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明起停牌!1300億芯片巨頭大動作,擬購買華力微控股權

今日晚間,A股1300億芯片巨頭華虹公司發佈公吿。

為解決IPO承諾的同業競爭事項,華虹公司正在籌劃以發行股份及支付現金的方式購買華力微的控股權,同時配套募集資金。

據悉,本次收購標的資產為華力微所運營的與華虹公司在65/55nm和40nm存在同業競爭的資產(華虹五廠)所對應的股權。目前,該標的資產正處於分立階段。

此前2023年,華虹公司登陸科創板,華虹集團當時曾在《關於避免同業競爭的補充承諾函》中承諾,上市之日起三年內,將華力微注入華虹公司。

不過,本次交易事項尚處於籌劃階段,華虹公司目前正與交易意向方接洽。

初步確定的交易對方為上海華虹(集團)有限公司、上海集成電路產業投資基金股份有限公司、國家集成電路產業投資基金二期股份有限公司、上海國投先導集成電路私募投資基金合夥企業(有限合夥)。

因本次交易尚存在不確定性,為了保證公平信息披露、維護投資者利益,避免對股價造成重大影響,公司股票自2025年8月18日(星期一)開市起開始停牌,預計停牌時間不超過10個交易日。

12英寸產能將大幅提升

資料顯示,華虹集團為全球排名前列的晶圓代工巨頭,旗下的華虹公司主要包括華虹一廠、華虹二廠、華虹三廠和華虹七廠,華力微主要包括華虹五廠、華虹六廠等。

其中,華虹一廠、二廠三廠為8英寸產線,月產能月18萬片,華虹七廠為月產能4萬片的12英寸晶圓廠

華虹五廠、華虹六廠為兩座12英寸全自動晶圓廠,華虹五廠工藝水平覆蓋65/55和40納米技術節點,華虹六廠於2018年10月建成投片。

此次華虹公司收購華虹五廠,或將大幅增加其12英寸晶圓代工能力。

今年二季度,華虹公司的銷售收入和毛利率均實現環比增長,產能利用率也創下近幾個季度以來的新高。

具體來看,銷售收入為5.66億美元,同比增長18.3%,環比增長4.6%;毛利率為10.9%,同比上升0.4個百分點,環比上升1.7個百分點;母公司擁有人應占利潤為800萬美元,同比上升19.2%,環比上升112.1%。

華虹公司還預計,三季度的銷售收入約6.2億美元-6.4億美元,毛利率約在10%-12%。

華虹公司指出,公司未來幾個季度的收入會持續增長,主要來源於9廠的產能爬坡。

華虹公司希望在2-3個季度內使九廠產能處於完全就緒的狀態,到今年年末,可能80-90%的設備都需要進行支出,至明年年中,完全完成這部分開支。

此外,華虹公司也會規劃新的產能,2027年可能會開始逐步投產上線。

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