格隆汇9月5日丨立昂微(605358.SH)在投资者互动平台表示，公司12英寸硅片已覆盖14nm以上技术节点 逻辑电路和存储电路，以及客户所需技术节点的图像传感器件和功率器件。 ...

Company Overview - Lian Microelectronics, established on March 19, 2002, is located in Hangzhou Economic and Technological Development Zone, specializing in semiconductor silicon wafers, power devices, and compound semiconductor RF chips [2] - The company's revenue composition includes semiconductor silicon wafers (61.62%), power device chips (27.89%), compound semiconductor RF chips (9.55%), and other (0.93%) [2] - As of June 30, 2025, the number of shareholders increased by 2.70% to 75,300, with an average of 8,911 circulating shares per person, a decrease of 2.63% [2] Stock Performance - As of September 5, Lian Microelectronics' stock price increased by 2.02% to 24.75 CNY per share, with a trading volume of 129 million CNY and a turnover rate of 0.78%, resulting in a total market capitalization of 16.616 billion CNY [1] - Year-to-date, the stock price has decreased by 0.08%, with a 7.16% drop over the last five trading days, a 0.16% increase over the last 20 days, and an 11.09% increase over the last 60 days [2] Financial Performance - For the first half of 2025, Lian Microelectronics reported a revenue of 1.666 billion CNY, representing a year-on-year growth of 14.18%, while the net profit attributable to shareholders was -127 million CNY, a decrease of 90.00% year-on-year [2] - The company has distributed a total of 637 million CNY in dividends since its A-share listing, with 342 million CNY distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, the eighth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 8.4344 million shares, an increase of 279,200 shares from the previous period [3] - The ninth largest circulating shareholder is Southern CSI 500 ETF, holding 7.9461 million shares, an increase of 1.1353 million shares from the previous period [3]

9月4日，立昂微盘中下跌2.02%，截至10:34，报24.80元/股，成交1.47亿元，换手率0.87%，总市值 166.50亿元。 资金流向方面，主力资金净流出1010.45万元，特大单买入0.00元，占比0.00%，卖出496.28万元，占比 3.37%；大单买入2638.42万元，占比17.93%，卖出3152.59万元，占比21.42%。 立昂微今年以来股价涨0.12%，近5个交易日跌9.02%，近20日跌3.20%，近60日涨8.96%。 今年以来立昂微已经1次登上龙虎榜，最近一次登上龙虎榜为4月22日。 资料显示，杭州立昂微电子股份有限公司位于浙江省杭州经济技术开发区20号大街199号，成立日期 2002年3月19日，上市日期2020年9月11日，公司主营业务涉及半导体硅片、半导体功率器件、化合物半 导体射频芯片。主营业务收入构成为：半导体硅片61.62%，半导体功率器件芯片27.89%，化合物半导 体射频芯片9.55%，其他(补充)0.93%。 立昂微所属申万行业为：电子-半导体-半导体材料。所属概念板块包括：卫星导航、氮化镓、中盘、第 三代半导体、汽车电子等。 分红方面，立昂微A股上市后累计 ...

问：公司外延片的产能利用率高，是否有涨价？ 证券之星消息，2025年9月1日立昂微（605358）发布公告称华夏基金于2025年8月29日调研我司。 具体内容如下： 该股最近90天内共有4家机构给出评级，买入评级3家，中性评级1家；过去90天内机构目标均价为31.0。 答：公司6-8英寸外延片产品自年初以来订单饱满，产能利用率保持在较高水平；12寸外延片产品同样订 单饱满，出货量同比、环比均有大幅增长。在此情况下，公司优先选择高价值量产品订单，公司因出货结 构的变化单片价格有所提高。 问：公司是否有应用于AI服务器的产品？ 答：公司重掺低阻外延片和750vFRD芯片可终端应用于I服务器的不间断电源。 问：公司未来业务重点放在哪一板块？ 答：半导体硅片业务板块将依托公司重掺技术优势，重点开发8-12英寸重掺外延片，推进12英寸轻掺硅片 产能爬坡；功率器件芯片业务板块进一步丰富产品系列、优化产品结构、拓展优质客户，提高车规产品、 FRD产品等高附加值产品的比重；化合物半导体射频和光电芯片业务聚焦推动海宁生产基地产量提升，重 点发展VCSEL芯片工艺、pHEMT、BiHEMT芯片工艺及6英寸碳化硅基氮化镓产品等高附 ...

Core Viewpoint - The company is transitioning its power chip production focus from the photovoltaic industry to the automotive sector, indicating a strategic shift in its business model [1] Group 1: Industry Focus - The company's power chip production line is versatile and can adapt to different product demands based on customer orders [1] - The company aims to optimize its product structure according to market conditions and expand its high-value-added product offerings [1] Group 2: Product Segmentation - Both automotive-grade products and photovoltaic control chips are significant components of the company's power device chip business [1]

据证券之星公开数据整理，近期立昂微（605358）发布2025年中报。根据财报显示，立昂微增收不增 利。截至本报告期末，公司营业总收入16.66亿元，同比上升14.18%，归母净利润-1.27亿元，同比下降 90.0%。按单季度数据看，第二季度营业总收入8.45亿元，同比上升8.41%，第二季度归母净利 润-4598.94万元，同比下降1141.26%。 本次财报公布的各项数据指标表现一般。其中，毛利率11.14%，同比减10.02%，净利率-9.08%，同比 减10.94%，销售费用、管理费用、财务费用总计2.13亿元，三费占营收比12.8%，同比增9.0%，每股净 资产10.41元，同比减6.91%，每股经营性现金流0.51元，同比减35.26%，每股收益-0.19元，同比减 90.0% 建议关注公司应收账款状况（年报归母净利润为负） 分析师工具显示：证券研究员普遍预期2025年业绩在4950.0万元，每股收益均值在0.07元。 证券之星价投圈财报分析工具显示： 业务评价：去年的净利率为-12.85%，算上全部成本后，公司产品或服务的附加值不高。从历史年报数 据统计来看，公司上市以来中位数ROIC为7.2 ...

Financial Performance - The company's total revenue is 1.666 billion yuan, ranking 30th among disclosed peers, with an increase of 207 million yuan compared to the same period last year, representing a year-on-year growth of 14.18% [1] - The net profit attributable to shareholders is -127 million yuan [1] - The net cash inflow from operating activities is 344 million yuan, ranking 21st among disclosed peers [1] Financial Ratios - The latest debt-to-asset ratio is 57.54% [3] - The latest gross profit margin is 11.14% [3] - The latest return on equity (ROE) is -1.76% [3] Earnings and Turnover - The diluted earnings per share is -0.19 yuan [4] - The latest total asset turnover ratio is 0.09 times, which is an increase of 0.01 times compared to the same period last year, reflecting a year-on-year growth of 9.94% [4] - The latest inventory turnover ratio is 1.14 times, ranking 51st among disclosed peers, with an increase of 0.19 times compared to the same period last year, representing a year-on-year growth of 19.49% [4] Shareholder Structure - The number of shareholders is 75,300, with the top ten shareholders holding 250 million shares, accounting for 37.29% of the total share capital [4] - The largest shareholder is Ren Minwen, holding 17.55% of the shares [4]

证券代码：605358 证券简称：立昂微 公告编号：2025-037 （一）审议通过了《关于审议 2025 年半年度报告及其摘要的议案》 公司董事会认为公司 2025 年半年度报告及其摘要能充分反映公司报告期内的财务状况和 经营成果，所披露的信息真实、准确、完整，所载资料不存在任何虚假记载、误导性陈述或重 大遗漏。 第五届董事会第十一次会议决议公告 本公司董事会及全体董事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个别及连带责任。 一、董事会会议召开情况 杭州立昂微电子股份有限公司（以下简称"公司"）第五届董事会第十一次会议于 2025 年 8 月 27 日（星期三）上午十时在杭州经济技术开发区 20 号大街 199 号公司五楼行政会议室 （二）以现场结合通讯方式召开。会议通知已提前 10 日以电话、电子邮件等形式送达全体董 事。本次会议应出席董事 7 人，实际出席董事 7 人。本次会议的召集、召开程序及方式符合《公 司法》、《公司章程》及《公司董事会议事规则》的规定。 二、董事会会议审议情况 经与会董事认真审议，以记名投票表决方式一致通过以下决议： 债券 ...

Meeting Details - The fifth meeting of the supervisory board of Hangzhou Lian Microelectronics Co., Ltd. was held on August 27, 2025, at the company's office in Hangzhou [1][2] - The meeting was conducted both in-person and via communication methods, with all three supervisors present [2] Resolutions Passed - The supervisory board unanimously approved the proposal regarding the 2025 semi-annual report and its summary, confirming that the report's preparation and review processes comply with legal and regulatory requirements [2] - The board also approved the special report on the storage and use of funds raised in the first half of 2025, with all votes in favor [2]

| | | 杭州立昂微电子股份有限公司 关于为控股子公司提供担保的进展公告 本公司董事会及全体董事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个别及连带责任。 重要内容提示: 一、担保情况概述 （一）担保事项说明 为满足生产经营等对资金的需求，衢州金瑞泓向中国工商银行股份有限公司衢州衢江支 行（以下简称工商银行衢州衢江支行）申请借款 20,000 万元，公司近日与工商银行衢州衢江 支行签署了保证合同为上述借款提供连带责任保证，担保金额为 20,000 万元，保证责任期间 为履行债务期届满之日起 3 年。本次担保无反担保。 （二）上市公司本担保事项履行的内部决策程序。 上述担保事项已经公司第五届董事会第八次会议、公司 2024 年年度股东大会审议通过。 具体内容详见公司于 2025 年 4 月 29 日披露的《立昂微关于 2025 年度为控股子公司提供担保 的公告》（公告编号 2025-019）。 1 被担保人名称：金瑞泓科技（衢州）有限公司（以下简称"衢州金瑞泓"）。 本次担保金额及已实际为其提供的担保余额：公司本次为衢州金瑞泓提供的担保额度 为人民币 2 ...