天眼查显示，上海东方芯港集成电路有限公司于2025年11月24日正式注册成立，注册资本达392.15亿元，法定代表人诶张继志，注册地址位 于中国（上海）自由贸易试验区临港新片区申港大道1号。 | 历史工商信息0 工商信息 | | | | | | 미 물出 | | --- | --- | --- | --- | --- | --- | --- | | 企业名称 | 上海东方心港集成电路有限公司 | | | | | | | 法定代表人 | 张 张继志 | 登记状态 2 | 存续 | 天眼評分 2 | 99 % | | | | | 成立日期 | 2025-11-24 | | | | | 统一社会信用代码 ⑦ | 91310000MAK1K1JG81 | 注册资本 (2 | 3921500万人民币 | 实教育本 | | | | 工商注册号 | 310142001230046 | 纳税人识别号 ② | 91310000MAK1K1JG81 | 组织机构代码 ② | MAK1K1JG-8 | | | 菅业期限 | 2025-11-24 至 元固定期限 | 纳税人资质 | | 核准日期 | | | | 企业类型 | 有限责 ...

主题演讲环节，邀请到了业内知名专家、企业家做专题分享。同期举行的展览展示会上，一系列新技 术、新产品出台展示，展示开放合作的十足诚意。 作为国家集成电路产业的重要布局点和创新策源地，无锡已形成覆盖设计、制造、封测、装备、材料的 完整产业链，集聚企业超600家。今年1至9月，设计、制造、封测核心三业营收总额突破1145亿元。最 新发布的2025年全球产业综合竞争力百强城市榜单中，无锡位列全球第十三、国内第三，产业规模位居 全省第一。未来，无锡将聚焦光刻胶、电子束量测装备等关键薄弱环节，聚力攻坚Chiplet、HBM、硅 光集成等前沿技术，构建既具备国际竞争力又安全可控的产业生态，为我国半导体产业自主可控发展做 出更大贡献。 活动现场，6项集成电路重点项目签约落地，总投资额26亿元，涵盖了半导体装备、材料、零部件等环 节。SEMI中国区总裁冯莉发布了"2025 年全球半导体设备产业发展趋势"，为行业发展提供了前瞻洞 察。无锡市工业和信息化局发布了集成电路新技术新产品，展示了无锡在光子芯片、车规级芯片等领域 的创新成果。连云港市工业和信息化局发布了半导体石英材料最新成果，体现了区域协同发展的新态 势。 园区推介环节 ...

Core Viewpoint - The "14th Five-Year Plan" period is crucial for Fengcai Technology to achieve strategic leaps and industrial upgrades, transitioning from a specialized enterprise to an internationally leading motor drive control chip company [2] Group 1: Company Development - Fengcai Technology has deepened its technological moat, strategically restructured its business, and upgraded its capital platform over the past five years [2] - The company has become the first semiconductor enterprise to achieve dual listing on the A-share Sci-Tech Innovation Board and H-shares [2] - R&D investment has a compound annual growth rate of over 20% during the "14th Five-Year Plan" period, with multiple core technology indicators leading internationally [3] Group 2: Market Position and Strategy - The company is actively expanding into high-end fields such as automotive electronics, industrial servos, and robotics, with automotive-grade chips already in mass production and recognized by several Tier 1 suppliers [3] - Fengcai Technology has established a stable dividend mechanism, with cumulative cash dividends exceeding 30% of net profit since its listing, sharing growth with investors [3] - The company plans to introduce top international talent and build a world-class R&D center for motor drive control chips, aiming to overcome key technological challenges [3] Group 3: Future Outlook - Fengcai Technology will explore domestic and international acquisition opportunities leveraging its A+H share capital platform, striving to become a leader in the motor drive control chip and control system industry [3]

Core Viewpoint - Hengkun New Materials Technology Co., Ltd. successfully listed on the Sci-Tech Innovation Board, with an IPO price of 14.99 yuan per share, opening with a surge of 287%, and reaching a market value of over 28 billion yuan, making it the largest IPO in Xiamen this year [4][5]. Company Background - The company is led by 54-year-old entrepreneur Yi Rongkun, who started his career in 1996 and founded Hengkun New Materials in 2004, becoming one of the few domestic suppliers of key materials for integrated circuits, breaking the foreign monopoly on 12-inch integrated circuit materials [5][6]. - Yi Rongkun transitioned from a manufacturing model reliant on foreign orders to focusing on key materials for integrated circuits, particularly photolithography materials, which are crucial for chip precision and yield [6][8]. Business Development - Hengkun New Materials faced significant challenges, including a debt of nearly 30 million yuan and personal liabilities exceeding 100 million yuan, before securing an order from Intel in 2017, marking a turning point for the company [7][8]. - The company has since established a stable supply of key materials to major domestic 12-inch integrated circuit wafer manufacturers and has shifted its focus entirely to this sector by divesting its optical product lines in 2019 [8]. Financial Performance - The company reported revenues of approximately 322 million yuan, 368 million yuan, and 548 million yuan for 2022, 2023, and 2024 respectively, with net profits of about 101 million yuan, 89.8 million yuan, and 96.9 million yuan [11]. - For the first three quarters of 2025, Hengkun New Materials expects revenues between 440 million yuan and 500 million yuan, representing a year-on-year growth of 12.48% to 27.82% [11]. Market Position - The company has achieved significant sales in self-produced photolithography and precursor materials, with sales revenue from self-produced products increasing from 38.94% in 2022 to 86.68% in 2025 [12]. - However, the company faces risks related to high customer concentration, with the top five customers accounting for over 97% of its revenue during the reporting period [12]. Industry Context - Xiamen's integrated circuit industry has grown significantly, with an output value increasing from 5 billion yuan in 2014 to an expected 40 billion yuan in 2024, supported by a complete industrial chain [16]. - The local government has implemented various financial support measures to foster the growth of the semiconductor industry, including significant investments and the establishment of multiple funds to attract private capital [17].

Core Insights - The 2025 "China Chip" Integrated Circuit Industry Promotion Conference was held in Hengqin, focusing on the theme "Chip Creates Everything, Intelligent Computing Without Boundaries" [1] - The conference announced the results of the annual "China Chip" product collection and inaugurated the "China Chip"-RISC-V demonstration base, aiming to enhance innovation resources in the Guangdong-Hong Kong-Macao Greater Bay Area [1][8] Industry Development - The integrated circuit industry is recognized as a strategic and foundational industry crucial for economic development and national security [8] - Guangdong is positioning itself as the "third pole" of the national integrated circuit industry, with the Hengqin area actively developing a distinctive industrial chain and innovation ecosystem [8][11] - The conference highlighted the significant growth of China's integrated circuit industry, with market size increasing from 15 billion yuan in 2005 to 646 billion yuan in 2024, and domestic products' global market share rising from 0.81% to 14.5% during the same period [16] Event Highlights - The 20th anniversary of the "China Chip" product collection was celebrated, with a record 133 products awarded from 411 submissions, showcasing the continuous innovation in China's integrated circuit sector [18] - The conference featured various expert presentations on topics such as artificial intelligence and semiconductor cooperation between China and ASEAN [22] - The establishment of the "China Chip"-RISC-V demonstration base aims to integrate government, industry, academia, and research to promote the RISC-V ecosystem [20] Regional Collaboration - The Hengqin area is seen as a bridge for international collaboration in the integrated circuit industry, leveraging its geographical advantages and favorable tax policies to attract talent and investment [24][28] - The conference emphasized the importance of standardizing testing conditions and sharing testing instruments to enhance collaboration between enterprises and universities [24] - The Hengqin area has established numerous technology innovation platforms and has seen significant growth in the number of high-tech enterprises, with revenue increasing from 1.15 billion yuan in 2020 to 4.2 billion yuan in 2024 [28]

Core Viewpoint - Ankai Microelectronics (688620.SH) has been awarded the "China Chip" Excellent Market Performance Product Award for its KM01 intelligent vision SoC chip at the 20th "China Chip" Integrated Circuit Industry Promotion Conference, highlighting the company's R&D strength and market performance in the intelligent vision SoC chip sector [1] Group 1 - The KM01 chip stood out among numerous entries, demonstrating the company's innovation capability, technical strength, and market recognition [1] - The award is expected to enhance the company's brand influence and market position in the intelligent vision SoC chip field [1] - The company aims to leverage its core technology and market expansion to continue integrating visual processing with edge AI, providing high-performance and reliable chip solutions for various applications such as smart security, smart cities, and industrial vision [1] Group 2 - The "China Chip" award has been held for twenty consecutive years and is recognized as a significant industry award in China's integrated circuit sector, guided by the Ministry of Industry and Information Technology and organized by the China Electronic Information Industry Development Research Institute [1] - The company is committed to leading the development of new productive forces through technological and product innovation, contributing to the high-quality development of China's integrated circuit industry [1]

Core Insights - The event organized by Lingang Group aimed to create a platform for enterprises in the semiconductor industry to connect with top investors, showcasing the transformation value of the industry and facilitating financing opportunities for companies in the park [1] Group 1: Industry Development - Lingang Group has established a strong foundation in the semiconductor industry, with over 300 integrated circuit companies in its parks, accounting for 18% of Shanghai's total output [2] - The "Oriental Chip Port" is a benchmark for the semiconductor industry, leading in manufacturing capacity and covering eight core equipment categories, with significant breakthroughs in key materials [2] - Lingang has become a key location for semiconductor companies to establish their second headquarters or production bases, fostering a collaborative ecosystem for innovation [2] Group 2: Investment Strategy - Lingang Group is shifting its strategy to "precise investment," actively engaging with investment institutions to support the growth of specialized enterprises in the semiconductor sector [3] - The group has invested in several semiconductor companies through industry funds, including notable firms like Lanqi and Jita [3] - The establishment of specialized funds, such as a 300 million yuan semiconductor fund and a 500 million yuan fund for intelligent manufacturing, aims to enhance investment returns and industry linkage opportunities [3] Group 3: Success Stories - The growth of Lijiao Technology, which expanded from a 6-person team to over 100 employees, was significantly supported by Lingang's investment in its Pre-A round [4] - The revenue from the integrated circuit industry in the Pujiang Park is projected to reach 42.2 billion yuan in 2024, with 25 large-scale enterprises and 19 high-tech companies already established [4] Group 4: Future Plans - Lingang Group plans to enhance its focus on advanced processes and core areas of the integrated circuit industry, aiming to double its investment scale and service revenue during the 14th Five-Year Plan period [5][6] - The group will strengthen its incubators and venture capital funds to support early-stage innovation projects, facilitating their transition from incubation to growth [5] - The ultimate goal is to create a virtuous cycle where investment attracts enterprises, leading to the prosperity of the park and returns for shareholders, thereby driving the growth of the semiconductor industry [6]

Core Insights - The ICCAD-Expo 2025 is set to be a premier event in the integrated circuit design industry, showcasing the latest achievements and providing a platform for elite professionals to connect and collaborate [2][19]. - The event will feature over 300 exhibitors, including leading companies such as TSMC, SMIC, Alibaba Damo Academy, and many others, covering the entire industry chain from EDA to manufacturing [3][19]. - High-profile guests, including industry leaders and executives, will present key reports and insights on the current state and future trends of the integrated circuit design industry [7][8]. Group 1: Event Overview - ICCAD-Expo 2025 aims to create a high-level exchange, procurement, and cooperation platform for industry elites [2]. - The event has a long-standing reputation, having been held for 31 years, and is recognized for its significant impact on the industry [2]. - The expected attendance includes over 8,000 industry professionals and more than 2,000 IC design companies, ensuring a highly specialized audience [15][19]. Group 2: Exhibitors and Participants - The expo will host a diverse range of exhibitors, including top-tier companies from both domestic and international markets, covering various segments of the IC industry [3][19]. - Notable exhibitors include TSMC, SMIC, and other leading firms, indicating a strong representation of the industry's core capabilities [3]. - The event will facilitate direct interactions between exhibitors and decision-makers, enhancing opportunities for collaboration and business development [17][19]. Group 3: Keynote Speakers and Forums - The event will feature the release of the "Current Status and Development Report of China's Integrated Circuit Design Industry" by Professor Wei Shaojun, a prominent figure in the semiconductor industry [7][8]. - Executives from leading companies will present on various topics related to technology and development in the semiconductor field, fostering discussions that could drive industry advancements [8][11]. - The high-level forums will provide insights into the latest trends and innovations, contributing to the overall knowledge exchange within the industry [8][19].

Core Viewpoint - The integrated circuit testing equipment industry is a crucial support segment that spans the entire process of integrated circuit design, manufacturing, and packaging testing, with significant market demand driven by packaging testing enterprises and wafer manufacturing companies [2] Company Summary - Longchuan Technology indicated that the market demand for its integrated circuit testing equipment primarily comes from packaging testing enterprises, wafer manufacturing enterprises, and integrated circuit design companies [2] - The company highlighted that packaging testing enterprises and wafer manufacturing enterprises are the main sources of demand for testing equipment [2] Industry Summary - The rapid development of China's integrated circuit industry is driving a significant increase in market demand for integrated circuit testing equipment [2] - The future market development space for integrated circuit testing equipment is expected to be broad due to the industry's growth [2]

Core Insights - The 2025 Bay Area Semiconductor Industry Ecological Expo attracted significant attention, with over 600 exhibitors, and New Kai Lai emerged as a major highlight despite not launching new products [1][2][4] - New Kai Lai's subsidiaries showcased advanced testing solutions and EDA software, indicating strong innovation capabilities within the company [2][3] - The Bay Area is positioning itself as a critical growth hub for China's semiconductor and integrated circuit industry, supported by government initiatives and a robust industrial ecosystem [7][8] Company Highlights - New Kai Lai's subsidiary Wanliyan introduced a new generation of ultra-high-speed real-time oscilloscopes, improving performance by 500% compared to existing domestic products [2][3] - Another subsidiary, Qiyunfang Technology, launched EDA software that enhances design efficiency and reduces development cycles by 40% [3] - The company attracted significant foot traffic at the expo, indicating strong market interest and engagement [1][2] Industry Developments - The expo featured over 115 semiconductor companies from Shenzhen, showcasing a variety of products and innovations [4] - The semiconductor market is experiencing growth, with companies like Runpeng Semiconductor reporting increased production capacity and market demand driven by rising storage prices [4] - The Bay Area is emerging as the third major hub for integrated circuits in China, alongside the Yangtze River Delta and Beijing-Tianjin-Hebei regions, with over 12,000 industry chain enterprises contributing to a collaborative ecosystem [7][8] Government Support - The Shenzhen government is significantly investing in the semiconductor industry, with a 5 billion yuan fund established to support key areas and technologies [8] - Policies promoting high-quality development in the semiconductor sector have been implemented, aiming to enhance core competitiveness [8] - The semiconductor and integrated circuit industry in Shenzhen reached a scale of 256.4 billion yuan in 2024, reflecting a year-on-year growth of 26.8% [8]