联合化学：豪掷1.2亿增资光刻机企业，布局半导体赛道

和讯网2025-07-10

【有机颜料龙头联合化学拟1.2亿增资进军光刻机研发领域】因看好半导体行业前景，有机颜料龙头联合化学拟跨界进军光刻机研发领域。作为2025年上半年“A股涨幅王”，其打算豪掷1.2亿元，增资距今成立仅四个月、尚未开展实际业务且净资产为负的卓光芮科技(上海)有限责任公司。7月7日晚间，联合化学公告，基于战略规划与业务拓展需求，拟向卓光芮增资1.2亿，占增资后注册资本19.3548%。同时，其有权在增资款...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2550696256?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-10 10:29","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2550696256","market":"sh","top_or_hot":-1,"title":"联合化学：豪掷1.2亿增资光刻机企业，布局半导体赛道","media":"和讯网","content":"<div>\n<p>【有机颜料龙头联合化学拟1.2亿增资进军光刻机研发领域】因看好半导体行业前景，有机颜料龙头联合化学拟跨界进军光刻机研发领域。作为2025年上半年“A股涨幅王”，其打算豪掷1.2亿元，增资距今成立仅四个月、尚未开展实际业务且净资产为负的卓光芮科技(上海)有限责任公司。7月7日晚间，联合化学公告，基于战略规划与业务拓展需求，拟向卓光芮增资1.2亿，占增资后注册资本19.3548%。同时，其有权在增资款...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250710103516a4418083&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>联合化学：豪掷1.2亿增资光刻机企业，布局半导体赛道</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n联合化学：豪掷1.2亿增资光刻机企业，布局半导体赛道\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-10 10:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250710103516a4418083&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【有机颜料龙头联合化学拟1.2亿增资进军光刻机研发领域】因看好半导体行业前景，有机颜料龙头联合化学拟跨界进军光刻机研发领域。作为2025年上半年“A股涨幅王”，其打算豪掷1.2亿元，增资距今成立仅四个月、尚未开展实际业务且净资产为负的卓光芮科技(上海)有限责任公司。7月7日晚间，联合化学公告，基于战略规划与业务拓展需求，拟向卓光芮增资1.2亿，占增资后注册资本19.3548%。同时，其有权在增资款...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250710103516a4418083&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0229","symbol_name":"化学制品","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250710103516a4418083&s=b","article_id":"2550696256","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250710103516a4418083&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2550696256","pubTimestamp":1752114558,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"因看好半导体行业前景，有机颜料龙头联合化学拟跨界进军光刻机研发领域。7月7日晚间，联合化学公告，基于战略规划与业务拓展需求，拟向卓光芮增资1.2亿，占增资后注册资本19.3548%。同时，其有权在增资款到位6个月内，继续增资不超1.2亿，投资按卓光芮投资前整体估值不超7亿定价。如今布局光刻机研发领域，引发市场对其打通半导体产业链遐想。联合化学称投资卓光芮是转型新落脚点，会稳步推进战略业务布局。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159582":"半导体","301209":"联合化学","561980":"半导体设备ETF","BK0229":"化学制品"},"translate_title":"United Chemical: Invest 120 million yuan to increase capital in lithography enterprises and lay out the semiconductor track","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159582":1,"301209":1,"561980":0.9},"content_text":"【有机颜料龙头联合化学拟1.2亿增资进军光刻机研发领域】因看好半导体行业前景，有机颜料龙头联合化学拟跨界进军光刻机研发领域。作为2025年上半年“A股涨幅王”，其打算豪掷1.2亿元，增资距今成立仅四个月、尚未开展实际业务且净资产为负的卓光芮科技(上海)有限责任公司。7月7日晚间，联合化学公告，基于战略规划与业务拓展需求，拟向卓光芮增资1.2亿，占增资后注册资本19.3548%。同时，其有权在增资款到位6个月内，继续增资不超1.2亿，投资按卓光芮投资前整体估值不超7亿定价。卓光芮注册于2025年3月7日，主要开展投影式曝光机研发，产品用于半导体晶圆制造光刻步骤。增资前，高安等股东分别持股。其中，高安是多家股东主体大股东，为卓光芮“创始股东”。截至今年5月31日，卓光芮净资产-4147.22万元，营收为零，上半年净利润亏损2516.88万元。联合化学证券部称此次为财务投资，估值有道理，何时投产盈利要看后续研发。卓光芮吸引力在于国产光刻机市场潜力。其全资子公司罡景光学主营投影式曝光机光学部件，2024年参保79人，有一项发明专利，正招聘多职位。联合化学看中其“在投影式曝光机及精密光学领域的人员储备”。联合化学公告提到，卓光芮创始人高安曾在国际半导体曝光设备龙头企业任职，具备国际先进研发理念。标的公司在技术上有全流程研发经验且已实现产品销售，不过营收为零是因销售为子公司部分光学部件，投资款投入罡景光学不超增资金额20%。天眼查显示，源卓微纳与卓光芮有同一投资人。联合化学证实高安曾在ASML任职且已从源卓微纳离职。此次增资协议针对核心团队设“激励条款”，按研发进度给予不同比例股权激励。卓光芮和联合化学远期目标瞄准IPO上市，若2030年12月31日前未进入申报程序，投资方有权收购其他股东股权。反观联合化学，今年上半年股价表现亮眼，4月开启拉升，截至6月30日，半年内累计涨幅440.88%，成A股涨幅王。2024年营收5.35亿元，净利润5643万元。行情背后，联合化学4月25日决定暂缓两大IPO募投项目，5月8日拟设启辰半导体开展光刻胶单体研发等。如今布局光刻机研发领域，引发市场对其打通半导体产业链遐想。联合化学称投资卓光芮是转型新落脚点，会稳步推进战略业务布局。本文由AI算法生成，仅作参考，不涉投资建议，使用风险自担(责任编辑：王治强HF013)","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2550696256","isCrawlerRequest":true}