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半导体“A吃A”再现,江丰电子欲拿下凯德石英控制权
Group 1 - Jiangfeng Electronics and Kaide Quartz have announced a suspension of trading, indicating that Kaide Quartz's actual controllers are planning to transfer part of their equity to Jiangfeng Electronics, potentially making Kaide Quartz a subsidiary of Jiangfeng Electronics [1] - Both companies are significant players in the semiconductor materials supply chain, focusing on different areas: Jiangfeng Electronics specializes in metal materials, while Kaide Quartz focuses on quartz materials [1] - Kaide Quartz's main business includes quartz instruments and products, with a strong emphasis on the semiconductor integrated circuit chip sector, aiming to upgrade to a 12-inch product production line by 2025 [1] Group 2 - Jiangfeng Electronics is a leading global supplier of sputtering targets, with production capabilities for 8-inch and 12-inch high-purity aluminum and copper targets, and is expected to rank first in global shipment volume and second in shipment value in 2024 [2] - The company has diversified its business, with semiconductor precision components becoming a second growth curve, and has raised approximately 1.948 billion yuan for projects related to electrostatic chucks [2] - Jiangfeng Electronics reported a total revenue of 3.291 billion yuan for the first three quarters of 2025, a year-on-year increase of 25.37%, and a net profit of 401 million yuan, up 39.72% year-on-year [2]