Group 1 - The core point of the article is that Su Dawei Ge announced the signing of a joint venture agreement with Gao Wei Electronics to establish a company named Suzhou Liwei Optical Technology Co., Ltd, with a registered capital of 50 million RMB, where Su Dawei Ge contributed 20 million RMB in cash [2] - The joint venture, Liwei Optical, completed its business registration on January 26, 2022, but was later agreed to be dissolved by both parties due to a decision to pursue other forms of business cooperation [2] - The dissolution of Liwei Optical will not affect the consolidated financial statements of Su Dawei Ge, as it was not included in the consolidated scope [2]

Group 1 - The lithography equipment sector leads the market with an increase of 1.18% [1] - Among the companies, Boliang Optoelectronics saw a significant rise of 20.01% [1] - Yongxin Optics and Sudavige both experienced notable increases of 10.0% and 7.9% respectively [1] Group 2 - Other companies such as Maolai Optics, Lanying Equipment, and Xinlai Materials also reported gains exceeding 6% [1]

Core Viewpoint - The A-share market saw a strong rally in the photolithography machine sector, with the photolithography index rising by 4.24% and leading company SMIC reaching a historical high in stock price [1][2]. Group 1: Market Performance - The photolithography index closed at 4525.95, up by 183.95 points, reflecting a 4.24% increase [2]. - SMIC's stock price closed at 117.39 CNY per share, with a nearly 7% increase, leading to a total market capitalization of 605.8 billion CNY [1]. - Other companies in the sector, such as BOL, SuDa WeiGe, and FJ Technology, also experienced significant gains, with BOL rising by 20% [1][2]. Group 2: Industry Developments - Reports indicate that SMIC is testing a deep ultraviolet photolithography machine manufactured by the Shanghai startup Yuliangsheng, which utilizes immersion technology similar to that of ASML [2]. - The photolithography machine is a core device in wafer manufacturing, essential for continuing Moore's Law, with a promising market outlook [4]. - The advanced packaging market is projected to grow from 38 billion USD in 2024 to 79 billion USD by 2030, with high-end packaging expected to increase from 8 billion USD to over 28 billion USD in the same period [4]. Group 3: Market Dynamics - ASML, Nikon, and Canon dominate the global photolithography market, with ASML holding a 61.2% market share in 2024, being the sole supplier in the EUV segment [4]. - China is the largest customer for ASML's photolithography machines, with revenue from the region expected to surge to 41% in 2024 due to the expansion of wafer fabs and excess inventory [4]. - The domestic photolithography machine industry is anticipated to see growth opportunities driven by the increasing demand for AI computing and advancements in domestic chip technology [5].

格隆汇9月17日丨苏大维格（维权）(300331.SZ)公布，2021年9月14日，公司与高伟电子控股有限公司 （简称"高伟电子"）子公司东莞高伟光学电子有限公司（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（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。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。 ...

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]