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千亿半导体设备龙头,重要收购!股票停牌
Zhong Guo Ji Jin Bao· 2025-12-18 14:11
Core Viewpoint - The company is planning to acquire a controlling stake in Hangzhou Zhonggui Electronic Technology Co., Ltd. through a share issuance, with the asset valuation and pricing yet to be determined. The company's stock will be suspended from trading starting December 19, 2025, for a period not exceeding 10 trading days [1]. Group 1: Acquisition Details - The acquisition does not constitute a major asset restructuring or related party transaction, and it will not lead to a change in the actual controller of the company [3]. - Zhonggui Technology specializes in the research, production, and sales of high-end Chemical Mechanical Polishing (CMP) equipment, primarily focusing on 12-inch CMP devices [3]. Group 2: Strategic Implications - This transaction is part of the company's strategy to build a world-class semiconductor equipment platform and enhance the completeness of its core technology portfolio, aiming to provide more competitive integrated process solutions for customers [3][4]. - The acquisition signifies a critical step towards the company's "group" and "platform" development, aligning with its strategic plan to expand the integrated circuit coverage through both organic growth and external mergers and acquisitions [4]. Group 3: Market Position - The company is a leading player in the domestic semiconductor equipment market, providing etching, film deposition, and MOCVD equipment for semiconductor manufacturing, covering over 95% of etching application needs [4]. - The company has successfully launched six film deposition products, addressing the tungsten and metal process needs for memory and advanced logic devices, while its GaN MOCVD equipment remains globally leading and will extend into mini/microLED and power device markets [4]. Group 4: Financial Overview - As of December 18, the company's stock price was 272.72 yuan per share, with a total market capitalization of approximately 170.8 billion yuan [5].