:01
Core Viewpoint - The company is currently testing some of its semiconductor photoresist products with relevant clients, indicating ongoing product development and validation in the semiconductor sector [1] Group 1: Company Developments - The company's semiconductor precursor products are primarily supplied to domestic and international chip manufacturers, highlighting its role in the semiconductor supply chain [1] - Recent sales prices of related products have remained relatively stable, suggesting a steady market environment for the company's offerings [1]
雅克科技(002409.SZ):没有六氟化钨产品
Ge Long Hui· 2025-12-16 08:33
Group 1 - The core viewpoint of the article is that Jacques Technology (002409.SZ) clarified its product offerings in the electronic specialty gas business, specifically stating that it produces tetrafluoromethane and sulfur hexafluoride, and does not manufacture tungsten hexafluoride [1]
雅克科技:没有六氟化钨产品
Ge Long Hui· 2025-12-16 08:31
Group 1 - The core viewpoint of the article is that 雅克科技 (JAC Technology) clarified its product offerings in the electronic specialty gas business, specifically stating that it produces tetrafluoromethane and sulfur hexafluoride, and does not offer tungsten hexafluoride products [1]
雅克科技:业务不涉及特种集成电路行业
Ge Long Hui· 2025-12-16 08:04
Group 1 - The core viewpoint of the article is that the company, 雅克科技 (JAC Technology), clarifies that its business does not involve the special integrated circuit industry [1] Group 2 - The company made this statement on an interactive platform, indicating transparency in its business operations [1]