证券代码：688729 证券简称：屹唐股份 公告编号：2025-006 北京屹唐半导体科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： （一）调整副总经理（副总裁）的情况 从公司长期战略发展的角度考虑，经公司第二届董事会第十九次会议审议通 过 ， 公 司 对 组 织管 理 架 构 和高 级 管理 人员 职 责进 行调 整 ，同 意对 Subhash Deshmukh 先生和 Schubert S. Chu 先生的职务进行调整，本次职务调整后，上述 人 员 不 再 担 任 公 司 副 总 经 理 （ 副 总 裁 ）， 但 仍 在 公 司 全 资 子 公 司 Mattson Technology, Inc.任职，本次调整不会对公司相关工作的正常开展和日常经营造成 不利影响。 本次职务调整后，上述人员仍将遵守《上市公司股东减持股份管理暂行办法》 《上市公司董事和高级管理人员所持本公司股份及其变动管理规则》等相关法律 法规的规定，以及在公司首次公开发行股票时所作的相关承诺。 （二）调整核心技术人员的 ...

Core Viewpoint - Yitang Technology Co., Ltd. (屹唐股份) has successfully listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, achieving a market value that briefly exceeded 70 billion yuan, highlighting the potential of the domestic semiconductor industry [1][2]. Company Overview - Yitang was established in December 2015 and is headquartered in Beijing Economic and Technological Development Zone, focusing on the integrated circuit equipment manufacturing industry [2]. - The company has a strong competitive position in three main product lines: dry stripping equipment, rapid thermal processing equipment, and dry etching equipment, with significant market shares globally [2][4]. Technology and Market Position - Dry Stripping Equipment: Yitang's dry stripping equipment is recognized as internationally leading, achieving the second-largest global market share in 2023 due to its superior performance in key technical indicators such as substrate material protection and production efficiency [3][4]. - Rapid Thermal Processing Equipment: The rapid thermal processing equipment also reaches international leading standards, excelling in parameters like thermal stress control and production efficiency [3]. - Dry Etching Equipment: Yitang's dry etching equipment is domestically leading and internationally advanced, securing a position among the top ten globally in 2023, alongside other notable domestic manufacturers [4]. Industry Impact - The listing of Yitang is expected to enhance the brand effect, attracting more international high-end talent to the domestic semiconductor industry, and increasing the market share of domestic equipment [4]. - The success of Yitang's IPO is seen as a catalyst for more companies to invest in high-end equipment research and development, indicating a growing recognition of the semiconductor equipment sector [4].

Company Overview - Yitang Co., Ltd. successfully listed on the Shanghai Stock Exchange on July 8, with a stock price of 8.45 yuan per share and stock code 688729 [3] - Established in 2015, Yitang is a global semiconductor equipment company focused on the research, production, and sales of wafer processing equipment for integrated circuit manufacturing [3] - The company provides various equipment and solutions, including dry stripping equipment, rapid thermal processing equipment, and dry etching equipment, to global integrated circuit manufacturers [3] Market Position - Yitang has established itself as a globally recognized supplier of integrated circuit manufacturing equipment, serving major global storage chip manufacturers and logic circuit manufacturers [3] - The company has a stable and extensive customer base, including the top ten chip manufacturers worldwide and leading domestic manufacturers, which strengthens its competitive position in the specialized equipment market [3] - As of the end of 2024, Yitang's cumulative global installed base exceeds 4,800 units, maintaining a leading position in its respective segments [3] Industry Trends - The semiconductor industry is experiencing a third wave of relocation, with a shift towards mainland China, enhancing the industry's overall prosperity and creating new development opportunities [4] - National policies, including the "14th Five-Year Plan," support the growth of the semiconductor and integrated circuit industries, driven by emerging sectors such as 5G, AI, and IoT [4] - Yitang's shipment volume and revenue in mainland China are on an upward trend from 2022 to 2024, with revenue from this region expected to reach 66.67% by 2024 [4] Future Outlook - Yitang plans to enhance its research and manufacturing capabilities in integrated circuit equipment, increase investments in China, and leverage local supply advantages to boost revenue from the mainland [4]

Group 1 - Yitang Semiconductor Technology Co., Ltd. (referred to as "Yitang") completed its initial public offering and listing on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 8, 2025, with stock code 688729 [1] - Yitang was established in 2015 and operates globally as a semiconductor equipment company, focusing on the research, development, production, and sales of wafer processing equipment required in the integrated circuit manufacturing process [3] - The company provides integrated circuit manufacturing equipment and supporting process solutions to global integrated circuit manufacturers, including dry stripping equipment, rapid thermal processing equipment, and dry etching equipment [3]

Core Viewpoint - The successful IPO of Beijing Yitang Semiconductor Technology Co., Ltd. marks the beginning of a wave of domestic semiconductor listings, highlighting the growing importance of the semiconductor industry in China [5][7]. Group 1: Company Overview - Yitang Semiconductor officially listed on the STAR Market on July 8, with an initial price of 8.45 yuan per share, experiencing a surge of over 200% at opening, leading to a market capitalization that briefly exceeded 77 billion yuan before settling around 60 billion yuan [5][6]. - The company raised 2.497 billion yuan through its IPO, ranking first in fundraising in Beijing [6]. - Yitang Semiconductor specializes in semiconductor equipment, focusing on the research, production, and sales of wafer processing equipment essential for integrated circuit manufacturing, with three core products: dry stripping equipment, rapid thermal processing equipment, and dry etching equipment [18][19]. Group 2: Financial Performance - Yitang Semiconductor reported revenues of 4.763 billion yuan in 2022, 3.931 billion yuan in 2023, and projected 4.633 billion yuan in 2024, with net profits of 383 million yuan, 310 million yuan, and 540 million yuan respectively [20][21]. - The company has a significant customer base, including major players like TSMC, Samsung, Micron Technology, Intel, SK Hynix, and SMIC, with over 4,600 units of its products installed globally by mid-2024 [22]. Group 3: Industry Trends - The successful IPO of Yitang Semiconductor is seen as a catalyst for a surge in domestic semiconductor IPOs, with several companies like Changxin Storage and Ziguang Zhanrui also initiating their listing processes [25][26]. - The semiconductor sector is witnessing a rush for IPOs, with many companies aiming to capitalize on the current favorable market conditions, as evidenced by the recent acceptance of multiple semiconductor companies' IPO applications by the stock exchanges [27][28]. - The competitive landscape is intensifying, as companies recognize the urgency of going public to secure funding and market positioning amid a challenging investment environment [30][31].

Company Overview - C Yitang (688729) experienced a significant increase of 174.56% on its first trading day, with a turnover rate of 77.43% and a transaction volume of 3.257 billion yuan [2] - The company specializes in the research, development, production, and sales of wafer processing equipment required in the integrated circuit manufacturing process, providing solutions including dry stripping equipment, rapid thermal processing equipment, and dry etching equipment [2] Financing and Trading Details - On its debut, the stock had a financing buy-in amount of 244 million yuan, accounting for 7.49% of the total trading volume, with a latest financing balance of 208 million yuan, representing 4.48% of the circulating market value [2] - The stock saw a net inflow of 918 million yuan from major funds on its first day, with large orders contributing 470 million yuan and extra-large orders contributing 448 million yuan [2] Recent IPO Performance - The recent IPOs have shown varying performance, with C Yitang's first-day increase being one of the highest at 174.56%, compared to other recent listings such as Xintong Electronics (286.36%) and Guangxin (500.00%) [3]

Core Viewpoint - Yitang Semiconductor Technology Co., Ltd. has officially listed on the Sci-Tech Innovation Board, marking a significant milestone for the company and the semiconductor equipment industry in China [1][3]. Group 1: Company Overview - Yitang Semiconductor is a leading semiconductor equipment company headquartered in Beijing, with R&D and manufacturing bases in China, the United States, and Germany [1]. - The company specializes in the research, production, and sales of semiconductor wafer processing equipment used in integrated circuit manufacturing [1]. Group 2: Product Offerings - Yitang Semiconductor provides various equipment and application solutions, including dry stripping, dry etching, rapid thermal processing, and millisecond rapid annealing, with significant market shares in their respective fields [1][2]. - In 2023, Yitang Semiconductor holds a 13.05% market share in the rapid thermal processing equipment sector, ranking second globally, and a 34.60% market share in the dry stripping equipment sector, also ranking second globally [2]. Group 3: Financial Performance - On its first day of trading, Yitang Semiconductor's stock opened at 26.20 CNY, a 210.06% increase from the issue price of 8.45 CNY, with a market capitalization exceeding 77 billion CNY [1]. - For the first quarter of 2025, the company reported a revenue of 1.16 billion CNY, a year-on-year increase of 14.63%, and a net profit of 218 million CNY, a year-on-year increase of 113.09% [2]. Group 4: Market Impact - The successful listing of Yitang Semiconductor is expected to provide broader development space and financial support for the company, enhancing the influence of the semiconductor equipment industry in the capital market [3].

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 开盘暴涨210%、市值突破600亿！ 今日，北京屹唐半导体科技股份有限公司正式在科创板挂牌上市，股票代码为 688729.SH。 作为国内半导体设备行业的领军企业，屹唐股份的上市备受市场关注。 屹唐股份此次上市获得7家机构的战略认购，分别为证裕投资、君享 1 号资管计划、中国保险 投资基金（有限合伙）、北京电控产业投资有限公司、深圳安鹏创投基金企业（有限合伙）、 合肥芯屏产业投资基金（有限合伙）、合肥晶合集成电路股份有限公司，一共认购总金额为 6.81亿元。 上市首日，屹唐股份表现惊艳，开盘价为 26.20 元，较发行价 8.45 元上涨 210.06%，总市 值一度超过 770 亿元。这一涨幅不仅远超市场预期，也反映了投资者对公司未来发展的高度 信心。 屹唐股份表示，此次成功登陆科创板，将为公司提供更为广阔的发展空间和资金支持。未来, 公司将继续加大研发投入，提升技术创新能力，巩固和增强在行业内的优势地位，为全球半导 体产业的发展贡献力量。 随着屹唐股份的上市，中国半导体设备行业在资本市场的影响力 ...

2016年5月，一场"蛇吞象"的画面正在进行。一个成立时间不过半年的年轻公司，竟然想通过 19.18 亿元，收购一家美国拥有28年历史的半导体设备公司 （MTI）。 这家公司就是：屹唐半导体。2015年12月，它由北京亦庄国投发起成立，初始定位为半导体设备技术开发与制造，但缺乏核心技术。亦庄国投的收购阳谋 是：用资金换技术。 屹唐半导体的主要业务是：集成电路制造设备。其中，收入占比最高的产品是：干法去胶设备。2023年全球市场份额达34.60%，位居全球第二。 | | 干法去胶设备介绍 | | --- | --- | | 项目 | 員体内容 | | 定义 | 干法去胶设备是半导体制造中用于去除晶圆表面光刻胶的关键设备，通过等离子体、紫外光等 | | | "干法" 工艺（无需液体化学试剂）,实现对光刻胶的高效、精准剥离,广泛应用于集成电路制 | | | 造的光刻、刻蚀、离子注入等多道工序后。 | | 核心原理 | 1. 等离子体去胶：利用射频电源激发气体（如氧气）产生等离子体，其中的活性粒子与光刻胶发 | | | 生化学反应，将其分解为挥发性气体并排出； | | | 2. 紫外光去胶：通过高能紫外光照射光刻胶， ...

以下文章来源于投资界 ，作者杨继云 投资界 . 清科创业旗下创业与投资资讯平台 北京一个超级IPO诞生了。 始于一场跨国并购，他临危受命 屹唐半导体的故事，始于当年一场震动业界的并购案。 2016年5月，硅谷，中国半导体设备国际并购案第一单落定——在北京亦庄国投的主导下，屹唐盛龙以约3亿美元的总价，成功买下硅谷的半导体设备公司 Mattson Technology（MTI），这是一家半导体晶圆蚀刻机台设备供应商，是当时知名的集成电路制造设备供应商之一。 屹唐的这一次出手并购，不仅填补国内高端半导体设备领域的技术空白，更开创了中国资本跨国并购半导体设备企业的先河。 以此为基点，亦庄国投成立 屹唐半导体，故事徐徐展开。 然而困难很快浮现。收购完成后，股权的巨大变更引起客户对技术安全的担忧，MTI订单锐减40%，2016年Q4营收暴跌至1.03亿美元（仅为前一年的 60%）。此外，公司还面临着高管集体离职、现金流濒临断裂的危机时刻。 彼时，半导体行业资深专家 陆郝安临危受命 。实际上，无论是这场至关重要的收购，还是此后屹唐股份的崛起， 总裁兼CEO陆郝安都是一个关键人物。 投资界消息，7月8日，北京屹唐半导体科技股 ...