On August 7, 2026, Farsoon Technologies (688433) released its prospectus for a private placement of A-shares, aiming to raise up to RMB 3.91 billion. The funds will be directed toward three major projects: expanding advanced additive manufacturing equipment capacity, building an integrated AM service platform, and establishing global operations centers. The offering will target no more than 35 investors, priced at 80% of the 20-day average trading price prior to the pricing reference date, with a six-month lock-up period. The plan was approved by the board in April and by shareholders in May, and was accepted for review by the Shanghai Stock Exchange on August 8. If successfully executed, it will mark the largest single fundraising in China's additive manufacturing sector and the first refinancing case exceeding RMB 3 billion in the A-share AM segment. This placement signals a strategic shift for the domestic AM leader from exporting equipment to building a global operational framework. Among the three projects, the 'global operations center' has drawn the most attention—Farsoon is transitioning from a pure equipment manufacturer to a global AM solutions provider, which implies more stable and larger-scale end-user demand for powder suppliers. For powder buyers, the key takeaways are: (1) increased equipment capacity will drive proportional growth in consumption of mainstream powders like Ti-6Al-4V, IN718, and AlSi10Mg; (2) the global operations center may boost demand for locally sourced powder from overseas customers; and (3) Farsoon's installed base serves as a leading indicator for the powder market, so the capacity plans outlined in this raise can inform powder demand forecasts.
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华曙高科拟定增募资39.1亿元,中国AM行业最大单笔募资
2026年8月7日,华曙高科(688433)发布向特定对象发行A股股票募集说明书(申报稿),拟募资不超过39.1亿元,投向先进增材制造设备产能提升、增材制造综合服务平台建设、全球运营中心建设三大项目。发行对象不超过35名,定价基准日前20日均价80%,限售6个月。该方案已于4月经董事会+5月股东会审议通过,8月8日获上交所受理。若成功实施,将是中国增材制造行业最大单笔募资,也是A股AM板块首次出现30亿+级别的再融资案例。此次定增标志着国内AM龙头从设备出海向全球运营体系构建的战略升级。三大项目中"全球运营中心建设"最受关注——华曙正从单纯的设备制造商转变为全球化的增材制造解决方案提供商,这对粉末供应商意味着更稳定、更大规模的终端需求。对粉末采购商的价值:①设备产能提升→Ti64/IN718/AlSi10Mg等主流粉末消耗量将成比例增长 ②全球运营中心意味着海外客户就近采购粉末的需求可能增加 ③华曙设备装机量是粉末市场的先行指标,本次募资的产能规划可作为粉末需求预测参考