Core Viewpoint - Su Dawei Ge plans to acquire 51% of Changzhou Weipu Semiconductor Equipment Co., Ltd. for 510 million yuan, marking its entry into the semiconductor detection equipment sector, enhancing its core competitiveness and contributing to the domestic semiconductor equipment industry's "manufacturing + detection" closed loop [1][2]. Group 1: Acquisition Details - The acquisition will make Changzhou Weipu a subsidiary of Su Dawei Ge, which is a "little giant" enterprise in Jiangsu province, specializing in semiconductor photomask defect detection equipment [1]. - Changzhou Weipu has achieved large-scale production in a field traditionally dominated by Japanese and American companies, with a domestic production rate of less than 3% [2]. Group 2: Financial Performance - In the first ten months of 2025, Changzhou Weipu reported revenues exceeding 114 million yuan and net profits surpassing 51 million yuan, with a backlog of orders amounting to 250 million yuan [2]. - The founding shareholders have committed to a cumulative net profit of no less than 240 million yuan from 2025 to 2027, with current orders expected to support nearly 70% of this target [2]. Group 3: Strategic Synergy - The acquisition creates a comprehensive synergy between Su Dawei Ge and Changzhou Weipu, establishing a competitive barrier through an integrated "optomechanical-electronic" approach [4]. - Su Dawei Ge's expertise in laser direct writing lithography complements Changzhou Weipu's capabilities in defect detection, allowing for a bundled "lithography-detection integrated solution" that reduces market expansion costs and time [4][5]. Group 4: Market Context - The global semiconductor detection equipment market is projected to grow from 1.81 billion USD in 2023 to 3 billion USD by 2030, indicating significant market potential for domestic alternatives [7]. - The acquisition aligns with Su Dawei Ge's strategic shift towards high-end semiconductor equipment, aiming to break the long-standing foreign monopoly in this sector [7][8].

Core Viewpoint - Su Dawei Ge plans to acquire 51% stake in Changzhou Weipu Semiconductor Equipment Co., Ltd. for 510 million yuan, which will make Changzhou Weipu a subsidiary and included in the consolidated financial statements [1] Group 1: Acquisition Details - The acquisition will be financed through the company's own or self-raised funds amounting to 510 million yuan [1] - The transaction is classified as a related party transaction and does not constitute a major asset restructuring [1] Group 2: Company and Industry Impact - Changzhou Weipu has achieved large-scale production in the field of semiconductor photomask defect detection equipment, covering major semiconductor mask production manufacturers [1] - The acquisition is expected to leverage both companies' strengths in laser direct writing lithography and mask defect detection, accelerating the mass application of laser direct writing lithography machines in semiconductor photomask manufacturing and advanced packaging [1] - The collaboration aims to assist Changzhou Weipu in achieving breakthroughs in advanced process optical systems [1]

*免责声明：文章内容仅供参考，不构成投资建议 二、并购重组 苏大维格：拟以5.1亿元收购常州维普半导体设备有限公司51%股权。标的公司是国内极少数在半导体 光掩模缺陷检测设备领域已实现规模化量产的企业。 三、投资合作、经营状况 一、停复牌 1、豪恩汽电：公司收到某头部新能源汽车品牌产品定点信，预计项目生命周期内总营业额约4.7亿元。 1、标榜股份：终止筹划控制权变更事项，股票复牌。 四、业绩变动 2、真爱美家：正在筹划公司控制权转让事宜，股票继续停牌。 晚间公告 *风险提示：股市有风险，入市需谨慎 2、上纬新材：要约收购交割完成，智元恒岳持股比例增至58.62%。 3、力星股份：与浙江荣泰达成战略合作，共同拓展产业机器人用丝杆部件滚动体市场。 4、中简科技：签订5.63亿元重大销售合同。 5、云南锗业：拟设立孙公司实施高品质砷化镓晶片建设项目。 6、天赐材料：2026-2028年国轩高科预计采购87万吨电解液。 1、华虹公司：第三季度销售收入创历史新高，达6.35亿美元，环比增长12.2%。 2、百济神州：第三季度总收入14.12亿美元，同比增长41%。 ...

Core Viewpoint - The company plans to acquire a 51% stake in Changzhou Weipu Semiconductor Equipment Co., Ltd. for 510 million yuan, which will make Changzhou Weipu a subsidiary and included in the company's consolidated financial statements [1] Group 1: Acquisition Details - The acquisition will be funded through the company's own or raised funds amounting to 510 million yuan [1] - After the transaction, Changzhou Weipu will become a controlled subsidiary of the company [1] Group 2: Strategic Importance - Changzhou Weipu is one of the few companies in China that has achieved large-scale production in the field of semiconductor photomask defect detection equipment [1] - The equipment products from Changzhou Weipu have already covered major downstream photomask manufacturers, including both wafer fabrication plants and independent third-party mask manufacturers [1] Group 3: Business Synergy - The company has been actively expanding the application of laser direct-write lithography machines in the mass production of semiconductor photomasks and domestic substitution [1] - The potential customer base of the company overlaps significantly with the existing customer system of Changzhou Weipu, which is expected to reduce customer development costs and product validation cycles [1]

Core Viewpoint - The company plans to acquire a 51% stake in Changzhou Weipu Semiconductor Equipment Co., Ltd. for 510 million yuan, which will make it a subsidiary and included in the company's consolidated financial statements [1] Group 1: Acquisition Details - The acquisition will be funded through the company's own or raised funds amounting to 510 million yuan [1] - After the transaction, Changzhou Weipu will become a controlling subsidiary of the company [1] Group 2: Strategic Importance - Changzhou Weipu is one of the few companies in China that has achieved large-scale production in the field of semiconductor photomask defect detection equipment [1] - The equipment products from Changzhou Weipu have already covered major semiconductor mask production manufacturers, including both wafer fabs and independent third-party mask manufacturers [1] Group 3: Business Synergy - The company has been actively expanding the application of laser direct-write lithography machines in the mass production of semiconductor photomasks and domestic substitution [1] - The potential customer base of the company overlaps significantly with the existing customer system of Changzhou Weipu, which will help reduce customer development costs and product validation cycles [1]

常州维普是国内极少数在半导体光掩模缺陷检测设备领域已实现规模化量产的企业，其产品已进入国内 头部晶圆厂和国内外头部掩膜版厂商的量产线。 9月2日，苏大维格（300331）公告称，公司拟筹划以现金方式收购常州维普半导体设备有限公司不超过 51%的股权，收购完成后，预计实现对标的公司的控股。标的公司100%股权的整体估值暂定为不超过 人民币10亿元，本次交易对价预计不超过人民币5.10亿元。 ...

Group 1 - The company Su Da Wei Ge (300331.SZ) plans to acquire up to 51% of the equity of Changzhou Weipu Semiconductor Equipment Co., Ltd. for cash, aiming to achieve control over the target company after the acquisition [1] - The overall valuation of 100% equity of the target company is tentatively set at no more than RMB 1 billion, with the transaction price expected to be no more than RMB 510 million [1] - Changzhou Weipu is one of the few companies in China that has achieved large-scale production in the field of semiconductor photomask defect detection equipment, with self-developed technology, products, and core algorithms, and has independent intellectual property rights [1] Group 2 - The main core components of the target company's products have been localized and are under independent control, indicating a strong domestic supply chain [1] - The products of the target company have already entered the production lines of leading domestic wafer manufacturers and top photomask manufacturers both domestically and internationally [1]

智通财经APP讯，苏大维格(300331.SZ)发布公告，公司拟筹划以现金方式收购常州维普半导体设备有限 公司(简称"常州维普")不超过51%的股权，收购完成后，预计实现对标的公司的控股。标的公司100%股 权的整体估值暂定为不超过人民币10亿元，本次交易对价预计不超过人民币5.10亿元。 常州维普是国内极少数在半导体光掩模缺陷检测设备领域已实现规模化量产的企业，其技术、产品和核 心算法系正向自研开发，拥有自主知识产权，主要核心零部件实现了国产化和自主可控。标的公司产品 已进入国内头部晶圆厂和国内外头部掩膜版厂商的量产线。 ...

Group 1 - The company Su Da Wei Ge (300331.SZ) plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co., Ltd. through cash, aiming for control post-acquisition [1] - The overall valuation of 100% equity of the target company is tentatively set at no more than RMB 1 billion, with the transaction price expected to be no more than RMB 510 million [1] - Changzhou Weipu is one of the few companies in China that has achieved large-scale production in the field of semiconductor photomask defect detection equipment, with self-developed technology, products, and core algorithms [1] Group 2 - The target company's core components have achieved localization and self-control, and its products have entered the production lines of leading domestic wafer fabs and major domestic and international photomask manufacturers [1]