Group 1: Company Overview - Zhongjuxin Technology Co., Ltd. was established in December 2017 and has developed significantly over six years, achieving nearly 900 million RMB in revenue for 2023, with approximately 70% coming from the integrated circuit market [2][3]. - The company maintains a strong relationship with the National Big Fund, which has invested in Zhongjuxin since its inception [3]. Group 2: Investment and Shareholding - The National Big Fund Phase I is one of the major shareholders and is required to lock its shares for 36 months post-IPO, ensuring no immediate control changes over Zhongjuxin [4]. - There is currently no known plan for the National Big Fund to reduce its stake in Zhongjuxin [4]. Group 3: Strategic Planning - Zhongjuxin's first five-year phase focuses on electronic chemical materials for integrated circuit manufacturing, while the second phase will expand into semiconductor materials through self-built projects and mergers and acquisitions [4][5]. - The company is actively monitoring potential acquisition targets both domestically and internationally to enhance its industrial synergy [5]. Group 4: Production Capacity and Projects - The company has completed a 2000 tons/year high-purity hydrogen chloride project and a 175 tons/year electronic-grade hexafluorobutylene project, both currently applying for safety production permits [5]. - New projects, including a 400 tons/year electronic-grade tungsten hexafluoride project and a 30,000 tons/year electronic-grade nitric acid project, are expected to be completed by the end of this year [5]. Group 5: Research and Development - As of the end of 2023, approximately 17% of the company's workforce is dedicated to R&D, with plans to strengthen the new product development team to meet customer demands for high-end products [6]. - The company anticipates a gradual recovery in the semiconductor sector, with revenue growth in 2024 subject to market conditions and ongoing expansion into overseas markets [7].
中巨芯(688549) - 投资者关系活动记录表