突发！停牌！A股巨头，刚刚公告

Core Viewpoint - The semiconductor equipment leader, Zhongwei Company, is planning to acquire a controlling stake in Hangzhou Zhonggui, which specializes in high-end Chemical Mechanical Polishing (CMP) equipment, aiming to create significant strategic synergies and enhance its global semiconductor equipment platform [1][3][4]. Group 1: Acquisition Details - Zhongwei Company announced on December 18 that it is in the process of acquiring a controlling stake in Hangzhou Zhonggui through a share issuance and will suspend trading from December 19 [1][3]. - Hangzhou Zhonggui's main business includes the research, production, and sales of CMP equipment, particularly for 12-inch wafers, and it provides comprehensive solutions for CMP equipment [3][4]. - The acquisition is part of Zhongwei's strategy to strengthen its core technology portfolio and provide more competitive integrated process solutions to customers [4]. Group 2: Financial Performance - In the first three quarters of 2025, Zhongwei Company achieved a revenue of 8.063 billion yuan, representing a year-on-year growth of approximately 46.40% [5]. - The revenue from etching equipment was 6.101 billion yuan, up about 38.26% year-on-year, while revenue from LPCVD and ALD thin film equipment surged by approximately 1332.69% to 403 million yuan [5]. - The net profit attributable to shareholders for the same period was 1.211 billion yuan, reflecting a year-on-year increase of about 32.66% [5]. Group 3: Industry Outlook - The semiconductor sector is experiencing a recovery, with the SW semiconductor sector achieving a revenue of 178.172 billion yuan in Q3 2025, a year-on-year increase of 12.1% and a quarter-on-quarter increase of 4.0%, marking a historical high for a single quarter [7]. - The net profit for the semiconductor sector in Q3 2025 was 19.972 billion yuan, up 75.0% year-on-year, indicating a clear trend of profit recovery [7]. - The global semiconductor manufacturing equipment sales are projected to reach 133 billion dollars in 2025, a year-on-year increase of 13.7%, driven primarily by investments related to artificial intelligence [8].