西安奕斯上市后首个动作：拟投资125亿在光谷建硅材料基地

Core Viewpoint - Xi'an Yisi has signed an investment cooperation agreement with Wuhan Optics Valley Semiconductor Industry Investment Co., Ltd. to establish a silicon material base project in Wuhan, with a total investment of approximately 12.5 billion yuan [2][5]. Project Overview - The project will focus on the production of 12-inch silicon single crystal polished wafers and epitaxial wafers, which are essential for advanced integrated circuit processes, applicable in logic chips, flash memory chips, dynamic random-access memory chips, image sensors, and display driver chips [2][4]. - The planned production capacity is 500,000 wafers per month, covering an area of approximately 310 acres [3][4]. Financial Structure - The total investment is approximately 12.5 billion yuan, with 8.5 billion yuan as equity and the remaining 4 billion yuan to be financed through bank loans [2][5]. - Xi'an Yisi commits to contribute 7 billion yuan in capital, while the other party will contribute 1.5 billion yuan [5][8]. Strategic Importance - The project is strategically located in Wuhan, a key area for the national storage chip industry, which will help Xi'an Yisi serve clients in Central China and extend its reach to the Yangtze River Delta and Pearl River Delta regions [3][4]. - This expansion is expected to enhance the company's domestic leadership position and improve its international competitiveness [3][8]. Company Performance - Xi'an Yisi recently went public on the Sci-Tech Innovation Board, raising 4.636 billion yuan, with a current market capitalization of 96 billion yuan [11]. - The company reported revenues of 1.055 billion yuan, 1.474 billion yuan, and 2.121 billion yuan for 2022, 2023, and 2024 respectively, with net losses of 533 million yuan, 683 million yuan, and 738 million yuan for the same years [9].