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*ST华微大股东卖股清偿15亿占资 吉林国资拟16亿入主解僵局促发展
Chang Jiang Shang Bao· 2025-06-26 23:35
Core Viewpoint - Jilin state-owned assets are stepping in to support the high-quality development of the semiconductor industry by acquiring *ST Huamei, aiming to resolve the financial issues caused by the major shareholder's fund occupation [2][3] Group 1: Share Transfer Details - On June 25, *ST Huamei's controlling shareholder, Shanghai Pengsheng, signed a share transfer agreement to sell approximately 214 million shares (22.32% of total shares) to Yadong Investment [3][4] - The total transaction price is approximately 1.621 billion yuan, with the proceeds primarily allocated to repay 1.556 billion yuan of occupied funds and interest [4] Group 2: Financial and Regulatory Background - *ST Huamei has faced significant internal control issues, including fund occupation and false disclosures, leading to penalties from the Jilin Securities Regulatory Bureau [5] - The company was labeled as "*ST" due to the major shareholder's occupation of 1.491 billion yuan in funds, with a risk of delisting if corrective actions are not taken by August 2025 [5] Group 3: Company Competitiveness and R&D - *ST Huamei is a comprehensive IDM company in the power semiconductor sector, producing a wide range of products used in strategic emerging fields such as clean energy and automotive electronics [6][8] - The company has maintained annual R&D investments exceeding 100 million yuan from 2018 to 2024, with a projected R&D expenditure of 125 million yuan in 2024, accounting for 6.07% of revenue [7][8] - As of the end of 2024, *ST Huamei employed 791 R&D personnel, representing 30% of its total workforce, indicating a strong focus on technological innovation [8] Group 4: Future Prospects Post-Transaction - With the state-owned entity taking control, *ST Huamei is expected to enhance its governance structure and operational mechanisms, potentially improving its market competitiveness [9] - The company aims to leverage the advantages of state-owned capital to drive business expansion and resource integration, enhancing overall operational quality [9]
600360,大动作!
中国基金报· 2025-06-25 12:40
Core Viewpoint - *ST Huamei's controlling shareholder will change to Jilin Provincial State-owned Assets Supervision and Administration Commission, and the stock will resume trading on June 26, 2025 [2][3][4] Group 1: Shareholder Change - Shanghai Pengsheng Technology Industry Co., Ltd. plans to transfer all its shares in *ST Huamei, totaling 214 million shares (22.32% of total share capital), to Jilin Yadong State-owned Capital Investment Co., Ltd. [7][8] - The transfer proceeds will primarily be used to repay the occupied funds and interest amounting to 1.556 billion yuan [7][9] Group 2: Financial and Regulatory Issues - *ST Huamei has faced internal control issues due to fund occupation and false disclosures, resulting in a fine of 10 million yuan from the Jilin Regulatory Bureau of the China Securities Regulatory Commission [12] - If *ST Huamei fails to recover 1.491 billion yuan of occupied funds by August 12, 2025, the Shanghai Stock Exchange will impose trading suspension and potential delisting warnings [12][13] Group 3: Company Overview - *ST Huamei is a national high-tech enterprise engaged in the design, research and development of power semiconductor devices, chip processing, packaging testing, and product marketing [13] - The company has a product range that includes IPM and PM modules, wide bandgap semiconductors, IGBT, MOS, FRD, SBD, SCR, and BJT, widely used in strategic emerging fields such as clean energy and automotive electronics [13] Group 4: Market Performance - As of June 18, *ST Huamei's stock price was 7.86 yuan per share, with a total market capitalization of 7.5 billion yuan [14]