北方华创股权转让获批 央企61.75亿元入局

Group 1 - The core point of the article is that Beijing Electronic Holdings has received approval from the Beijing State-owned Assets Supervision and Administration Commission to transfer 14.4818 million shares of Northern Huachuang Technology Group, representing 2% of the total share capital, to Guoxin Investment at a price of 426.39 yuan per share, totaling 6.175 billion yuan [1] - The transfer aims to strengthen strategic cooperation between Beijing Electronic Holdings and Guoxin Investment, leveraging both parties' resource advantages to support the development of the national integrated circuit industry [1] - After the transfer, Beijing Electronic Holdings will hold 293 million shares of Northern Huachuang, maintaining a controlling stake of 40.51%, and the transfer will not change the company's actual controller [1] Group 2 - Guoxin Investment's entry not only optimizes the layout of state-owned capital in the semiconductor field but also enhances upstream and downstream collaboration in the industry, promoting resource concentration towards leading enterprises [2] - Northern Huachuang's stock price rose by 6.06% to 515.42 yuan per share on January 7 [3] - Northern Huachuang focuses on the research, production, sales, and technical services of semiconductor basic products, with a revenue of 27.301 billion yuan in the first three quarters of 2025, a year-on-year increase of 32.97%, and a net profit of 5.13 billion yuan, up 14.83% year-on-year [3] Group 3 - The semiconductor equipment industry in China has entered a new growth cycle, driven by the "super cycle" triggered by AI computing power, providing unprecedented opportunities for domestic equipment manufacturers [3] - According to Dongwu Securities, the domestic semiconductor equipment sector is expected to enter a strong expansion cycle by 2026, with industry-wide order growth potentially exceeding 30%, possibly reaching over 50% [3] - As domestic substitution deepens, companies with core technological barriers are expected to lead the industry's concentration, with continued growth in mergers and acquisitions in the semiconductor equipment sector over the next 3-5 years [3]