三责新材闫永杰：以硬核陶瓷破局半导体国产化

Core Viewpoint - The company, Sanze New Materials, is rapidly emerging in the advanced ceramics sector, particularly in silicon carbide materials, aiming to break the foreign monopoly in high-end ceramic components, with a focus on strategic national fields like semiconductors and new energy [1][4]. Group 1: Company Strategy and Development - Sanze New Materials initially established its headquarters and R&D center in Shanghai, with manufacturing in Nantong, but later moved its headquarters to Nantong to enhance operational efficiency and integrate into the regional industrial cluster [2][3]. - The company has received significant land support from the Nantong government, which has facilitated its strategic relocation and expansion efforts [2][3]. - The collaboration with local enterprises, such as Zhongtian Technology, highlights the company's integration into the local supply chain and its role in the new materials industry in Nantong [3]. Group 2: Technological Advancements - The company has achieved breakthroughs in three core technologies: large-size complex shape sintering, precision forming based on 3D printing, and high-purity coating processes for semiconductor equipment [4]. - Sanze has improved the yield rate of complex structural components with a diameter of 700mm to 70%, significantly higher than the industry average [4]. - The company is now entering the domestic mainstream equipment manufacturers' verification systems for semiconductor components, with initial small-scale deliveries already made [4]. Group 3: Financial Growth and Investment - The company has seen rapid revenue growth, from 30 million yuan in 2020 to an expected 270 million yuan in 2023, although profit margins have decreased from 30% to around 15% due to increased competition [5][6]. - Sanze has secured funding from government-backed funds, which not only provides financial support but also validates the company's technology and direction [5]. - Plans for an IPO on the New Third Board and a potential listing on the Beijing Stock Exchange by mid-2026 are underway, with funds aimed at expanding semiconductor component production and R&D [5]. Group 4: Vision and Future Outlook - The company aims to focus on the independent research and industrialization of high-performance ceramic materials, contributing to the national goal of achieving greater self-sufficiency in critical materials [6]. - The transition from a technology-driven mindset to a product-oriented approach is emphasized, highlighting the importance of market competitiveness and customer recognition [6].