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卓胜微: 江苏卓胜微电子股份有限公司2025年度向特定对象发行A股股票方案论证分析报告(修订稿)
Zheng Quan Zhi Xing· 2025-06-30 17:06
Core Viewpoint - Jiangsu Zhuosheng Microelectronics Co., Ltd. plans to issue up to 160,457,680 A-shares to raise no more than 3,475 million yuan for expanding RF chip manufacturing capacity and supplementing working capital [1][10]. Group 1: Background and Purpose of the Issuance - The integrated circuit industry is a strategic and foundational sector crucial for national economic and social development, with a focus on enhancing capital strength and profitability [1][2]. - The issuance aims to support the development of the integrated circuit industry, which is expected to benefit from significant opportunities amid global technological changes and domestic policy support [2][3]. Group 2: Market Trends and Opportunities - The global integrated circuit industry is entering a period of disruptive technological change, with China's integrated circuit sector poised for major growth [2][3]. - The RF front-end industry is a vital component of the integrated circuit sector, driven by the increasing demand for RF front-end chip solutions due to advancements in communication technology [3][4]. - The global RF front-end module market is projected to reach approximately 26.54 billion USD by 2024, with significant growth driven by the smartphone market and emerging technologies [3][4]. Group 3: Domestic Industry Landscape - China's integrated circuit industry has rapidly developed, with the industry scale expected to grow from 653.2 billion yuan in 2018 to 1,045.8 billion yuan by 2024, reflecting a compound annual growth rate of 9.5% [3]. - The domestic RF front-end industry still has a low self-sufficiency rate, with major international players holding about 80% of the global market share [5][6]. - The increasing demand for high-performance domestic RF front-end products presents opportunities for local manufacturers amid geopolitical uncertainties [5][6]. Group 4: Company Strategy and Development - The company has transitioned from a Fabless model to a Fab-Lite model, establishing a complete industrial ecosystem from R&D to sales [7][8]. - The planned issuance will enhance the company's manufacturing capabilities for RF front-end chips, enabling it to meet the growing demand for high-end customized products [8][10]. - The company has developed a strong technical foundation and a stable management team, which will support the successful implementation of the fundraising projects [25][26]. Group 5: Financial Considerations and Impact - The total amount raised from the issuance will be used for expanding RF chip manufacturing capacity and supplementing working capital, which is essential for the company's operational efficiency [10][17]. - The issuance is expected to improve the company's capital structure and reduce financial risks, enhancing its ability to withstand macroeconomic fluctuations [10][11]. - The company aims to maintain a stable profit distribution policy while ensuring that the interests of all shareholders, especially minority investors, are protected [28][29].
第八届中国 IC 独角兽榜单发布
是说芯语· 2025-06-29 13:16
(2025 年 6 月 30 日,北京)—— 中国 IC 独角兽联盟今日正式发布 "2024-2025 年度第八届中国 IC 独角兽" 榜 单,评选出 12 家中国 IC 独角兽企业及 2 家新锐企业。本次评选聚焦集成电路全产业链,旨在挖掘具有高成长 性和技术突破的创新企业,通过系统化估值与行业赋能,助力中国半导体产业在全球竞争中实现高质量发展。 一、评选背景与核心目标 本次评选是在连续成功举办七届活动的基础上,由中国 IC 独角兽联盟发起并主办,覆盖集成电路设计、制 造、封装、测试、材料、装备等全产业链环节。评选通过技术创新、市场竞争力、生态协同等多维度评估,最 终从近百份申报企业中遴选出 12 家独角兽企业 和 2 家新锐企业 ,其技术布局与市场表现代表了中国半导体行 业的前沿水平。 二、独角兽企业:全产业链创新标杆 本次入选的 12 家独角兽企业覆盖 存储与计算领域 、 通信与射频领域 、 高端制造与材料领域 、 汽车电子与 智能终端、 核心器件与先进封装、消费电子与物联网等关键领域,其技术突破与市场落地为行业树立了标 杆: 三、新锐企业:未来增长极 本次评选设立 "新锐企业" 奖项,表彰成立时间较短但 ...
郑州举办未来独角兽企业融资路演活动 共绘创新发展新蓝图
Sou Hu Cai Jing· 2025-06-18 16:32
大象新闻记者 李鑫 罗雅静 6月18日,作为2025独角兽企业创新发展大会系列活动之一,由郑州市工业和信息化局主办、长城战略 咨询协办的"未来独角兽企业融资路演"在郑州举办。众多高潜力企业与投资机构代表齐聚,共商合作、 共谋发展。 郑州作为中央明确支持建设的国家中心城市,产业基础坚实、科技创新优势显著、城市环境宜居宜业。 近年来,郑州围绕"当好国家队、提升国际化,引领现代化河南建设"总要求,锚定"两个确保",深入推 进"十大战略"行动,加快"四高地、一枢纽、一重地、一中心"和郑州都市圈建设,国家中心城市建设不 断迈上新台阶。2024年,全市多项经济指标在全国万亿级规模城市中位居前列,正逐步成为"开放之 城""产业之城""科创之城",为独角兽企业成长提供广阔天地。 芯视佳半导体聚焦微显示领域,在深圳、上海有研发基地。 索云AI通过自主研发的Agentic Workflow Engine(AWE引擎),将企业行业知识图谱、业务流程逻辑与决 策模式转化为智能体技术资产。 中科驭数孵化于科研院所,是国内DPU芯片成熟厂商,产品广泛应用于数据中心、智算中心等场景。华 视诺维专注眼科精准诊疗,药械一体化解决方案国内首创。 ...