双线增资落子电子特气业务 杭氧股份注入半导体高端制造“底气”

Core Viewpoint - Hangyang Co., Ltd. is expanding its gas supply business by signing a contract with Zhengpai Technology to supply electronic bulk gases and provide operational services, with a total investment of up to 45 million yuan [1] Group 1: Business Expansion - Hangyang's subsidiary, Jiande Hangyang, will be responsible for supplying high-purity gases such as nitrogen, hydrogen, oxygen, argon, and helium to Zhengpai Technology's 8-inch silicon carbide power device manufacturing project [1] - The investment of 31 million yuan into Jiande Hangyang aims to ensure the smooth implementation of the project, while additional funding will be secured through financing [1] Group 2: Market Positioning - Zhengpai Technology is a leading company in the third-generation semiconductor power device sector, which enhances Hangyang's position in the high-end semiconductor electronic bulk gas market [1] - The collaboration is expected to create a lighthouse effect, enabling Hangyang to replicate its success in the expanding silicon carbide gas market [1] Group 3: Industry Trends - The global semiconductor gas market is projected to grow from approximately 10.83 billion USD in 2024 to 19.34 billion USD by 2032, with a CAGR of 7.5% [2] - The demand for electronic bulk gases and high-purity specialty gases is increasing due to advancements in quantum computing, AI, and 5G technologies [2] Group 4: Technological Advancements - Hangyang is leveraging its strong technical background in air separation equipment manufacturing to drive innovation in the gas business, establishing a dual-driven development model [2] - The company has made significant breakthroughs in deep cold separation and high-end equipment, showcasing its technological leadership in large air separation equipment [4] Group 5: Strategic Development - Hangyang is expanding its product range to include industrial gases, electronic specialty gases, hydrogen energy, healthcare, and clean energy sectors [3] - The company is committed to strengthening the gas foundation of China's semiconductor industry, enhancing its research and development capabilities through a comprehensive four-in-one system [3]