Hōʻike ka ʻikepili makani mai ka hoʻomaka ʻana o kēia makahiki, ʻo Kinaʻoihana semiconductorua hoʻolaha aku i ka lehulehu 31 hui a me ka loaʻa ʻana, ʻoi aku ma mua o ka hapalua i hōʻike ʻia ma hope o Kepakemapa 20. Ma waena o kēia mau hui 31 a me ka loaʻa ʻana, ua lilo nā mea semiconductor a me nā ʻoihana chip analog i mau wahi wela no ka hui ʻana a me ka loaʻa. Hōʻike nā ʻikepili he 14 nā hui a me nā loaʻa e pili ana i kēia mau ʻoihana ʻelua, ʻoi aku ka hapalua. He mea pono e hoʻomaopopo i ka ikaika o ka ʻoihana chip analog, me ka huina o 7 mau mea kūʻai mai kēia kahua, meʻO nā hui kaulana e like me KET, Huidiwei, Jingfeng Mingyuan, a me Naxinwei.
E lawe iā Jingfeng Mingyuan i laʻana. Ua hoʻolaha ka hui ma ʻOkakopa 22 e loaʻa iā ia nā kuleana hoʻomalu o Sichuan Yi Chong ma o kahi hoʻokomo pilikino o nā ʻāpana. ʻO Jingfeng Mingyuan lāua ʻo Sichuan Yi Chong ke nānā aku nei i ka noiʻi a me ka hoʻomohala ʻana a me ka hana ʻana i nā ʻāpana hoʻokele mana. ʻO kēia loaʻa ʻana e hoʻonui i ka hoʻokūkū o nā ʻaoʻao ʻelua ma ke kahua o ka mana hoʻokele chips, ʻoiai e hoʻonui ana i kā lākou laina huahana ma ke kelepona kelepona a me nā kula kaʻa, a me ka ʻike ʻana i nā pono hoʻohui o nā mea kūʻai aku a me nā kaulahao hoʻolako.
Ma waho aʻe o ke kahua chip analog, ua ʻike nui ʻia nā hana M&A ma ke kahua semiconductor material. I kēia makahiki, ua hoʻomaka ka loaʻa ʻana o nā ʻoihana semiconductor material 7, a ʻo 3 nā mea hana wafer silicon upstream: Lianwei, TCL Zhonghuan, a me YUYUAN Silicon Industry. Ua hoʻohui hou kēia mau hui i ko lākou kūlana mākeke ma ke kahua wafer silicon ma o ka loaʻa ʻana a me ka hoʻomaikaʻi ʻana i ka maikaʻi o ka huahana a me ka pae ʻenehana.
Eia kekahi, ʻelua mau hui semiconductor material e hāʻawi ana i nā lako maka no nā lako hana semiconductor: Zhongjuxin a me Aisen Shares. Ua hoʻonui kēia mau hui ʻelua i kā lākou ʻoihana ʻoihana a hoʻonui i kā lākou hoʻokūkū mākeke ma o ka loaʻa ʻana. ʻO nā hui ʻelua ʻē aʻe e hāʻawi ana i nā lako maka no ka hoʻopili semiconductor ua hoʻolauna pū kekahi i ka loaʻa ʻana, e ʻimi ana i ka Huawei Electronics.
Ma waho aʻe o ka hui ʻana a me ka loaʻa ʻana i ka ʻoihana like, ʻehā mau hui i ka lāʻau lapaʻau, kemika, kālepa, a me nā ʻoihana metala makamae i hoʻokō i ka loaʻa waiwai semiconductor cross-industry. Ua komo kēia mau hui i ka ʻoihana semiconductor ma o ka loaʻa ʻana i mea e hoʻokō ai i ka hoʻonui ʻana i ka ʻoihana a me ka hoʻonui ʻana i ka ʻoihana. No ka laʻana, ua loaʻa iā Shuangcheng Pharmaceutical ka 100% o ke kaulike o Aola Shares ma o ka hoʻopuka ʻia ʻana o ka mahele a komo i ke kahua semiconductor material; Ua loaʻa i ka biochemical ka 46.6667% o ke kaulike o Xinhuilian ma o ka hoʻonui kālā a komo i ke kahua hana semiconductor chip.
Ma Malaki o kēia makahiki, ua ʻike nui ʻia nā hanana M&A ʻelua o ka hui hoʻopaʻa a me ka hoʻāʻo ʻana o Kina ʻo Changjiang Electronics Technology. Ua hoʻolaha ʻo Changjiang Electronics Technology e loaʻa iā ia ka 80% o ke kaulike o Shengdi Semiconductor no RMB 4.5 biliona. Ma hope koke iho, ua hoʻololi nā kuleana hoʻomalu, a ua loaʻa iā China Resources Group nā kuleana hoʻomalu o Changjiang Electronics Technology no RMB 11.7 biliona. Ua hōʻailona kēia hanana i kahi loli nui i ka ʻāina hoʻokūkū o ka ʻoihana semiconductor packaging a me ka ʻoihana hoʻāʻo o Kina.
Ma ka ʻokoʻa, liʻiliʻi nā hana M&A ma ke kahua kaapuni kikohoʻe, me ʻelua mau hanana M&A wale nō. Ma waena o lākou, ua loaʻa iā GigaDevice a me Yuntian Lifa ka 70% o ke kaulike a me nā waiwai e pili ana iā Suzhou Syschip ma ke ʻano he mea kūʻai. E kōkua kēia mau hana M&A i ka hoʻoikaika ʻana i ka hoʻokūkū holoʻokoʻa a me ka pae ʻenehana o ka ʻoihana kaapuni kikohoʻe o koʻu ʻāina.
E pili ana i kēia nalu o ka hui ʻana a me ka loaʻa ʻana, ua ʻōlelo ʻo Yu Yiran, ka luna hoʻokele o CITIC Consulting, ʻo nā ʻoihana koʻikoʻi o nā ʻoihana i hoʻopaʻa ʻia ka hapa nui i ka upstream o ka ʻoihana semiconductor, e kū nei i ka hoʻokūkū ikaika a me ka hoʻolālā ʻana. Ma o ka hui ʻana a me ka loaʻa ʻana, hiki i kēia mau ʻoihana ke hoʻonui i ke kālā, kaʻana like i nā kumuwaiwai, hoʻohui hou i nā ʻenehana kaulahao ʻoihana, a hoʻonui i nā mākeke e kū nei me ka hoʻonui ʻana i ka mana o ka brand.
Ka manawa hoʻouna: Dec-30-2024