半导体行业点评报告：北方华创收购芯源微加速平台化进程看好国产半导体设备并购重组浪潮

东吴证券股份有...2025-03-11

投资要点北方华创取得芯源微控制权，交易对价合适、收购程序较快：芯源微股东先进制造与北方华创签署《股份转让协议》，拟将其持有的全部公司股份1906.49 万股以88.48 元/股的价格转让给北方华创，占公司总股本的9.49%，交易对价16.87 亿元；此外中科天盛拟通过公开征集转让方式协议转让其持有的全部股份1689.97 万股，占公司总股本的8.41%，北方华创将积极通过参与公开挂牌竞买等方式继续...

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半导体行业点评报告：北方华创收购芯源微加速平台化进程 看好国产半导体设备并购重组浪潮

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半导体行业点评报告：北方华创收购芯源微加速平台化进程看好国产半导体设备并购重组浪潮