国产12英寸硅片龙头启动科创板发行

Core Viewpoint - Xi'an Yiswei Material Technology Co., Ltd. has officially launched its IPO process on the Sci-Tech Innovation Board, marking a significant step for the leading domestic 12-inch silicon wafer manufacturer towards capital market entry [1]. Group 1: Company Overview - Xi'an Yiswei focuses on the research, production, and sales of 12-inch silicon single crystal polished wafers and epitaxial wafers, which are widely used in storage chips, logic chips, and power devices [3]. - The company has a monthly shipment volume of 521,200 wafers by the end of 2024, holding the top production capacity in mainland China and ranking sixth globally, with a market share of approximately 6%-7% [3]. Group 2: IPO Details - The company plans to publicly issue 537.8 million shares, accounting for 13.32% of the total share capital post-issue, aiming to raise 4.9 billion yuan, which will be fully invested in the second phase of its silicon industry base project [6]. - The project focuses on the research and production of polished wafers for advanced generation storage chips, epitaxial wafers for more advanced processes, and specialty silicon wafers for power devices [6]. Group 3: Growth and Market Position - Xi'an Yiswei has applied for 1,843 domestic and international patents, with 799 authorized patents, making it the company with the most authorized invention patents in the 12-inch silicon wafer sector in mainland China [6]. - The company's revenue has grown from 1.055 billion yuan in 2022 to 2.121 billion yuan in 2024, with a compound annual growth rate of approximately 42%, and a year-on-year revenue increase of 45.99% in the first half of 2025 [6]. Group 4: Industry Context - Xi'an Yiswei is the first unprofitable hard-tech company to be accepted by the Shanghai Stock Exchange following the release of the new "National Nine Articles" and "Science Eight Articles," highlighting the capital market's support for innovative enterprises in the semiconductor materials sector [7]. - The company aims to break through technical barriers in advanced process products and promote the localization of upstream supply chains, providing core support for the self-controllable semiconductor industry chain in China [7].