半导体设备巨头出售同行股份? 中微公司拟减持拓荆科技

Core Viewpoint - Semiconductor equipment giant Zhongwei Company plans to reduce its stake in Tuo Jing Technology by up to 1.3% of the total share capital, potentially cashing out nearly 1.4 billion yuan due to its operational funding needs [1][2]. Group 1: Shareholding and Reduction Plan - Zhongwei Company currently holds a 7.3% stake in Tuo Jing Technology, acquired before the IPO [2]. - The planned reduction involves selling no more than 3.6551 million shares, which is capped at 1.3% of Tuo Jing Technology's total share capital, through centralized bidding and block trading within three months [2]. Group 2: Financial Impact and Previous Reductions - In 2023, Zhongwei Company reduced its holdings in Tuo Jing Technology by approximately 1.2561 million shares, representing 0.99% of the total, generating a net profit of about 406 million yuan after tax [3]. - The estimated maximum transaction amount for the current reduction is approximately 1.393 billion yuan, based on the previous closing price multiplied by the maximum number of shares to be sold [3]. Group 3: Strategic Objectives and Future Plans - The sale of shares is intended to optimize the company's asset structure, enhance liquidity, and improve asset utilization efficiency [3]. - Zhongwei Company is planning to acquire a controlling stake in Hangzhou Zhonggui Electronic Technology Co., Ltd. through a combination of issuing shares and cash, with the issuance price set at 216.77 yuan per share [3]. Group 4: Business Expansion and Market Position - The target company specializes in the research, production, and sales of Chemical Mechanical Planarization (CMP) equipment, a core technology in wet process equipment, and is one of the few domestic firms capable of mass production of 12-inch high-end CMP equipment [4]. - This transaction will enable Zhongwei Company to integrate capabilities across four core processes: etching, film deposition, measurement, and wet processes, marking a significant transition from dry to a combined dry and wet solution [4]. - By 2035, the company aims to increase its coverage in critical areas of integrated circuit equipment from 30% to over 60%, aspiring to become a world-class advanced semiconductor equipment platform group [4].