“国家队”基金投向青岛企业！

Core Viewpoint - The strategic investment by the National Adjustment Fund in Qingdao's SIRUI Intelligent Technology Co., Ltd. highlights the confidence in the company's growth potential and aims to enhance the semiconductor industry's significance in Qingdao [2][9]. Group 1: Investment Overview - The National Adjustment Fund, managed by China Chengtong Holdings Group, has a total scale of 350 billion yuan and focuses on strategic emerging industries [3]. - The fund has made 17 external investments in the past two years, including participation as a cornerstone investor in Midea Group's Hong Kong IPO [3]. - SIRUI Intelligent is a key player in Qingdao's "10+1" industry, focusing on advanced information technology and is planning an IPO on the A-share market [2][9]. Group 2: Company Background - SIRUI Intelligent, established in 2018, specializes in atomic layer deposition (ALD) and ion implantation (IMP) equipment, crucial for semiconductor manufacturing [9][11]. - The company has achieved significant milestones, including the successful delivery of its ALD equipment to leading semiconductor manufacturers and the development of the first 8MeV high-energy ion implanter in China [11][12]. - Despite its technological advancements, SIRUI Intelligent reported revenues of 468 million yuan in 2023 but incurred a net loss of 239 million yuan [12]. Group 3: Strategic Importance - The investment from the National Adjustment Fund is seen as a critical move to support the domestic semiconductor equipment industry and enhance supply chain security [9][19]. - SIRUI Intelligent's recognition as a leading enterprise in the new generation information technology sector reflects Qingdao's acknowledgment of its technological capabilities and growth prospects [18]. - The collaboration between the National Adjustment Fund and SIRUI Intelligent signifies a strong partnership between major state-owned enterprises, enhancing the city's semiconductor industry profile [15][16].