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苏大维格(300331) - 300331苏大维格投资者关系管理信息20250917
SVGSVG(SZ:300331)2025-09-17 10:50

Group 1: Acquisition of Changzhou Weipu - The company intends to acquire 51% of Changzhou Weipu Semiconductor Equipment Co., Ltd. to gain control [3] - Changzhou Weipu specializes in optical mask defect detection equipment and has achieved large-scale production, with proprietary technology and domestic core components [3] - The acquisition is strategically aimed at leveraging existing customer resources to reduce customer development costs and product validation cycles [4] Group 2: Synergy and Strategic Goals - The company focuses on high-end intelligent equipment, particularly laser direct writing lithography equipment, which has a low domestic production rate [4] - The acquisition is expected to enhance R&D capabilities and product competitiveness by combining technological strengths from both companies [4] - The integration of manufacturing and defect detection processes is crucial for semiconductor production, aiming for accelerated domestic substitution [4] Group 3: Business Performance and Growth - In H1 2025, the subsidiary Suzhou Weiyeda Technology Co., Ltd. reported a revenue increase of approximately 49.91% due to rising demand for new display terminal devices [7] - The company’s public safety anti-counterfeiting film products are designated for use in national documents, with ongoing development of new anti-counterfeiting materials [8] - The high-efficiency ultra-thin light guide plate developed by Suzhou Weiwan Technology Co., Ltd. has improved light efficiency by 10%-20%, contributing to revenue stability and profit growth [9] Group 4: Future Development Plans - The company aims to explore new technologies and markets, focusing on micro-nano optical products and high-end equipment [12] - Plans include expanding into semiconductor mask defect detection equipment and advancing new anti-counterfeiting products [12] - The company is actively developing smart surface materials for automotive interiors, with applications in major international automotive brands [10][11]