Core Insights - The Chengdu R&D and Production Base project by Zhongwei Semiconductor Equipment (Shanghai) Co., Ltd. has commenced construction, with a total investment of approximately 3.05 billion yuan, aimed at enhancing the development of the integrated circuit industry in Chengdu [1] Company Summary - The first phase of the Zhongwei Chengdu project covers an area of 50 acres, including a research and development center, manufacturing base, office space, and supporting facilities, with plans to be operational by 2027 [1] - The project will leverage Zhongwei's advantages in semiconductor equipment to enhance R&D and manufacturing capabilities [1] - The establishment of this project signifies Zhongwei's further expansion of production capacity and will contribute to the improvement of the local integrated circuit industry supply chain in Sichuan [1] Industry Summary - A promotional conference for the electronic information industry in Chengdu High-tech Zone was held concurrently, focusing on key factors such as regional advantages, talent, finance, and infrastructure [1] - In the first half of the year, the number of industrial enterprises in the electronic information sector reached 246, achieving an output value of 156.3 billion yuan, with an industrial added value growth of 15.9% [1] - The integrated circuit sector had 39 industrial enterprises, generating an output value of 16.8 billion yuan [1]

Core Viewpoint - The event organized by Lingang Group aims to create a platform for semiconductor companies in the park to connect with top investors, showcasing the transformation value of the semiconductor industry and facilitating financing opportunities for enterprises [2][6]. 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 [6]. - The "Dongfang Xin Gang" park serves as a benchmark for the semiconductor industry, leading in manufacturing capacity and covering all eight core equipment categories [6][7]. - The park has become a key location for semiconductor companies to establish their second headquarters or production bases, fostering innovation through a collaborative ecosystem [6][7]. 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 [7][8]. - The group has invested in several semiconductor companies through its industrial funds, including notable firms like Lanqi Technology and Jita Technology [7][8]. - The establishment of a 300 million yuan semiconductor special fund and a 500 million yuan fund for intelligent manufacturing and information technology reflects the group's commitment to deepening investment opportunities [7][8]. Group 3: Future Planning - Lingang Group aims to enhance its industrial chain by focusing on advanced processes and core areas in the semiconductor industry, promoting both leading projects and existing industry leaders [9][10]. - The group plans to build a "basic service + value-added service" system to address key pain points in R&D, thereby reducing costs and improving efficiency for enterprises [9][10]. - Future goals include doubling the scale of industrial investment and service revenue, transitioning from heavy asset development to light asset operations, and establishing a sustainable cycle of investment attracting enterprises and benefiting shareholders [10].