（原标题：西安奕材加码硅材料基地建设 总投资约125亿元） 证券时报记者 叶玲珍 西安奕材(688783)持续扩大产能。 本次与西安奕材达成合作的光谷半导体产投成立于2023年5月25日，为武汉光谷金融控股集团有限公司 全资子公司，系其组建的专注于泛半导体领域的投资管理平台。此前，光谷半导体产投参与了西安奕材 的首发战略配售，获配股数为1558.77万股，占总股本的0.39%。 在投资合作方面，在双方入股项目公司操作完成，且全部85亿元资本金到位后，项目公司最终的股权结 构为：西安奕材方面持股82.35%，光谷半导体产投方面持股17.65%。 西安奕材指出，前述项目投资体量大、建设内容复杂、建设周期长，可能面临宏观经济及行业政策变 化、市场竞争等不确定因素的影响，存在一定风险。公司将借鉴前期建厂扩产经验科学统筹规划，密切 关注项目进展及市场动向，防范和应对项目建设过程中可能面临的各种风险。 同日晚间，西安奕材发布了另一项投资计划。公司拟与西安高新金融控股集团有限公司投资平台、西安 财金投资私募基金管理有限公司投资平台共同成立一家有限合伙企业，并以该合伙企业为主体，实施智 造创新中心项目，项目总投资额为10亿元 ...

Core Insights - The silicon epitaxial wafer industry is experiencing significant growth driven by strong demand in downstream applications, particularly in integrated circuits and power devices [1][7][10] - The market for silicon epitaxial wafers in China is projected to reach 12.44 billion yuan in 2024, with a year-on-year growth of 10.58% [10][11] - The industry is transitioning towards high-end, autonomous, and diversified development, focusing on technological upgrades and industry chain collaboration [13][14][15] Industry Overview - Silicon epitaxial wafers are core semiconductor materials formed by growing a single-crystal semiconductor film on a silicon substrate, allowing precise control of key parameters [2][3] - The classification of silicon epitaxial wafers includes sizes of 300mm (12 inches), 200mm (8 inches), and 150mm (6 inches and below), catering to various semiconductor device requirements [3][4] Market Dynamics - The integrated circuit sector is the most significant application market for silicon epitaxial wafers, with production expected to reach 451.42 billion units in 2024, a 14.38% increase year-on-year [7][8] - The power semiconductor market in China is projected to grow to 175.255 billion yuan in 2024, driven by sectors such as new energy vehicles and photovoltaics [8][10] Industry Development - The Chinese silicon epitaxial wafer industry has evolved from technology dependence to achieving self-sufficiency, with significant advancements in 8-inch core processes and a shift towards 12-inch high-end products [5][10] - The industry is currently in a phase of simultaneous scale expansion and quality upgrade, with increasing competitiveness and a focus on high-end applications [10][11] Competitive Landscape - The industry is characterized by a competitive landscape where international giants dominate the high-end market, while domestic companies are rapidly catching up through technological collaboration and industry chain integration [12][13] - Key players include Hu Silicon Industry, TCL Zhonghuan, and Lian Microelectronics, focusing on breakthroughs in 12-inch technology and establishing advantages in the 8-inch power device sector [12][13] Future Trends - The silicon epitaxial wafer industry is expected to accelerate towards high-end, autonomous, and diversified development, with a focus on large-size and low-defect density technologies [14][15] - There will be a stronger emphasis on upstream and downstream collaboration to enhance self-sufficiency and build a secure and controllable industrial ecosystem [14] - Emerging application scenarios, such as new energy vehicles and artificial intelligence, will drive product diversification and innovation in the industry [15][16]