Zheng Quan Shi Bao Wang·2025-12-30 00:45Core Viewpoint - The company plans to acquire a 49% stake in SMIC North from its shareholders for a total price of 40.601 billion yuan, increasing its ownership from 51% to 100% after the transaction [2]. Group 1: Acquisition Details - The acquisition will enhance the company's asset quality and business synergy, promoting long-term development without changing the main business scope [2]. - SMIC North primarily provides 12-inch integrated circuit wafer foundry services and related support, contributing to the company's overall growth [2]. Group 2: Financial Performance - SMIC North's revenue and net profit have shown an upward trend, with revenues of 11.576 billion yuan, 12.979 billion yuan, and 9.012 billion yuan for the years 2023, 2024, and the first eight months of 2025, respectively [3]. - The net profits for the same periods were 0.585 billion yuan, 1.682 billion yuan, and 1.544 billion yuan, indicating a strong profit source from 12-inch integrated circuit products [3]. Group 3: Capital Increase - The company announced a capital increase agreement, raising the registered capital of SMIC South from 6.5 billion USD to approximately 10.0773 billion USD, involving multiple investment funds [3][4]. - This capital increase aims to reduce the asset-liability ratio of SMIC South and build a more robust financial structure for the group [4].