Workflow
IC封装载板
icon
Search documents
两家企业被抽中今年第三批首发企业现场检查!附2022年以来IPO现场检查企业清单
Sou Hu Cai Jing· 2025-10-10 14:53
中国证券业协会发布《关于2025年第三批首发企业现场检查抽查名单的公告》,中电建新能源集团股份有限公司、珠海越亚半导体股份有限公司两家企业 被抽中,IPO申报板块分别为沪主板、创业板。 10月10日,中国证券业协会发布《关于2025年第三批首发企业现场检查抽查名单的公告》,在监管部门代表、自律组织代表、行业代表、媒体代表共同见 证下,中国证券业协会遵照公开、公平、公正原则,组织了随机抽取检查对象工作。随机抽取结果为: 1.中电建新能源集团股份有限公司 2.珠海越亚半导体股份有限公司 2025年9月30日,珠海越亚半导体股份有限公司(以下简称"越亚半导体")创业板IPO获受理。公司主要从事先进封装关键材料及产品的研发、生产以及销 售,主要产品包括IC封装载板和嵌埋封装模组。其中IC封装载板产品主要包括射频模组封装载板、ASIC芯片封装载板、电源管理芯片封装载板和倒装芯 片球栅阵列封装载板。公司产品主要用于射频前端、高性能计算、CPU/GPU/ASIC等处理器、网络连接和电源管理等领域,终端应用包括手机和 2022年至2024年,电建新能分别实现营业收入83.82亿元、87.28亿元及98.10亿元,同期扣非归母 ...
越亚半导体IPO无实控人,45岁董事长聂志强金融管理经验丰富
Sou Hu Cai Jing· 2025-10-09 04:49
瑞财经 吴文婷近日,珠海越亚半导体股份有限公司(以下简称"越亚半导体")创业板IPO获受理,保荐 机构为中信证券股份有限公司,保荐代表人为王希婧、张国军,会计师事务所为容诚会计师事务所(特 殊普通合伙),律师事务所为北京市君合律师事务所。 越亚半导体主要从事先进封装关键材料及产品的研发、生产以及销售,主要产品包括IC封装载板和嵌埋 封装模组。其中IC封装载板产品主要包括射频模组封装载板、ASIC芯片封装载板、电源管理芯片封装 载板和倒装芯片球栅阵列封装载板。 公司产品主要用于射频前端、高性能计算、CPU/GPU/ASIC等处理器、网络连接和电源管理等领域,终 端应用包括手机和平板电脑等便携式消费电子产品、AI服务器、算力中心和通信基站等。 据招股书,2022年-2024年及2025上半年,越亚半导体实现营收分别为16.67亿元、17.05亿元、17.96亿 元、8.11亿元;归母净利润分别为4.15亿元、1.88亿元、2.15亿元、9147.31万元。 | 项目 | 2025年6月30 | | 2024年12月31 2023年12月31 2022年12月31 | | | --- | --- | --- | - ...
9月IPO受理,这些变化→
Sou Hu Cai Jing· 2025-10-04 11:37
刚结束的9月,沪深北交易所共新受理10家IPO,其中创业板2家,科创板2家,上证主板1家,北交所5家。 新受理的IPO中,按照行业划分主要集中在新能源、半导体、生物科技等行业,资本市场服务科技创新跑出"加速度",资 本市场含"科"量进一步提升。 具体来看,9月有两家半导体企业IPO获受理,分别为闯关科创板的莱普科技和创业板的越亚半导体。值得一提的是,近 期A股市场半导体概念走势相当火。 | 企业名称 | 拟上市板 | 审核状态 | 拟募集资金 | 受理日期 | | --- | --- | --- | --- | --- | | | | | (万元) | | | 中申建新能源集团股份有限公司 | 上证主板 | 已间询 | 900000 | 2025-09-11 | | 北京鞍石生物科技股份有限公司 | 科创板 | 已受距 | 245000 | 2025-09-26 | | 珠海越亚半导体股份有限公司 | 创业板 | 已受理 | 122416 | 2025-09-30 | | 广东百利食品股份有限公司 | 北交所 | 已受理 | 116438 | 2025-09-29 | | 烟台九目化学股份有限公司 | 北交所 ...
越亚半导体创业板IPO获受理 拟募资12.24亿元
Core Viewpoint - Yuya Semiconductor has initiated its IPO application on the Shenzhen Stock Exchange, aiming to raise 1.224 billion yuan for projects related to AI and operational funding [1] Company Overview - Yuya Semiconductor specializes in the research, production, and sales of advanced packaging materials and products, being one of the earliest domestic companies to produce IC packaging substrates [1] - The company's main products include IC packaging substrates and embedded packaging modules, with applications in RF front-end, high-performance computing, and power management [1][2] Financial Performance - The company's projected revenues from 2022 to the first half of 2025 are 1.667 billion yuan, 1.705 billion yuan, 1.796 billion yuan, and 811.73 million yuan, respectively [2] - Net profits for the same periods are expected to be 415 million yuan, 188 million yuan, 215 million yuan, and 91.47 million yuan [2] Industry Context - The global IC packaging substrate market is dominated by manufacturers from Taiwan, Japan, and South Korea, with the top ten companies holding over 80% market share [2] - Domestic companies, including Yuya Semiconductor, are experiencing growth in sales, but their global market share remains low, indicating significant development potential [2] Technological Position - Yuya Semiconductor's embedded packaging technology is considered advanced, with the company being one of the few globally to achieve mass production of embedded packaging products since 2017 [3] - The company aims to leverage opportunities in AI and communication technology revolutions, focusing on domestic substitution of semiconductor materials and enhancing the localization of mid-to-high-end IC packaging substrates [3]
越亚半导体深交所创业板IPO已受理 拟募资12.2416亿元
智通财经网· 2025-09-30 13:12
Core Viewpoint - Zhuhai Yueya Semiconductor Co., Ltd. has initiated its IPO on the Shenzhen Stock Exchange's ChiNext board, aiming to raise 1.22416 billion yuan, focusing on advanced packaging materials and products [1][2] Company Overview - Yueya Semiconductor specializes in the R&D, production, and sales of advanced packaging materials, including IC packaging substrates and embedded packaging modules, being one of the earliest domestic producers of IC packaging substrates [1] - The company is recognized for its proprietary technology, particularly the "copper pillar bumping method" for mass production of "chipless" IC packaging substrates, and has successfully launched FC-BGA packaging substrates [1] Market Position - The company has established a strong market position due to its rich customer resources and brand image, with over 100 domestic and international clients, including major players like Infineon, Qorvo, Texas Instruments, and leading domestic semiconductor testing companies [1][2] Future Growth Drivers - The ongoing development in sectors such as 5G, artificial intelligence, big data, and cloud computing is expected to drive further growth in the company's performance [2] Fundraising and Investment Projects - The funds raised will be invested in projects closely related to existing business, specifically in embedded packaging modules and IC packaging substrates [2] - The total expected investment for the projects is approximately 127.96 million yuan, with the majority allocated to the AI-focused embedded packaging module expansion project [3] Financial Performance - The company has shown steady revenue growth, with projected revenue of 810.88 million yuan for the first half of 2025 and a net profit recovery expected in 2024 compared to 2023 [4] - Historical revenue figures indicate a consistent upward trend, with 2023 revenue at 1.705 billion yuan and a net profit of 187.88 million yuan [4]
大丰经济开发区:锚定目标不松劲 励精笃行“下半场”
Xin Hua Ri Bao· 2025-08-19 07:22
Economic Performance - The total industrial output value reached 171.86 billion yuan, with a year-on-year growth of 1.77% [1] - A total of 17 projects with investments exceeding 100 million yuan were signed, including 3 projects between 1 billion and 3 billion yuan, and 10 projects between 100 million and 500 million yuan [1] - Foreign investment received amounted to 1,791.44 million USD, with total import and export value at 3.281 billion USD [1] Social Development - The district emphasizes improving people's livelihoods as a key governance project, with initiatives like village cleaning actions leading to the rectification of 335 locations and the removal of 172 instances of exposed garbage [2] - Construction of resettlement housing has progressed, with 1,345 households receiving 1,770 housing units [2] - Social assistance was provided to 24 families with disabilities, and home care services were extended to 850 elderly individuals [2] Project Development - The district has signed significant projects in strategic emerging industries, with a total investment of 4 billion yuan, including carbon fiber composite materials and energy storage equipment [3] - Projects such as wind turbine blades and intelligent manufacturing have successfully commenced, while others like IC packaging and battery production have been completed [3] - The district has engaged with Japanese and Korean business associations to enhance foreign investment, resulting in several successful foreign projects [3] Industrial Strategy - The district focuses on four main sectors: new energy and equipment manufacturing, automotive parts, high-end equipment manufacturing, and next-generation electronic information [4] - Key projects include electric equipment and automotive bearing manufacturing, aimed at creating a robust industrial ecosystem [4] - The district plans to enhance its business environment through innovation, talent development, and infrastructure upgrades to support high-quality development [4]
计划进一步扩产 超颖电子将迎IPO审议
Zhong Zheng Wang· 2025-07-09 03:43
Company Overview - Chaoying Electronics is a high-tech enterprise focused on the research, development, production, and sales of printed circuit boards (PCBs) [1] - The main products include high-density interconnect boards, multi-layer flexible boards, and IC packaging substrates, with applications in automotive electronics, displays, and storage [1] Financial Performance - Projected revenues for Chaoying Electronics from 2022 to 2024 are 3.514 billion, 3.656 billion, and 4.124 billion yuan, respectively [1] - Projected net profits attributable to shareholders for the same period are 141 million, 266 million, and 276 million yuan, indicating a slowdown in profit growth in 2024 but overall steady growth [1] Technology and Innovation - The company has developed several core technologies in automotive electronics and display fields, including high-frequency millimeter-wave radar board manufacturing technology and large-size LCD display mainboard manufacturing technology [1] - As of the reporting period, Chaoying Electronics has obtained 14 invention patents and 85 utility model patents, along with several non-patent technologies [1] Client Relationships - In the automotive electronics sector, the company has long-term partnerships with Continental Automotive, Valeo, Bosch, and Aptiv [2] - In the display sector, stable collaborations exist with BOE and LG Group, while leading storage manufacturers like Seagate, Western Digital, and SK Hynix are also clients [2] Financial Ratios - The company's asset-liability ratios from 2022 to 2024 are 72.14%, 68.75%, and 72.83%, indicating a relatively high level of debt [2] - The increase in the asset-liability ratio in 2024 is attributed to the construction and commissioning of a factory in Thailand, leading to increased funding needs and higher bank loans [2] Market Outlook - The global PCB market is projected to reach a total output value of 73.565 billion USD in 2024, indicating significant market potential [3] - The PCB industry is expected to grow at a compound annual growth rate (CAGR) of 5.5% from 2024 to 2028, driven by the booming demand from sectors like new energy vehicles and cloud computing [3] Investment Plans - The funds raised from the IPO will be used for the second phase of high-layer and HDI project investments, supplementing working capital, and repaying bank loans [3] - The implementation of these projects is expected to add 360,000 square meters of production capacity annually, enhancing the company's high-layer PCB and advanced HDI processing capabilities [3]
超颖电子IPO:关联交易异常、资金募集用途存疑、研发投入不足的“三重考验”
Sou Hu Cai Jing· 2025-07-08 10:16
Core Viewpoint - The company, Chaoying Electronics, is facing significant challenges as it seeks to go public, including slowing profit growth, questionable related-party transactions, and high debt levels, raising concerns among investors and the market [1][2][3]. Financial Performance - Chaoying Electronics has shown steady profit growth from 2022 to 2024, with net profits of 141 million, 266 million, and 276 million yuan respectively [2]. - The company's net profit growth is projected to slow to 3.78% in 2024 [1]. Related-Party Transactions - There are notable discrepancies in related-party transactions, particularly in pricing. For instance, the price for double-sided boards sold to the parent company was 606.32 yuan/㎡, while the average price for other customers was 678.13 yuan/㎡ [2]. - The company's subsidiary in Seychelles reported a net profit of 129 million yuan in 2023, a 70% increase from 2021, raising suspicions of profit shifting through transfer pricing [2]. Debt and Financial Health - The company's debt-to-asset ratio has increased to 72.83% in 2024, marking a five-year high and significantly above industry averages [4]. - Short-term borrowings surged to 1.726 billion yuan in 2024, nearly doubling from the previous year, primarily due to funding needs for a factory in Thailand [6]. - Accounts payable also rose sharply from 1.153 billion yuan to 2.038 billion yuan, reflecting increased obligations related to the factory's construction [7]. Revenue Sources and Risks - Over 80% of the company's revenue comes from international markets, with export revenues accounting for 81.89%, 81.67%, and 82.77% from 2022 to 2024 [7]. - The company benefits from a 13% export tax rebate, but potential reductions in this rate could adversely affect profitability [7]. Fundraising and R&D Concerns - Chaoying Electronics plans to raise 660 million yuan, with 39.4% earmarked for working capital and debt repayment, raising concerns about the legitimacy of its fundraising intentions [8]. - The company's R&D expenditure as a percentage of revenue is below 4%, with rates of 3.07%, 3.34%, and 3.27% from 2022 to 2024, which is lower than industry peers [8][10]. Competitive Landscape - The PCB industry is highly competitive, with approximately 1,500 manufacturers in China. Chaoying Electronics ranks in the lower tier, with a revenue significantly less than leading competitors like Pengding Holdings, which reported 35.14 billion yuan in 2024 [10].