The second phase of the large fund will be launched again. This time, it aims at the “silicon chip leader” National Silicon Industry Group Co.Ltd(688126) .
Recently, the domestic semiconductor silicon chip leader National Silicon Industry Group Co.Ltd(688126) disclosed the results of fixed increase issuance. The national integrated circuit industry investment fund phase II (hereinafter referred to as “big fund phase II”) invested 1.5 billion yuan. In addition, Taizhou Zhongsi equity investment, Nord fund, Swiss bank and other well-known institutions also participated.
On the morning of February 28, National Silicon Industry Group Co.Ltd(688126) once soared by nearly 5%.
“silicon chip leader” National Silicon Industry Group Co.Ltd(688126) 5 billion fixed increase and expansion
big fund invested 1.5 billion yuan in phase II
According to the announcement, National Silicon Industry Group Co.Ltd(688126) this time, the total number of A-Shares issued to specific objects is about 240 million, the issue price is 20.83 yuan / share, and the total amount of funds raised is about 5 billion yuan. After the completion of this issuance, the shares subscribed by the issuing object shall not be transferred within 6 months from the date of completion of the issuance.
The final target of this offering is 18, of which the second phase of the large fund is allocated 1.5 billion yuan, accounting for 30% of the total fund-raising; Taizhou Zhongsi equity investment subscribed 814 million yuan and was allocated 39.078 million shares, accounting for 16.28% of the total fund-raising. In addition, Shenwan Hongyuan Group Co.Ltd(000166) , noan fund, Guotai Junan Securities Co.Ltd(601211) , South Fund were allocated 330 million yuan, 317 million yuan, 172 million yuan and 154 million yuan respectively. Well known institutions such as BNP Paribas and UBS also appeared.
After the completion of the fixed increase issuance, Guosheng group and big fund phase I were listed as the first largest shareholder of National Silicon Industry Group Co.Ltd(688126) with no change in the number of shares, and the shareholding ratio was reduced to 20.84%. The second phase of national large fund has become the seventh largest shareholder, with a shareholding ratio of 2.65%. Although noan growth fund is still the eighth largest shareholder, its shareholding ratio has increased from 1.88% to 2.27%.
will invest in high-end silicon wafer R & D projects
National Silicon Industry Group Co.Ltd(688126) said that it is planned to raise 5 billion yuan this time. The investment projects are 300mm high-end silicon wafer R & D and advanced manufacturing project for integrated circuit manufacturing, 300mm high-end silicon base material R & D pilot project and supplementary Liquidity Fund. The capital is invested in the R & D and production of semiconductor silicon wafers.
Through the implementation of this raised investment project, the company will further improve the technical capacity and production scale of 300mm semiconductor silicon wafers that can be applied to advanced processes, establish the supply capacity of 300mm high-end silicon-based materials, improve the overall business scale of the company, enhance the company’s technology development ability, enhance the core competitiveness of products, and promote the continuous improvement of the company’s scientific and technological innovation strength. After the issuance, the company’s main business scope and business income structure will not change significantly.
It is understood that National Silicon Industry Group Co.Ltd(688126) is mainly engaged in R & D, production and sales of semiconductor silicon wafer. It is one of the largest semiconductor silicon wafer manufacturing enterprises in Chinese mainland. It is the first Chinese mainland to realize 300mm semiconductor wafer scale sales. At present, the product types provided by the company include 300mm polishing wafer and epitaxial wafer, 200mm and below polishing wafer, epitaxial wafer and SOI silicon wafer.
This new 300000 pieces / month 300mm high-end silicon wafer R & D and advanced manufacturing project for integrated circuit manufacturing and 400000 pieces / year 300mm high-end silicon base material R & D pilot project will further enhance the competitiveness of the company and comply with the business development direction and strategic layout of the company. After the completion of this offering, the company’s main business remains unchanged, and there is no business and asset integration plan caused by this offering.
In terms of scientific research and innovation, National Silicon Industry Group Co.Ltd(688126) said that the technical level and production scale of the company’s semiconductor silicon wafers and high-end silicon-based materials will be further improved through the implementation of the fund-raising investment project by issuing shares to specific objects. In the process of project implementation, the company will continue to invest in R & D, make targeted technical improvements to various process links, and promote the continuous improvement of the company’s scientific research and innovation ability.
After the funds raised in this offering are in place, the total assets and net assets of the company will increase at the same time, and the asset liability ratio will decrease. This issuance has improved the company’s overall capital strength and solvency, optimized the capital structure, and provided effective guarantee for the company’s subsequent development.
2021 net profit attributable to parent company increased by 66%
At the same time, National Silicon Industry Group Co.Ltd(688126) also recently released the 2021 annual performance express. The data shows that National Silicon Industry Group Co.Ltd(688126) in 2021, the total operating revenue was 2.467 billion yuan; The net profit attributable to the parent company was 145 million yuan, a year-on-year increase of 66.58%; After deducting the net profit not attributable to the parent company -131 million yuan, the loss of the previous year was 280 million yuan.
National Silicon Industry Group Co.Ltd(688126) explained that the growth of the company’s operating revenue in the reporting period was due to the strong demand in the semiconductor market and the continuous rise of the company’s production capacity, with a sharp increase in output and sales volume. The net profit increased significantly compared with the same period of last year, mainly due to the increase of gross profit brought by the increase of the company’s operating revenue. In addition, the net profit attributable to the owner of the parent company after deducting non recurring profits and losses decreased by 149955500 yuan or 53.43% compared with the same period of the previous year, mainly due to the strong demand of the semiconductor market in 2021 and the gradual release of the company’s production capacity, so the company’s sales increased significantly, resulting in a large increase in profits and profit indicators year-on-year.
In terms of share price performance, the stock has fallen by more than 30% since the end of July last year. So far, the total market value of the stock is 60.122 billion yuan.
big fund phase II frequently sold
Since the beginning of this year, the second phase of the national large fund has frequently invested in integrated circuit design, chip manufacturing, packaging and testing, etc.
On February 21, Hangzhou Silan Microelectronics Co.Ltd(600460) announced that it planned to jointly contribute 885 million yuan in currency with the second phase of the large fund and subscribed 827 million yuan of the newly increased registered capital of Shilan Jike. The main purpose of this capital increase is to further increase the capital adequacy ratio of Shilan Jike and accelerate the construction and operation of the 12 inch line.
On February 11, Dongxin said on the investor interaction platform that the national integrated circuit industry investment fund phase II Co., Ltd. participated in the initial strategic placement of the company, and was allocated 3296967 shares with an amount of 995025 million yuan, limited to 12 months. It is understood that Dong core shares is the leading chip design company in Chinese mainland, focusing on the development, design and sales of small and medium capacity general purpose memory chips.
In addition, the second phase of the national large fund also focuses on the “leader of printed circuit board” Shennan Circuits Co.Ltd(002916) , accelerating the layout of the semiconductor industry chain. On February 9, according to the announcement, the issuing price of Shennan Circuits Co.Ltd(002916) non-public shares was 107.62 yuan / share, 2369448 shares were issued, and the total amount of funds raised was about 2.55 billion yuan. The issuing objects included 19 investors including the second phase of large fund. The net amount of funds raised was mainly invested in the manufacturing project of IC carrier products for high-end flip chip.
Up to now, more than ten companies have invested in the second phase of the national large fund, involving China Resources Microelectronics Limited(688396) , Semiconductor Manufacturing International Corporation(688981) , Tianshui Huatian Technology Co.Ltd(002185) , Hangzhou Chang Chuan Technology Co.Ltd(300604) , Pnc Process Systems Co.Ltd(603690) , Starpower Semiconductor Ltd(603290) , etc.
