华海清科不超10.05亿元收购芯嵛半导体82%股权

Core Viewpoint - Huahai Qingsi is a high-end semiconductor equipment supplier with core independent intellectual property, focusing on a platform strategy of "equipment + services" [1] Financial Performance - In the first three quarters of the year, the company achieved operating revenue of 2.452 billion yuan, a year-on-year increase of 33.22% [1] - The net profit attributable to the parent company was 721 million yuan, reflecting a year-on-year growth of 27.8% [1] Acquisition Details - The company plans to use no more than 1.005 billion yuan of its own funds to acquire the remaining 82% stake in its subsidiary, Xinyu Semiconductor [4] - Upon completion of the transaction, Xinyu will become a wholly-owned subsidiary of Huahai Qingsi [4] Xinyu Semiconductor's Status - Xinyu Semiconductor, established in 2018, is primarily engaged in the research, production, and sales of ion implantation machines for integrated circuits [5] - The company reported net losses of 24.42 million yuan in 2023 and 15.16 million yuan from January to May 2024 [5] Market Potential - Ion implantation machines are key equipment in the front-end process of integrated circuit manufacturing, with sales accounting for approximately 3% to 5% of the overall semiconductor equipment market [3] - The global and domestic semiconductor equipment market is highly concentrated, with over 90% of equipment supplied by American companies [5] Strategic Importance of the Acquisition - The acquisition will allow Huahai Qingsi to quickly absorb and transform core technologies related to ion implantation, facilitating rapid product and business segment development [3] - The overall price for acquiring 100% of Xinyu's equity is set at 1.225 billion yuan, with a significant appreciation rate of 1541.43% compared to the book value of Xinyu's equity [6]