Wanye Enterprises released its 22nd annual report and 23rd quarterly report: new orders exceeded 1.3 billion, and the integrated circuit business performed brilliantly
On the evening of April 28, Wanye Enterprise (600641.SH) released its 2022 annual report and 2023 first quarter report. In 2022, the company's operating income will be 1.158 billion yuan, a year-on-year increase of 31.56%; the net profit attributable to the parent company will be 424 million yuan, a year-on-year increase of 12.50%; the net profit not attributable to the parent company will be 320 million yuan, a year-on-year increase of 37.27%.
The ion implantation equipment business has increased in volume and consolidated its leading position
As a subdivided field with high prosperity in the semiconductor industry, semiconductor equipment has always been an important main line of investment. Due to the extremely difficult development, ion implanter equipment has always been regarded as one of the four core equipment in the front of integrated circuits.
In 2018, the company officially entered this field through the acquisition of Shanghai Kaishitong Semiconductor Co., Ltd. With the continuous improvement of market performance, Kaishitong is firmly moving towards the direction of the first echelon of core equipment manufacturers. The current research and development of 28nm process node low-energy and large-beam heavy metal ion implanters, low-energy and large-beam ultra-low temperature ion implanters and high-energy ion implanters have been successfully commercialized, and continue to lead the industrialization of domestic low-energy, large-beam and high-energy ion implanters. In 2022, Kaishitong won the purchase orders of ion implanters from a number of mainstream customers of 12-inch integrated circuit manufacturing plants. The cumulative equipment orders in the reporting period ended in the first quarter of 2023 exceeded 850 million yuan.
Jiaxin's cumulative orders exceeded 460 million and production capacity accelerated expansion
As an important part of Wanye's integrated circuit core equipment, Jiaxin Semiconductor has a total investment of nearly 2 billion and is committed to realizing the localized R&D and manufacturing of key process equipment and supporting equipment. Products cover etching, thin film deposition, rapid heat treatment, Local Scrubber, vacuum pump and many other categories. Only a little over a year after its establishment, the company has quickly formed a team, obtained orders and started the delivery process, becoming one of the local cutting-edge semiconductor core equipment companies in one fell swoop.
From the second half of 2022, Jiaxin Semiconductor has repeatedly won the bid for multiple etching, thin film deposition and rapid heat treatment equipment for the customer's characteristic process production line. The annual order amount exceeds 300 million yuan; in the first quarter of 2023, the company will continue to maintain a high growth trend , successively won bids for HDP-CVD, PVD, MOCVD, SACVD and other thin film deposition equipment, with new orders exceeding 120 million yuan and cumulative orders exceeding 460 million yuan.
In addition, Jiaxin Semiconductor is expected to complete the completion of the new R&D and manufacturing base in Jiashan County in the second quarter of this year, to ensure that the project will be put into production at the end of the year, and to accelerate the completion of the core equipment base in the Yangtze River Delta Integrated Development Demonstration Zone. It is reported that the Jiashan integrated circuit equipment R&D and manufacturing base covers 109 acres and has a workshop area of 140,000 square meters. With the completion of the follow-up production capacity and release, it will further enhance the company's long-term competitiveness in the integrated circuit equipment industry. With its leading international team and research and development capabilities, Jiaxin Semiconductor is committed to contributing to the localization of semiconductor equipment, and will gradually form a distinctive semiconductor core equipment industry cluster.
Structure optimization, deepening extension + strategic advantages of mergers and acquisitions
For a long time, Wanye Enterprise has adhered to the development strategy of "extensive mergers and acquisitions + industrial integration" to firmly promote strategic transformation in the field of integrated circuits. In 2022, the progress of Praseodymium Electronics, Shanghai Semiconductor Equipment Materials Fund, and Fullert, etc., in which Wanye Enterprises has a shareholding, will advance in an orderly manner. Among them, Fulede has successfully landed on the GEM in December last year. As the company's subsequent layout in the upstream and downstream of the industrial chain deepens, it will help promote the release of synergistic effects.
It is worth mentioning that as the integrated circuit segment enters a new stage of heavy growth, the company plans to re-plan and position the internal management organization of the headquarters to provide support and guarantee for the company to deepen its transformation. Specifically, it includes plans to add an "Integrated Circuit Industry Research and Development Center", re-establish internal management agencies such as the "Integrated Circuit Industry Operation Center" and "Integrated Circuit Industry Service Center", and plan to establish an "Integrated Circuit Expert Committee" to absorb industry experts and provide integrated Provide advice on circuit business development, operation and important decision-making.
Yueyang Ziguang Jianguang Semiconductor Technology Park project signed a contract
According to the Hunan Daily, on April 26, the Yueyang Ziguang Jianguang Semiconductor Technology Park project was successfully signed.
According to reports, the project covers the entire industry chain of semiconductors such as wafer chip manufacturing, packaging and testing, electronic equipment manufacturing, semiconductor processing equipment manufacturing, raw material supply, and parts manufacturing, as well as the integration of semiconductor production and education and R&D centers. important contribution to development. At the same time, Tsinghua Unigroup will comprehensively strengthen cooperation with Yueyang to jointly build a demonstration base for the application of electronic information industry.
Tsinghua Unigroup is a large-scale comprehensive high-tech industrial group in China. With the help of Tsinghua Unigroup, Beijing Jianguang Asset Management Co., Ltd., Zhongguancun Rongxin Financial Information Industry Alliance and other advantageous resources, this project "escorts" the industrial landing and strives to Build the largest semiconductor technology park in Central China.
