中微半导体设备 (上海) 股份有限公司 19 日在广州市增城经济技术开发区举办开工活动，其旗下的华南总部研发及生产基地项目开工启动。 中微华南总部研发及生产基地项目总体规划占地约 130 亩，此次开工建设的一期项目占地约 50 亩，预计 2026 年底建成，计划 2027 年投产。基地建成 后，将聚焦大平板显示设备领域，并拓展至智能玻璃、板级封装等其他新兴平板微观加工技术领域。 项目效果图（广州市增城区委宣传部供图 加入"中国IC独角兽联盟"，请点击进入 是说芯语转载，欢迎关注分享 中微公司董事长兼总经理尹志尧博士曾指出，公司目前三十多种设备已覆盖半导体高端设备的 25% 至 30%，计划在未来五到十年，通过有机生长和外延 扩展，将覆盖率提升至 50% 至 60%，发展成为平台型集团公司。此次华南总部基地项目，聚焦大平板显示设备领域，并向智能玻璃、板级封装等新兴平 板微观加工技术领域拓展。这将极大地丰富中微公司的产品线，增强其在半导体及泛半导体产业链的战略布局。通过在华南地区建立研发及生产基地，中 微公司能够更贴近市场，快速响应客户需求，提升自身在全球高端半导体设备领域的领先地位，为实现中长期发展目标奠定坚实 ...

Core Viewpoint - The company has officially launched its South China headquarters R&D and production base project, aiming to enhance its product R&D and advanced manufacturing capabilities in the semiconductor industry, thereby solidifying its leading position in the global high-end semiconductor equipment sector [1] Group 1: Project Launch and Strategic Goals - The South China headquarters R&D and production base covers approximately 130 acres, with the first phase occupying about 50 acres, expected to be completed by the end of 2026 and operational by 2027 [2] - The project will focus on R&D and production in the large flat panel display equipment sector and will gradually expand into emerging fields such as smart glass and board-level packaging [2] - The launch of this project is part of the company's "three-dimensional development" strategy, laying a solid foundation for diversified layout and high-quality development [1][2] Group 2: Financial Performance and Growth - The company has maintained an average annual revenue growth of over 35% since its establishment in 2004, with a projected sales growth of 44.7% in 2024 and a 43.9% increase in the first half of 2025, reaching 4.961 billion yuan [2] - R&D investment in the first half of 2025 reached 1.492 billion yuan, a year-on-year increase of approximately 53.7%, accounting for about 30.07% of the company's revenue, surpassing the average R&D investment level of companies listed on the Sci-Tech Innovation Board [3] - The company has over 6,800 plasma etching and chemical vapor deposition equipment reaction stations in operation, achieving mass production and large-scale repeat sales across 155 production lines domestically and internationally [3]

Semiconductor Industry Performance - Semiconductor giants SMIC and Zhongwei both reported strong financial results on the same day, with SMIC achieving a revenue of 32.348 billion yuan, a year-on-year increase of 23.1%, and a net profit of 2.301 billion yuan, up 39.8% [2] - Zhongwei reported a revenue of 4.961 billion yuan, a year-on-year growth of approximately 43.88%, and a net profit of 706 million yuan, an increase of 36.62% [2] - SMIC's revenue growth was attributed to an increase in wafer sales volume and average selling prices, with wafer sales rising by 19.9% to 4.682 million pieces [2][3] R&D and Technological Advancements - SMIC invested 2.375 billion yuan in R&D, accounting for 7.3% of its revenue, and holds 14,200 authorized patents, including 12,300 invention patents [3] - Zhongwei's R&D investment reached 1.492 billion yuan, a significant increase of 53.7%, with R&D expenses exceeding 30% of its revenue [3] - Zhongwei's plasma etching equipment sales reached 3.781 billion yuan, a year-on-year increase of approximately 40.1%, covering over 95% of etching applications [3][4] Market Expansion and Future Plans - Zhongwei is actively expanding into the semiconductor market, with plans to cover 50% to 60% of high-end semiconductor equipment through organic growth and acquisitions over the next 5 to 10 years [4] - MicroNano reported a revenue of 1.05 billion yuan, a year-on-year increase of 33.42%, driven by growth in both photovoltaic and semiconductor businesses [6] - MicroNano's semiconductor equipment revenue reached 194 million yuan, with a significant increase in orders, indicating a transition from a technology breakthrough phase to a volume order phase [7] Globalization and Strategic Investments - Gree Electric reported a revenue of 97.325 billion yuan, a year-on-year decline of 2.46%, but maintained a net profit of 14.412 billion yuan, a growth of 1.95% [10] - Gree is focusing on diversifying its revenue structure, with a goal to reduce reliance on air conditioning, as its consumer electronics revenue reached 76.28 billion yuan, a decrease of 5.09% [12] - Gree's foreign sales revenue increased by 10.19%, reaching 16.71% of total revenue, as the company accelerates its globalization strategy [15] Innovation and Product Development - Yingshi Innovation reported a revenue of 3.671 billion yuan, a year-on-year increase of 51.17%, with a focus on market expansion and new product launches [17] - The company doubled its R&D investment to 561 million yuan, accounting for 15.30% of its revenue, and holds nearly 1,000 authorized patents [18] - Yingshi plans to launch new drone products, leveraging its panoramic imaging technology, with a market share of 67.2% in the panoramic camera sector [20]

Core Viewpoint - The company is actively expanding its thin film deposition equipment business, with expectations for rapid revenue growth in the next three to five years, despite current revenue being relatively small [1][3]. Group 1: Thin Film Deposition Equipment - The company achieved its first sale of LPCVD equipment in 2024, with annual sales amounting to approximately 156 million yuan [2]. - The thin film deposition equipment market is segmented into various types, including LPCVD, PECVD, ALD, PVD, EPI, and others, with PECVD holding a 32% market share [3]. - The company has successfully developed multiple new LPCVD and ALD devices, with over 150 LPCVD reaction chambers shipped and EPI devices entering customer mass production verification [3]. Group 2: Erosion Equipment Development - The company has seen significant growth in its ICP equipment, with new orders reaching 2.168 billion yuan in 2023, a year-on-year increase of 139.3%, and 4.108 billion yuan in 2024, an increase of 89.5% [5]. - The company has reduced the product development cycle from 3-5 years to approximately 18 months, allowing for faster market entry and mass production [5]. - Historically, 70% to 75% of the company's R&D investment was allocated to etching equipment, but recent years have seen increased investment in thin film equipment development [5]. Group 3: Future Outlook - The company aims to cover over 60% of high-end semiconductor equipment in the next five to ten years, transitioning into a platform-style group company that includes etching, thin film, and measurement equipment [5].