在国内市场，公司实现了国内一线晶圆代工厂和存储IDM厂大多数主流量产工艺平台的正片供货，已成 为国内主流存储IDM厂商全球12英寸硅片厂商中供货量第一或第二大的供应商，同时也是国内一线逻辑 晶圆代工厂中国大陆12英寸硅片供应商中供货量第一的供应商及目前国内新建12英寸晶圆厂的首选硅片 供应商之一。 来源：环球网 【环球网财经综合报道】10月22日，西安奕材（688783.SH）正式公布发行结果。本次发行价格为8.62 元/股，发行数量为53,780.00万股，全部为公开发行新股，无老股转让，募集资金总额为46.36亿元，将 全部用于西安奕斯伟硅产业基地二期项目。 作为国内12英寸硅片领域头部企业，西安奕材此次上市不仅标志着资本市场半导体材料领域再添新星， 更以"科创板八条"发布后受理并通过审核的首家未盈利企业的身份，为硬科技企业融资树立了新标杆。 西安奕材专注于12英寸硅片的研发、生产和销售，2024年月均出货量和产能规模全球占比约为6%和 7%。凭借领先的技术实力，公司已从全球12英寸硅片市场的"新进入者"快速成长为"赶超者"，在国内 外市场均建立起竞争优势。 本次上市，西安奕材募集资金将全部用于保障第二工 ...

【环球网财经综合报道】近日，西安奕斯伟材料科技股份有限公司（下称"奕斯伟材料"）正式披露招股意向书，启动科创板发行工作，申购日期定于10月16 日。作为"科创八条"发布后西部首家科创板上市企业，这家专注于12英寸硅片研发制造的硬科技企业，以中国大陆第一、全球第六的行业地位，成为2024年 以来西安最大IPO项目。 此次上市募资投向二期基地建设，不仅将推动企业产能翻倍，更标志着中国半导体材料产业在全球市场的话语权升级。 | | | | | | | | 1 2 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 类别 | 2025 年 1-6 月 | | 2024 年 | | 2023 年 | | 2022 年 | | | | 金额 | 早床 | 金额 | 早比 | 金额 | 早 | 金額 | 문 | | 抛光片 | 44.793.18 | 34.51 | 83.075.61 | 39.36 | 64.717.58 | 44.32 | 41.881.97 | 40.71 | ...

作为中国大陆最大的12英寸硅片厂商，西安奕材专注于该产品的研发与生产，产品覆盖存储、逻辑等多 品类芯片制造，适配AI算力芯片、 智能汽车 等核心领域。其核心指标已达全球一流水平，打破海外企 业垄断，成为国内主流晶圆厂的核心供应商。 业绩与产能表现突出，2024年末产能达71万片/月，全球占比约7%；月均出货52.12万片，全球占比 6%，稳居内地第一。此次募资将用于第二工厂建设，达产后总产能将达120万片/月，可满足2026年国 内近四成内资晶圆厂需求。中信证券直接持股2.2%，在上市企业股东中持股最大，持股市值约7.6573亿 元。 必贝特：攻坚重症的创新药企业 中信证券 "保荐+持股"双企新股申购，开市前持股市值已达8亿元 10月中下旬资本市场科创力量集中亮相：10月16日，12英寸硅片龙头西安奕材启动申购，开市前市值 348.06亿元；10月17日， 创新药 企必贝特接力申购，开市前市值64.01亿元。中信证券不仅以保荐人身 份护航两家企业登陆资本市场，更以直接持股彰显信心，合计持股市值约8亿元。 西安奕材：打破垄断的硅片领军者 2012年成立的必贝特，由顶尖专家团队创立，聚焦肿瘤、自身免疫性疾病等领域 ...

Core Points - The first stock of the Sci-Tech Innovation Growth Tier, He Yuan Bio, has attracted significant market attention during its subscription process [2][3] - Many investors faced issues with subscription due to insufficient permissions, highlighting the varying service quality among brokerage firms [1][5] Company Overview - He Yuan Bio is the first company to successfully pass the review and obtain registration approval under the new fifth set of standards for the Sci-Tech Innovation Board [3] - The total issuance amount for He Yuan Bio is 89.45 million shares, with 14.31 million shares available for online subscription [3] - The maximum subscription limit for investors is 14,000 shares, requiring a minimum market value of 140,000 yuan in the Shanghai market [3] - He Yuan Bio focuses on the research and development of plant molecular medicine technology and products, specifically using a rice endosperm cell expression system [3] - The core product, HY1001, has completed Phase III clinical trials, achieving both primary and secondary endpoints [3] Financial Performance - He Yuan Bio has not yet achieved profitability, with projected revenues of 13.40 million yuan, 24.26 million yuan, 25.22 million yuan, and 12.71 million yuan for the years 2022 to 2025 [3] - The net profit attributable to the parent company is projected to be -144 million yuan, -187 million yuan, -151 million yuan, and -81.63 million yuan for the same period [3] Subscription Process and Challenges - Investors must first open trading permissions for the Sci-Tech Innovation Board and sign a risk disclosure agreement to participate in the Growth Tier [4] - The requirements for opening permissions include maintaining an average asset of at least 500,000 yuan over the past 20 trading days, having at least two years of trading experience, and achieving a risk assessment level of C4 or above [4] - The quality of service from brokerage firms significantly impacts the ease of permission opening, with some firms providing proactive communication and guidance while others do not [5] Market Response and Future Outlook - Investors have called for improved services, suggesting the establishment of a subscription alert mechanism to prevent permission issues from hindering new stock opportunities [6] - Other companies in the Growth Tier, such as Xi'an Yicai and Bibete, are also set to launch subscriptions soon, indicating ongoing interest in this market segment [9]

10月28日，西安奕材、禾元生物、必贝特3家公司在上海证券交易所敲响上市之锣，成为首批增量的科 创板科创成长层公司。至此，科创成长层公司达到35家，科创板上市公司总数达到592家。 6月18日，中国证监会推出进一步深化科创板改革的"1+6"政策措施，包括在科创板设置科创成长层，并 重启未盈利企业适用科创板第五套标准上市。此次首批3家增量科创成长层公司上市，标志着科创 板"1+6"改革的落地，也进一步彰显了科创板对硬科技企业的包容与支持。 禾元生物杨代常： 20年磨一剑"稻米造血" 以技术突破推动行业革新 今年7月，禾元生物申报的重组人白蛋白注射液（水稻）奥福民获国家药监局批准上市，这款被称为"稻 米造血"的产品，成为国内首个获批上市的重组人血清白蛋白产品。该药上市当日，禾元生物科创板 IPO注册生效。10月28日，公司在上海证券交易所科创板上市，成为科创成长层首批新注册上市企业。 "这20年，我们一直在和时间赛跑，和难题较劲。"禾元生物董事长杨代常在接受上海证券报记者专访时 表示，"稻米造血"将为全球白蛋白市场带来革命性变化，公司将尽快提升产能，推动相关产品的应用。 以"稻"为道，开展技术攻关 人血清白蛋白是 ...

Core Viewpoint - The company is actively developing nearly 30 high-end wafer photoresists, with over 15 products already sent for customer validation and more than 10 products entering the gallon sample testing phase, indicating smooth overall testing progress [1] Group 1: Product Development - The company has laid out nearly 30 high-end wafer photoresists [1] - More than 15 products have been sent for customer validation [1] - Over 10 products have entered the gallon sample testing phase [1] Group 2: Technology Advancement - The company's KrF/ArF photoresist products are continuously expanding from mature processes to more advanced processes [1]

Core Viewpoint - The company has developed nearly 30 high-end wafer photoresists, with over 15 products sent for customer validation and more than 10 products entering the gallon sample testing phase, indicating smooth overall testing progress [1] Product Development - The company is expanding its KrF/ArF photoresist products from mature processes to more advanced processes, showcasing its commitment to innovation and market competitiveness [1]

2025年前三季度，公司毛利率为38.51%，同比上升1.94个百分点；净利率为24.63%，较上年同期下降 4.15个百分点。从单季度指标来看，2025年第三季度公司毛利率为35.69%，同比下降4.22个百分点，环 比下降5.54个百分点；净利率为22.97%，较上年同期下降4.92个百分点，较上一季度下降2.79个百分 点。 2025年三季度，公司期间费用为1.08亿元，较上年同期增加2778.21万元；期间费用率为14.50%，较上 年同期上升4.09个百分点。其中，销售费用同比增长13.60%，管理费用同比增长33.82%，研发费用同比 增长18.52%，财务费用同比增长51.31%。 10月27日，有研硅发布2025年三季报。报告显示，公司前三季度营业收入为7.47亿元，同比下降 3.43%；归母净利润为1.56亿元，同比下降19.81%；扣非归母净利润为9918.39万元，同比下降31.16%； 基本每股收益0.13元。 报告期内，有研硅基本每股收益为0.13元，加权平均净资产收益率为3.56%。 以10月27日收盘价计算，有研硅目前市盈率（TTM）约为78.05倍，市净率（LF）约为3.71倍 ...

芯片断供谁最怕？不是美国，也不是韩国，是中国。关键材料"光刻胶"，全球75.9%的市场被日本企业拿捏，东京应化一家就占了22.8%。 保质期6个月，囤都囤不了，一旦断供，所有芯片厂直接停摆。有人以为是小耗材，其实是高技术杀手锏。 2019年，三星就因为日本限供，差点瘫了；台积电10万片晶圆报废，损失5.5亿美元。今天，这根"脖子"，还压在日本人手里。 光刻胶到底多狠？中国又拿什么应对？答案，就藏在这场产业生死战里。 在整个半导体产业链里，光刻胶只占1%的市场份额，但它却是唯一一种"可精准断供"的原材料。因为它太"娇气"。保质期6个月，运输需控温，配方高度定 制化。更要命的是，一旦断供，任何一个芯片厂都无法"应急替代"生产。 2019年7月4日，日本政府突然宣布对韩国出口的三种关键半导体材料实施限制，光刻胶名列其中。 那一天，三星电子和SK海力士的供应链应声而动，内部会议连轴开。不到两个月，韩国政府紧急拨款千亿韩元补贴国产材料，但进度始终无法追上需求。 光刻胶不是随便能"补"的。不同晶圆厂定制型号、不同波长的适配性、配方与设备协同验证周期，每一个细节都堪称"慢工出细活"。 同年第一季度，中国台积电南京厂因一批光 ...

Core Viewpoint - The article highlights the significant growth and potential of Xi'an Yicai, a leading player in the 12-inch silicon wafer market, emphasizing its role in addressing China's semiconductor supply challenges and its recent IPO as a milestone in this journey [2][14]. Company Overview - Xi'an Yicai, founded by Wang Dongsheng, aims to become a competitive player in the semiconductor materials sector, leveraging his experience from BOE Technology Group [2]. - The company has achieved remarkable revenue growth, with sales increasing from 1.055 billion to 2.121 billion yuan over three years, reflecting a compound annual growth rate of approximately 42% [3][9]. Market Position - As of 2024, Xi'an Yicai ranks first in China and sixth globally in terms of 12-inch silicon wafer shipment volume and production capacity, holding approximately 6% of global shipment volume and 7% of production capacity [8][12]. - The company is a key supplier for major domestic storage IDM manufacturers and leading logic wafer foundries, establishing itself as a preferred partner for new 12-inch wafer plants [8][12]. Industry Trends - The semiconductor industry is entering an upward cycle driven by the growth of artificial intelligence and the recovery of the consumer electronics market, leading to increased demand for silicon wafers [6]. - Global production capacity for 12-inch wafers is projected to grow from 8.34 million wafers per month in 2024 to 10.64 million in 2027, with China's capacity expected to rise from 2.35 million to 3.53 million wafers per month [6]. Technological Advancements - Xi'an Yicai has developed a comprehensive core technology system covering all key processes in 12-inch wafer production, achieving competitive quality levels with the top five global manufacturers [10][12]. - The company has made significant technological breakthroughs, enabling its products to be used in advanced NAND Flash, DRAM, and logic chips, thus enhancing its product mix towards higher value segments [12][13]. Financial Performance - The company's net cash flow from operating activities has surged from 47 million yuan in 2022 to 815 million yuan in 2024, indicating strong market monetization capabilities [9]. - Xi'an Yicai's R&D investment has been substantial, with expenses increasing from 146 million yuan in 2022 to 128 million yuan in 2025, reflecting a commitment to innovation [10][13]. Future Prospects - The company plans to expand its production capacity to 1.2 million wafers per month by 2026, aiming to capture over 10% of the global 12-inch wafer market [14][17]. - The IPO proceeds will be used to fund the second phase of its silicon industry base project, which is expected to enhance its production capabilities significantly [15][17].