长鑫科技科创板IPO火速受理 上峰水泥半导体投资迎快速回报期

Group 1 - The core event is the acceptance of Changxin Technology's IPO application by the Shanghai Stock Exchange, marking a significant milestone for the domestic DRAM sector and indicating that the strategic investment by Shangfeng Cement in the semiconductor field is entering a phase of intensive returns [1] - Changxin Technology is recognized as the largest and most advanced DRAM manufacturer in China, achieving a breakthrough in the critical storage sector [1] - The IPO sets a record on the Sci-Tech Innovation Board as the first project accepted under the "pre-review" model, significantly shortening the listing cycle and laying a foundation for rapid access to the capital market [1] Group 2 - Shangfeng Cement has been implementing a "main business + investment" dual-drive strategy over the past five years, focusing on semiconductor investments while maintaining cash flow advantages from its cement operations [2] - The company has completed a full industry chain layout in key areas such as integrated circuit design, manufacturing, equipment, and materials, with investments in several companies like Shanghai Chao Silicon and Shenghe Jingwei, which have either gone public or are in the process of doing so [2] - Future plans for Shangfeng Cement include leveraging its cement business to empower new material ventures, gradually forming a development pattern of "cement main business + new economy investment + new material" [2]