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中国产业叙事:晶合集成
新财富· 2025-10-21 08:46
Core Viewpoint - The article highlights the rapid growth and strategic positioning of Hefei Jinghe Integrated Circuit Co., Ltd. (Jinghe Integrated) within the semiconductor industry, emphasizing its successful transition from a startup to a leading player in the display driver chip market, driven by local government support and collaboration with Taiwanese technology teams [2][4][12]. Group 1: Company Development and Achievements - Jinghe Integrated was established in 2015 as a joint venture between Hefei City Government and Taiwan's Lianjing Technology, marking the first 12-inch wafer foundry in Anhui Province [4][5]. - The company has grown to become the third-largest wafer foundry in mainland China and ranks among the top ten globally, achieving a market share of 28% in the display driver chip sector by 2024 [2][12]. - In 2024, Jinghe Integrated is projected to generate nearly 9.3 billion yuan in revenue, reflecting a 28% year-on-year increase, with net profit expected to exceed 530 million yuan, marking a growth of over 150% [2][5]. Group 2: Strategic Positioning and Market Dynamics - The company strategically focuses on niche markets, avoiding direct competition with giants like TSMC and Samsung by specializing in display driver chips and gradually expanding into advanced process nodes [4][6]. - Jinghe Integrated has successfully developed and mass-produced chips at various technology nodes, including 110nm, 55nm, and 40nm, with plans to begin production at the 28nm node in 2025 [5][6][17]. - The company has diversified its product offerings beyond display driver chips to include CMOS image sensors (CIS), power management chips (PMIC), and microcontrollers (MCU), enhancing its revenue resilience [7][17]. Group 3: Regional Ecosystem and Collaboration - Hefei's strategic initiatives, including the establishment of a complete display industry chain, have significantly benefited Jinghe Integrated, allowing for reduced logistics costs and improved supply chain efficiency [12][13]. - The proximity of key partners, such as BOE and Visionox, facilitates rapid collaboration and reduces production lead times, exemplifying the advantages of regional industrial clustering [12][13]. - The article emphasizes the importance of a collaborative ecosystem in Hefei, where companies like Jinghe Integrated, BOE, and Visionox work together to reshape the new display industry landscape in China [16].
晶合集成:晶合集成首次公开发行股票并在科创板上市招股意向书
2023-04-11 11:22
本次股票发行后拟在科创板市场上市,该市场具有较高的投资风险。科创板公司具 有研发投入大、经营风险高、业绩不稳定、退市风险高等特点,投资者面临较大的 市场风险。投资者应充分了解科创板市场的投资风险及本公司所披露的风险因素, 审慎作出投资决定。 合肥晶合集成电路股份有限公司 Nexchip Semiconductor Corporation (住所:安徽省合肥市新站区合肥综合保税区内西淝河路 88 号) 首次公开发行股票并在科创板上市 招股意向书 (住所:北京市朝阳区建国门外大街1号国贸大厦2座27层及28层) 保荐人(主承销商) 合肥晶合集成电路股份有限公司 首次公开发行股票并在科创板上市招股意向书 声 明 中国证监会、上海证券交易所对本次发行所作的任何决定或意见,均不表明其对 发行人注册申请文件及所披露信息的真实性、准确性、完整性作出保证,也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与 之相反的声明均属虚假不实陈述。 根据《证券法》的规定,股票依法发行后,发行人经营与收益的变化,由发行人 自行负责;投资者自主判断发行人的投资价值,自主作出投资决策,自行承担股票依 法发行 ...