300331，逾5亿元大动作

Core Viewpoint - Su Dawei Ge plans to acquire 51% of Changzhou Weipu Semiconductor Equipment Co., Ltd. for 510 million yuan, aiming to enhance its competitiveness in the semiconductor industry by completing its industrial layout from photomask manufacturing equipment to detection equipment [1][2]. Group 1: Company Overview - Su Dawei Ge, established in 2001, focuses on the design, development, and manufacturing of micro-nano optical products, including high-end laser direct-write lithography machines and nano-imprint lithography machines [2]. - Changzhou Weipu, founded in 2019, specializes in the research, production, and sales of photomask defect detection equipment and wafer defect detection equipment, both of which are core devices in semiconductor front-end detection [2]. Group 2: Financial Performance - For the first three quarters of 2025, Su Dawei Ge reported revenue of 1.507 billion yuan, a year-on-year increase of 7.96%, and a net profit of 35.68 million yuan with a gross margin of 18.62% [2]. - Changzhou Weipu achieved over 114 million yuan in revenue and over 51 million yuan in net profit from January to October 2025, with operating cash flow exceeding 55 million yuan [2]. Group 3: Strategic Rationale - The acquisition is part of Su Dawei Ge's strategy to extend its industrial chain vertically by acquiring upstream companies, focusing on the market potential and localization of semiconductor detection equipment [4]. - The global semiconductor equipment sales are projected to reach approximately 125.5 billion USD by 2025, with detection equipment accounting for about 11% and a localization rate of less than 5% [4]. Group 4: Technical Synergy - Su Dawei Ge has strong capabilities in optical systems and precision motion control, while Changzhou Weipu excels in core algorithms and software systems, which will enhance product competitiveness through technological integration [5]. - The collaboration is expected to facilitate the iterative upgrade of direct-write lithography technology and defect detection equipment, improving overall product performance [5]. Group 5: Future Plans - Su Dawei Ge aims to focus on advancing micro-nano new materials and high-end equipment, while continuing to seek opportunities for mergers and acquisitions within the industry [5]. - The company plans to validate and pilot new products in areas such as anti-counterfeiting for bills and certificates, micro-nano energy-saving materials, and optical waveguides, reinforcing its competitive edge in the micro-nano optical field [5].