证券时报·2025-06-24 23:50Core Viewpoint - The article highlights the transformation of Shenyang, a city in Liaoning Province, from a traditional industrial base to a hub for semiconductor equipment manufacturing, showcasing the growth of local companies in this sector and their contributions to China's semiconductor industry [1]. Group 1: Industry Development - Shenyang has evolved from a steel manufacturing center to a significant player in the semiconductor equipment industry, with local companies like TuoJing Technology, XinYuan Micro, and FuChuang Precision leading the way [1][12]. - By May 2025, Liaoning Province had 84 listed companies, with over half being high-tech enterprises, indicating a strong focus on technological advancement [1]. - The semiconductor equipment industry in Liaoning has seen the emergence of a cluster of companies that have broken overseas monopolies in various fields, including film deposition and precision components [1][12]. Group 2: Key Companies and Technologies - Key companies in the semiconductor equipment sector include XinYuan Micro, which became the first listed company on the Sci-Tech Innovation Board in Liaoning, and TuoJing Technology, which has developed advanced equipment that meets international standards [14][16]. - The "6+N" industrial development system has been established, with six leading companies supported by numerous ancillary firms, enhancing the overall ecosystem [16]. - The article emphasizes the technological advancements made by these companies, such as XinYuan Micro's unique position as the sole domestic supplier of high-end coating and developing machines [16][22]. Group 3: Policy and Financial Support - The development of the semiconductor industry in Liaoning has been supported by national policies and financial initiatives, including the National Integrated Circuit Industry Investment Fund, which has invested heavily in the sector [22][23]. - The establishment of the Sci-Tech Innovation Board has provided crucial funding and resources for semiconductor companies, enabling them to expand and innovate [23][24]. - Local government initiatives have improved the business environment, facilitating the growth of semiconductor companies through supportive policies and services [28][29]. Group 4: Future Prospects - The article outlines plans for further development in the semiconductor sector, aiming to position Shenyang as a globally competitive integrated circuit equipment manufacturing base [34]. - There is a focus on enhancing the investment ecosystem and attracting more venture capital to support local semiconductor companies [32][33]. - The long-term goal is to replicate the success of the semiconductor industry across other sectors in Liaoning, fostering a broader economic transformation [34].