中国集成电路工业正蓬勃生长,而为其配套的高手艺水处置惩罚领域也迎来新机缘。2018年11月,royal皇家88情形携手高频情形,成为中国首批进入集成电路工业等高手艺水处置惩罚领域的环保上市公司。双方的整合及未来中国“芯水”工业的生长远景引起了国际水务市场领域专业媒体Global Water Intelligence(以下简称GWI)的关注,GWI采访了royal皇家88情形等这一市场中的主要公司,并于2018年12月刊推出了对中国集成电路工业水处置惩罚领域的专题报道。
以下为报道摘录:
With the acquisition of ultrapure water and zero liquid discharge capabilities, the Shanghai-listed Chinese project developer is bidding to capitalise on China's domestic microelectronics expansion. What's next for Poten in this competitive market?
royal皇家88情形正在进一步扩大其工业水处置惩罚领域的营业国界。而随着royal皇家88情形对集成电路领域水处置惩罚专业公司高频情形的收购正式完成,公司下一步的战略将是什么?
Shanghai-listed project developer Poten Environment made a major play for the booming Chinese microelectronics market at the end of November with the completion of its purchase of 70% of fellow Chinese ultrapure water (UPW) and zero liquid discharge specialist, TG Hilyte Environmental. The deal, priced at RMB350 million ($55 million), is timed to take advantage of a growing wave of opportunities in the domestic microelectronics market.
11月尾,上交所上市公司royal皇家88情形完成了对超纯水和零排放领域的专业公司高频美特利情形科技(北京)有限公司(以下简称“高频情形”)70%股权的收购,这对中国集成电路市场的蓬勃生长具有主要意义。
As a result of the boom in investment, revenue at TG Hilyte more than doubled last year from RMB51 million ($7.4 million) in 2016 to RMB111 million ($16.1 million) in 2017, with net profits increasing by 187% from RMB7.6 million ($1.1 million) to RMB21.8 million ($3.2 million).
随着中国在集成电路领域的投资大幅上升,高频情形的营收从2016年的5100万元增添到2017年的1.1亿元,增添了1倍以上,净利润从760万增添到2180万元,增添了187%。
"We see large opportunities behind the spring up of new fabs in China, including both quality water supply and standardised wastewater treatment," Qiu Wentao, the vice president of Poten who will be mainly in charge of TG Hilyte's business, told GWI. "This is where TG Hilyte could create values leveraging on its integrated technological solutions."
“中国集成电路工业的兴起,为包括高手艺水处置惩罚和标准化废水处置惩罚在内的效劳创立了重大的机缘。高频情形在这一领域有着完整的手艺解决计划,可以为工业生长创立价值。”主要认真高频情形营业的royal皇家88情形副总裁丘文涛告诉GWI。
Much of the microelectronics growth is focused in Poten's core market in the centre of the county, in cities like Chong qing, Chengdu and Xi'an. "We have a solid business experience and a wide network in these cities." Qiu said. "This foundation would probably help to synergise with TG Hilyte's expertise to win more contracts."
在中国的中部地区,如重庆、成都和西安等都会都是集成电路工业生长结构的重点区域,而这些区域也是royal皇家88情形的焦点市场。丘文涛先容说,“我们在这些都会已经形成了很是普遍的营业网络和深挚扎实的营业履历。在此基础上,高频情形在超纯水和废水处置惩罚领域的履历,可以资助royal皇家88情形在集成电路水处置惩罚市场赢取更多的项目时机。”
"Pitched more towards the highend users, our UPW business is doing better in the recent years," said Xu Youzhi, the CEO of TG Hilyte. It is understood that the company had its share in the Chinese UPW market increased from less than 3% in 2016 to closer to 5% in 2017, securing contracts for new fabs for companies including US semiconductor manufacturer Texas Instruments and glass science specialist Corning.
“royal皇家88营业越来越多地向高端客户倾斜,超纯水营业在近几年也做得越来越好了。”高频情形董事长许又志说。据相识,该公司在中国超纯水市场的份额从2016年的不到3%增添到2017年靠近5%,赢得包括美国半导体制造商德州仪器和玻璃手艺专家康宁公司的条约。
"The core competence of TG Hilyte is the wealth of experience in customising integrated wastewater treatment and reuse systems for different clients." Xu said. Since the start of last year the company has secured a number of wastewater treatment contracts from Chinese leading semiconductor manufacturer SMIC with a combined value of around RMB86 million ($12 million).
许又志先容,“高频情形的焦点竞争力是为差别客户定制废水处置惩罚和回用水系统整体解决计划的富厚履历和卓越能力。”从去年最先,公司已经与中国领先的半导体制造商中芯国际签署了一系列总金额约8600万元的条约。
The wastewater market for the Chinese microelectronics industry is the subject of intense competition, with a huge demand for wastewater system upgrading to meet tightened discharge regulations.
随着对废水排放标准的提高,也带来了中国集成电路工业污水处置惩罚系统升级的重大需求,而这一污水处置惩罚市场的竞争也将很是强烈。
Faced with this competitive market situation, Poten is looking to achieve growth through further acquisitions and strategic partnerships to enhance TG Hilyte's portfolios." We are interested in technologies which address the remaining challenging issues for microelectronics industrial water management, for example the recovery and reuse of waste acid and calcium fluoride sludge," said Spock Huang, the executive vice president responsible for Poten's international business. "With regard to overseas expansion, we are mainly searching for targets with strong consultancy and O&M capability."
在强烈的市场竞争中,royal皇家88情形希望通过进一步的收购行动,以及携手更多战略相助同伴,增强在集成电路水处置惩罚领域的营业效劳能力。“我们对目今集成电路水处置惩罚领域仍具挑战性的手艺问题很是感兴趣,如废酸和氟化钙污泥的接纳和再使用。”royal皇家88情形执行副总裁黄建源体现,“外洋市场开拓方面,我们主要寻找具有强盛的咨询和运维能力的公司。”
? ? ? ?泉源:GWI