西安奕斯伟材料科技股份有限公司 首次公开发行股票科创板 1 上市公告书提示性公告 保荐人（主承销商）：中信证券股份有限公司 扫描二维码查阅公告全文 本公司及全体董事、监事、高级管理人员保证信息披露的内容真实、准确、 完整、及时，没有虚假记载、误导性陈述或重大遗漏。 经上海证券交易所审核同意，西安奕斯伟材料科技股份有限公司（以下简称 "西安奕材""公司""本公司"或"发行人"）发行的人民币普通股股票将于 2025 年 10 月 28 日在上海证券交易所科创板上市，上市公告书全文和首次公开发行 股票的招股说明书在上海证券交易所网站（http://www.sse.com.cn/）和符合中国 证监会规定条件网站（中国证券网，http://www.cnstock.com；中证网， http://www.cs.com.cn；证券时报网，http://www.stcn.comx；证券日报网， http://www.zqrb.cn）披露，并置备于发行人、上交所、本次发行保荐人（主承销 商）中信证券股份有限公司的住所，供公众查阅。 一、上市概况 （五）首次公开发行股票数量：537,800,000 股，均为新股，无老股转让 二、 ...

Core Insights - The company reported a revenue of 473,681,049.89 yuan for the third quarter of 2025, representing a year-on-year growth of 18.82% [2] - The net profit attributable to shareholders of the listed company was 112,005,321.87 yuan, showing a significant year-on-year increase of 79.51% [2] Financial Performance - Revenue for Q3 2025: 473.68 million yuan, up 18.82% year-on-year [2] - Net profit for Q3 2025: 112.01 million yuan, up 79.51% year-on-year [2]

Core Insights - The company reported a third-quarter revenue of 314 million CNY, representing a year-on-year increase of 12.76% [2][3] - Net profit attributable to shareholders reached 17.07 million CNY, a significant increase of 152.24% compared to the same period last year [2][3] - The net profit excluding non-recurring gains and losses was 11.11 million CNY, showing a remarkable growth of 217.04% [2][3] Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 881 million CNY, up 17.56% year-on-year [2][3] - The net profit attributable to shareholders for the same period was 25.21 million CNY, a decline of 15.22% compared to the previous year [2][3] - The net profit excluding non-recurring gains and losses for the first three quarters was 12.08 million CNY, down 24.43% year-on-year [2][3] Profitability Metrics - Basic earnings per share for the third quarter were 0.0116 CNY, an increase of 152.17% year-on-year [4] - Diluted earnings per share were also 0.0116 CNY, reflecting the same growth rate [4] - The weighted average return on equity was 0.56%, an increase of 0.34 percentage points compared to the previous year [4] Research and Development - The total R&D expenditure for the first three quarters was 60.36 million CNY, a year-on-year increase of 30.69% [5] - R&D expenditure accounted for 6.85% of revenue, an increase of 0.68 percentage points from the previous year [5] - The company is expanding its focus on electronic chemical materials while also exploring new areas such as high-purity quartz materials through acquisitions [5]

Core Insights - The semiconductor materials and equipment theme index on the Shanghai Stock Exchange's Sci-Tech Innovation Board decreased by 0.96% as of October 23, 2025, with mixed performance among constituent stocks [1] - Zhongjuxin reported a third-quarter revenue of 314 million yuan, a year-on-year increase of 12.76%, and a net profit attributable to shareholders of 17.07 million yuan, up 152.24% year-on-year [1] - The growth in Zhongjuxin's performance is attributed to market expansion and process optimization, with steady increases in production and sales of electronic specialty gases and wet chemicals [1] - Shanghai Securities highlighted the ongoing demand for advanced production lines in the context of AI and domestic substitution, indicating growth opportunities for domestic semiconductor equipment manufacturers [1] Industry Summary - The Sci-Tech Semiconductor ETF (588170) tracks the semiconductor materials and equipment theme index, focusing on companies in semiconductor equipment (61%) and materials (23%) [2] - The semiconductor equipment and materials sector is crucial for domestic substitution, characterized by low domestic replacement rates and high ceilings for domestic alternatives, benefiting from the expansion of semiconductor demand driven by the AI revolution [2] - The Semiconductor Materials ETF (562590) also emphasizes semiconductor equipment (61%) and materials (21%), focusing on the upstream semiconductor industry [2]

Core Insights - The company reported third-quarter revenue of 474 million, representing a year-on-year increase of 18.82% [1] - Net profit for the third quarter was 112 million, showing a significant year-on-year growth of 79.51% [1] - For the first three quarters, total revenue reached 1.382 billion, reflecting a year-on-year growth of 5.17% [1] - Net profit for the first three quarters amounted to 334 million, with a year-on-year increase of 42.23% [1]

Group 1 - The core viewpoint of the news is that Aishi Chuang's stock has experienced fluctuations, with a year-to-date increase of 51.56% but a recent decline in the last 5 and 20 trading days [1] - As of October 23, Aishi Chuang's stock price was 36.45 CNY per share, with a market capitalization of 5.585 billion CNY [1] - The company has seen a net inflow of main funds amounting to 1.2393 million CNY, with significant buying and selling activities [1] Group 2 - For the first half of 2025, Aishi Chuang reported a revenue of 673 million CNY, reflecting a year-on-year growth of 15.11%, while the net profit attributable to shareholders was a loss of 29.5004 million CNY, a decrease of 693.98% compared to the previous period [2] - The company has a total of 40,800 shareholders as of September 30, which is a decrease of 8.37% from the previous period, while the average circulating shares per person increased by 9.13% to 2,782 shares [2] Group 3 - Since its A-share listing, Aishi Chuang has distributed a total of 21.833 million CNY in dividends, with 6.1141 million CNY distributed over the past three years [3]

Core Viewpoint - The article highlights the successful IPO of Xian Yiswei Material Technology Co., Ltd., marking a significant milestone in the semiconductor industry, particularly in the 12-inch silicon wafer sector in China [2][4]. Group 1: IPO Details - Xian Yiswei's IPO was priced at 8.62 yuan per share, with a total issuance of 53.78 million shares, raising approximately 4.636 billion yuan, netting about 4.507 billion yuan [2]. - This IPO is noted as the largest in Shaanxi Province in 2025 and ranks as the second-largest IPO in the A-share market for the year, following Huadian New Energy [4]. Group 2: Market Participation - There was a strong market enthusiasm for the new stock issuance, with nearly 80% of investors with access to the Sci-Tech Innovation Board participating in the online subscription [4]. - Notable participation from national and local investment funds, including the National Integrated Circuit Industry Investment Fund (Phase II) and the Shaanxi Integrated Circuit Fund, indicates strong industry support and recognition of the company's long-term value [4]. Group 3: Technological and Patent Achievements - Xian Yiswei has established a comprehensive technology system covering five core processes: crystal pulling, shaping, polishing, cleaning, and epitaxy, positioning itself as a representative of "hard technology" in the 12-inch silicon wafer field [4]. - As of June 2025, the company has applied for a total of 1,843 domestic and international patents, with over 80% being invention patents, and has received authorization for 799 patents, with more than 70% being invention patents [4]. Group 4: Customer Base and Market Position - The company has achieved full coverage of domestic and international first-tier manufacturers, ranking as the top or second supplier of 12-inch silicon wafers to major domestic storage IDM manufacturers and leading in supply volume to first-tier logic wafer foundries in mainland China [5]. - Xian Yiswei has also broken the long-standing monopoly of first-tier overseas manufacturers by supplying major global wafer foundries such as UMC, Powerchip, and GlobalFoundries, with an expected 30% of its revenue coming from exports in 2024 [5].

Core Insights - Xi'an Yichai (688783.SH) officially announced its issuance results on October 22, with an issuance price of 8.62 yuan per share and a total of 53.78 million shares issued, raising a total of 4.636 billion yuan for the second phase of its silicon industry base project [2] - As a leading player in the 12-inch silicon wafer sector in China, Xi'an Yichai's listing marks a new milestone in the semiconductor materials field, being the first unprofitable company to be accepted and approved under the "Science and Technology Innovation Board Eight Articles" [2] - The company focuses on the research, production, and sales of 12-inch silicon wafers, ranking first in mainland China and sixth globally, with a projected global market share of approximately 6% in shipment volume and 7% in production capacity by 2024 [2] Domestic Market Performance - The company has established itself as a primary supplier for major domestic wafer foundries and storage IDM manufacturers, becoming the largest or second-largest supplier of 12-inch silicon wafers to mainstream storage IDM manufacturers in China [2] - Xi'an Yichai is also the top supplier of 12-inch silicon wafers to leading logic wafer foundries in mainland China and is a preferred supplier for newly established 12-inch wafer fabs [2] International Market Expansion - The company has extended its supply chain and sales channels internationally, maintaining an overseas sales revenue ratio of around 30% from 2022 to the first half of 2025 [3] - As of June 2025, Xi'an Yichai has validated 161 customers, including 122 in mainland China and 39 in Taiwan and overseas, with over 490 validated test chips and more than 100 mass-produced products [3] Financial Performance - The company's revenue increased from 1.055 billion yuan in 2022 to 2.121 billion yuan in 2024, achieving a compound annual growth rate of 41.83% [3] - In the first half of 2025, the company reported revenue of 1.302 billion yuan, a year-on-year increase of 45.99%, marking its best semi-annual performance since establishment [3] - Shipment volume surged from 2.3462 million pieces in 2022 to 6.2546 million pieces in 2024, with a compound growth rate of 63%, reflecting rapid market demand [3] Future Capacity and Industry Impact - The funds raised from the listing will be fully allocated to the construction of the second factory, which, upon reaching full capacity, will achieve a combined output of 1.2 million pieces per month with the first factory [4] - This capacity will meet 37% of the projected 3.21 million pieces per month of 12-inch wafer capacity required by domestic wafer fabs by 2026, significantly alleviating the supply-demand imbalance in the domestic 12-inch silicon wafer market [5]

人工智能时代需要更强的数据算力、更快的数据传输、更大的数据存储和更灵敏的人机交互，而用于实 现前述功能的市场最主流、技术最先进的逻辑和存储芯片以及部分高端模拟和传感器芯片均采用12英寸 晶圆制造工艺，12英寸产能是目前全球晶圆厂扩产的主流方向。 公司通过本次募资保障第二工厂建设，可与已达产的第一工厂形成更优规模效应，根据SEMI统计， 2026年全球12英寸硅片需求将超过1000万片/月，中国大陆地区需求将超过300万片/月。公司2026年第 一和第二两个工厂合计可实现120万片/月产能，可满足届时中国大陆地区40%的12英寸硅片需求，公司 全球市场份额预计将超过10%。 （原标题：西安奕材发行结果公布！12英寸硅片头部厂商，募资加速扩产，全球市场份额进一步提升） 西安奕材10月21日晚间公布发行结果，公司本次发行总量为5.378亿股，发行价为8.62元，其中，网上最 终发行量为8067万股；网下发行量为1.88亿股，网下无锁定期部分最终发行量为8394.76万股。 公司本次发行战略配售数量为2.689亿股，参与战略配售的投资者包括参与跟投的保荐人相关子公司中 证投资、公司高管与核心员工参与本次战略配售设立的 ...

Core Insights - New Henghui's stock price increased by 2.11% on October 21, reaching 79.40 CNY per share, with a trading volume of 197 million CNY and a market capitalization of 19.021 billion CNY [1] - The company has seen a year-to-date stock price increase of 90.77%, but has experienced a 1.00% decline over the last five trading days and a 10.91% decline over the last 20 days [1] - New Henghui's main business segments include smart card business (59.74% of revenue), etched lead frame business (28.34%), and IoT eSIM chip testing business (6.16%) [1][2] Financial Performance - For the first half of 2025, New Henghui reported revenue of 474 million CNY, a year-on-year increase of 14.51%, while net profit attributable to shareholders decreased by 11.94% to 88.95 million CNY [2] - The company has distributed a total of 120 million CNY in dividends since its A-share listing [3] Shareholder Information - As of June 30, New Henghui had 37,300 shareholders, a decrease of 30.05% from the previous period, with an average of 1,219 circulating shares per shareholder, an increase of 42.96% [2]