Core Viewpoint - Huahai Qingsi plans to expand its wafer regeneration capacity by constructing a new project in Kunshan, Jiangsu, with a total planned capacity of 400,000 pieces per month, aiming to seize the opportunity of accelerated expansion in wafer factories [2] Group 1: Investment and Expansion Plans - The company intends to invest no more than 500 million yuan in the first phase of the expansion, which will have a capacity of 200,000 pieces per month [2] - The funding for the project will come from the company's own and self-raised funds, with a construction period expected to be no more than 18 months [2] Group 2: Financial Performance - For 2024, the company anticipates a revenue growth of 35.82% year-on-year, reaching 3.406 billion yuan, and a net profit growth of 41.4%, amounting to 1.023 billion yuan [2] - The company's net profit excluding non-recurring items is expected to grow by 40.79% to 856 million yuan [2] Group 3: Industry Context and Demand - The integrated circuit industry is a strategic sector for national economic and social development, supported by a series of government policies aimed at enhancing innovation capabilities and international competitiveness [2] - The demand for wafer regeneration is increasing due to the accelerated expansion of domestic 12-inch wafer factories, which require higher processing standards for new production lines [3] Group 4: Technological Advantages - The company has established itself as a professional foundry for wafer regeneration, leveraging its proprietary chemical mechanical polishing (CMP) and cleaning equipment to meet downstream customer needs [3] - The wafer regeneration process involves multiple steps, including film removal, coarse polishing, fine polishing, cleaning, and inspection, with CMP and cleaning technologies being core to this process [3][4] Group 5: Customer Relationships and Market Synergy - The company's customer base for wafer regeneration primarily consists of integrated circuit manufacturers, which overlaps significantly with its existing equipment business [4] - Strong cooperation with domestic integrated circuit manufacturers and recognition of the company's equipment products provide a solid foundation for expanding the wafer regeneration business [4]

2024年，科创板公司创新要素加速汇聚，创新动能积厚成势，助力我国赢得全球科技竞争主动权。据统 计，超八成科创板公司核心产品聚焦进口替代及自主可控，超380家公司的850余项产品或技术达到国际 先进水平，在集成电路、生物医药、高端装备等关键领域实现突破，有力支撑了国家高水平科技自立自 强的战略布局。 厚植"创新力"与"技术库" 自设立以来，科创板始终坚守"硬科技"定位，高研发投入、高技术产出已成为科创板公司的鲜明特征之 一。 年报数据显示，科创板去年研发投入总额达到1680.78亿元，超过净利润的2.5倍，同比增长6.4%，最近 3年复合增速达10.7%；研发投入占营业收入比例中位数达12.6%，持续领跑A股各板块，其中107家公司 连续3年研发强度超20%。 截至2024年末，科创板已汇聚研发人员24万人，研发人员占员工总数比例近三成。全年新增发明专利2 万项，累计形成发明专利超12万项，中芯国际、信科移动等龙头企业专利储备均超万项。累计138家次 公司牵头或参与的项目荣获国家科技进步奖、国家技术发明奖等重要奖项；超六成公司入选国家级专精 特新企业，64家跻身单项冠军企业行列。 科技成果正在加速走出实验室， ...

上证报中国证券网讯（记者 孙忠）近期，中国证监会主席吴清在《充分发挥资本市场功能 更 好服务新型工业化》文章中表示，要深刻把握以科技创新引领新型工业化，进一步加大对集成电 路、工业母机、医疗装备、仪器仪表、工业和基础软件等重点产业支持力度。集成电路产业是信息 技术产业的核心，是支撑经济社会发展的战略性、基础性和先导性产业。 五年来，科创板以制度创新为矛、资本赋能为盾，成为集成电路产业公司上市首选地，助力行 业发展步入"快车道"。目前，科创板已上市半导体公司116家，占A股半导体总数的6成，汇聚中芯 国际、中微公司、沪硅产业等一批行业骨干企业，全链条推进技术攻关，大大提升了我国重点产业 链供应链韧性和自主可控水平。 打造集成电路产业高地 助推产能研发双跃升 科创板设立以来，着力打造支撑我国集成电路产业自立自强发展的主阵地。目前，科创板已上 市半导体公司116家，占A股半导体总数的6成，覆盖设计、制造、封测、设备、材料、IP等全链条 各环节，形成了头部引领、链条完整、协同创新的发展格局。从产业链分布看，芯片设计环节公司 共65家，包括基于自主指令架构的"国产CPU第一股"龙芯中科，全球唯二能够提供DDR5系列内存 ...