Economic Overview - Guangdong is recognized as China's "economic first province," contributing over 10% to the national GDP and being the first province to exceed 14 trillion yuan in GDP [1] - The province has maintained its position as the top GDP contributor for 36 consecutive years, crossing significant GDP milestones from 10 trillion to 14 trillion yuan since 2019 [1] - Despite its economic size, Guangdong faces challenges in balancing development and transitioning from traditional to new growth drivers [1] Traditional Industry and Transformation - Traditional industries have historically driven Guangdong's economic growth, with six out of ten strategic pillar industries being traditional, accounting for over 70% of manufacturing value added [2] - The province is actively guiding enterprises to innovate and upgrade, as seen in the investments by Monalisa Group in the semiconductor sector, which includes a comprehensive layout in materials, software, and manufacturing [2][3] Semiconductor Industry Development - The establishment of Guangdong's semiconductor industry, particularly with the founding of Yuexin Semiconductor, has significantly impacted the regional economy, filling gaps in chip manufacturing [4][5] - The province has transformed from a "chip-deficient" region to a hub for semiconductor production, achieving a monthly production capacity of 80,000 12-inch wafers [5] Innovation and New Industries - Guangdong is fostering a new quality of productivity by integrating technological and industrial innovation, with a focus on strategic emerging industries [4] - The province has seen the launch of several globally significant projects, such as the world's first self-navigating aquaculture vessel and advanced OLED production lines, showcasing its innovative capabilities [6] Market Size and Consumer Base - With a population of 1.5 billion and a projected per capita disposable income of 51,474 yuan in 2024, Guangdong represents a massive consumer market, contributing over 10% to the national retail sales [9] - The large market size provides opportunities for businesses across various sectors, from high-value electronics to essential consumer goods [9] Ecosystem and Supply Chain Advantages - Guangdong's complete industrial chain and efficient supply chain are unique advantages, enabling rapid innovation and cost-effective production [7][8] - The province's industrial ecosystem supports a diverse range of sectors, facilitating the transition from traditional manufacturing to intelligent manufacturing [8] Application Scenarios and Industry Integration - The integration of smart technologies with traditional industries in Guangdong has led to the emergence of new business models, such as smart manufacturing and logistics [10] - The province's ability to provide real-world application scenarios accelerates technology iteration and large-scale adoption, attracting global investors [10]

目前，全芯智造的辅导工作已正式启动，后续将在国泰海通的协助下完成规范运作、信息披露等系列准备工作。随着其上市进程的推进，国产制造EDA 企业如何突破技术壁垒、构建自主生态，有望获得资本市场更广泛的关注与支持。 | | | 公开发行辅导公示 | 辅导对象 | 辅导机构 | 备案时间 辅导状态 | 派出机构 | 报告类型 | 报告标题 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 北京 | 天津 | 安徽金晟达生物电子科技股份 有限公司 | 国泰海通证券股份有限公司 | 2025-12-10 辅导备案 | 安徽证监局 | 辅导备案报告 | 关于安徽金晟达生 ... | | - | 河北 | II 山西 | | | | | | | | - | 内蒙古 | 辽宁 | 全芯智造技术股份有限公司 | 国泰海通证券股份有限公司 | 2025-12-10 辅导备案 | 安徽证监局 | 辅导备案报告 | 关于全芯智造技术 ... | | = | 吉林 | 黑龙江 | 广东正扬传感科技股份有限公 lo | 华泰联合证券有限责任公司 | 2025-12- ...

Group 1 - Zhuhai Jingci Electronic Technology Co., Ltd. underwent a change in investors on November 12, with Zhuhai Hengqin Jingtou Investment Partnership (Limited Partnership) subscribing to 15 million yuan, holding 75% of the shares and becoming the controlling shareholder [1] - The largest contributor to Zhuhai Hengqin Jingtou Investment Partnership is Guangdong Mona Lisa Investment Management Co., Ltd., which holds a 66.67% stake and is a wholly-owned subsidiary of the listed company Mona Lisa [1] - Zhuhai Jingci's business scope includes manufacturing semiconductor discrete devices, specialized equipment for semiconductor devices, and special ceramic products [1] Group 2 - Mona Lisa is primarily engaged in the research, production, and sales of high-quality building ceramic products, and this investment allows it to indirectly enter the semiconductor field [2] - In September, Huigude, a high-tech enterprise in Wuxi, completed a new round of financing with participation from various investment institutions, including Mona Lisa, focusing on the research and production of aluminum nitride ceramic substrates [2] - In October, Quanxin Intelligent Manufacturing Technology Co., Ltd. secured A+ round financing with participation from Mona Lisa and other investment firms, specializing in integrated solutions for intelligent manufacturing and holding over 200 patents [2]