矽电股份：细分领域龙头 业绩波动为主 3月24日， 矽电股份 （301629）在深交所创业板挂牌上市，其发行价为52.28元，首日盘中涨逾250%， 每股最高报189.99元，截至收盘，矽电股份报157.93元，上涨202.08%，市值达65.9亿元。 矽电股份的主要产品为探针台设备，是该领域国内企业的龙头，市场份额稳步提升，表现不俗。不过， 从矽电股份的招股书看，公司也存在着业绩增长乏力、大客户依赖以及应收账款增长等风险。 国内探针台设备龙头 根据矽电股份招股书介绍，公司的主要产品为探针台设备，是中国大陆规模最大的探针台设备制造企 业。探针台设备是探针测试技术的具体应用，主要用于 半导体 制造过程中的晶圆测试环节。 目前，全球探针台设备市场由东京电子、东京精密、旺矽科技、惠特科技等海外公司占据主导地位。根 据SEMI和CSA Research统计，截至2019年，矽电股份占全球半导体市场份额为3%，东京精密、东京电 子、旺矽科技和惠特科技市场占比分别为46%、27%、10%和4%。 矽电股份是中国大陆探针台设备市场的重要竞争者。根据SEMI和CSA Research统计，2019年中国大陆 探针台设备市场中 ...

中国大陆规模最大的探针台设备制造企业。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 自投资之后，丰年资本根据企业的发展需求，在多个关键时刻给予企业管理上的深度赋能和全面指 导。多年来持续派出赋能小组直接进厂，通过丰年经营管理体系（HMS)所提供的一整套改善工具的 实践和应用，帮助企业在最短的时间内快速提高产能，提升产品质量，建立了更加精益化的生产流程 和管理体系，在销售、研发、供应链、生产运营等全价值链上实现了管理提升。 丰年资本表示，接下来将继续助推一批像矽电股份一样的科技领域细分赛道的头部企业，推动我国科 技创新，帮助科技产业链实现更多的"自主可控"，助推企业更好的发展。 本文由公众号IPO早知道（ID：ipozaozhidao）原创撰写，如需转载请联系C叔↓↓↓ 据IPO早知道消息，矽电半导体设备(深圳)股份有限公司（以下简称"矽电股份"）于2025年3月24日 正式以"301629"为股票代码在深交所创业板挂牌上市。 截至首日收盘，矽电股份报于每股157.93元，较发行价上涨202.08%，市值65.90亿元人民币。 成立于2 003 年的 矽电股份专注于半 ...

Core Viewpoint - Silicon Electric Co., Ltd. (Silicon Electric) successfully listed on the Shenzhen Stock Exchange's ChiNext, raising 5.5 billion yuan, with a first-day increase of 202.08% [1] Company Overview - Silicon Electric primarily engages in the research, production, and sales of semiconductor equipment, focusing on probe testing technology, and is a leading manufacturer in this field in China [2] - The company is controlled by five individuals, holding a combined 67.99% voting rights, with significant ownership through direct and indirect holdings [2][3] Financial Performance - For the years 2021 to 2024, Silicon Electric reported revenues of 399.17 million yuan, 442.02 million yuan, 546.37 million yuan, and 507.68 million yuan, respectively, with a net profit of 96.04 million yuan, 113.65 million yuan, 89.33 million yuan, and 93.03 million yuan [9][12] - The company experienced a revenue decline of 7.08% in 2024 compared to 2023, while net profit increased by 4.14% [12] Client Dependency - Silicon Electric has a significant reliance on major clients, with sales to Sanan Optoelectronics and Zhaochi Co., Ltd. accounting for 44.56%, 25.52%, and 60.26% of total revenue in the reporting periods [2][3] - The company has been questioned regarding the stability and sustainability of its sales to Sanan Optoelectronics, particularly in light of the overall downturn in the consumer electronics industry [3][5] Fundraising and Use of Proceeds - The company raised a total of 545.38 million yuan, with a net amount of 463.53 million yuan after deducting issuance costs, which were 81.85 million yuan [6][8] - The funds are intended for projects including probe station R&D, sorting machine technology development, marketing network upgrades, and working capital [6][7] Future Projections - For the first quarter of 2025, Silicon Electric anticipates revenues between 93 million and 95 million yuan, with a slight year-on-year change of 0.17% to 2.33% [13][14]

Company Overview - Silicon Electric Co. has become the first semiconductor company to go public in 2025, with its stock price surging by 244.3% on the first trading day, reaching 180 CNY per share, and peaking at nearly 190 CNY [1] - The company specializes in the research, production, and sales of semiconductor equipment, particularly in the field of probe testing technology [1][2] - The IPO aims to raise approximately 545 million CNY for projects including probe station R&D, industrial base construction, sorting machine technology development, marketing network upgrades, and working capital [1] Market Position - Silicon Electric Co. has established itself as the largest probe station equipment manufacturer in mainland China, with a market share of 13% in 2019, ranking fourth overall among domestic manufacturers [2] - The company's market share has steadily increased, reaching 19.98% in 2021, 23.68% in 2022, 25.7% in 2023, and 23.3% in the first half of 2024 [2] Technological Innovation - The core technical team has over 30 years of experience in probe testing technology, enabling the company to break the monopoly of foreign manufacturers and become a significant player in the domestic market [2] - The company has obtained 246 domestic and international patents and 79 software copyrights, emphasizing its commitment to independent research and development [2] Industry Growth - The semiconductor equipment sales in mainland China have grown from 3.37 billion USD in 2013 to 36.6 billion USD in 2023, with a compound annual growth rate of 26.94% [3] - The global semiconductor equipment market is projected to reach 109 billion USD in 2024 and 127.5 billion USD in 2025, reflecting year-on-year growth of 3.4% and 17%, respectively, driven by strong demand in the artificial intelligence computing sector [3]

Company Overview - Silicon Electric Co. has become the first semiconductor company to go public in 2025, with its stock opening at a price of 180 CNY per share and surging by 244.3% on its first trading day [2] - The company specializes in the research, production, and sales of semiconductor equipment, particularly in the field of probe testing technology [2][3] - The IPO aims to raise approximately 545 million CNY for projects including probe station R&D, sorting machine technology development, marketing network upgrades, and working capital [2] Market Position - As of 2019, Silicon Electric held a 13% market share in the probe station equipment market in mainland China, ranking fourth overall and first among domestic manufacturers [3] - The company's market share has steadily increased from 19.98% in 2021 to 23.3% in the first half of 2024 [3] Technological Innovation - The company has obtained 246 domestic and international patents and 79 software copyrights as of June 30, 2024, emphasizing its commitment to technological innovation [3] - Silicon Electric has developed high-end products such as the 12-inch fully automatic high-precision wafer probe station, filling a gap in domestic equipment availability [3] Industry Growth - The semiconductor equipment sales in mainland China have grown from 3.37 billion USD in 2013 to 36.6 billion USD in 2023, with a compound annual growth rate of 26.94% [4] - The global semiconductor equipment market is projected to reach 109 billion USD in 2024 and 127.5 billion USD in 2025, reflecting a year-on-year growth of 3.4% and 17%, respectively [4]

矽电半导体设备（深圳）股份有限公司 上市公告书 股票简称：矽电股份 股票代码：301629 矽电半导体设备（深圳）股份有限公司 Sidea Semiconductor Equipment (Shenzhen) Co., Ltd. （深圳市龙岗区龙城街道黄阁坑社区龙城工业园 3 号厂房三楼东区、五楼中西区） 首次公开发行股票并在创业板上市之 上市公告书 保荐人（主承销商） （深圳市福田区福田街道福华一路 111 号） 二〇二五年三月 矽电半导体设备（深圳）股份有限公司 上市公告书 特别提示 矽电半导体设备（深圳）股份有限公司（以下简称"矽电股份"、"本公司"、 "发行人"或"公司"）股票将于 2025 年 3 月 24 日在深圳证券交易所创业板上 市。 创业板公司具有业绩不稳定、经营风险高、退市风险大等特点，投资者面临 较大的市场风险。投资者应充分了解创业板市场的投资风险及本公司所披露的风 险因素，审慎做出投资决定。 1 矽电半导体设备（深圳）股份有限公司 上市公告书 第一节 重要声明与提示 一、重要声明 本公司及全体董事、监事、高级管理人员保证上市公告书的真实性、准确性、 完整性，承诺上市公告书不存在虚假记载 ...

矽电半导体设备（深圳）股份有限公司 保荐人（主承销商）：招商证券股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 经深圳证券交易所审核同意，矽电半导体设备（深圳）股份有限公司（以下简 称"公司"、"本公司"、"发行人"或"矽电股份"）发行的人民币普通股股票将于 2025 年3 月24日在深圳证券交易所创业板上市，上市公告书全文和首次公开发行股票并 在创业板上市招股说明书全文披露于中国证券监督管理委员会指定信息披露网站： 巨潮资讯网（www.cninfo.com.cn）、中证网（www.cs.com.cn）、中国证券网 （ www.cnstock.com ） 、 证 券 时 报 网 （ www.stcn.com ） 、 证 券 日 报 网 （www.zqrb.cn）、经济参考网（www.jjckb.cn），供投资者查阅。 所属网页二维码：巨潮资讯网 一、上市概况 （一）股票简称：矽电股份 （二）股票代码：301629 （三）首次公开发行后总股本：4,172.7274万股 首次公开发行股票并在创业板上市之 上市公告书提示性公告 （四）首次公开发行股票数 ...

招商证券股份有限公司 深圳市福田区福田街道福华一路 111 号 二〇二五年三月 矽电半导体设备（深圳）股份有限公司 上市保荐书 关于 矽电半导体设备（深圳）股份有限公司 首次公开发行股票并在创业板上市 之 上市保荐书 保荐机构（主承销商） 声 明 保荐机构及保荐代表人根据《中华人民共和国公司法》（下称"《公司法》"）、 《中华人民共和国证券法》（下称"《证券法》"）、《首次公开发行股票注册管理办 法》（下称"《注册管理办法》"）、《证券发行上市保荐业务管理办法》（下称"《保 荐管理办法》"）、《深圳证券交易所创业板股票上市规则》（下称"《创业板上市规 则》"）、《深圳证券交易所股票发行上市审核规则》等有关法律、行政法规和中国 证券监督管理委员会（下称"中国证监会"）、深圳证券交易所（下称"深交所"） 的规定，诚实守信，勤勉尽责，严格按照依法制订的业务规则、行业执业规范和 道德准则出具本上市保荐书，并保证所出具文件的真实性、准确性和完整性。 如无特别说明，本上市保荐书中的相关用语具有与《矽电半导体设备（深圳） 股份有限公司首次公开发行股票并在创业板上市招股说明书》中的相同含义。 3-1-3-1 | 声 明 1 ...

关于 矽电半导体设备（深圳）股份有限公司 首次公开发行股票并在创业板上市的 法律意见书 中国深圳福田区益田路6001号太平金融大厦11-12楼邮政编码：518038 11F-12F,TAIPING FINANCE TOWER,6001 YITIAN ROAD,FUTIAN,SHENZHEN,CHINA 电话（Tel.）：（0755）88265288传真（Fax.）：（0755）88265537 网址（Website）：www.sundiallawfirm.com 广东信达律师事务所 法律意见书 广东信达律师事务所 关于矽电半导体设备（深圳）股份有限公司 首次公开发行股票并在创业板上市的 法律意见书 信达首创意字（2024）第 001-09 号 致：矽电半导体设备（深圳）股份有限公司 广东信达律师事务所（以下简称"信达"）接受矽电半导体设备（深圳） 股份有限公司（以下简称"发行人"、"公司"或"矽电股份"）的委托，担 任发行人申请首次公开发行人民币普通股（A 股）股票并在深圳证券交易所 （以下简称"深交所"）创业板上市（以下简称"本次发行"或"本次发行上 市"）事宜的专项法律顾问。 信达根据《中华人民共和国证券 ...

Group 1 - Two new stocks are available for subscription on March 11, namely New Asia Cable and Silicon Electric [1] - New Asia Cable plans to issue a total of 62 million shares, with 18.6 million shares available for online subscription, at a price of 7.40 yuan and a price-to-earnings ratio of 18.71 [1] - Silicon Electric plans to issue a total of 10.43 million shares, with 10.43 million shares available for online subscription, at a price of 52.28 yuan and a price-to-earnings ratio of 26.23 [1] Group 2 - New Asia Cable specializes in the research, production, and sales of electric wires and cables, with main products including power cables and overhead conductors [1] - Silicon Electric focuses on the research, production, and sales of semiconductor-specific equipment [1]