中微半导体，增资至40亿

Core Viewpoint - The article highlights the strong growth momentum and strategic positioning of leading domestic semiconductor equipment companies in China, particularly focusing on Zhongwei Company and Northern Huachuang, as they enhance their competitiveness in the global semiconductor equipment market through significant capital increases and technological advancements [1][2]. Group 1: Company Developments - Zhongwei Company has increased its registered capital from 1 billion RMB to 4 billion RMB, a 300% increase, to strengthen its financial capabilities and accelerate technology research and market expansion [1]. - In 2024, Zhongwei Company reported a revenue of 9.065 billion RMB, a year-on-year increase of 44.7%, with over 7.2 billion RMB coming from etching equipment, marking a 54.7% growth [2]. - The company’s net profit was approximately 1.616 billion RMB, a decline of 9.5%, while the non-recurring net profit increased by 16.5% to about 1.388 billion RMB, primarily due to a 94.3% increase in R&D expenses, which reached 2.45 billion RMB [2]. Group 2: Product and Market Performance - Zhongwei Company achieved a historical high in the etching sector, with over 1,200 CCP etching equipment units shipped in 2024, bringing the cumulative installed base to over 4,000 units [2]. - In the thin film deposition equipment sector, the cumulative shipment of LPCVD equipment surpassed 150 units, with approximately 476 million RMB in bulk orders received in 2024 [2]. - The company is advancing its R&D projects for ALD and other key thin film deposition equipment, while EPI equipment has successfully entered client mass production verification [2]. Group 3: Strategic Investments - Zhongwei Company's subsidiary, Supermicro Semiconductor Equipment (Shanghai) Co., plans to increase its capital to 160 million RMB, with Zhongwei retaining control at a 47.2% ownership [3]. - The company is establishing a wholly-owned subsidiary in Chengdu with an investment of approximately 3.05 billion RMB to build a research and production base, expected to commence operations in 2025 and be fully operational by 2027 [3].