Transaction Overview - The company has completed the transfer of 8.40% shares of Shenyang Xinyuan Microelectronics Equipment Co., Ltd. (stock code 688037) from Shenyang Zhongke Tiansheng Automation Technology Co., Ltd. [1] - The share transfer agreement was signed on March 31, 2025, and the transfer was completed on May 29, 2025, with a total of 19,064,915 shares transferred [1]. Progress of the Transaction - As of June 23, 2025, the company holds a total of 35,964,665 shares in Xinyuan Micro, representing approximately 17.87% of its total share capital, making the company the largest shareholder [2]. - The company has nominated four non-independent directors and one independent director to the third board of Xinyuan Micro, achieving a majority in both categories [2]. Significance of Acquiring Control - The acquisition allows for synergistic effects between the company and Xinyuan Micro, as both operate in the integrated circuit equipment industry but with complementary product offerings [2]. - The collaboration is expected to enhance the integration of different equipment processes and improve competitiveness and shareholder returns through joint efforts in R&D, supply chain, and customer resources [2].

Group 1 - The major shareholder, Zhongke Tiansheng, transferred all of its 16,899,750 shares to Beifang Huachuang at a price of 85.71 CNY per share, totaling approximately 1.45 billion CNY [1][2] - After the transfer, Beifang Huachuang holds 35,964,665 shares, representing 17.87% of the total share capital, becoming the largest shareholder [2][5] - The control of the company has shifted from having no controlling shareholder to Beifang Huachuang being the controlling shareholder, with actual control held by Beijing Electronics Holdings [5] Group 2 - The transfer of shares from Zhongke Tiansheng and another major shareholder, Advanced Manufacturing, was completed, with Advanced Manufacturing transferring 19,064,915 shares at a price of 88.48 CNY per share, totaling approximately 1.69 billion CNY [3][4] - The board of directors was restructured, with Beifang Huachuang nominating four non-independent directors and one independent director, achieving a majority in the board [5] - The collaboration between Beifang Huachuang and the company is expected to enhance operational synergies, particularly in the semiconductor equipment sector, benefiting both parties through improved competitiveness and shareholder returns [5]

【导读】北方华创已取得对芯源微的控制权 中国基金报记者 卢鸰 国内半导体行业的重组正在稳步推进之中。 在A股最大的芯片设计龙头海光信息吸收合并中科曙光事宜还在推进之际，A股综合实力最强的芯片设备厂商北方华创已获得另一家芯片设 备厂商芯源微的控制权。 北方华创6月24日晚 发布 公告称，6月23日，芯源微召开2025年第二次临时股东大会，审议通过了相关议案，北方华创提名的董博宇、崔 晓微、李延辉和邓晓军被选举为芯源微第三届董事会非独立董事，北方华创提名的潘伟被选举为芯源微第三届董事会独立董事，任期自芯 源微股东大会审议通过之日起至第三届董事会任期届满之日止。 6月24日，北方华创收到中国证券登记结算有限责任公司出具的《证券过户登记确认书》，获悉公司协议受让中科天盛所持芯源微股份已完 成股份过户登记手续，股份过户日期为6月23日，股份过户数量为1689.98万股。 截至2025年6月23日，北方华创持有芯源微3596.47万股股份，约占总股本的17.87%，为芯源微第一大股东；北方华创共提名了4名非独 立董事和1名独立董事，在芯源微全部董事和全部非独立董事中均过半数，北方华创已成为芯源微控股股东并取得对芯源微的控 ...