On the evening of February 25th, the domestic semiconductor wafer leader Shanghai Silicon Industry released its 2021 results of KuaiBao, and announced the results of the fixed increase.
KuaiBao shows that Shanghai Silicon Industry achieved revenue of 2.467 billion yuan / return net profit of 145 million yuan in 2021, an increase of 36.19% and 66.58% respectively over the same period last year, and supermarket expectations (small K note: wind unanimously expected revenue of 2.406 billion yuan / return net profit of 142 million yuan). Deducting the non-return net profit of-131 million yuan, reducing the loss by 53.43% over the same period last year. The performance KuaiBao data are in the front end of the pre-performance forecast range.
The relevant person in charge of the Shanghai silicon industry told Science and Technology Innovation Board Daily that it was mainly due to the strong demand in the downstream market, the improvement of the company's production capacity and capacity utilization, and other factors that contributed to the sharp rise in the company's performance. "the current round of industry prosperity far exceeds market expectations, semiconductor silicon wafers are in short supply, and production capacity bottlenecks have become constraints on development."
A reporter from Science and Technology Innovation Board Daily noted that although the performance has fluctuated due to factors such as the semiconductor wafer industry cycle, the company's R & D investment, and production capacity construction, from the point of view of the sales end, the Shanghai silicon industry has developed rapidly in recent years, and the leading position of domestic semiconductor wafers is more stable. According to the disclosed financial data, the company's Q4 realized revenue of 700 million yuan in 2021, an increase of 38.71% over the same period last year and 8.55% month-on-month growth. And the revenue of Shanghai silicon industry has achieved positive growth year-on-year / month-on-month for eight consecutive quarters; from an annual point of view, the company's revenue has grown at an average annual compound growth rate of 34.65% in the past three years.
Since 2022, the contradiction between supply and demand in the semiconductor wafer market is still more prominent, and the production capacity of the international giant Shenggao has been booked before the 2026 fiscal year. On the domestic side, Shanghai Silicon Industry also disclosed at the end of January that Shanghai Xinxin, a wholly-owned subsidiary, had signed a long-term supply agreement with Changjiang Storage, Wuhan Xinxin and other related customers from 2022 to 2024. Among them, the expected transaction value from January to June in 2022 is 155 million yuan and 80 million yuan respectively, while the transaction value of the above-mentioned companies from January to November 2021 is 143 million yuan and 103 million yuan respectively.
In order to expand the scale of production capacity, enrich the range of products and enhance the overall competitiveness of the company, Shanghai Silicon Industry issued a fixed increase plan at the beginning of 2021, and the registration will take effect at the end of 2021. According to people familiar with the matter to the "Science and Technology Innovation Board Daily" reporter, Shanghai silicon industry in early February launched a Dingzeng roadshow and distribution arrangements, won more industrial support.
On the evening of February 25, the Shanghai silicon industry disclosed the results of the fixed increase issue. 18 institutions, including the second phase of the National Integrated Circuit Industry Investment Fund (hereinafter referred to as "Big Fund II"), Taizhou China Silicon Equity Investment, Nord Fund, Shanghai Guotou Investment assets, Central Enterprise Rural Industrial Investment, and Swiss Bank, were allocated.
Among them, the second phase of the large fund was allocated 1.5 billion yuan, accounting for 30% of the total fund-raising; Taizhou Zhongsi equity investment subscribed 814 million yuan, accounting for 16.28% of the total fund-raising; Shenwan Hongyuan, Noan Fund, Guotai Junan, BNP Paribas and other financial institutions participated in the subscription of 330 million yuan, 317 million yuan, 172 million yuan, 156 million yuan respectively, and the Noan fund led by "chip number one" subscribed 15.22 million shares.
After the completion of the fixed increase issue, Guosheng Group and Big Fund I still hold 20.84% of the shares and rank first as the largest shareholder. Noan growth Fund increased its shareholding by 0.34 percentage points to 2.27%.
It is reported that the Shanghai silicon industry is scheduled to raise 5 billion yuan this time, and the investment projects are 300mm high-end silicon wafer research and development and advanced manufacturing projects for integrated circuit manufacturing, 300mm high-end silicon-based material research and development pilot projects and supplementary liquidity funds. After the completion of the fund-raising project, the Shanghai silicon industry will increase the production capacity of 300000 300mm semiconductor wafers per month.
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