中國集成電路產業正蓬勃發展，而為其配套的高技術水處理領域也迎來新機遇。2018年11月，博天環境攜手高頻環境，成為中國首批進入集成電路產業等高技術水處理領域的環保上市公司。雙方的整合及未來中國“芯水”產業的發展前景引起了國際水務市場領域專業媒體Global Water Intelligence(以下簡稱GWI)的關注，GWI采訪了博天環境等這一市場中的重要公司，并于2018年12月刊推出了對中國集成電路產業水處理領域的專題報道。

以下為報道摘錄：

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?

博天環境正在進一步擴大其工業水處理領域的業務版圖。而隨著博天環境對集成電路領域水處理專業公司高頻環境的收購正式完成，公司下一步的戰略將是什么?

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環境完成了對超純水和零排放領域的專業公司高頻美特利環境科技(北京)有限公司(以下簡稱“高頻環境”)70%股權的收購，這對中國集成電路市場的蓬勃發展具有重要意義。

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).

隨著中國在集成電路領域的投資大幅上升，高頻環境的營收從2016年的5100萬元增長到2017年的1.1億元，增長了1倍以上，凈利潤從760萬增長到2180萬元，增長了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."

“中國集成電路產業的興起，為包括高技術水處理和標準化廢水處理在內的服務創造了巨大的機遇。高頻環境在這一領域有著完整的技術解決方案，可以為產業發展創造價值。”主要負責高頻環境業務的博天環境副總裁丘文濤告訴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."

在中國的中部地區，如重慶、成都和西安等城市都是集成電路產業發展布局的重點區域，而這些區域也是博天環境的核心市場。丘文濤介紹說，“我們在這些城市已經形成了非常廣泛的業務網絡和深厚扎實的業務經驗。在此基礎上，高頻環境在超純水和廢水處理領域的經驗，可以幫助博天環境在集成電路水處理市場贏取更多的項目機會。”

"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.

“我們的業務越來越多地向高端客戶傾斜，超純水業務在近幾年也做得越來越好了。”高頻環境董事長許又志說。據了解，該公司在中國超純水市場的份額從2016年的不到3%增加到2017年接近5%，贏得包括美國半導體制造商德州儀器和玻璃技術專家康寧公司的合同。

"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).

許又志介紹，“高頻環境的核心競爭力是為不同客戶定制廢水處理和回用水系統整體解決方案的豐富經驗和卓越能力。”從去年開始，公司已經與中國領先的半導體制造商中芯國際簽訂了一系列總金額約8600萬元的合同。

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.

隨著對廢水排放標準的提高，也帶來了中國集成電路產業污水處理系統升級的巨大需求，而這一污水處理市場的競爭也將非常激烈。

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."

在激烈的市場競爭中，博天環境希望通過進一步的收購行動，以及攜手更多戰略合作伙伴，增強在集成電路水處理領域的業務服務能力。“我們對當前集成電路水處理領域仍具挑戰性的技術問題非常感興趣，如廢酸和氟化鈣污泥的回收和再利用。”博天環境執行副總裁黃建源表示，“海外市場開拓方面，我們主要尋找具有強大的咨詢和運維能力的公司。”

編輯：趙凡