SHLG(SH:600848) Xin Hua Cai Jing·2025-10-18 05:36Core Insights - The event organized by Lingang Group aimed to create a platform for enterprises in the semiconductor industry to connect with top investors, showcasing the transformation value of the industry and facilitating financing opportunities for companies in the park [1] Group 1: Industry Development - Lingang Group has established a strong foundation in the semiconductor industry, with over 300 integrated circuit companies in its parks, accounting for 18% of Shanghai's total output [2] - The "Oriental Chip Port" is a benchmark for the semiconductor industry, leading in manufacturing capacity and covering eight core equipment categories, with significant breakthroughs in key materials [2] - Lingang has become a key location for semiconductor companies to establish their second headquarters or production bases, fostering a collaborative ecosystem for innovation [2] Group 2: Investment Strategy - Lingang Group is shifting its strategy to "precise investment," actively engaging with investment institutions to support the growth of specialized enterprises in the semiconductor sector [3] - The group has invested in several semiconductor companies through industry funds, including notable firms like Lanqi and Jita [3] - The establishment of specialized funds, such as a 300 million yuan semiconductor fund and a 500 million yuan fund for intelligent manufacturing, aims to enhance investment returns and industry linkage opportunities [3] Group 3: Success Stories - The growth of Lijiao Technology, which expanded from a 6-person team to over 100 employees, was significantly supported by Lingang's investment in its Pre-A round [4] - The revenue from the integrated circuit industry in the Pujiang Park is projected to reach 42.2 billion yuan in 2024, with 25 large-scale enterprises and 19 high-tech companies already established [4] Group 4: Future Plans - Lingang Group plans to enhance its focus on advanced processes and core areas of the integrated circuit industry, aiming to double its investment scale and service revenue during the 14th Five-Year Plan period [5][6] - The group will strengthen its incubators and venture capital funds to support early-stage innovation projects, facilitating their transition from incubation to growth [5] - The ultimate goal is to create a virtuous cycle where investment attracts enterprises, leading to the prosperity of the park and returns for shareholders, thereby driving the growth of the semiconductor industry [6]