207.2亿！长江存储三期来了！

Core Insights - The establishment of Changcun Phase III (Wuhan) Integrated Circuit Co., Ltd. with a registered capital of 20.72 billion RMB marks a significant development in the semiconductor industry [1][2] - The company is co-owned by Yangtze Memory Technologies Co., Ltd. (50.19% stake) and Hubei Changsheng Phase III Investment Development Co., Ltd. (49.81% stake) [1][2] - The operational scope includes integrated circuit manufacturing, sales, design, and related technical services, indicating a comprehensive approach to the semiconductor value chain [2] Company Information - Changcun Phase III was officially registered on September 5, 2025, with a legal representative named Chen Nanxiang [1] - The company is classified under the computer, communication, and other electronic equipment manufacturing industry [1] - The registered address is located in the East Lake New Technology Development Zone, Wuhan, Hubei Province [1] Shareholder Structure - Yangtze Memory Technologies holds a capital contribution of 10.4 billion RMB, while Hubei Changsheng Phase III Investment Development has a contribution of 10.32 billion RMB [2] - Hubei Changsheng Phase III Investment Development was established on September 2, 2025, with a registered capital of 15.12 billion RMB [1][2] - The shareholders of Hubei Changsheng include Wuhan Optics Valley Financial Holding Group (40% stake), Jiangcheng Industrial Investment Fund (Wuhan) Co., Ltd. (40% stake), and Yangtze Industrial Investment Group (20% stake) [1] Industry Impact - The registration of Changcun Phase III has initiated equipment order negotiations with domestic manufacturers such as Northern Huachuang, Zhongwei Company, and others, indicating a positive ripple effect on the domestic semiconductor equipment sector [3]