坚持客户导向，助力客户成功 本届工博会，凯世通凭借在集成电路离子注入机核心技术的重大创新与产业化成果，荣获工博会 首届"集成电路创新成果奖"，表彰凯世通在攻克离子注入机"卡脖子"技术、推动半导体装备自主化方 面作出的突出贡献。 聚焦全周期需求，构筑一站式服务体系 芯片是人工智能算力的核心底座与性能引擎，离子注入机通过纳米级精准掺杂为人工智能芯片的 精密制造和性能提升提供关键工艺支撑。凯世通副总经理张长勇先生受邀在"工业算力'芯'引擎技术研 讨会"发表《离子注入全周期一站式解决方案》主题演讲。张长勇介绍，依托先导科技集团垂直纵向全 产业链的整合优势，凯世通围绕半导体行业客户全生命周期需求，提供从离子注入机整机、零部件、 原材料、维修、定向开发、设备升级和置换等一站式解决方案，不断服务国内集成电路产业高质量快 速发展。 2025年9月23日-27日，第25届中国国际工业博览会在上海国家会展中心隆重举行，同期（9月24 日-26日），北京微电子国际研讨会暨IC WORLD大会亦在北京亦庄精彩绽放。万业企业旗下上海凯世 通半导体股份有限公司（以下简称"凯世通"）以"离子注入全周期一站式解决方案"精彩亮相两大行业 盛会 ...

证券代码：688603 证券简称：天承科技 公告编号：2025-063 上海天承科技股份有限公司 关于认购产业基金份额的自愿性披露公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 上海天承科技股份有限公司（以下简称"公司"）拟以自有或自筹资金不超过人民币5,000万元参与认购 上海君华孚创电子材料产业发展私募投资基金合伙企业（有限合伙）（以下简称"电子材料基金"）基金 份额。 ● 公司将根据相关法律法规配合基金管理人推进基金备案等事宜。总经理授权相关人员办理有关本次投 资所涉及的具体事项，包括但不限于签署相关协议，以及配合办理备案等相关工作。 ● 本次交易不构成关联交易，也不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 ● 相关风险提示：由于产业基金具有投资周期长，流动性较低的特点，本次投资将面临较长的投资回收 期，且产业基金运行过程中将受宏观政策、经济环境、行业周期、被投资企业经营管理情况等多种因素 影响，可能面临投资效益不达预期等风险。 一、对外投资概述 本次认购电子材料基金份额事项 ...

证券简称：芯动联科 证券代码：688582 安徽芯动联科微系统股份有限公司 会议资料 中国 北京 二零二五年九月五日 议案二：《关于募集资金投资项目延期及变更并投入新项目的议案》......... 8 议案三：《关于变更公司注册资本、取消监事会、修订 <公司章程> 并办理工商登 议案五：《关于公司<2025 年限制性股票激励计划（草案）>及其摘要的议案》21 议案六：《关于公司<2025 年限制性股票激励计划实施考核管理办法>的议案》22 议案七：《关于提请股东大会授权董事会办理公司 2025 年限制性股票激励计划 第１／２４页 安徽芯动联科微系统股份有限公司 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证 大会的顺利进行，根据《中华人民共和国公司法》 《中华人民共和国证券法》 $$\zeta_{\bot}$$ 市公司股东大会规则》和《股东大会议事规则》等相关规定，特制定股东大会须 知。 一、为保证本次大会的严肃性和正常秩序，切实维护与会股东（或股东代理 人）的合法权益，除出席会议的股东（或股东代理人）、公司董事、监事、高级 管理人员、见证律师及董事会邀请的人员外，公司有权依法拒绝其他无关 ...

Core Viewpoint - Beijing Yandong Microelectronics Co., Ltd. is planning to issue shares to specific investors, with the aim of raising up to 402 million yuan for investment projects, including the construction of a 12-inch integrated circuit production line [14][15]. Company Overview - Company Name: Beijing Yandong Microelectronics Co., Ltd. - Abbreviation: Yandong Micro - Stock Code: 688172 - Established: October 6, 1987 - Registered Capital: 1,427.98 million yuan - Main Business: Manufacturing and processing semiconductor devices, design and sales of semiconductor devices, and application technology services [3][4]. Main Business and Core Technology - The company operates in two main segments: Products & Solutions and Manufacturing & Services. Key markets include consumer electronics, power electronics, new energy, and high-stability applications [3]. - The company has developed a series of core technologies with independent intellectual property rights, which are widely applied in mass production [4][5]. Financial Data and Indicators - Total Assets: 2,406.02 million yuan as of December 31, 2024, up from 1,782.47 million yuan in 2022 [7]. - Total Revenue: 170.43 million yuan projected for 2024, down from 217.52 million yuan in 2022 [7]. - Net Profit: Projected at -21.91 million yuan for 2024, compared to 46.44 million yuan in 2022 [8]. - Current Ratio: 3.09 as of December 31, 2024, down from 7.50 in 2022 [7]. Issuance Details - The share issuance will consist of A-shares with a par value of 1.00 yuan each, targeting specific investors, primarily Beijing Electric Control [14][15]. - The issuance price is set at 17.86 yuan per share, which is not less than 80% of the average trading price over the previous 20 trading days [14]. - The total number of shares to be issued is not more than 225,083,986, accounting for 30% of the total share capital before the issuance [14]. Use of Proceeds - The raised funds will be allocated to various projects, with a total investment of 3,302 million yuan, of which 402 million yuan will be funded through this issuance [14].

Core Viewpoint - The semiconductor industry is experiencing a comprehensive rebound, driven by the convergence of macro policy cycles, inventory cycles, and AI innovation cycles, leading to an expansion in valuations [1] Group 1: Industry Trends - Recent strong growth in North American computing power has boosted sentiment in the switch and server supply chain, while consumer electronics are benefiting from AI-side innovations showing signs of bottoming out [1] - TSMC has raised its annual revenue growth forecast from 25% to 30%, reflecting sustained strong demand for AI and a moderate recovery in non-AI demand [1] - The acceleration of storage technology iterations is notable, with DDR6 expected to complete certification by 2026, significantly enhancing bandwidth and channel count [1] Group 2: Policy and Market Dynamics - The U.S. AI action plan may further restrict semiconductor exports, promoting self-sufficiency in domestic manufacturing, equipment, and materials [1] - Google has increased its annual capital expenditure to $85 billion, indicating ongoing growth in demand for AI infrastructure, which creates a positive feedback loop with computing power infrastructure [1] Group 3: Investment Opportunities - The Integrated Circuit ETF (159546) tracks the Integrated Circuit Index (932087), which selects listed companies involved in IC design, manufacturing, packaging, testing, and related materials and equipment, reflecting the overall performance of the semiconductor industry [1] - For investors without stock accounts, options include the Guotai CSI All-Share Integrated Circuit ETF Initiated Link C (020227) and Link A (020226) [1]

Core Viewpoint - Yitang Semiconductor Technology Co., Ltd. (屹唐股份) officially listed on the STAR Market on July 8, 2025, marking a significant milestone for the company and the semiconductor industry in China [1][3]. Group 1: Company Overview - Yitang is a leading semiconductor equipment manufacturer based in China with global operations, focusing on integrated circuit manufacturing equipment [3]. - The company has established itself as a key supplier in the global market, ranking second in the global market share for dry etching and rapid thermal processing equipment as of 2023 [3][4]. Group 2: Market Position and Performance - Yitang's market share for dry etching equipment increased from 12.87% in 2018 to 34.60% in 2023, while its share in rapid thermal processing equipment stands at 13.05%, making it the only Chinese company in the top tier [4]. - The company has built a strong customer base, including the top ten global chip manufacturers, and maintains long-term relationships with its clients, with many partnerships exceeding ten years [4][5]. Group 3: Financial Performance - Yitang's revenue for 2022, 2023, and 2024 was 4.763 billion yuan, 3.931 billion yuan, and 4.633 billion yuan, respectively, with net profits of 383 million yuan, 309 million yuan, and 541 million yuan [5]. - The company expects a revenue of 2.3 billion to 2.5 billion yuan in the first half of 2025, reflecting a year-on-year growth of 10.06% to 19.63% [5]. Group 4: Research and Development - Yitang has significantly increased its R&D investment from 530 million yuan in 2022 to 717 million yuan in 2024, maintaining a high R&D expense ratio of 11% to 15.5% [5][6]. - The company holds 445 patents globally, establishing a strong technological barrier and ensuring its core products meet international standards [6]. Group 5: Strategic Direction - Yitang's strategy emphasizes a "localization" approach, with domestic market revenue increasing from 45.42% in 2023 to 66.67% in 2024, reflecting its competitive advantage in the domestic market [8]. - The company aims to enhance its core competitiveness through improved R&D systems and talent incentives, positioning itself as a leading global integrated circuit equipment manufacturer [8].

Core Viewpoint - Wuxi is emerging as a significant hub for integrated circuits and related industries in China, showcasing strong economic growth and attracting substantial investments in technology sectors [8][15][29]. Group 1: Economic Performance - Wuxi's GDP is projected to reach 1.63 trillion yuan in 2024, ranking 14th nationally and second in Jiangsu province [8]. - The city has established itself as a leader in integrated circuits, sensors, and biomedicine, with a total output exceeding 600 billion yuan from these sectors [15]. Group 2: Investment and Financing - Since 2024, Wuxi has seen 51 financing events in the IoT sector and 10 in integrated circuits, with total investments estimated to exceed 10 billion yuan [10]. - In January 2025, Shenghe Jingwei, a silicon wafer manufacturer, completed a $700 million financing round, becoming a notable player in the industry [12][14]. Group 3: Industrial Development - Wuxi has attracted nearly 6,000 enterprises in the integrated circuit and IoT sectors, including five unicorns and three national champions [15]. - The New District of Wuxi has developed a modern industrial system characterized by six advanced manufacturing clusters and two modern service sectors, with output surpassing 100 billion yuan in 2024 [19][21]. Group 4: Policy and Support - The New District offers various incentives, including tax breaks and talent subsidies, to attract high-end technology and management talent [21][28]. - The district has established a comprehensive support system for enterprises, including funding, talent recruitment, and mergers and acquisitions assistance [21][27]. Group 5: Future Prospects - Wuxi is focusing on future industries such as low-altitude economy and synthetic biology, with 205 future industry projects attracting 70 billion yuan in output in 2024 [28]. - The New District aims to continue its development as a high-tech park, fostering a conducive environment for global talent and innovation [29].

股票简称：屹唐股份 股票代码：688729 北京屹唐半导体科技股份有限公司 Beijing E-Town Semiconductor Technology Co., Ltd. （北京市北京经济技术开发区瑞合西二路 9 号） 首次公开发行股票科创板上市公告书 保荐人（联席主承销商） （中国（上海）自由贸易试验区商城路 618 号） 联席主承销商 （北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层） 二〇二五年七月七日 北京屹唐半导体科技股份有限公司 上市公告书 特别提示 北京屹唐半导体科技股份有限公司（以下简称"屹唐股份""发行人""本 公司"或"公司"）股票将于 2025 年 7 月 8 日在上海证券交易所科创板上市。 本公司提醒投资者应充分了解股票市场风险及本公司披露的风险因素，在新 股上市初期切忌盲目跟风"炒新"，应当审慎决策、理性投资。 2 北京屹唐半导体科技股份有限公司 上市公告书 第一节 重要声明与提示 一、重要声明与提示 本公司及全体董事、监事、高级管理人员保证上市公告书所披露信息的真实、 准确、完整，承诺上市公告书不存在虚假记载、误导性陈述或者重大遗漏，并依 法承担法律责任 ...

Core Insights - The Qingdao City Investment Integrated Circuit Advanced Equipment Park has officially opened, marking a significant milestone in the city's semiconductor industry development [1][3] - The project is part of a broader strategy by the City Investment Group to foster industrial investment and innovation in the region, aligning with the city's goal of becoming a hub for advanced industries [3][10] Project Overview - The Advanced Equipment Park features a total construction area of 89,000 square meters, equipped with ultra-clean rooms, testing workshops, R&D centers, and power centers [7] - The facility is designed to meet the highest standards for semiconductor manufacturing, specifically with a class 100 cleanroom that limits dust and microbial contamination [4][7] Economic Impact - The project is expected to drive over 1.5 billion yuan in fixed asset investment and generate an annual output value of approximately 3 billion yuan once fully operational [7] - The establishment of a national-level postdoctoral research station within the park is anticipated to create over 600 high-level jobs, with more than 40% of the workforce holding master's or doctoral degrees [7] Strategic Importance - The Advanced Equipment Park is a key component of Qingdao's strategy to develop a leading industrial cluster in integrated circuits, filling a critical gap in the local semiconductor supply chain [8][9] - The project supports the domestic production of essential semiconductor equipment, enhancing supply chain security and reducing reliance on foreign technology [7][9] Collaborative Efforts - The City Investment Group has actively engaged in strategic investments and partnerships to bolster the semiconductor industry, facilitating the establishment of key projects like the Advanced Equipment Park [8][10] - The park is part of a larger initiative to create a collaborative ecosystem for emerging industries, with a focus on integrating resources and optimizing the industrial landscape [9][10]

Core Viewpoint - The company plans to raise funds through a private placement of shares to enhance its core competitiveness and support the development of semiconductor equipment, with a total fundraising target of up to 313,203.05 million RMB [1][2]. Fundraising Plan - The company intends to issue no more than 188,648,115 shares, raising funds primarily for a "semiconductor equipment R&D project" and to supplement working capital [1][2]. - The total investment for the semiconductor equipment R&D project is estimated at 383,958.72 million RMB, with 219,243.05 million RMB expected to come from the raised funds [12]. Background and Purpose of Fundraising - The integrated circuit industry is a strategic and foundational sector for national security and economic development, with significant growth potential driven by domestic and international market demands [2][3]. - National policies strongly support the development of the integrated circuit industry, recognizing it as a key area for enhancing national strategic technological capabilities [3][4]. Market Trends and Opportunities - The semiconductor equipment market is expected to grow significantly, with global semiconductor sales projected to reach 626 billion USD in 2024, a year-on-year increase of 18% [4][11]. - The demand for semiconductor equipment is driven by advancements in AI, automotive electronics, and 5G technologies, which are expanding the market for chips and related equipment [4][11]. Company’s Competitive Position - The company has established a strong technical foundation in integrated circuit testing equipment, with over 50% of its workforce dedicated to R&D [9]. - The company has developed core technologies in testing machines and AOI equipment, positioning itself to meet the growing demand for domestic semiconductor equipment [9][10]. Investment Project Details - The semiconductor equipment R&D project aims to develop testing machines and AOI equipment, enhancing the company's product line and meeting diverse market needs [8][10]. - The project is supported by favorable national policies and the company's existing technical capabilities, ensuring its feasibility and alignment with industry trends [9][10]. Financial Impact - The fundraising will improve the company's financial structure, reduce debt risk, and support ongoing business expansion and R&D efforts [12][13]. - While there may be short-term dilution of earnings per share due to increased share capital, the long-term benefits from the investment projects are expected to enhance overall profitability [14].