KINGSEMI(SH:688037) 2 1 Shi Ji Jing Ji Bao Dao·2025-06-24 15:27Core Viewpoint - The domestic semiconductor equipment industry has witnessed a significant event with the change of control at ChipSource Micro (688037.SH), as North Huachuang Technology Group Co., Ltd. (002371.SZ) becomes the largest shareholder and actual controller through a series of share transfers totaling 3.135 billion yuan [2][3]. Group 1: Shareholder Changes - ChipSource Micro's major shareholder, Zhongke Tiansheng Automation Technology Co., Ltd., transferred all of its 16.8998 million shares (8.41% of total shares) to North Huachuang for 1.448 billion yuan [2]. - Another significant shareholder, Advanced Manufacturing Technology Industry Co., Ltd., transferred its 19.0649 million shares (9.48% of total shares) to North Huachuang for 1.687 billion yuan [2]. - North Huachuang now holds a total of 35.9647 million shares in ChipSource Micro, representing 17.87% of the total shares, making it the largest shareholder [2]. Group 2: Board Restructuring - On June 23, North Huachuang completed the restructuring of ChipSource Micro's board, with all four non-independent directors and one independent director nominated by North Huachuang being elected [3]. - Dong Boyu was appointed as the new chairman of ChipSource Micro for a three-year term, with the legal representative changing to Deng Xiaojun [3]. Group 3: Leadership Background - Dong Boyu, born in 1981, holds a Ph.D. from Fukui University in Japan and has extensive experience in the semiconductor equipment industry, having worked at North Huachuang since 2013 [4]. - ChipSource Micro, established in 2002, is the only domestic company capable of providing mass production front-end coating and developing machines, and it was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board in 2019 [4]. Group 4: Market Performance - Following the announcement of the acquisition on March 10, ChipSource Micro's stock price increased by 21.1%, closing at 107.15 yuan per share on June 24, with a total market capitalization of 21.6 billion yuan [4]. - North Huachuang's stock closed at 435.82 yuan per share, with a market capitalization of 232.8 billion yuan [4].