● 本报记者 吴科任 2025年第四季度以来，北京证券交易所IPO发行审核会议召开频次显著提升，提速背后是对专精特新硬 科技企业的聚焦培育。这让一众新三板挂牌公司对北交所上市愈加憧憬。 据中国证券报记者统计，2026年2月首周（2月2日-2月6日），十多家新三板挂牌公司完成北交所上市辅 导备案。其中，部分公司目前尚未进入创新层，且挂牌尚不满12个月。根据相关规则，挂牌公司须进入 创新层后方可申报公开发行股票并在北交所上市。 频现"小巨人"企业 2月6日，天南电力、宝银特材、永志股份、超牌新材四家挂牌公司发布公告称，公司提交的向不特定合 格投资者公开发行股票并在北交所上市的辅导备案申请已获当地证监局受理。 天南电力是国家级专精特新"小巨人"企业，主营业务为电力金具产品的研发、设计、生产及销售。公告 显示，公司2023年、2024年经审计的归属于挂牌公司股东的净利润（以扣除非经常性损益前后孰低者为 计算依据，下同）分别为7760.27万元、1.27亿元，加权平均净资产收益率（以扣除非经常性损益前后孰 低者为计算依据，下同）分别为14.67%、22.21%。 宝银特材亦为国家级专精特新"小巨人"企业，专业从事核电、 ...

Core Viewpoint - Huahai Chengke (688535) is acquiring a 70% stake in Hengsuo Huawai Electronics for 1.12 billion yuan, aiming to enhance its position in the semiconductor packaging materials industry and increase production capacity significantly [1][3]. Group 1: Transaction Details - The transaction involves issuing shares, convertible bonds, and cash payments totaling 1.12 billion yuan for the acquisition of 70% equity from 13 shareholders [1]. - The share issuance price is set at 56.35 yuan per share, with 567,880 shares to be issued, amounting to 320 million yuan [1]. - The company plans to raise 800 million yuan for various purposes, including cash payments and technological upgrades in production lines [1]. Group 2: Company Background - Both Huahai Chengke and Hengsuo Huawai are recognized as national-level specialized "little giant" enterprises in the semiconductor packaging materials sector, primarily producing epoxy molding compounds [2]. - Hengsuo Huawai has over 40 years of experience in the semiconductor packaging materials field and is the first domestic manufacturer to mass-produce epoxy molding compounds [2]. Group 3: Strategic Implications - Post-transaction, Huahai Chengke's annual production capacity for epoxy molding compounds is expected to exceed 25,000 tons, solidifying its leading position in China and becoming the second-largest globally [3]. - The integration of R&D capabilities from both companies will accelerate the development of advanced packaging materials, addressing critical supply chain challenges and promoting domestic alternatives [3]. Group 4: Financial Impact - Following the acquisition, Huahai Chengke's total assets are projected to increase from 1.25 billion yuan to 3.01 billion yuan, a growth of 140.97% [4]. - The company's revenue and net profit are expected to rise to 656 million yuan and 57.14 million yuan, reflecting increases of 146.57% and 46.95%, respectively [4].

（下称"衡所华威"）剩余70%股权的收购，加上此前4.8亿元收购的30%股权，累计斥资16亿元实现对衡所华威的100%控股。 此次重组为同行业间并购，华海诚科与衡所华威均为半导体芯片封装材料行业的国家级专精特新"小巨人"企业，主要产品均为半导体封装的关键材料环氧 塑封料。 制图：佘诗婕 100%控股 2024年，华海诚科已以4.8亿元的价格收购了衡所华威30%股权。如此算下来，华海诚科收购衡所华威100%股权总共花费约16亿元。 此次，华海诚科将以56.35元/股的发行价格，向绍兴署辉、上海衡所等部分交易对方发行股份567.88万股，支付股份对价3.2亿元；向炜冈科技、丹阳盛宇 等交易对方发行可转债479.99万张（面值100元/张），支付对价4.8亿元；另以现金支付3.2亿元。配套募资的8亿元中，3.2亿元用于支付现金对价，其余资 金投向芯片级封装材料生产线技术改造、车规级芯片封装材料智能化生产线建设、先进封装用塑封料智能生产线建设、研发中心升级及补充流动资金等。 华海诚科表示，本次交易完成后，公司在半导体环氧塑封料领域的年产销量有望突破2.5万吨，稳居国内龙头地位，跃居全球出货量第二位。 同时，整合 双方 ...