603501, plans to increase capital injection of 1 billion yuan for semiconductor enterprises! Next week's lock-up expiration exceeds 800 billion yuan in market value, 8 stocks face significant unlock pressure

Luxshare Precision plans to invest an additional 1 billion RMB in Rongxin Semiconductor in cash.

On March 20, Luxshare Precision (603501) announced that to further improve the company’s semiconductor industry chain layout and strengthen strategic collaboration with upstream supply chain partners, the company intends to invest 1 billion RMB in Rongxin Semiconductor in cash, holding approximately 32.18 million RMB of its registered capital. Based on this round of investment totaling 4 billion RMB, the company expects to hold about 5.88% of Rongxin Semiconductor’s registered capital after the investment is completed. The specific details are subject to the final agreement signed by all parties.

Considering that Mr. Lü Dalong, a director of the company, holds 40 million RMB of registered capital in Rongxin Semiconductor through his controlled company, Tibet Zhitong Venture Capital Co., Ltd., accounting for 9.65% of Rongxin’s equity before this round of investment, and that related party Beijing Junzheng Integrated Circuit Co., Ltd. holds 4 million RMB of registered capital, accounting for 0.97% of Rongxin before this round, this transaction constitutes a related-party joint investment according to the Shanghai Stock Exchange’s stock listing rules and other relevant regulations.

Founded in April 2021, Rongxin Semiconductor is one of China’s first 12-inch integrated circuit wafer foundries to adopt a market-oriented capital operation model. It focuses on mature process technology tracks from 28nm to 180nm, with main businesses including wafer foundry services for mixed-signal, analog, and logic integrated circuits. Its key areas include image sensors, analog chips, and mixed-signal chips, as well as edge computing chips used in AI-related fields such as sensory storage and computing. The company has successfully built or planned multiple core technology process platforms, with foundry products applied in AI computing, smart devices, industrial control, consumer electronics, digital home, mobile communications, automotive electronics, and other diverse application scenarios.

Next Week’s Unlocking Market Value Exceeds 80 Billion RMB

According to Securities Times and Data Treasure, over 40 stocks will have unlockings next week (March 23–27), totaling 7.345 billion shares. Based on the latest closing prices, the total market value of these unlockings is approximately 84.258 billion RMB.

Twenty-three stocks have unlockings valued at 100 million RMB or more, with eight exceeding 4 billion RMB. Postal Savings Bank, Shengmei Shanghai, and Jiebang Technology have the largest unlocking market values.

Postal Savings Bank’s unlocking market value leads next week, with 5.405 billion shares unlocking, accounting for 4.5% of total share capital, with a market value of 272.97 billion RMB. These shares are all from the 2021 non-public issuance of A-shares, and after registration and custody, they are locked for five years. They will be unlocked and listed on March 25.

Shengmei Shanghai will have 38.6013 million shares unlocked, representing 8.04% of total share capital, with a market value of 5.791 billion RMB. The shareholders include multiple institutional and individual investors. The company is a semiconductor equipment manufacturer, mainly producing single-wafer and槽式 wet cleaning equipment, electroplating equipment, stress-free polishing equipment, vertical furnace tube equipment, front-end coating and developing equipment, and PECVD equipment.

Jiebang Technology will have 44.8413 million shares unlocked, representing 61.67% of total share capital, with a market value of 5.668 billion RMB. The company provides customized precision functional and structural components, widely used in consumer electronics, new energy vehicles, smart wearables, and other fields, establishing long-term stable cooperation with many leading consumer electronics and new energy companies.

Four Stocks with Unlocking Ratios Exceeding 60%

In terms of the proportion of unlocked shares to total share capital, 13 stocks have over 10% of their shares unlocked, with United Water, Yibo Technology, Senying Window Industry, and Jiebang Technology exceeding 60%.

United Water’s unlocked shares account for 69.3% of its total share capital, totaling 293 million shares, with a market value of 3.49 billion RMB. The company is a comprehensive water services provider, engaged in tap water production and supply, sewage treatment and resource utilization, river and lake basin water environment management, and water ecological restoration.