Silan(SH:600460) Zheng Quan Shi Bao·2025-10-19 17:42Core Viewpoint - The company, Silan Microelectronics, has signed a strategic cooperation agreement with the Xiamen Municipal Government to enhance its semiconductor industry chain layout, focusing on the construction of a 12-inch integrated circuit chip manufacturing line [1][3]. Investment Details - The total planned investment for the 12-inch chip project is 20 billion yuan, with a production capacity of 45,000 wafers per month, implemented in two phases [1]. - Phase one involves an investment of 10 billion yuan, with 6.01 billion yuan as equity and 3.99 billion yuan from bank loans, aiming for a monthly production capacity of 20,000 wafers [1]. - Phase two will also require an investment of 10 billion yuan, which will increase the monthly production capacity by an additional 25,000 wafers, reaching a total annual production of 540,000 wafers [1]. Company Structure and Capital Increase - Silan Jihua, established in June this year, is wholly owned by Silan Microelectronics and will see an increase in registered capital by 5.1 billion yuan, with contributions from Silan Microelectronics, Xiamen Silan, Xiamen Semiconductor, and New Wing Technology [2]. - After the capital increase, Silan Microelectronics' shareholding will be 25.12%, while Xiamen Semiconductor and New Wing Technology will hold 24.96% and 34.94%, respectively [2]. Strategic Importance - The investment is expected to provide financial support for the construction and operation of the 12-inch chip project, enhancing the company's strategic positioning in the high-end analog integrated circuit chip sector [3]. - The company aims to leverage opportunities in emerging industries such as new energy vehicles, computing servers, and robotics to drive continuous growth in its main business [3].