Core Insights - The company, Sanze New Materials, is rapidly emerging in the advanced ceramics sector, particularly focusing on silicon carbide materials, aiming to break the foreign monopoly in high-end ceramic components [1][3] - The strategic relocation of the company's headquarters from Shanghai to Nantong reflects a shift towards regional industrial collaboration and efficiency [2][3] - Sanze New Materials has established partnerships with local enterprises and government support, enhancing its position within the new materials industry in Nantong [3][4] Company Strategy - The company has transitioned its headquarters to Nantong to overcome operational inefficiencies caused by the separation of its headquarters and manufacturing base [2] - Government support has been crucial, providing land and facilitating connections with local industry leaders, which has been instrumental in the company's growth [2][3] - Sanze New Materials aims to achieve self-sufficiency in key materials through continuous innovation and collaboration within the industrial chain [1][4] Technological Advancements - The company has developed three core technological capabilities: large-size complex shape sintering, precision forming based on 3D printing, and high-purity coating technology for semiconductor equipment [4] - Sanze New Materials has significantly improved the yield rate of complex structural components to 70%, which is notably higher than the industry average [4] - The company is now entering the semiconductor market, with its products achieving performance levels comparable to international counterparts [4][5] Financial Growth - The company's revenue has grown from 30 million yuan in 2020 to an expected 270 million yuan in 2023, indicating strong market demand [5] - Despite a decrease in profit margin from 30% to approximately 15%, the company recognizes the need for continuous innovation to maintain profitability [5][6] - Sanze New Materials is planning to list on the New Third Board and aims for the Beijing Stock Exchange by mid-2026, with funds primarily directed towards semiconductor component production and R&D [5][6] Future Outlook - The company is focused on enhancing its capabilities in high-performance ceramic materials to support national goals in semiconductor technology [6] - Sanze New Materials is committed to addressing technological bottlenecks in critical materials, contributing to the country's self-sufficiency in this sector [6]
三责新材闫永杰： 以硬核陶瓷破局半导体国产化
Zhong Guo Zheng Quan Bao·2025-11-03 20:30