鉴于双方拟采用其他方式进行业务合作，经公司与高伟电子友好协商，双方 一致同意注销合资公司立维光学。立维光学为公司参股公司，未纳入公司合并报 表范围，本次注销参股公司，不会导致公司合并报表范围发生变化。 证券代码：300331 证券简称：苏大维格 公告编号：2025-056 苏州苏大维格科技集团股份有限公司 关于注销参股公司的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 2021 年 9 月 14 日，苏州苏大维格科技集团股份有限公司（以下简称"公司"） 与高伟电子控股有限公司（以下简称"高伟电子"）子公司东莞高伟光学电子有 限公司（以下简称"高伟光学"）签署了《合资经营协议》，共同投资设立合资 公司苏州立维光学科技有限公司（以下简称"立维光学"），注册资本人民币 5,000 万元，其中公司以货币方式认缴出资人民币 2,000 万元。2022 年 1 月 26 日，立 维光学完成工商注册登记手续。具体内容详见公司于 2021 年 9 月 14 日、2022 年 2 月 7 日在中国证监会指定创业板信息披露网站刊登的相关公告。 根据《深圳证券交易所创业板股 ...

Group 1: Acquisition of Changzhou Weipu - The company intends to acquire 51% of Changzhou Weipu Semiconductor Equipment Co., Ltd. to gain control [3] - Changzhou Weipu specializes in optical mask defect detection equipment and has achieved large-scale production, with proprietary technology and domestic core components [3] - The acquisition is strategically aimed at leveraging existing customer resources to reduce customer development costs and product validation cycles [4] Group 2: Synergy and Strategic Goals - The company focuses on high-end intelligent equipment, particularly laser direct writing lithography equipment, which has a low domestic production rate [4] - The acquisition is expected to enhance R&D capabilities and product competitiveness by combining technological strengths from both companies [4] - The integration of manufacturing and defect detection processes is crucial for semiconductor production, aiming for accelerated domestic substitution [4] Group 3: Business Performance and Growth - In H1 2025, the subsidiary Suzhou Weiyeda Technology Co., Ltd. reported a revenue increase of approximately 49.91% due to rising demand for new display terminal devices [7] - The company’s public safety anti-counterfeiting film products are designated for use in national documents, with ongoing development of new anti-counterfeiting materials [8] - The high-efficiency ultra-thin light guide plate developed by Suzhou Weiwan Technology Co., Ltd. has improved light efficiency by 10%-20%, contributing to revenue stability and profit growth [9] Group 4: Future Development Plans - The company aims to explore new technologies and markets, focusing on micro-nano optical products and high-end equipment [12] - Plans include expanding into semiconductor mask defect detection equipment and advancing new anti-counterfeiting products [12] - The company is actively developing smart surface materials for automotive interiors, with applications in major international automotive brands [10][11]

Core Viewpoint - The photolithography concept sector has seen a significant increase, with a rise of 3.30%, leading among various concept sectors [1][2]. Group 1: Market Performance - Within the photolithography sector, 33 stocks experienced gains, with Wavelength Optoelectronics reaching a 20% limit up, and Yongxin Optical and Kaimete Gas also hitting the limit up [1]. - Notable gainers include Su Dawei Ge, Hongli Zhihui, and Saiwei Electronics, which rose by 14.66%, 11.40%, and 8.38% respectively [1]. - The sector's performance contrasts with the declining sectors such as duty-free shops and pork, which fell by 1.60% and 1.40% respectively [2]. Group 2: Capital Flow - The photolithography sector attracted a net inflow of 1.794 billion yuan, with 27 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows [2]. - Kaimete Gas led the net inflow with 772 million yuan, followed by Wavelength Optoelectronics, Zhangjiang Hi-Tech, and Saiwei Electronics with net inflows of 359 million yuan, 129 million yuan, and 118 million yuan respectively [2]. - The net inflow ratios for Kaimete Gas, Yongxin Optical, and Wavelength Optoelectronics were 48.64%, 43.51%, and 31.66% respectively, indicating strong investor interest [3].

Market Performance - The optical and optoelectronic sector increased by 1.42% on September 17, with Wavelength Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Highlights - Wavelength Optoelectronics (301421) closed at 88.12, with a significant increase of 20.01% and a trading volume of 129,000 shares, amounting to a transaction value of 1.133 billion [1] - Su Dawei Ge (300331) saw a rise of 14.66%, closing at 38.47 with a trading volume of 715,200 shares, totaling 2.64 billion [1] - Hongli Zhihui (300219) increased by 11.40%, closing at 7.62 with a trading volume of 1,169,900 shares, amounting to 906 million [1] - Fuzhijing Technology (002222) and Yongxin Yuanzi (603297) both rose by 10.00%, closing at 46.40 and 108.20 respectively [1] Fund Flow Analysis - The optical and optoelectronic sector experienced a net inflow of 444 million from institutional investors, while retail investors contributed a net inflow of 119 million [2] - However, there was a net outflow of 563 million from speculative funds [2] Individual Stock Fund Flow - Wavelength Optoelectronics had a net inflow of 342 million from institutional investors, but a net outflow of 262 million from speculative funds [3] - Fuzhijing Technology saw a net inflow of 202 million from institutional investors, with a net outflow of 124 million from speculative funds [3] - Sanan Optoelectronics (600703) had a net inflow of 189 million from institutional investors, while experiencing a small net outflow from speculative funds [3]

Group 1 - The trading volume of Suzhou Su Da Wei Ge Technology Group Co., Ltd. reached 2.587 billion RMB, marking a new high since its listing [2] - The latest stock price increased by 14.31%, with a turnover rate of 33.36% [2] - The previous trading day's total transaction volume was 1.48 billion RMB [2] Group 2 - Suzhou Su Da Wei Ge Technology Group Co., Ltd. was established on October 25, 2001, with a registered capital of 259.662286 million RMB [2]

Group 1 - The core viewpoint of the news highlights the active performance of the photolithography machine sector, with significant stock price increases for several companies [1] - Companies such as Wangguang Optoelectronics and Yongxin Optics reached their daily limit increase, indicating strong market interest [1] - Other companies in the sector, including Sudavige, Maolai Optics, Lanying Equipment, Xinlai Materials, and Guolin Technology, saw stock price increases exceeding 5% [1]

Group 1 - The A-share market saw a strong performance in photolithography machine concept stocks, with significant gains reported [1] - Wavelength Optoelectronics surged nearly 18%, while Yongxin Optical reached a daily limit up [1] - Maolai Optics increased by over 7%, and Blue Eagle Equipment rose by 5% [1] - Other companies such as Kaimete Gas, New Lai Materials, and Su Da Weige all experienced gains exceeding 4% [1]

Group 1 - The semiconductor lithography machine concept stocks opened high, indicating positive market sentiment towards this sector [1] - Yongxin Optical Technology reached the daily limit increase, reflecting strong investor interest and confidence in the company [1] - Wavelength Optoelectronics approached a 20% limit increase, showcasing significant market movement and potential growth [1] Group 2 - Other companies such as Guolin Technology, Su Da Weige, Maolai Optics, Xinlai Materials, and Blue Eagle Equipment also experienced upward movement, indicating a broader trend in the lithography machine sector [1]

Core Insights - The direct write lithography market is expected to recover in 2024, with a projected growth of 12% year-on-year, reaching a market size of $1.57 billion due to a significant rebound in downstream industries [1][5][7] - The market is driven by the advantages of direct write lithography technology and its expanding application boundaries, particularly in PCB manufacturing, which is the largest application area [1][7] Industry Overview - Direct write lithography, also known as maskless lithography, utilizes a computer-controlled high-precision beam to project patterns directly onto a substrate coated with photosensitive material without the need for a mask [2][5] - The technology integrates various systems, including graphic processing, high-precision displacement platforms, optical systems, and control systems, making it a key device in micro-nano manufacturing [2][5] Market Dynamics - The global direct write lithography equipment market has shown volatility in recent years due to a slowdown in economic growth and pressure on downstream industries [5][6] - The PCB sector is the largest application area for direct write lithography, accounting for 41.1% of the market in 2024, followed by the mask plate sector at 36.6% [7][8] Competitive Landscape - Major players in the PCB direct imaging equipment sector include Israel's Orbotech, Japan's ORC, ADTEC, SCREEN, and domestic companies such as Chipbond and Jiangsu Yingsu [1][5][6] - In the broader semiconductor direct write lithography market, foreign companies dominate, with competitors including Sweden's Mycronic, Germany's Heidelberg, and Japan's SCREEN [1][5][6] Technological Trends - The direct write lithography technology is evolving to achieve finer line widths and higher resolution, driven by the increasing integration and performance demands of downstream electronic products [14][16] - The industry is focusing on improving production yield and balancing the cost of equipment upgrades with production efficiency [17][18] Application Insights - The PCB manufacturing process is complex and requires various specialized equipment, with direct imaging technology becoming the mainstream method due to its advantages over traditional exposure techniques [8][9] - The global PCB market is projected to reach $73.6 billion in 2024, with a growth rate of 5.8%, driven by demand from AI servers and data center equipment [7][8] Future Outlook - The demand for direct write lithography equipment in advanced packaging is expected to grow significantly, with a projected market size of $30 million by 2030 as the technology matures [13][14]

Group 1 - The core viewpoint of the news is that Suzhou Su Da Wei Ge Technology Group Co., Ltd. has shown a significant increase in stock price, with a rise of 5.48% to 31.58 CNY per share, and a trading volume of 632 million CNY, indicating strong market interest [1] - The company, established on October 25, 2001, and listed on June 28, 2012, specializes in the design, development, and manufacturing of micro-nano optical products, with 87.32% of its revenue coming from these products [1] - The company has a total market capitalization of 8.2 billion CNY, with a turnover rate of 10.18% [1] Group 2 - Among the top ten circulating shareholders of Su Da Wei Ge, the Ruiyuan Growth Value Mixed A Fund (007119) reduced its holdings by 261,800 shares in the second quarter, now holding 12.4136 million shares, which is 6.02% of the circulating shares [2] - The Ruiyuan Growth Value Mixed A Fund has achieved a year-to-date return of 50.77%, ranking 563 out of 8175 in its category, and a one-year return of 77.66%, ranking 865 out of 7982 [2] Group 3 - The fund manager of Ruiyuan Growth Value Mixed A is Fu Pengbo, who has a tenure of 16 years and 242 days, with the best fund return during his tenure being 429.69% [3] - Zhu Lin, the co-manager, has a tenure of 6 years and 172 days, with a best fund return of 75.88% during his tenure [3]