证券代码：603290 证券简称：斯达半导 公告编号：2025-035 斯达半导体股份有限公司 股东及董监高减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 股东及董监高持股的基本情况 本次减持计划实施前，斯达半导体股份有限公司（以下简称 "公司"或"斯达半导"）股东浙江兴得利纺 织有限公司（以下简称"兴得利"）持有本公司股份29,493,471股，占公司总股本比例为12.32%；公司副 总经理戴志展持有本公司股份807,986股，占公司总股本比例为0.34%；公司副总经理TANG YI（汤艺） 持有本公司股份496,500股，占公司总股本比例为0.21%。 ● 减持计划的实施结果情况 公司于2025年07月18日在上海证券交易所网站披露了《斯达半导体股份有限公司股东及董监高减持股份 计划公告》（公告编号2025-029），兴得利计划通过集中竞价和大宗交易方式减持公司股份数量合计不 超过2,394,734股，即不超过公司总股本的1%；公司副总经理戴志展计划通过集中竞价和大宗交易方式 ...

南财智讯10月24日电，斯达半导公告，兴得利、戴志展、TANGYI（汤艺）分别减持了238.75万股、 7.68万股、10万股，占公司总股本的比例分别为1.00%、0.03%、0.04%。减持计划实施前，兴得利持有 2949.35万股（12.32%），戴志展持有80.80万股（0.34%），TANGYI（汤艺）持有49.65万股 （0.21%）。减持完成后，兴得利、戴志展、TANGYI（汤艺）分别持有2710.60万股（11.32%）、73.12 万股（0.31%）、39.65万股（0.17%）。实际减持金额分别为25673.48万元、876.37万元、1106.28万 元。 ...

证券代码：603290 证券简称：斯达半导 公告编号：2025-035 斯达半导体股份有限公司 股东及董监高减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 | 股东名称 | 戴志展 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | □是 | √否 | | | 董事、监事和高级管理人员 | √是 | □否 | | | 其他：无 | | | | 持股数量 | 807,986股 | | | | 持股比例 | 0.34% | | | | 当前持股股份来源 | IPO 前取得：568,304股 | | | | | 其他方式取得：239,682股(为通过公司 | 2023 | 年年度权益分 | | | 派资本公积转增股本取得的股份） | | | 重要内容提示： | 股东名称 | TANG YI（汤艺） | | | | --- | --- | --- | --- | | 股东身份 | 控股股东 ...

资金流向方面，主力资金净流入198.34万元，特大单买入857.71万元，占比4.51%，卖出532.42万元，占 比2.80%；大单买入2823.01万元，占比14.85%，卖出2949.95万元，占比15.52%。 斯达半导今年以来股价涨18.10%，近5个交易日跌6.05%，近20日跌2.98%，近60日涨23.02%。 资料显示，斯达半导体股份有限公司位于浙江省嘉兴市南湖区科兴路988号，成立日期2005年4月27日， 上市日期2020年2月4日，公司主营业务涉及以IGBT为主的功率半导体芯片和模块的设计研发和生产,并 以IGBT模块形式对外实现销售。主营业务收入构成为：模块98.12%，其他产品1.88%。 10月24日，斯达半导盘中上涨2.06%，截至09:57，报105.33元/股，成交1.90亿元，换手率0.76%，总市 值252.24亿元。 截至6月30日，斯达半导股东户数5.39万，较上期减少5.10%；人均流通股4440股，较上期增加5.37%。 2025年1月-6月，斯达半导实现营业收入19.36亿元，同比增长26.25%；归母净利润2.75亿元，同比增长 0.26%。 分红方面，斯达 ...

资料显示，斯达半导体股份有限公司位于浙江省嘉兴市南湖区科兴路988号，成立日期2005年4月27日， 上市日期2020年2月4日，公司主营业务涉及以IGBT为主的功率半导体芯片和模块的设计研发和生产,并 以IGBT模块形式对外实现销售。主营业务收入构成为：模块98.12%，其他产品1.88%。 10月22日，斯达半导跌5.07%，截至发稿，报107.76元/股，成交4.12亿元，换手率1.57%，总市值258.06 亿元。 截至发稿，黄欣累计任职时间15年194天，现任基金资产总规模420.4亿元，任职期间最佳基金回报 186.42%， 任职期间最差基金回报-35.8%。 章椹元累计任职时间11年325天，现任基金资产总规模408.11亿元，任职期间最佳基金回报387.76%， 任职期间最差基金回报-35.8%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从斯达半导十大流通股东角度 数据显示，国联安基金旗下1只基金位居斯达半导十大流通股东。国联安 ...

Core Viewpoint - The stock of Sda Semiconductor has shown a significant increase in price and trading activity, reflecting positive market sentiment and growth in revenue and profit for the company [1][2]. Company Overview - Sda Semiconductor, established on April 27, 2005, and listed on February 4, 2020, is located in Jiaxing, Zhejiang Province. The company specializes in the design, research, and production of power semiconductor chips and modules, primarily focusing on IGBT technology [1]. - The company's main revenue source comes from IGBT modules, accounting for 98.12% of total revenue, while other products contribute 1.88% [1]. Financial Performance - For the first half of 2025, Sda Semiconductor reported a revenue of 1.936 billion yuan, representing a year-on-year growth of 26.25%. The net profit attributable to shareholders was 275 million yuan, with a slight increase of 0.26% [2]. - Since its A-share listing, Sda Semiconductor has distributed a total of 885 million yuan in dividends, with 671 million yuan distributed over the past three years [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders for Sda Semiconductor was 53,900, a decrease of 5.10% from the previous period. The average number of circulating shares per shareholder increased by 5.37% to 4,440 shares [2]. - The stock price increased by 28.43% year-to-date, with a recent decline of 1.43% over the last five trading days. The stock has seen a 40.16% increase over the past 60 days [1]. Institutional Holdings - Among the top ten circulating shareholders as of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest, holding 4.2794 million shares, an increase of 763,500 shares from the previous period. Southern CSI 500 ETF and Guolian An CSI All-Index Semiconductor Products and Equipment ETF also increased their holdings [3].

Group 1 - The Chinese Ministry of Commerce and the General Administration of Customs announced export controls on certain rare earth equipment and raw materials, marking the first time that overseas re-exports and rare earth-related technologies are included in the management, creating a closed-loop control of the entire industry chain [2][3] - The export control specifically involves five types of heavy rare earth elements and related products, including holmium, erbium, thulium, europium, and ytterbium, covering various forms such as metals, alloys, target materials, crystal materials, permanent magnetic materials, and luminescent materials [3] - The announcement indicates that if products manufactured overseas contain rare earth items originating from China, and their value exceeds 0.1%, they will be subject to control [3] Group 2 - The export controls are expected to severely impact the U.S. rare earth magnet industry, as efforts to reduce dependence on China are still in the early stages [4] - Major technology companies like Apple, Google, and Microsoft rely on rare earth materials for acoustic components, motors, and batteries in consumer electronics, and the latest restrictions are anticipated to cause further disruptions in the supply chain [4] - The U.S. President announced an additional 100% tariff on Chinese imports starting November 1, as a retaliation against China's recent export control measures [4][5] Group 3 - The U.S. export controls on key software are expected to impact the global supply chain, narrowing the channels for Chinese companies to access advanced software, which may lead to short-term "bottleneck" risks [5] - In the long term, these restrictions may drive domestic software development in China, while U.S. software companies could face revenue losses due to the loss of the Chinese market [5] Group 4 - The domestic EDA software sector is accelerating technology integration and expanding product lines to enhance competitiveness, with companies like Gaon Electronics completing acquisitions to strengthen their capabilities [6] - The acquisition of specific EDA tool assets by Chip Vision aims to enhance the core EDA technology stack and improve automation capabilities [7] - The carbon silicon industry is experiencing explosive growth driven by global energy transformation and AI, with significant advancements in technology and product development among A-share SiC concept stocks [8][9]

Investment Rating - The report indicates a positive investment outlook for the automotive chip industry, driven by the growth of electric vehicles and advancements in autonomous driving technology [4]. Core Insights - The automotive chip market is expected to grow significantly, with projections indicating a market size increase from 66.692 billion yuan in 2020 to 171.181 billion yuan by 2025 [37]. - The demand for automotive chips is being propelled by the electrification of vehicles, with electric vehicles requiring approximately twice the number of chips compared to traditional vehicles, and L4 autonomous vehicles needing over ten times the number of chips [12][39]. - The report highlights a clear trend towards domestic chip production in China, with local companies rapidly advancing in the automotive chip sector due to supply chain vulnerabilities exposed by global chip shortages [13][49]. Industry Definition - Automotive chips, also known as vehicle-grade chips, are semiconductor integrated circuits specifically designed for automotive electronic systems, serving as core components of Electronic Control Units (ECUs) [5]. - The industry is characterized by high technical barriers, stringent certification processes, and a growing trend towards domestic production in response to global supply chain challenges [11][14]. Industry Characteristics - The report identifies three main characteristics of the automotive chip industry: 1. Electrification driving market demand growth [12] 2. Significant domestic replacement of imported chips [13] 3. High technical barriers due to rigorous certification requirements [14] Development History - The automotive chip industry has evolved through three main phases: 1. Emergence phase (1970-1999) focused on basic electronic control [16] 2. Initiation phase (2000-2009) marked by the rise of electric and intelligent vehicles [17] 3. Rapid development phase (2010-present) characterized by the integration of advanced processing units and the rise of AI technologies [19]. Industry Chain Analysis - The automotive chip industry chain consists of three segments: upstream (raw materials and equipment), midstream (chip design and manufacturing), and downstream (system integration and vehicle application) [20]. - Upstream segments are heavily reliant on global suppliers, with low domestic penetration in high-end materials and equipment [21]. - Midstream manufacturers are increasingly competitive, with local companies making significant strides in various chip categories [22]. - Downstream demand is surging due to the rapid growth of electric and smart vehicles, with significant increases in chip requirements for power modules and advanced driver-assistance systems [34]. Market Size and Growth - The automotive chip market is projected to grow from 66.692 billion yuan in 2020 to 171.181 billion yuan by 2025, driven by the increasing penetration of electric vehicles and advancements in autonomous driving technology [37][41]. - The report notes that the market is expected to maintain a high growth rate due to the ongoing transformation of the automotive industry towards electrification and intelligence [42]. Competitive Landscape - The report outlines a competitive landscape where domestic companies are rapidly increasing their market share, with a notable shift from less than 3% to approximately 15% in domestic chip production [49]. - Key players in the domestic market include BYD Semiconductor, Sinda Semiconductor, and Horizon Robotics, with each company demonstrating strong technical capabilities in their respective fields [50].

Group 1 - The "Second Golden Unicorn Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, expand services, and enhance skills, thereby promoting the healthy development of China's wealth management industry [1] Group 2 - On October 9, the top ten stocks by purchase frequency in the stock group included companies such as Xiechuang Data (sz300857) and Lankai Technology (sh688008) [2] - The top ten stocks by purchase amount on the same day featured companies like SMIC (sh688981) and Lankai Technology (sh688008) [3] - The data for the top ten buy stocks/ETFs is based on the frequency of purchases by all participating contestants, while the top ten by purchase amount reflects the highest monetary investments [4]

Core Viewpoint - The stock of Sda Semiconductor has shown significant growth in 2023, with a year-to-date increase of 27.83% and a notable rise of 41.93% over the past 60 days, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, Sda Semiconductor reported a revenue of 1.936 billion yuan, reflecting a year-on-year growth of 26.25%. The net profit attributable to shareholders was 275 million yuan, with a modest increase of 0.26% compared to the previous period [2]. - Cumulative cash dividends since the company's A-share listing amount to 885 million yuan, with 671 million yuan distributed over the last three years [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased by 5.10% to 53,900, while the average number of circulating shares per person increased by 5.37% to 4,440 shares [2]. - The stock's trading activity on September 26 showed a turnover of 507 million yuan, with a net outflow of 6.7043 million yuan from major funds, indicating mixed investor sentiment [1]. Company Overview - Sda Semiconductor, established on April 27, 2005, and listed on February 4, 2020, specializes in the design, research, and production of power semiconductor chips and modules, primarily focusing on IGBT technology. The company's revenue composition is heavily weighted towards modules, accounting for 98.12% of total income [1]. - The company operates within the semiconductor industry, specifically in the electronic sector, and is associated with various concepts such as high dividend yield and third-generation semiconductors [1].