聚焦半导体战略转型 苏大维格终止光学级板材项目

Core Viewpoint - The company has decided to terminate the optical-grade sheet project due to changes in the downstream industry environment, reallocating approximately 154 million yuan of remaining raised funds to enhance liquidity and operational efficiency [1][2][3]. Group 1: Project Termination - The optical-grade sheet project, managed by Yancheng Wei Wang, was initiated in 2020 and had achieved a production capacity of approximately 30 million light guide plates per year and 6.5 million square meters of PMMA sheets and high-brightness diffusion plates [2]. - The decision to terminate the project is based on the shift in the display panel industry towards refined operations, leading to a misalignment between market expansion and initial project plans [2][4]. - The company aims to avoid inefficient capital allocation during the industry's downturn and improve resource utilization [2][3]. Group 2: Fund Reallocation - The remaining raised funds of approximately 154 million yuan will be permanently allocated to Yancheng Wei Wang's daily operations, covering essential areas such as raw material procurement, production line maintenance, market expansion, and employee salaries [3]. - This reallocation is expected to reduce financial costs, enhance market responsiveness, and improve product profitability [3]. Group 3: Strategic Shift - The termination of the optical-grade sheet project aligns with the company's strategic transition towards the semiconductor sector, focusing on high-end laser direct writing lithography machines and nano-imprint lithography machines [4][5]. - The company has approved a 510 million yuan acquisition of a 51% stake in Changzhou Weipu Semiconductor Equipment Co., which will help establish a complete industrial layout from mask manufacturing to detection equipment [4]. - The semiconductor equipment sector presents higher technical barriers, broader market potential, and stronger profitability, making it a key area for the company's high-quality development [4][5].