兴福电子(688545)今日晚间公告，拟投资约4.8亿元建设4万吨/年电子级磷酸项目，以响应市场持续增长 的需求，进一步巩固公司在电子化学品行业的竞争优势。 据公告披露，该项目已通过公司第二届董事会第四次会议审议通过，无需提交股东会审议。项目选址于 宜昌新材料产业园，主要建设内容包括4万吨/年电子级磷酸生产线及配套厂房设施，计划于2025年12月 15日正式开工，建设期为13个月。作为项目唯一投资方及实施主体，兴福电子将以自有资金及自筹资金 （含银行贷款）作为出资来源，全部以现金方式投入，不涉及募集资金使用。 兴福电子是国内电子级磷酸的龙头企业，资料显示，2021年至2023年，公司在国内半导体领域电子级磷 酸产品的市场占有率分别为39.25%、55.79%、69.69%。2024年公司电子级磷酸产品国内市场占有率继 续保持提升趋势，并稳固维持行业领先地位。从客户结构来看，进入台积电、SK Hynix、中芯国际、 长江存储、华虹集团、格罗方德等国内外知名集成电路企业供应链，实现批量供货。 电子级磷酸作为半导体制造领域的关键材料，主要应用于晶圆制造的刻蚀工艺环节，用于氮化硅的刻蚀 或去除，同时也是高选择性磷酸蚀 ...

Core Viewpoint - The company,沃特股份, plans to acquire 100% of the shares of华尔卡密封件制品(上海)有限公司 for 25.716 million yuan to strengthen its position in the semiconductor industry and enhance global competitiveness [1][2]. Group 1: Acquisition Details - The acquisition will be funded through the company's own or raised funds, totaling 25.716 million yuan, including tax [1]. - The target company,密封件公司, was established in December 2000 with a registered capital of 1.15 billion yen and operates as a wholly foreign-owned limited liability company [1][2]. - The company specializes in producing various sealing products, activated carbon boards, and fluororesin products, among others [1]. Group 2: Strategic Importance - The acquisition is expected to positively impact the company's business development, leveraging密封件公司的 established reputation in the semiconductor and nuclear energy sectors [2]. - The location of密封件公司 in the松江出口加工区, a national-level export processing zone, allows the company to benefit from the concentration of electronic information manufacturing enterprises [2]. Group 3: Operational Benefits -密封件公司 has existing production facilities, including cleanrooms and office spaces, which will address production space shortages for semiconductor products [3]. - The acquisition will enhance the company's ability to expand its fluorine materials into high-end applications, leveraging密封件公司的 brand reputation and application cases [3]. - The company aims to attract high-end talent in the Shanghai area to optimize team structure and accelerate product and technology development [3].