| 证券代码：605358 | 证券简称：立昂微 | 公告编号：2025-041 | | --- | --- | --- | | 债券代码：111010 | 债券简称：立昂转债 | | 杭州立昂微电子股份有限公司 关于召开 2024 年半年度业绩说明会的公告 杭州立昂微电子股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况， 公司计划于 2025 年 09 月 17 日（星期三）13:00-14:00 举行 2025 年半年度业绩说明会，就投 资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动召开，公司将针对 2025 年半年度经营成果及财务指标的具 体情况与投资者进行互动交流和沟通，在信息披露允许的范围内就投资者普遍关注的问题进行 回答。 二、 说明会召开的时间、地点 （一） 会议召开时间：2025 年 09 月 17 日（星期三）13:00-14:00 会议召开时间：2025 年 09 月 17 日 （星期三） 13:00-14:00 会议召开地点：上海证券交易 ...

| 证券代码：605358 | 证券简称：立昂微 | 公告编号：2025-039 | | --- | --- | --- | | 债券代码：111010 | 债券简称：立昂转债 | | 杭州立昂微电子股份有限公司 关于 2025 年半年度募集资金存放与使用情况的专项报告 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。 杭州立昂微电子股份有限公司（以下简称"公司""本公司"或"立昂微"）根据《上海证 券交易所上市公司自律监管指引第1号——规范运作》及相关格式指引的要求，现将本公司20 25年半年度募集资金存放与使用情况专项说明如下： 一、募集资金基本情况 (一) 实际募集资金金额、资金到账时间 本公司经中国证券监督管理委员会《关于核准杭州立昂微电子股份有限公司公开发行可转 换公司债券的批复》(证监许可[2022]2345号)核准，由主承销商东方证券承销保荐有限公司（以 下简称"东方投行"）采用余额包销的方式，公开发行可转换公司债券3,390.00万张，每张面 值100元，共计募集资金人民币339,000.00万元，扣除承销 ...

经与会监事认真审议，以记名投票表决方式一致通过以下决议： （一）审议通过了《关于审议 2025 年半年度报告及其摘要的议案》 证券代码：605358 证券简称：立昂微 公告编号：2025-038 债券代码：111010 债券简称：立昂转债 杭州立昂微电子股份有限公司 第五届监事会第七次会议决议公告 本公司监事会及全体监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、监事会会议召开情况 杭州立昂微电子股份有限公司（以下简称"公司"）第五届监事会第七次会议于 2025 年 8 月 27 日（星期三）上午在杭州经济技术开发区 20 号大街 199 号公司办公楼五楼行政会议室（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监事。本 次会议应出席监事 3 人，实际出席监事 3 人。本次会议的召集、召开程序及方式符合《公司法》、 《公司章程》的规定。 二、监事会会议审议情况 公司监事会认为公司 2025 年半年度报告及其摘要报告编制和审议程序符合法律、法规、 公司章程和公司内部管理制度，能充分反映公司报告期内的 ...

证券代码：605358 证券简称：立昂微 公告编号：2025-037 债券代码：111010 债券简称：立昂转债 杭州立昂微电子股份有限公司 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 （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。 表决情况：同意 7 票，反对 0 票，弃权 0 票。 本议案已经公司第五届董事会审计委员会审议通过。 （二）审议通过了《关于公司 2025 年半年度募集资金存放与使用情况的专项报告的议案》 表决情况：同意 7 票，反对 0 票，弃权 0 票。 本议案已经公司第五届董事会审计委员会审议通过。 上述具体内容详见公司披露于上海证券交易所网站（www.sse.com.cn）和公司指定信息披 露媒体的相关公告和文件。 杭州立昂微电子股份有限公司 ...

杭州立昂微电子股份有限公司2025 年半年度报告 公司代码：605358 公司简称：立昂微 杭州立昂微电子股份有限公司 2025 年半年度报告 1 / 192 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中涉及未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺，敬请投资 者注意投资风险。 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 杭州立昂微电子股份有限公司2025 年半年度报告 三、 本半年度报告未经审计。 四、 公司负责人王敏文、主管会计工作负责人吴能云及会计机构负责人（会计主管人员）罗文 军声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 ...

格隆汇8月27日｜立昂微：2025年上半年营业收入16.66亿元，同比增长14.18%；归属于上市公司股东的 净亏损1.27亿元，上年同期为亏损6685.64万元。 ...

Core Insights - The company, Lian Micro (605358.SH), has reported a strong order backlog for its 6-8 inch silicon wafer products, indicating robust demand in this segment [1] - The company is currently ramping up production capacity for its 12-inch silicon wafer products, suggesting a strategic focus on expanding its capabilities in this area [1] Company Summary - Lian Micro is experiencing full order books for its 6-8 inch silicon wafer products, reflecting a healthy market demand [1] - The company is in the process of increasing production capacity for its 12-inch silicon wafers, which may enhance its competitive position in the semiconductor industry [1]

Company Overview - Lian Microelectronics, established on March 19, 2002, is located in Hangzhou Economic and Technological Development Zone, specializing in semiconductor silicon wafers and power semiconductors [1] - The company was listed on September 11, 2020, and operates within the electronic-semiconductor-semiconductor materials industry, with involvement in satellite navigation, integrated circuits, specialized new technologies, automotive chips, and third-generation semiconductors [1] Stock Performance - As of August 22, Lian Microelectronics' stock price increased by 2.02%, reaching 26.30 CNY per share, with a trading volume of 206 million CNY and a turnover rate of 1.18%, resulting in a total market capitalization of 17.657 billion CNY [1] - Year-to-date, the stock price has risen by 6.18%, with a 3.75% increase over the last five trading days, 5.62% over the last 20 days, and 11.39% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on April 22 [1] Financial Performance - For the period ending March 31, Lian Microelectronics reported a revenue of 820 million CNY, reflecting a year-on-year growth of 20.82% [2] - The company recorded a net profit attributable to shareholders of -81.03 million CNY [2] - Since its A-share listing, Lian Microelectronics has distributed a total of 637 million CNY in dividends, with 342 million CNY distributed over the past three years [2] Shareholder Information - As of March 31, the number of shareholders decreased by 2.01% to 73,400, while the average number of circulating shares per person increased by 2.05% to 9,152 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 8.1552 million shares, a decrease of 1.3789 million shares compared to the previous period [2]

Overall Research - The domestic equity market continues to rise, with the ChiNext Index increasing by 8.58%. The performance of equity and bond funds is diverging, with equity mixed funds leading the gains. TMT theme funds are significantly outperforming, while consumer themes show relatively weaker growth. Passive index funds in financial and AI themes are performing well, while there is a net outflow from domestic stock ETFs, particularly in the double innovation sector and TMT themes, with noticeable inflows into large-cap and broad-based funds [1]. Real Estate Industry - As of August 17, 2025, new home transactions in 20 cities totaled 491,000 units, down 5.5%. In major cities, Beijing saw 26,000 units sold (-13%), Shanghai 63,000 units (-1%), and Shenzhen 19,000 units (-3%). In the second-hand housing market, transactions in 10 cities reached 490,000 units, up 10.7%, with Beijing at 108,000 units (+11%), Shanghai 160,000 units (+18%), and Shenzhen 44,000 units (+28%) [2]. Metal Industry - The growth rate difference between M1 and M2 narrowed to -3.2 percentage points in July, marking a near 49-month high. The steel sector's profitability is expected to recover to historical average levels following the Ministry of Industry and Information Technology's guidelines for the steel industry. However, there are risks associated with significant fluctuations in futures prices due to trading restrictions on coking coal futures [3]. Chemical Industry - The report suggests focusing on companies involved in electronic specialty gases, such as nitrogen trifluoride and other products. Key companies include China Shipbuilding Industry Corporation, Nanda Optoelectronics, and Huate Gas. Additionally, companies producing semiconductor materials, such as photolithography resins and PCB inks, are also recommended for attention [4]. Company Research - Sinopec Engineering achieved a revenue of 31.6 billion yuan in H1 2025, a 10.1% year-on-year increase, with a net profit of 1.384 billion yuan, up 4.8%. The company maintains a "buy" rating with profit forecasts for 2025-2027 at 2.595 billion, 2.760 billion, and 2.902 billion yuan, respectively [7]. - Blue Sky Technology won a new lithium extraction project, with expectations for high growth in its lithium resource business. The company forecasts net profits of 1.055 billion, 1.253 billion, and 1.495 billion yuan for 2025-2027, maintaining an "increase" rating [8]. - Changqing Co. reported a recovery in pesticide market demand, with a net profit forecast of 74 million, 128 million, and 181 million yuan for 2025-2027, maintaining an "increase" rating despite a downward adjustment in profit expectations [9]. - Huayou Cobalt's net profit for H1 2025 reached 2.71 billion yuan, a 62.3% increase year-on-year, with future profit forecasts of 5.9 billion, 7.1 billion, and 8.6 billion yuan for 2025-2027, maintaining a "buy" rating [10]. - Keda Li's main business remains stable, with profit forecasts of 1.802 billion, 2.178 billion, and 2.499 billion yuan for 2025-2027, maintaining a "buy" rating [11]. - Oriental Cable's revenue for H1 2025 was 4.432 billion yuan, an 8.95% increase, but net profit fell by 26.57% to 473 million yuan. The company expects growth in the second half of 2025 due to increased cable deliveries [12]. - Jinlang Technology reported a revenue of 3.794 billion yuan in H1 2025, a 13.09% increase, with a net profit of 602 million yuan, up 70.96%. Future profit forecasts are 1.169 billion, 1.399 billion, and 1.657 billion yuan for 2025-2027, maintaining an "increase" rating [12]. - Lian Microelectronics has seen a recovery in its epitaxial wafer business, with future profit forecasts of 69 million, 165 million, and 242 million yuan for 2025-2027, maintaining a "buy" rating [13]. - Tian Shili achieved a revenue of 4.288 billion yuan in H1 2025, with a net profit of 775 million yuan, up 16.97%. The company maintains profit forecasts of 1.150 billion, 1.245 billion, and 1.399 billion yuan for 2025-2027, maintaining a "buy" rating [14]. - Ecovacs Robotics reported strong performance in both domestic and international sales, with profit forecasts of 1.6 billion, 1.9 billion, and 2.3 billion yuan for 2025-2027, maintaining a "buy" rating [15]. - Stone Technology, a leader in smart vacuum robots, has adjusted its profit forecasts to 1.7 billion, 2.1 billion, and 2.5 billion yuan for 2025-2027, maintaining an "increase" rating [16].

Group 1: Metal New Materials - The price of rhodium has increased for two consecutive months, while the price of lithium concentrate has also risen, reaching approximately 70,000 yuan/ton. Supply disruptions from the suspension of lithium mines are expected to elevate lithium prices in the short term [4] - The price of rhenium powder has risen, indicating a recovery in demand for military new materials [4] - The price of zirconium oxychloride has decreased in the nuclear power new materials sector, while silicon carbide prices have dropped in the consumer electronics new materials category [4] Group 2: Longqing Co., Ltd. (002391.SZ) - Longqing Co., Ltd. reported a revenue of 2.083 billion yuan for H1 2025, a year-on-year increase of 7.3%. The net profit attributable to shareholders reached 42 million yuan, up 117.8% year-on-year [4] Group 3: Oriental Cable (603606.SH) - Oriental Cable's revenue for H1 2025 was 4.432 billion yuan, a year-on-year increase of 8.95%. However, the net profit attributable to shareholders decreased by 26.57% to 473 million yuan due to delays in offshore wind construction [5] Group 4: Lian Microelectronics (605358.SH) - Lian Microelectronics expects to achieve a revenue of 1.666 billion yuan in H1 2025, a year-on-year growth of 14.19%. However, the company anticipates a net loss of 121 million yuan, which is an increase in losses compared to the previous year [6] Group 5: Stone Technology (688169.SH) - Stone Technology reported total revenue of 7.9 billion yuan for H1 2025, a year-on-year increase of 79%. The net profit attributable to shareholders decreased by 40% to 700 million yuan [7] Group 6: Ecovacs Robotics (603486.SH) - Ecovacs Robotics achieved a revenue of 8.7 billion yuan in H1 2025, reflecting a year-on-year growth of 24%. The net profit attributable to shareholders increased by 61% to 1 billion yuan [8] Group 7: Tianshili (600535.SH) - Tianshili reported revenue of 4.288 billion yuan for H1 2025, a slight decrease of 1.91%. However, the net profit attributable to shareholders increased by 16.97% to 775 million yuan [8]