AMEC(688012) 证券时报网·2025-01-19 10:46Core Viewpoint - Shanghai Ximi Technology Co., Ltd. has submitted an IPO counseling record, indicating its intention to go public and expand its production capacity in the semiconductor industry [1][2] Company Overview - Ximi Technology was established in January 2020 and focuses on high-end sealing materials and product solutions for the semiconductor and LCD panel industries [1] - The company began mass production in 2020, offering various types of perfluorinated seals essential for integrated circuit manufacturing [1][2] Production Capacity Expansion - The company launched its third-phase project on June 28, 2023, in the Lingang Industrial Zone, which will increase its production capacity by approximately 60% [1] - Post-expansion, the total production capacity will reach 1 million seals of various sizes, fulfilling about 70% of the domestic semiconductor industry's demand for perfluorinated sealing components [1] Market Position and Competition - Ximi Technology aims to capture market share from leading international brands and become the top domestic player in the perfluorinated seal market [2] - The company has established a strong foothold in the market, with many well-known domestic integrated circuit companies using its products [2] Financial and Ownership Structure - The company has secured nearly 300 million RMB in investments, with significant shareholders including IDG Capital, Ruijing Capital, and Shen Chuang Investment [2] - The actual controller of the company, Chairman Xie Changjie, holds a 20.26% stake [2] Industry Trends - There is a noticeable increase in IPO activities among integrated circuit-related companies, with other firms like Mu Xi Integrated Circuit and Mo Er Thread also pursuing public listings [3] - The semiconductor industry is witnessing a surge in domestic companies aiming to enhance their market presence and technological capabilities [3]