Core Viewpoint - Xiamen Hengkang New Materials Technology Co., Ltd. is set to undergo a review on July 25, showcasing its "hard technology strength" in the semiconductor materials sector [1] Group 1: Business Focus - The company focuses on key materials for integrated circuits, essential for technology upgrades and industry development [2] - Hengkang New Materials is dedicated to the R&D and industrial application of critical materials for the integrated circuit field, serving 12-inch wafer manufacturing [2] - Main products include SOC, BARC, KrF, i-Line, and ArF photoresists, as well as TEOS (purity 9N), primarily used in advanced NAND, DRAM storage chips, and logic chips below the 90nm technology node [2] Group 2: Market Position - In 2024, the company's revenue is projected to approach 540 million yuan, with a year-on-year growth exceeding 49% [3] - SOC revenue is expected to exceed 230 million yuan, and BARC revenue over 45 million yuan, together accounting for more than 50% of total revenue [3] - The domestic market size for SOC is approximately 1.7 billion yuan, and for BARC, about 3.7 billion yuan, indicating a strong market position among domestic manufacturers [3] Group 3: R&D Capabilities - The company has invested over 180 million yuan in R&D over the past three years, with a compound annual growth rate of 43.98% [4] - Hengkang New Materials has developed over 100 products in research, verification, and supply stages, demonstrating its commitment to meeting the needs of wafer manufacturers [4] - The company has been recognized as a "single champion enterprise" in manufacturing and a "national specialized and innovative 'little giant'" enterprise, highlighting its core competitiveness in advanced manufacturing [4] Group 4: Industry Context - The current capital market is increasingly focusing on technology innovation, with Hengkang New Materials' review reflecting the Sci-Tech Innovation Board's support for technological advancements [5] - The Sci-Tech Innovation Board serves as a new support point for "hard technology" enterprises, enabling breakthroughs in key core technologies within new industries and business models [5]

1、保荐总结报告书和证明文件及其相关资料的内容不存在虚假记载、误导 性陈述或重大遗漏，保荐机构及保荐代表人对其真实性、准确性、完整性承担法 律责任。 2、本保荐机构及本人自愿接受中国证监会对保荐总结报告书相关事项进行 的任何质询和调查。 3、本保荐机构及本人自愿接受中国证监会按照《证券发行上市保荐业务管 理办法》的有关规定采取的监管措施。 申万宏源证券承销保荐有限责任公司 关于安集微电子科技（上海）股份有限公司 首次公开发行股票并在科创板上市之 持续督导保荐总结报告书 申万宏源证券承销保荐有限责任公司（以下简称"保荐机构"）作为安集微 电子科技（上海）股份有限公司（以下简称"安集科技"、"公司"）首次公开发行 股票并在科创板上市的保荐机构。根据《证券发行上市保荐业务管理办法》《上 海证券交易所科创板股票上市规则》等相关规定,对安集科技首次公开发行股票 并在科创板上市进行尽职推荐和持续督导,持续督导期为 2019年 7月22日至 2022 年 12 月 31 日 。目前,持续督导期限已满,本保荐机构根据《证券发行上 市保荐业务管理办法》的有关规定对安集科技出具保荐总结报告书,具体情况如 下： 一、保荐机构和保荐 ...