3D NAND闪存晶圆及颗粒

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估值超1600亿,长江存储母公司获员工持股平台入股
Guan Cha Zhe Wang· 2025-06-30 15:09
Core Viewpoint - Changjiang Storage's parent company, Changjiang Storage Technology Holding Co., Ltd. (Chang控集团), has undergone a change in its business registration, increasing its registered capital from 111.81207 billion to 113.27896 billion yuan, marking an increase of approximately 1.467 billion yuan [1]. Group 1: Shareholder Changes - New shareholders include Wuhan Smart Chip Plan No. 1 Enterprise Management Partnership (Limited Partnership) holding 0.2295% and Wuhan Smart Chip Plans No. 2 to No. 6, each holding 0.2131%, totaling 1.295% with a subscribed capital of 1.4668966 million yuan [2]. - The new shareholders are structured in a dual-layer nested format, with the second to fifth partnerships having a total of 24 underlying partnerships, all named under the "Smart Chip Plan" [2]. Group 2: Employee Stock Ownership Plan - The newly added Smart Chip Plan serves as an employee stock ownership platform primarily for senior management and technical staff of Chang控集团 [5]. - An increase of 2.127 billion yuan (1.295% of total registered capital) is planned for the employee stock ownership platform, which is currently in preparation [5]. Group 3: Company Valuation and Business Overview - Chang控集团's valuation is estimated to reach 164.25 billion yuan, with its core business encompassing the R&D and production of 3D NAND flash memory, embedded storage chips, and solid-state drives [5]. - Changjiang Storage has been recognized as a significant flash memory manufacturer in China, recently entering the Hurun Research Institute's 2025 Global Unicorn List with a valuation of 160 billion yuan [5]. Group 4: Recent Investments - On April 25, 2023, Huangyuan Zhihui Beverage Co., Ltd. announced a 1.6 billion yuan investment in Chang控集团, resulting in a 0.99% stake [6]. - Following the entry of the employee stock ownership platform, the number of shareholders in Chang控集团 has expanded to 29, diluting the holdings of existing shareholders [6].
六个核桃,投了个千亿芯片独角兽
3 6 Ke· 2025-05-07 03:27
"经常用脑,多喝六个核桃"这一经典广告语,曾让"六个核桃"饮料家喻户晓,成为许多人童年记忆中的 一部分。如今,六个核桃的母公司——养元饮品正试图用一场新的头脑风暴,来刷新大众对其的认知。 近期,河北养元智汇饮品股份有限公司发布了一则公告,宣布其控制的泉泓投资以现金出资的方式,对 长江存储科技控股有限责任公司进行了16亿元的增资。 交易完成后,泉泓投资持有长控集团0.99%的股权。据此推算,长控集团的估值已超过1600亿元。 需要指出的是,养元饮品的这项投资是在2023年12月完成的。当时,由于涉及商业机密,根据相关规 定,公司在经过审慎评估并履行相应程序后,决定暂缓披露此次投资信息。如今,随着相关暂缓披露的 原因消除,公司正式对外公布了这一投资事项。根据当时的增资情况估算,长控集团的估值约为1616亿 元。 长控集团的核心资产是长江存储科技有限责任公司,其持有长江存储100%的股权。长江存储成立于 2016年7月,是一家集芯片设计、生产制造、封装测试以及系统解决方案为一体的存储器IDM企业。作 为国内唯一实现3D NAND商业化的供应商,长江存储是中国在存储芯片领域突破"卡脖子"技术的关键 力量。 据养元饮品 ...
六个核桃,芯片补脑
3 6 Ke· 2025-04-28 06:29
"前河北首富"突放大招,让投资者对"补脑"的养元饮品,再次刮目相看。 六个核桃品牌的母公司养元饮品几天前发布公告,公司控制的芜湖闻名泉泓投资管理合伙企业(有限合伙)以货币出资方式,对长江存储科技控股有限责 任公司(下称"长控集团")增资16亿元。本次交易完成后,泉泓投资持有长控集团0.99%的股份。 财务数据显示,2024年,养元饮品归属于上市公司股东的净利润17.22亿元。这也意味着,这笔投资几乎用掉了其去年的整年净利润,手笔相当大。 作为国内植物蛋白饮料的龙头企业,养元饮料是通过"经常用脑,多喝六个核桃"的广告语被国人熟知。 但是,在主业几近停滞的大背景下,养元饮品似乎已不再执着于"补脑",而是不断试图用跨界投资,去补自己新的增长曲线。 01 跨界 人们很难反应过来,养元饮品和长控集团能有什么共通之处。 长控集团成立于2016年,位于湖北武汉。企查查信息显示,该集团旗下共参股控股7家公司。 其中,最有影响力的莫过于全资持有的长江存储科技有限责任公司(下称"长江存储")、控股68.19%的武汉新芯集成电路股份有限公司(以下简称"新芯 股份"),以及控股50.94%的宏茂微电子(上海)有限公司(以下简称"宏茂 ...