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博天携手高频 助力中国蓬勃发展的集成电路产业

时间:2018-12-29 10:49

来源:博天环境

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中国集成电路产业正蓬勃发展,而为其配套的高技术新发娱乐平台领域也迎来新机遇。2018年11月,博天环境携手高频环境,成为中国首批进入集成电路产业等高技术新发娱乐平台领域的环保上市公司。双方的整合及未来中国“芯水”产业的发展前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采访了博天环境等这一市场中的重要公司,并于2018年12月刊推出了对中国集成电路产业新发娱乐平台领域的专题报道。

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?

博天环境正在进一步扩大其工业新发娱乐平台领域的业务版图。而随着博天环境对集成电路领域新发娱乐平台专业公司高频环境的收购正式完成,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月底,上交所上市公司博天环境完成了对超纯水和零排放领域的专业公司高频美特利环境科技(北京)有限公司(以下简称“高频环境”)70%股权的收购,这对中国集成电路市场的蓬勃发展具有重要意义。

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,高频环境的营收从2016年的5100万元增长到2017年的1.1亿元,增长了1倍以上,净利润从760万增长到2180万元,增长了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."

“中国集成电路产业的兴起,为包括高技术新发娱乐平台和标准化废新发娱乐平台在内的服务创造了巨大的机遇。高频环境在这一领域有着完整的技术解决方案,可以为产业发展创造价值。”主要负责高频环境业务的博天环境副总裁丘文涛告诉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、成都和西安等城市都是集成电路产业发展布局的重点区域,而这些区域也是博天环境的核心市场。丘文涛介绍说,“我们在这些城市已经形成了非常广泛的业务网络和深厚扎实的业务经验。在此基础上,高频环境在超纯水和废新发娱乐平台领域的经验,可以帮助博天环境在集成电路新发娱乐平台市场赢取更多的项目机会。”

"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.

“我们的业务越来越多地向高端客户倾斜,超纯水业务在近几年也做得越来越好了。”高频环境董事长许又志说。据了解,该公司在中国超纯水市场的份额从2016年的不到3%增加到2017年接近5%,赢得包括美国半导体制造商德州仪器和玻璃技术专家康宁公司的合同。

"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).

许又志介绍,“高频环境的核心竞争力是为不同客户定制废新发娱乐平台和回用水系统整体解决方案的丰富经验和卓越能力。”从去年开始,公司已经与中国领先的半导体制造商中芯国际签订了一系列总金额约8600万元的合同。

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产业新发娱乐下载系统升级的巨大需求,而这一新发娱乐下载市场的竞争也将非常激烈。

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."

在激烈的市场竞争中,博天环境希望通过进一步的收购行动,以及携手更多战略合作伙伴,增强在集成电路新发娱乐平台领域的业务服务能力。“我们对当前集成电路新发娱乐平台领域仍具挑战性的技术问题非常感兴趣,如废酸和氟化钙污泥的回收和再利用。”博天环境执行副总裁黄建源表示,“海外市场开拓方面,我们主要寻找具有强大的咨询和运维能力的公司。”

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编辑:赵凡

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