Core Viewpoint - Zhongwei Company plans to acquire a 64.69% stake in Hangzhou Zhonggui through a combination of issuing shares and cash payments, with the stock set to resume trading on January 5, 2026 [2][4]. Group 1: Transaction Details - The acquisition involves multiple parties, including Hangzhou Zhongxin Silicon Trade Co., Shanghai Ningrong Haichuan Electronic Technology Partnership, and others, totaling 41 transaction counterparts [4]. - The company aims to raise supporting funds by issuing shares to no more than 35 specific investors [4]. Group 2: Business Overview - Hangzhou Zhonggui specializes in the research, production, and sales of Chemical Mechanical Polishing (CMP) equipment, a core technology in wet processing, and is one of the few companies in China capable of mass-producing 12-inch high-end CMP equipment [5]. - Prior to the acquisition, Zhongwei Company focused on high-end semiconductor equipment, selling etching, thin film, and MOCVD equipment to downstream manufacturers [6]. Group 3: Strategic Implications - The acquisition will enable Zhongwei Company to integrate "etching + thin film deposition + measurement + wet processing" capabilities, marking a significant transition from dry to a comprehensive solution that includes wet processing [6]. - This integration fills a gap in the company's wet processing equipment offerings and enhances its ability to provide system-level solutions in advanced processes [6]. Group 4: Financial Performance - In the first three quarters of 2025, Zhongwei Company reported revenue of 8.063 billion yuan, a year-on-year increase of 46.4%, and a net profit attributable to shareholders of 1.211 billion yuan, up 32.66% [6]. - Prior to the acquisition announcement, the company's stock was suspended from trading on December 19, 2025, with a closing price of 271.72 yuan per share, reflecting a price increase of over 44% for the year, and a market capitalization of 170.8 billion yuan [6].
千亿半导体龙头,宣布重要收购!下周一复牌
中国基金报·2026-01-03 12:32