AMHS系统被誉为晶圆厂的"大动脉"，其稳定高效运行直接关系到整个产线的产能与良率。长期以来， 该市场被日本公司垄断。由于其高风险、高复杂度，半导体AMHS的国产化注定是一项长期系统工程， 需要在技术成熟度、供应链保障能力与客户验证进度之间动态平衡。在此背景下，新施诺稳步推进国产 天车规模化落地。 在硬件国产化方面，公司在继承韩国子公司成熟机械架构的基础上，通过供应链整合，逐步导入高可靠 性国产核心部件，实现国产化天车关键零部件的本地化替代与供应链安全。同时，公司组建自研软件团 队，从MCS(物料搬送控制系统)、TCS(天车调度系统)到VCS(车辆控制系统)三层架构入手，在承接韩国 原有系统的基础上，完成整体软件系统的重构与升级，并引入AI智能调度算法，显著提升国产化天车 系统的柔性、效率与可靠性。 据了解，当前新施诺的OHT(空中天车)小车平均无故障搬运次数(MCBF)已实现≥12万次，振动幅度控制 在≤0.5g范围内，满足半导体领域AMHS对极端稳定性要求。目前公司采取"先验证、再交付；先小规 模、再扩展"的渐进式导入策略，在半导体领域订单累计已超10亿元，客户数量与项目规模均领先。 新施诺方面介绍，本轮 ...

Core Viewpoint - Hefei Xinyi Hua Intelligent Machinery Co., Ltd. is progressing towards its IPO, having officially started its listing guidance in October 2023, backed by both Anhui and Hefei state-owned assets [1][2]. Group 1: Company Overview - Established in 2013, Hefei Xinyi Hua is a subsidiary of Xinyi Hua Group, focusing on the production, sales, and technical services of vacuum coating equipment, clean transfer equipment, and high-speed precision equipment in the semiconductor sector [2]. - The company is involved in multiple business segments, including display, integrated circuits, and photovoltaic perovskite technologies [2]. Group 2: IPO Guidance and Focus Areas - The IPO guidance is being conducted by CITIC Securities, with the eighth report covering the period from July to September 2025 [2]. - Key areas of focus in the guidance include business classification, information disclosure, R&D expense allocation, revenue recognition methods, customer concentration risks, and internal control execution [2][6]. Group 3: Business Challenges and Strategies - The company has identified areas for optimization in R&D investment, cost allocation, and revenue recognition timing, alongside high customer concentration and recent years of losses [6]. - To enhance operational independence and sustainable profitability, the company plans to expand its customer base, optimize product structure, and strengthen internal control execution [6]. Group 4: Industrial Robotics and Market Position - In addition to its core semiconductor equipment, Hefei Xinyi Hua has ventured into industrial robotics, including automated material handling systems for semiconductors and clean automation equipment [6][8]. - The company is one of the few domestic firms to break foreign monopolies in the semiconductor sector, achieving stable mass production applications in several domestic 8-inch and 12-inch wafer fabs [6]. Group 5: Financial Backing and Future Outlook - Hefei Xinyi Hua has received significant investments from state-owned enterprises, including a strategic financing round of 600 million yuan in September 2021 [8]. - The company is expected to transition from a "R&D investment phase" to a "market harvest phase," with potential profitability improvements anticipated in 2025 as high-end equipment begins mass production [11][14].

近日，成川科技（苏州）有限公司宣布完成超亿元人民币B轮融资。 本轮融资由元禾控股和合肥建投联合领投，兴泰投资、合肥产投、包河创投跟投，老股东中科创星持续加注。 成川科技是一家半导体自动物料搬运系统（Automatic Material Handling System，AMHS）整体解决方案供应商。 成川科技创始人顾晓勇本科毕业于哈尔滨工程大学热能工程专业（1985级），研究生毕业于中国科学技术大学。 顾晓勇曾在三星半导体（苏州）任职超过20年，深度参与多条晶圆生产线的新建与改扩建，对行业极为熟悉。 2020年，顾晓勇抓住国产半导体装备崛起的窗口期，在苏州工业园区正式创立成川科技，聚焦半导体 AMHS 整体解决方案研发。 创业初期，团队面临技术与市场的双重挑战：一方面，日企已构建成熟专利壁垒，核心技术难以借鉴；另一方面，国内晶圆厂对国产 AMHS 缺乏信任。 顾晓勇带领团队从基础研发突破，2021年成功研制出第一代天车（OHT）设备，建成国内首条可模拟半导体洁净车间场景的 AMHS Demo线，通过每秒 5.2米运行速度、±1 毫米定位精度的实测数据，验证国产系统的技术可行性。 2022年，成川科技的12寸先进 ...