Tianjin Zhonghuan Semiconductor Co.Ltd(002129) (002129) (hereinafter referred to as ” Tianjin Zhonghuan Semiconductor Co.Ltd(002129) “) has achieved substantial growth in performance after the mixed reform of state-owned enterprises. Shen Haoping, senior vice president of Tcl Technology Group Corporation(000100) and general manager of Tianjin Zhonghuan Semiconductor Co.Ltd(002129) told Xinhua Finance and economics a few days ago that as a global photovoltaic silicon chip leading enterprise, the next step will continue to expand its global leading edge in the field of new energy silicon chips, accelerate global catch-up in the field of semiconductor silicon chips, and be cautious and optimistic to deal with the international competitive environment; At the same time, we will continue to work towards the goal of green and low carbon.
realize benefit multiplication in change and invariance
As a state-owned enterprise group in Tianjin, Tianjin Zhonghuan Electronic Information Group Co., Ltd. (hereinafter referred to as “Zhonghuan group”) completed the delisting of mixed reform on July 15, 2020, introduced strategic investors Tcl Technology Group Corporation(000100) (hereinafter referred to as ” Tcl Technology Group Corporation(000100) “), completed the change of industrial and commercial registration of shareholders on December 30, 2020, and officially completed the mixed reform.
Over the past year, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) has handed over a brilliant report card as the main listed company of central group. According to the third quarterly report, the company achieved a revenue of 29.09 billion yuan in the first three quarters of 2021, a year-on-year increase of 117.5%; The net profit was 3.28 billion yuan, a year-on-year increase of 190.2%. With the rapid growth of performance, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) share price once increased by more than 100% during the year. It has not only been recognized by the capital market, but also maintained and increased the value of state-owned assets for state-owned shareholders.
Shen Haoping said that the fundamental reason for such brilliant performance growth is that enterprises have adhered to manufacturing based and implemented scientific and technological innovation for many years, and the institutional reform brought by the mixed reform of state-owned enterprises is the catalyst.
Shen Haoping said that under the system of state-owned enterprises in the past, the company focused on stabilizing its revenue and profits, and was often not sensitive enough to policies and market opportunities. After the mixed reform, with little change in the company’s management, the company quickly stimulated vitality and successfully doubled its performance through the transformation of business philosophy and strengthening the incentive mechanism.
” Tcl Technology Group Corporation(000100) ‘s high-tech, asset heavy and long-term business philosophy coincides with Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , and brings a business philosophy that is more in line with the market law.” Shen Haoping said.
focus on “new track” and continue to increase investment
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) is committed to the R & D and production of semiconductor photovoltaic products and semiconductor materials. Among them, photovoltaic silicon wafer is the main profit point. Over the past two years, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) the world’s first large-scale photovoltaic G12 silicon wafer has been continuously recognized by the market by opening up a “new track” with upstream and downstream partners around technological innovation.
In late November 2021, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) DW smart factory (phase III) project was started, with an investment of 3 billion yuan and a planned capacity of more than 25gw. Shen Haoping introduced that the project is characterized by further intelligent transformation and industrial 4.0 design on the basis of phase II. After the project is put into operation, it will bring photovoltaic manufacturing to high-tech and intelligent modern manufacturing industry. Meanwhile, the production line of the high-efficiency laminated tile component smart factory project located in bolonghu area of Tianjin Binhai high tech Zone has been moved in and will be put into operation in 2022.
Investment in semiconductor materials is also increasing. Shen Haoping introduced that the 8-inch semiconductor silicon wafer Tianjin base will be put into operation in the summer of 2022, and strive to reach production in another half a year. “This is an important measure to promote the development and growth of Tianjin’s semiconductor industry.”
With regard to the year-on-year decline in the proportion of overseas sales in 2021, Shen Haoping said that when the company’s overall sales revenue doubled, the decline in the growth rate of overseas business was mainly affected by the epidemic, but the depth of foreign cooperation was increasing. ” Tianjin Zhonghuan Semiconductor Co.Ltd(002129) has cooperated with total of France to set up overseas listed companies and will carry out industrial layout in Malaysia, Mexico, Singapore and other countries and regions.”
adhere to innovation and promote green and low-carbon transformation
Shen Haoping introduced that relying on the industrial 4.0 design concept to build a smart chemical plant and realize major changes in production mode is the main direction of Tianjin Zhonghuan Semiconductor Co.Ltd(002129) manufacturing transformation and the key to improving competitiveness in the future.
In the process of carbon peak and carbon neutralization, the green and high-quality development of manufacturing industry is an inevitable requirement. Shen Haoping said that Tianjin Zhonghuan Semiconductor Co.Ltd(002129) has also been working towards the goal of green and low carbon. At present, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) from the DW project to the high-efficiency laminated tile module factory, photovoltaic panels are installed on the roof and shed in the plant to improve the proportion of “green power”. At the same time, by adjusting the energy ratio in the manufacturing process, the goal is to achieve more than 70% of the “green power” configuration.
Shen Haoping believes that Tianjin has a good foundation in energy transformation and has advantages in power grid structure, lighting conditions and available sites. By promoting the upgrading of industrial chain and the application of photovoltaic and wind power generation, Tianjin can achieve carbon peak and carbon neutralization as soon as possible.
“Over the years, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) the fundamental reason for surviving in the field of full competition is to adhere to innovation.” Shen Haoping said that after the mixed reform, the tolerance of the new system and mechanism to innovation has been further improved, and the commercial transformation of technological innovation has been realized faster.
(Xinhua Finance)
