Wanye Enterprise: Operating income in the third quarter increased by 343.3% year-on-year. The twin "cores" help the company's long-term development
Shanghai Wanye Enterprise Co., Ltd. (600641.SH) announced its third quarter report for 2023. The report shows that the company achieved operating income of 373 million yuan, a year-on-year increase of 343.3%; net profit attributable to shareholders of listed companies was 45 million yuan, a year-on-year increase of 86.03%.
Wanye’s twin “cores” release new momentum for industrial growth
In recent years, Wanye Enterprise has been constantly reshaping new advantages in the industry, focusing on cultivating new kinetic energy, creating a unique "1+N" platform development strategy to enter the integrated circuit industry chain, and entering a new cycle of value growth. Among them, Keshitong and Jiaxin Semiconductor, as the twin "cores" of Wanye Enterprise, jointly create high-quality development synergy.
Kaishitong Company has established a R&D team composed of more than 10 departments around ion implanter experts. Based on forward design and independent development, it has overcome many technical challenges in the integrated circuit ion implantation process and formed a series of innovative products. Core technologies with independent intellectual property rights.
As a domestic mid-to-high-end integrated circuit ion implanter equipment company, Keshitong has become one of the well-known domestic front-end equipment manufacturers with its leading core technology products. According to industry professionals, among the many ion implanter models, low-energy and large-beam ion implanters are key core equipment for advanced logic and memory chip manufacturing, accounting for 60% of the ion implanter market segment. High-energy and medium-beam ion implanters are Ion implanters each account for 20%, and Keshitong is currently one of the few domestic suppliers that has truly achieved full coverage of the 28nm low-energy ion implantation process, and is the first to complete the verification and acceptance of the high-energy ion implanter production line. It is understood that the production capacity performance of Keshitong's core product, the low-energy large-beam ion implanter, in large-scale domestic production lines has been comparable to international advanced machines. At the same time, the company is also accelerating the product iteration and production of ion implanter equipment. Rich lines.
Jiaxin Semiconductor's products cover etching, thin film deposition, rapid heat treatment, Local Scrubber and other categories. By cooperating with internationally renowned experts, the company has gathered a group of mature teams at home and abroad to jointly build core equipment for a variety of main processes and a series of process support equipment. It has now become one of the cutting-edge local semiconductor core equipment companies. It is worth mentioning that the new R&D and manufacturing base invested and constructed by Jiaxin Semiconductor is about to be officially completed and launched. The base is jointly built by Jiaxin Semiconductor and the governments at all levels of Jiashan City, with a total area of 109 acres and a total investment of more than 2 billion yuan. In addition, Jiaxin Semiconductor has connected with scientific research institutions such as Jiashan Fudan Research Institute, and has obtained comprehensive long-term and stable technical support from top cooperative universities including industry, academia, and research. After the new R&D and manufacturing base is officially launched, it will further gather various advantageous resource elements to help enterprises achieve sustainable development.
Continue to increase investment in R&D and have stable performance with orders in hand and a clear path to fulfillment
Public information shows that Wanye Enterprise’s R&D expenses in the first three quarters reached 118 million yuan, a year-on-year increase of 291.43%. By continuously increasing investment in research and development, Wanye Enterprise continues to develop self-developed cutting-edge technologies and products that meet and guide market demand.
Since 2023, Wanye's Keshitong and Jiaxin Semiconductor have received orders for integrated circuit equipment of nearly 300 million yuan. Among them, Keshitong's ion implanter equipment covers multiple application fields such as logic, storage, and power. It has produced and delivered a variety of high-end ion implanter series products to customers, and has added two 12-inch chip wafer manufacturing plants. Customers, the total order amount exceeds 160 million yuan; Jiaxin Semiconductor focuses on building 3-4 types of front-to-main process core equipment, laying out the mature process equipment market. Since 2023, new orders have exceeded 130 million yuan, and the cumulative order amount since its establishment has exceeded 4.7 billion. Overall, Wanye Enterprise's cumulative integrated circuit equipment orders amounted to nearly 1.5 billion yuan, with stable orders on hand and relatively sufficient medium- and long-term growth momentum.
