财中社：上海超硅三年累亏超30亿 财务总监频繁更迭 中国经济网编者按：据北京商报近日报道，近期，上交所官网显示，上海超硅半导体股份有限公司 （以下简称"上海超硅"）科创板IPO更新披露了招股书，其中最新披露了2025年上半年财务资料。本次 冲击上市，上海超硅拟募集资金约49.65亿元。2025年上半年，上海超硅实现营业收入约为7.56亿元；对 应实现归属净利润约为-7.36亿元。 据由深圳报业集团主管主办财中社报道，2022年至2024年，上海超硅的营业收入分别为9.21亿元、 9.28亿元、13.27亿元，扣除非经常性损益后归属于母公司股东的净利润分别为-8.60亿元、-10.41亿 元、-13亿元，累计超过32亿元，亏损金额持续扩大；上述期间，公司归母净利润累计亏损也超31亿 元。 北京商报：上海超硅上半年净利亏损7.36亿元 北京商报近日发布报道《上海超硅科创板IPO更新财务资料，上半年净利亏损7.36亿元》。 据报道，据了解，上海超硅主要从事全球半导体市场需求最大的300mm和200mm半导体硅片的研 发、生产、销售，同时公司还从事包括硅片再生以及硅棒后道加工等受托加工业务，已经发展为国际知 名的半导 ...

Core Viewpoint - Shanghai Super Silicon Semiconductor Co., Ltd. is preparing for an IPO on the Sci-Tech Innovation Board, aiming to raise approximately 4.965 billion yuan for expansion and R&D projects in the semiconductor sector [1] Group 1: Company Overview - Shanghai Super Silicon specializes in the research, production, and sales of 300mm and 200mm semiconductor silicon wafers, which are in high demand in the global semiconductor market [1] - The company also engages in silicon wafer regeneration and post-processing services, establishing itself as a well-known international silicon wafer manufacturer [1] Group 2: IPO Details - The IPO application was accepted on June 13, 2025, and entered the inquiry phase on July 2, 2025 [1] - The funds raised will be allocated to the expansion of 300mm thin-layer silicon epitaxial wafer production, high-end semiconductor silicon material R&D, and to supplement working capital [1] Group 3: Financial Performance - For the first half of 2025, the company reported an operating revenue of approximately 756 million yuan, with a net profit attributable to shareholders of approximately -736 million yuan [1] - Historical financial data shows operating revenues of approximately 921 million yuan, 928 million yuan, and 1.327 billion yuan for the years 2022, 2023, and 2024 respectively, with corresponding net profits of -803 million yuan, -1.044 billion yuan, and -1.299 billion yuan [1]

Group 1 - Shanghai ChaoSilicon's IPO application was accepted by the Shanghai Stock Exchange on June 13, and its review status changed to "inquiry" on July 2 [2] - The company specializes in the R&D, production, and sales of 300mm and 200mm semiconductor silicon wafers, with a design capacity of 700,000 pieces/month for 300mm wafers and 400,000 pieces/month for 200mm wafers [2] - The company's products are used in advanced process chips, including NAND Flash, DRAM, and logic chips [2] Group 2 - The company's revenue for 2022, 2023, and 2024 is projected to be 921 million, 928 million, and 1.327 billion yuan respectively, while net profits are expected to be -803 million, -1.044 billion, and -1.299 billion yuan, resulting in a cumulative loss of 3.146 billion yuan over three years [3] - As of the end of 2024, the total assets are projected to be approximately 1.548 billion yuan, with a debt-to-asset ratio of 52.33% [4] Group 3 - The company faces significant inventory impairment pressure, with inventory balances at the end of each reporting period being 776.85 million, 1.189 billion, and 1.514 billion yuan [7] - The company plans to raise 4.965 billion yuan, with approximately 1.419 billion yuan allocated for working capital and the remainder for expanding production capacity and R&D projects [10] Group 4 - The global semiconductor silicon wafer market is highly concentrated, with the top five companies holding around 80% market share, while Shanghai ChaoSilicon's market share is only 1.60% in 2024 [5] - The company is facing increasing competition due to the rapid development of new projects in China's semiconductor silicon wafer industry [5] Group 5 - The company is undertaking several R&D projects, including the development of advanced process DRAM and SRAM wafers, HBM wafer COP-Free crystal growth technology, and SOI crystal growth and inspection technology [9][11] - These projects aim to enhance production capabilities and meet the growing demand from emerging industries such as artificial intelligence [11]

Group 1 - Gansu Shangfeng Cement Co., Ltd. announced that its subsidiary, Ningbo Shangrong Logistics Co., Ltd., has invested in Shanghai Chaoqi Semiconductor Co., Ltd. through a private equity fund, which has received acceptance for its initial public offering (IPO) application on the Sci-Tech Innovation Board [1][2] - Shanghai Chaoqi focuses on the research, production, and sales of 300mm and 200mm semiconductor wafers, with a production capacity of 700,000 wafers per month, and its products are used in advanced process chips including NAND Flash, DRAM, and logic chips [2] - The IPO aims to issue no more than 207,600,636 shares, representing at least 15% of the total share capital post-issue, with expected fundraising of 4.965 billion RMB [2][3] Group 2 - Ningbo Shangrong holds a 99.69% investment share in the private equity fund, contributing 326 million RMB, and through this fund, it has a 0.93% stake in Suzhou Xingguang Venture Capital [2] - The IPO of Shanghai Chaoqi is subject to approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission, with uncertainties regarding the approval process and timeline [3]

来源|贝多财经 A股迎来申报热潮。 2025年6月以来，沪、深证券交易所出现密集申报，合计8家。截至6月16日，上海证券交易所共有6家公 司的上市申请材料获得受理，其中科创板4家、主板2家。同时，深圳证券交易所共有2家获得受理，创 业板和主板各1家。 仅在6月13日，上海证券交易所就有3家公司申报上市，分别为上海超硅半导体股份有限公司（下称"上 海超硅"）、深圳市恒运昌真空技术股份有限公司、广西百菲乳业股份有限公司。6月16日，上海芯密科 技股份有限公司（下称"芯密股份"）申报科创板IPO。 | 发丹人全将 顺块 审核状态 汪册地 科业分类 | 保护机构 | 排列車站所 会计师事务所 | 更新日期 · 级理日期 | | --- | --- | --- | --- | | 上海芯图科技股份有限公 科创板 已受理 上海 计算机、通信和其 国盘证券股份有 北京市中伦律师 天健会计师事务所 (特 2025-06-16 2025-06-16 | | | | | 修电子设备制造业 限公司 | | ■务所 殊普通合伙) | | | 上海超硅半导体股份有限 科创板 已受理 上海 计算机、通信和其 | | 长江证券承销保 圆洁 ...

Group 1: IPO Overview - A total of 8 IPOs were accepted in a short span of two days, with 1 from the Shenzhen Stock Exchange's Growth Enterprise Market, 2 from the Shanghai Stock Exchange's Sci-Tech Innovation Board, 1 from the Shanghai Stock Exchange's Main Board, and 4 from the Beijing Stock Exchange [1] - As of June 14, 2025, a total of 41 IPO projects have been accepted across the Shanghai, Shenzhen, and Beijing stock exchanges, with 10 from the Shanghai Stock Exchange, 25 from the Beijing Stock Exchange, and 6 from the Shenzhen Stock Exchange [1] Group 2: Jiangsong Technology Co., Ltd. - Jiangsong Technology, established in October 2007 and transformed into a joint-stock company in December 2021, has a registered capital of 59.584 million yuan [2] - The company specializes in high-end intelligent equipment manufacturing, focusing on the research, production, and sales of automated equipment for high-efficiency photovoltaic cells, positioning itself as a leading manufacturer in this field [3] - The controlling shareholder and actual controller is Zuo Guisong, who holds 71.28% of the shares, with a total voting power of 72.19% when combined with his son [4] Group 3: Financial Performance - Jiangsong Technology's revenue for 2022, 2023, and 2024 was 807.09 million yuan, 1.237 billion yuan, and 2.019 billion yuan respectively, with net profits of 85.84 million yuan, 128.02 million yuan, and 186.76 million yuan [5] - The company's asset-liability ratio improved from 91.35% in 2023 to 82.08% in 2024 [6] - The proportion of R&D investment to revenue decreased from 5.83% in 2022 to 2.86% in 2024 [7] Group 4: Major Clients - The combined sales revenue from the top five clients accounted for 58.88%, 55.10%, and 59.31% of total revenue for the years 2022, 2023, and 2024 respectively [9] - Major clients include Jingao Technology, Longi Green Energy, and Chint Group, with significant contributions to the company's revenue [10][11] Group 5: Fundraising and Investment Projects - Jiangsong Technology plans to raise 1.052 billion yuan through its IPO, with funds allocated to four projects including the construction of a photovoltaic intelligent equipment production base and a research and development center [12][13] Group 6: Shanghai Chaosilicon Semiconductor Co., Ltd. - Established in July 2008 and transformed into a joint-stock company in May 2021, the company has a registered capital of 1.176 billion yuan [14] - The company focuses on the research, production, and sales of 300mm and 200mm semiconductor silicon wafers, with a production capacity of 700,000 pieces per month for 300mm wafers [15] - The company reported revenues of 921.09 million yuan, 927.80 million yuan, and 1.327 billion yuan for 2022, 2023, and 2024, respectively, with net losses increasing over the years [18] Group 7: Fundraising and Investment Projects for Chaosilicon - The company aims to raise 4.965 billion yuan through its IPO, with funds directed towards expanding production capacity for 300mm silicon wafers and R&D projects [22][23] Group 8: Shenzhen Hengyunchang Vacuum Technology Co., Ltd. - Founded in March 2013 and transformed into a joint-stock company in December 2023, the company has a registered capital of 50.77 million yuan [24] - The company specializes in the development, production, and sales of plasma RF power systems and related components, providing comprehensive solutions for plasma processes [25] - The company achieved revenues of 158.16 million yuan, 325.27 million yuan, and 540.79 million yuan for 2022, 2023, and 2024, respectively, with net profits showing significant growth [27] Group 9: Fundraising and Investment Projects for Hengyunchang - The company plans to raise 1.55 billion yuan through its IPO, with funds allocated to projects including the industrialization of semiconductor RF power systems and R&D initiatives [33] Group 10: Guangxi Baifei Dairy Co., Ltd. - Established in December 2017 and transformed into a joint-stock company in December 2019, the company has a registered capital of 166 million yuan [35] - The company focuses on the research, production, and sales of dairy products, including sterilized milk and fermented milk [36] - The company reported revenues of 780.80 million yuan, 1.075 billion yuan, and 1.423 billion yuan for 2022, 2023, and 2024, respectively, with net profits increasing significantly [39] Group 11: Fundraising and Investment Projects for Baifei Dairy - The company aims to raise 496.78 million yuan through its IPO, with funds directed towards the construction of a smart buffalo farm and marketing network development [45] Group 12: Zhejiang Hengdao Technology Co., Ltd. - Founded in October 2010 and transformed into a joint-stock company in August 2023, the company has a registered capital of 39.24 million yuan [46] - The company specializes in the research, design, production, and sales of hot runner systems for injection molds, recognized as a key enterprise in Zhejiang Province [47] - The company achieved revenues of 142.57 million yuan, 168.39 million yuan, and 234.47 million yuan for 2022, 2023, and 2024, respectively, with net profits showing consistent growth [49] Group 13: Fundraising and Investment Projects for Hengdao Technology - The company plans to raise 403.02 million yuan through its IPO, with funds allocated to projects including the production line for hot runner systems and R&D center construction [56] Group 14: Guangdong Shangyan Electronic Technology Co., Ltd. - Established in June 2011 and transformed into a joint-stock company in September 2020, the company has a registered capital of 48 million yuan [58] - The company focuses on the development, production, and sales of electronic control products, including variable frequency drives and power controllers [59] - The company reported revenues of 521.26 million yuan, 615.54 million yuan, and 587.59 million yuan for 2022, 2023, and 2024, respectively, with net profits showing a stable trend [61] Group 15: Fundraising and Investment Projects for Shangyan Technology - The company aims to raise 401.38 million yuan through its IPO, with funds directed towards the construction of electronic control product production bases and R&D projects [67]