Core Viewpoint - The recent equity change in the domestic lithography machine sector, where Shanghai Micro Electronics Equipment (Group) Co., Ltd. completely exited its 100% stake in Shanghai Weiyao Industrial Co., Ltd., transferring it to Shanghai Chip-on-Micro Technology Co., Ltd., indicates a strategic adjustment in the industry layout, clarifying the division of labor between core technology research and market implementation [2][3]. Group 1 - The transaction involves two companies in the lithography machine field, enhancing the industrial synergy beyond mere asset transfer [3]. - Shanghai Micro Electronics is the leading player in domestic lithography machines, focusing on core technology development, while Chip-on-Micro has recently made strides in the market, having won a procurement contract for a 6-inch stepper lithography machine [3][4]. - The relationship between Chip-on-Micro and Shanghai Micro Electronics is not just that of competitors but is characterized by a close connection, as Chip-on-Micro was spun off from Shanghai Micro Electronics in 2025, with clear positioning for each company [4]. Group 2 - Both companies share common directors and core shareholders, facilitating technical collaboration and resource sharing, which is further solidified by the acquisition of Weiyao Industrial [5]. - The divestiture of non-core assets like Weiyao Industrial allows Shanghai Micro Electronics to concentrate on advancing core technologies, crucial for breaking through overseas technology barriers [5][6]. - Chip-on-Micro's market-oriented approach is expected to enhance its competitiveness in the mid-to-low-end lithography machine market, as evidenced by its recent contract win [5][6].

2026.01. 07 本文字数：771，阅读时长大约1分钟 作者 | 第一财经 陈杨园 信息显示，近日，上海威耀实业有限公司（下称："威耀实业"）发生股东信息变更。此前，上海微 电子装备（集团）股份有限公司（下称："上海微电子"）是这家公司持股100%的股东，认缴出资额 为2.285亿元。上海微电子退出后，上海芯上微装科技股份有限公司（下称："芯上微装"）成为威耀 实业的新增全资股东，认缴出资额同样为2.285亿元。 退出日期 2025-12-31 退出时持股比例 100% 退出时出资情况 训缴出资额 22850万元 实缴出资额 l 认缴出资日期 2018-12-31 实缴出资日期 l | 持股日期 | 持股比例 | 认缴出资额 | 注册资 | | --- | --- | --- | --- | | 2025-12-31 | | | 22850 | | 2017-09-22 | 100% | 22850万元 | 22850 | | 2016-01-28 97.3742% | | 22250万元 | 22850 | ✪天眼查 数据源自官方公开或曾公开的信息,不代表天眼查任何形式的观点、建 议、承诺或保证等,请 ...

围绕威耀实业股权变更的是两家光刻机领域企业。 天眼查信息显示，近日，上海威耀实业有限公司（下称："威耀实业"）发生股东信息变更。此前，上海微电子装备（集团）股份有限公司（下称："上海微 电子"）是这家公司持股100%的股东，认缴出资额为2.285亿元。上海微电子退出后，上海芯上微装科技股份有限公司（下称："芯上微装"）成为威耀实业的 新增全资股东，认缴出资额同样为2.285亿元。 | | 历史持股详情 | ·天眼管 · | | --- | --- | --- | | 上海微电子装备（集团）股份有限公 | | | | ם | | | | 参股企业 | | | | 上海威耀实业有限公司 | | | | 股东类型 | 首次持股目期 | | | 企业股东 | 2016-01-28 | | | 退出日期 | 退出时持股比例 | | | 2025-12-31 | 100% | | | 退出时出资情况 | | | | 认缴出资额 | 认缴出资日期 | | | 20850 FT | 0018 10 21 | | | 2025-12-31 | - | | 2285( | | --- | --- | --- | --- | | ...