Shanghai Securities News China Securities Network News recently, Phoenix Optics disclosed a major asset restructuring inquiry letter reply announcement. The announcement shows that the semiconductor-related assets that Phoenix Optics intends to inject this time, Guosheng Electronics and Puxing Electronics, achieved revenues of 425 million yuan and 495 million yuan respectively in the first half of this year, and net profits attributable to the parent company were 118 million yuan and 130 million yuan. It is worth noting that Guosheng Electronics’ net profit attributable to its parent in the first half of this year is close to that of last year; Puxing Electronics’ growth momentum is even stronger, and its net profit attributable to its parent in the first half of this year has exceeded 18.97% of the entire year.
Since the second half of last year, the global semiconductor market has fully recovered. The demand for semiconductor products represented by automotive power semiconductors is strong, and the global wafer manufacturing capacity supply is tight. The semiconductor market is in short supply, and the demand for semiconductor silicon epitaxial materials has increased significantly.
Guosheng Electronics and Puxing Electronics have been deeply involved in the industry for many years and are in the first echelon of domestic semiconductor silicon epitaxial material suppliers. They are the first domestic enterprises to stabilize mass production of silicon epitaxial materials. They have deep epitaxial technology accumulation and have formed a comprehensive core process technology system; At the same time, Puxing Electronics is also the first in my country to develop and mass-produce silicon carbide epitaxial materials.
Affected by restrictive factors such as high process difficulty, yield and parameter consistency, and production equipment performance, the technical barriers and market entry barriers of the semiconductor silicon epitaxial material industry are relatively high. Since their establishment, Guosheng Electronics and Puxing Electronics rely on stable product quality, advanced research and development capabilities, high-quality services, good reputation and brand history, etc., and have established long-term and stable cooperative relations with customers at home and abroad. Customers are located in China, the United States, Japan, South Korea, Russia, India and other domestic and foreign markets, such as TSMC, SMIC, Advanced World, Silan Micro, China Microelectronics, Yandong Microelectronics, China Resources Micro, Yangjie Technology, NXP, South Korea Magnachip, Japan Toshiba and others.
Benefiting from the boom in the industry, the performance of Guosheng Electronics and Puxing Electronics also ushered in a full-blown explosion. The capacity utilization rate has always been maintained at a high level. The selling price and sales volume of main products have increased significantly, and the sales scale and profitability have been greatly improved.
The assets that Phoenix Optics intends to inject this time, whether it is the industry track or the profitability of the asset itself, have a large room for growth. It is expected that after the completion of this reorganization, Guosheng Electronics and Puxing Electronics will inject strong development momentum into Phoenix Optics, and Guosheng Electronics and Puxing Electronics will also use the platform of listed companies to continue to become stronger, better and larger, and accelerate the promotion of my country’s semiconductors. Localization of related products. (Huangpu River)Return to Sohu to see more
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