格隆汇8月21日丨矽电股份(301629.SZ)于投资者互动平台表示，公司生产的曝光机产品主要应用于二极 管、可控硅、MOSFET等功率半导体关键领域的晶圆曝光。 ...

Core Viewpoint - The company emphasizes the strategic opportunities in the equipment market and is committed to customer-oriented development and the industrial application of its R&D technologies [1] Group 1 - The company is actively promoting the industrial application of its R&D technologies to enrich its product line [1] - The company is making strategic preparations for future business breakthroughs [1] - The company's solid crystal machine project is progressing normally and in an orderly manner [1] Group 2 - Currently, the sales volume of the solid crystal machine project is relatively small [1]

Core Viewpoint - The company, Silicondale Co., Ltd. (301629.SZ), has successfully applied its sorting machines in the LED optoelectronic chip sector, achieving high efficiency, stability, and cost-effectiveness, which has garnered strong recognition from downstream customers [1] Group 1 - The sorting machines have been mass-produced and are characterized by their "three highs" features: efficiency, stability, and cost-effectiveness [1] - The current order situation for the sorting machines is positive, indicating strong demand in the market [1] - The company plans to leverage its existing customer base to actively expand its sorting machine sales business [1]

金融界消息 截至2025年8月19日收盘，矽电股份（301629）报收于170.0元，下跌1.73%，换手率 18.48%，成交量1.93万手，成交金额3.24亿元。 资金流向方面，今日主力资金净流出1355.95万元，占比成交额4.18%。其中，超大单净流入701.48万 元、占成交额2.16%，大单净流出2057.43万元、占成交额6.34%，中单净流出流出35.76万元、占成交额 0.11%，小单净流入1391.71万元、占成交额4.29%。 矽电股份最新一期业绩显示，截至2025一季报，公司营业总收入9236.70万元、同比减少0.51%，归属净 利润1150.43万元，同比减少17.86%，扣非净利润1020.04万元，同比减少23.71%，流动比率5.336、速动 比率4.164、资产负债率18.33%。 天眼查商业履历信息显示，矽电半导体设备(深圳)股份有限公司，成立于2003年，位于深圳市，是一家 以从事专用设备制造业为主的企业。企业注册资本4172.7274万人民币，实缴资本3129.5455万人民币。 公司法定代表人为何沁修。 通过天眼查大数据分析，矽电半导体设备(深圳)股份有限公司共对外 ...

Investment Rating - The report does not explicitly state an investment rating for the company Core Viewpoints - The company, Silicondale Co., Ltd. (301629.SZ), is a leading domestic manufacturer of probe test equipment, benefiting from the ongoing trend of domestic substitution in the semiconductor industry [2][11] - The probe station market in mainland China is expected to grow significantly, with a projected market size of USD 459 million by 2025, driven by the increasing demand for semiconductor testing equipment [3][35] - The company has established a strong competitive position through its advanced technology and localized service, which allows it to effectively respond to the needs of domestic semiconductor manufacturers [4][11] Summary by Sections 1. Leading Domestic Probe Station Equipment Manufacturer - Silicondale Co., Ltd. holds the largest market share in the probe station equipment sector in mainland China, with a market share of 25.7% as of 2023 [2][11] - The company is the first in mainland China to achieve the industrial application of 12-inch wafer probe stations, competing effectively with leading international firms [2][4] 2. Strong Growth Momentum in the Probe Station Equipment Market - The probe station is one of the three core testing devices in semiconductor manufacturing, with a compound annual growth rate (CAGR) of 22.28% from 2013 to 2023 in mainland China [3][29] - The demand for probe stations is expected to continue growing due to technological advancements and the ongoing domestic substitution process [3][38] 3. Technology and Service Synergy Driving Market Leadership - The company has built a solid competitive barrier through its technological capabilities and customer service, which are crucial in the context of domestic substitution [4][51] - Silicondale Co., Ltd. has developed six core technologies in probe testing, achieving a leading position in the domestic market [4][53] - The company maintains a high revenue contribution from its core technology products, which accounted for 93.31% of its revenue in the first half of 2024 [18][53]

Core Viewpoint - The company, Silicondale Co., is the first domestic manufacturer to achieve the industrial application of 12-inch wafer probe stations, breaking the monopoly of overseas manufacturers in multiple semiconductor product fields [1] Company Summary - Silicondale Co. has established partnerships with leading domestic semiconductor manufacturers, enhancing its market position [1] - The company holds the largest market share among domestic manufacturers, with its products widely used in core production processes such as wafer manufacturing, packaging testing, and optoelectronic devices [1]

Group 1: Company Overview and Market Position - The company is the first in China to achieve industrial application of 12-inch wafer probe stations, breaking the monopoly of overseas manufacturers in multiple semiconductor product fields [2][3] - The company holds the largest market share among domestic manufacturers, with over 50% of major industry clients' procurement being from the company [8] Group 2: Product Development and R&D Investment - R&D personnel account for approximately 40.93% of the total workforce, with many engineers having over 5 to 10 years of industry experience [6] - From 2021 to 2024, the average annual compound growth rate of R&D expenses reached 21.26%, with R&D expenses exceeding 10% of operating income for several consecutive years [6] - In 2024, R&D expenses amounted to 68.1 million yuan, representing 13.41% of operating income [6] Group 3: Market Opportunities and Product Strategy - The LED market is expanding due to the diversification of application scenarios, particularly with the rise of mini/microLED displays [4] - The company plans to enhance existing products based on customer needs and accelerate the testing, validation, and shipment processes [7][8] Group 4: Customer Considerations and Product Features - Key factors for customers when selecting probe station equipment include positioning accuracy, reliability, stability, process adaptability, user habits, and cost-effectiveness [5] - The company aims to optimize products to enhance user experience while meeting performance requirements, thereby increasing customer loyalty and market share [5]

证券代码：301629 证券简称：矽电股份 公告编号：2025-027 矽电半导体设备（深圳）股份有限公司 关于完成工商变更登记并换发营业执照的公告 特此公告。 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。 矽电半导体设备（深圳）股份有限公司董事会 矽电半导体设备（深圳）股份有限公司（以下简称"公司"）于 2025 年 4 月 27 日召开第二届董事会第十七次会议、第二届监事会第十四次会议，于 2025 年 5 月 19 日召开 2024 年年度股东大会，审议通过了《关于变更注册资本、公司类 型、修订〈公司章程〉并办理工商变更登记的议案》。具体内容详见公司于 2025 年 4 月 29 日、2025 年 5 月 20 日在巨潮资讯网（www.cninfo.com.cn）披露的相 关公告。 公司已于近日完成了工商变更登记和《公司章程》备案手续，并领取了深圳 市市场监督管理局核准换发的《营业执照》。现将具体情况公告如下： 一、 变更后的营业执照登记信息 二、 备查文件 1. 名称：矽电半导体设备（深圳）股份有限公司 2. 统一社会信用代码：91440300757 ...

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。 矽电半导体设备（深圳）股份有限公司（以下简称"公司"）2024 年年度权 益分派方案已获 2025 年 5 月 19 日召开的 2024 年年度股东大会审议通过，现将 权益分派事宜公告如下： 一、 股东大会审议通过利润分派方案情况 1. 2025 年 5 月 19 日，公司 2024 年年度股东大会审议通过的 2024 年年度 权益分派方案为：以现有的总股本 41,727,274 股为基数，向全体股东每 10 股派 送现金股利人民币 9.58 元（含税），不送红股，不以公积金转增股本，合计分配 现金股利人民币 39,974,728.49 元，占 2024 年度公司合并层面实现归属于上市公 司股东净利润的 43.51%。 2. 在分配预案披露后至实施期间，公司总股本如因增发新股、股权激励行 权、可转债转股、股份回购等原因发生变动的，将按照现金分红总额固定不变的 原则，相应调整分配比例。 3. 自分配方案披露至实施期间，公司股本总额未发生变化。 证券代码：301629 证券简称：矽电股份 公告编号：2025-026 ...

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 SHENZHEN, P.R. CHINA 电话（Tel.） ：（0755）8826 5288 传真（Fax.） ：（0755）8826 5537 网址（Website） ：https://www.sundiallawfirm.com 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 法律意见书 信达会字（2025）第 156 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"本所"）接受矽电半导体设备（深圳）股 份有限公司（以下简称"公司"）委托，指派律师出席并见证公司 2024 年年度 股东大会（以下简称"本次股东大会"），并依据《中华人民共和国公司法》（以 下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、 《矽电半导体设备（深圳）股份有限公司章程》 广东信达律师事务所 法律意见书 为出具本法律意见书，本所律师特作如下声明： 集人资格、出席会议人员资格、会议表决程序及表决结果是否符合《公司法》等 法律、法规、规范性文件及《公司章程》的规定发表意见，不对会议审议的 ...