Leadmicro(SH:688147) Zheng Quan Shi Bao Wang·2025-08-03 09:52Core Viewpoint - MicroGuide Nano plans to issue convertible bonds to raise up to 1.17 billion yuan for the construction of an intelligent factory for semiconductor thin film deposition equipment, laboratory expansion, and working capital supplementation [1] Group 1: Company Overview - MicroGuide Nano is a global manufacturer of high-end micro-nano equipment for semiconductors and related industries, focusing on the research, production, and sales of advanced micron and nano-scale thin film deposition equipment [1] - The company has developed a product system centered on Atomic Layer Deposition (ALD) technology, with Chemical Vapor Deposition (CVD) and other vacuum thin film technologies [3] - MicroGuide Nano is the first domestic manufacturer to successfully apply mass production High-k ALD equipment in the front-end production line of integrated circuit manufacturing [1][3] Group 2: Fund Utilization - The company intends to use 643 million yuan of the raised funds for the construction of an intelligent factory for semiconductor thin film deposition equipment, with a total investment of 670 million yuan [2] - The project aims to enhance production capacity and is expected to generate annual sales revenue of 1.565 billion yuan upon reaching full production [2] Group 3: Market Demand and Growth - The demand for thin film deposition equipment is continuously growing due to the expanding domestic semiconductor market, while China currently relies heavily on imports for high-end thin film deposition equipment [2] - The sales revenue of MicroGuide Nano's semiconductor thin film deposition equipment increased from 25 million yuan in 2021 to 332 million yuan in 2024, with a compound annual growth rate (CAGR) of 136.21% [3] - As of the end of 2024, the company has an order backlog of 1.505 billion yuan in the semiconductor sector, indicating a need for expanded production capacity to meet growing business scale [3]