每经AI快讯，11月3日，大港股份(002077.SZ)公告称，公司全资子公司上海旻艾拟使用自有资金9000万 元增资艾科集成，认缴新增注册资本3715.26万元，增资完成后，艾科集成注册资本增至4715.26万元， 上海旻艾持股比例增至78.79%，艾科集成成为上海旻艾控股子公司并纳入公司合并报表范围。艾科集 成主营集成电路测试业务，与公司全资子公司上海旻艾主业一致。艾科集成为江苏艾科全资子公司，属 于江苏艾科旗下唯一的集成电路测试业务经营主体。 ...

Core Viewpoint - The company reported a decline in revenue and profitability due to a challenging market environment, particularly in the consumer chip testing segment, while the new Lingang project is progressing as planned without any early or delayed completion issues [1][2][4]. Financial Performance - In 2024, the company achieved a revenue of 276 million yuan, a year-on-year decrease of 12.43%, and incurred a loss of 42.03 million yuan, transitioning from profit to loss [2]. - The revenue from wafer testing dropped by 34.28% year-on-year, influenced by increased competition and a decrease in average service prices [3][4]. Market Conditions - The integrated circuit industry is experiencing structural differentiation, with weak demand for consumer chips and a growing demand for high-end automotive and AI chips that has not compensated for the overall decline [2][3]. - The testing service market is characterized by intense homogenization, leading to a decrease in service prices and impacting overall revenue [2][3]. Project Development - The Lingang integrated circuit testing industrialization project is on track, with a total budget of 800 million yuan and an expected construction period of around two years. As of May 31, 2025, 745 million yuan has been invested, with 650 million yuan already capitalized [4][5]. - The project has begun trial production in the first half of 2024 and officially commenced production in June, contributing to increased revenue in the fourth quarter [4][5]. Client Dynamics - The company faced instability in downstream customer demand, with significant revenue decline from a major client, which saw a year-on-year decrease of 71.82%, reducing its contribution to total revenue from 21.85% in 2023 to 7.03% in 2024 [2][3].

Core Viewpoint - The company, Guangdong Liyang Chip Testing Co., Ltd., reported a negative net profit for 2024 and will not distribute profits or dividends, focusing on sustainable development and future funding needs [4]. Company Overview - Liyang Chip is a well-known independent third-party professional testing service provider in China, specializing in integrated circuit testing solutions, including 12-inch and 8-inch wafer testing services, and chip finished product testing [7][8]. - The company has developed 44 categories of chip testing solutions and completed mass testing for thousands of chip models, accumulating a vast database of testing data [30][31]. Business Operations - The company has expanded its services to include wafer thinning, polishing, laser grooving, and laser dicing, enhancing its technical service offerings to meet comprehensive wafer cutting needs [6][11]. - Liyang Chip's testing services are crucial in the integrated circuit industry, ensuring that every chip undergoes 100% testing to verify compliance with design specifications [8][9]. Industry Position - The integrated circuit testing industry is characterized by high capital intensity and knowledge requirements, with significant barriers to entry due to the need for advanced testing platforms and skilled personnel [26][27]. - The industry is experiencing a shift towards specialization, with increasing pressure on traditional IDM (Integrated Device Manufacturer) models, favoring Fabless companies that outsource manufacturing and testing [38][39]. Future Development Trends - The company aims to strengthen its position in emerging fields such as automotive electronics, industrial control, high-performance computing, and sensor technologies, responding to the growing demand for independent third-party testing services [33][34]. - The integrated circuit testing sector is expected to grow as the complexity of chips increases, necessitating more sophisticated testing solutions to meet stringent quality and performance standards [25][29].